Uber Technologies, Inc. $UBER Stock Position Lifted by Quadrature Capital Ltd

Quadrature Capital Ltd raised its position in Uber Technologies, Inc. (NYSE:UBER) by 41.0% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 403,780 shares of the ride-sharing company’s stock after purchasing an additional 117,422 shares during the quarter. Quadrature Capital Ltd’s holdings in Uber Technologies were worth $39,542,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in the company. Brighton Jones LLC increased its stake in shares of Uber Technologies by 3.4% during the 4th quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company’s stock worth $4,491,000 after purchasing an additional 2,474 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Uber Technologies by 65.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company’s stock worth $939,000 after buying an additional 6,129 shares during the last quarter. Bison Wealth LLC grew its position in shares of Uber Technologies by 20.3% in the fourth quarter. Bison Wealth LLC now owns 3,792 shares of the ride-sharing company’s stock valued at $229,000 after purchasing an additional 641 shares during the last quarter. Caxton Associates LLP acquired a new position in shares of Uber Technologies during the first quarter worth approximately $304,000. Finally, Schnieders Capital Management LLC. acquired a new stake in Uber Technologies in the 2nd quarter worth $842,000. Institutional investors own 80.24% of the company’s stock.

Insider Buying and Selling at Uber Technologies

In other news, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the firm’s stock in a transaction dated Tuesday, February 24th. The stock was bought at an average price of $71.25 per share, with a total value of $1,599,776.25. Following the acquisition, the chief financial officer directly owned 28,742 shares of the company’s stock, valued at approximately $2,047,867.50. This represents a 357.02% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Tony West sold 3,125 shares of the company’s stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $83.50, for a total transaction of $260,937.50. Following the completion of the sale, the insider owned 176,584 shares of the company’s stock, valued at approximately $14,744,764. This represents a 1.74% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 3.84% of the company’s stock.

Key Stories Impacting Uber Technologies

Here are the key news stories impacting Uber Technologies this week:

• Positive Sentiment: Uber expanded its AV footprint with a multiyear partnership to put Zoox robotaxis on the Uber app (Las Vegas this summer, Los Angeles next year), which supports Uber’s strategy to capture AV trip volume and lower per-trip costs long term. Zoox and Uber tie up to deploy robotaxis
• Positive Sentiment: Uber signed an MoU with Nissan and Wayve to pilot robotaxis in Tokyo by late‑2026, signaling international expansion of AV offerings and potential scale beyond U.S. markets. Nissan, Uber, Wayve announce robotaxi tie-up
• Positive Sentiment: Analysts (e.g., Wedbush) view Uber as well positioned in AVs after recent partnership flow, noting the company now partners with most major unsupervised AV players — a structural positive if execution follows. Uber seen as well-positioned in autonomous vehicles
• Positive Sentiment: Product/service updates (e.g., a new premium “Uber Elite” chauffeur option and safety features like Women Preferences nationwide) aim to grow higher‑margin corporate/executive trips and improve platform trust. Market Chatter: Uber Launches Chauffeur Ride Option
• Positive Sentiment: Partnerships with autonomous delivery/robotics players (e.g., Serve Robotics) extend Uber Eats’ automation options and reduce delivery costs over time. Serve Robotics and White Castle Launch Autonomous Delivery via Uber Eats
• Neutral Sentiment: Corporate governance/security hires (ex‑Uber CSO Joe Sullivan joining StackHawk’s board) are industry‑relevant but not material to Uber’s near‑term stock moves. Former Chief Security Officer Joins StackHawk Board
• Neutral Sentiment: Broader commentary asking whether Uber’s recent multi‑year run fully reflects value — useful for longer‑term allocation decisions but not an immediate catalyst. Is It Time To Reassess Uber Technologies
• Negative Sentiment: Short‑term selling pressure and profit‑taking after recent rally: several headlines note the stock dipped more than the broader market today as investors trimmed positions. Why Uber Technologies (UBER) Dipped More Than Broader Market Today
• Negative Sentiment: Recent quarterly results showed an EPS miss versus consensus and conservative near‑term guidance, which keeps focus on execution and margins even as revenue grows — a headwind for the share price until confidence returns. MarketBeat: Uber Technologies Stock Data
• Negative Sentiment: Sector/market weakness and rotation into other AI/tech names likely amplified declines despite the positive AV announcements. Internet Stocks Look Too Cheap After AI and Iran Worries

Analysts Set New Price Targets

UBER has been the topic of several recent research reports. TD Cowen reissued a “buy” rating on shares of Uber Technologies in a report on Wednesday. The Goldman Sachs Group set a $125.00 price objective on shares of Uber Technologies in a report on Wednesday, February 4th. Wedbush lowered their target price on Uber Technologies from $78.00 to $75.00 and set a “neutral” rating for the company in a research note on Thursday, February 5th. Wells Fargo & Company dropped their price objective on shares of Uber Technologies from $122.00 to $100.00 and set an “overweight” rating for the company in a research report on Thursday, February 5th. Finally, Citigroup dropped their price objective on Uber Technologies from $120.00 to $110.00 and set a “buy” rating for the company in a report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $105.29.

Uber Technologies Price Performance

Shares of UBER opened at $72.83 on Friday. The stock has a market cap of $149.88 billion, a P/E ratio of 15.46, a price-to-earnings-growth ratio of 6.87 and a beta of 1.22. Uber Technologies, Inc. has a 1 year low of $60.63 and a 1 year high of $101.99. The stock’s 50-day moving average price is $77.89 and its two-hundred day moving average price is $86.75. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 0.38.

Uber Technologies (NYSE:UBER) last announced its quarterly earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 EPS for the quarter, missing analysts’ consensus estimates of $0.79 by ($0.08). The company had revenue of $14.37 billion during the quarter, compared to the consensus estimate of $14.32 billion. Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The business’s revenue was up 20.1% compared to the same quarter last year. During the same period last year, the company earned $3.21 earnings per share. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. On average, equities analysts predict that Uber Technologies, Inc. will post 2.54 earnings per share for the current year.

About Uber Technologies

Uber Technologies, Inc is a technology company that operates a global platform connecting riders, drivers, couriers, restaurants and shippers. Founded in 2009 by Garrett Camp and Travis Kalanick and headquartered in San Francisco, Uber developed one of the first large-scale ride-hailing marketplaces and has since expanded into a broader set of mobility and logistics services. The company completed its initial public offering in 2019 and continues to position its app-based network as a multi-modal transportation and delivery platform.

Uber’s principal businesses include mobility services (ride-hailing and shared rides), delivery through Uber Eats, and freight logistics via Uber Freight.