Fernbridge Capital Management LP Purchases 48,045 Shares of Uber Technologies, Inc. $UBER

Fernbridge Capital Management LP boosted its position in shares of Uber Technologies, Inc. (NYSE:UBER) by 16.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 341,981 shares of the ride-sharing company’s stock after purchasing an additional 48,045 shares during the period. Uber Technologies comprises 1.6% of Fernbridge Capital Management LP’s holdings, making the stock its 20th biggest holding. Fernbridge Capital Management LP’s holdings in Uber Technologies were worth $33,504,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in UBER. Westend Capital Management LLC purchased a new position in shares of Uber Technologies during the third quarter valued at approximately $27,000. Kilter Group LLC bought a new position in shares of Uber Technologies during the second quarter valued at approximately $26,000. Total Investment Management Inc. purchased a new stake in shares of Uber Technologies in the second quarter worth approximately $32,000. Pilgrim Partners Asia Pte Ltd bought a new stake in shares of Uber Technologies during the 3rd quarter worth approximately $34,000. Finally, True Wealth Design LLC lifted its stake in shares of Uber Technologies by 38.6% during the 3rd quarter. True Wealth Design LLC now owns 424 shares of the ride-sharing company’s stock worth $42,000 after acquiring an additional 118 shares during the last quarter. 80.24% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Uber Technologies

In other Uber Technologies news, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of the company’s stock in a transaction dated Tuesday, February 24th. The shares were purchased at an average cost of $71.25 per share, for a total transaction of $1,599,776.25. Following the completion of the purchase, the chief financial officer owned 28,742 shares in the company, valued at approximately $2,047,867.50. This trade represents a 357.02% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, insider Tony West sold 3,125 shares of Uber Technologies stock in a transaction that occurred 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 transaction, the insider directly owned 176,584 shares in the company, valued at approximately $14,744,764. The trade was a 1.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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 and Motional have relaunched a commercial robotaxi service in Las Vegas (electric IONIQ 5s; safety drivers initially, operator removal planned), giving Uber real-world AV volume, visibility and potential incremental mobility revenue. Uber and Motional Launch Robotaxi Service in Las Vegas
• Positive Sentiment: Uber struck a multiyear deal to deploy Amazon/Zoox purpose‑built robotaxis on the Uber app (initial U.S. rollouts announced), broadening its AV partner set and scaling potential robotaxi supply without heavy capex. Is Uber’s Robotaxi Deal With Amazon’s Zoox a Growth Catalyst?
• Positive Sentiment: Marsh Risk and Apollo launched an insurance facility to back Uber’s autonomous‑vehicle expansion — removing a major operational hurdle by improving availability and pricing of liability coverage as AV deployments scale. Marsh Risk and Apollo launch Insurance Facility to support Uber’s autonomous vehicle expansion
• Positive Sentiment: Uber expanded international AV pilots, teaming with Nissan and Wayve for a Tokyo robotaxi program (pilot planned for late 2026), signaling global roll‑out optionality beyond U.S. testbeds. Nissan, Uber, Wayve announce robotaxi tie-up
• Neutral Sentiment: MarketBeat flagged Uber among names with technical tailwinds for traders — useful for short‑term momentum players but not a substitute for fundamentals. 3 Rebound Candidates With Technical Tailwinds (UBER)
• Neutral Sentiment: Coverage pieces (Forbes/Fool) are framing Uber as a potential value/growth play given solid cash flow trends and a relatively low debt load; useful context for longer‑term investors but not a catalyst by itself. Is Uber Stock Now A Value Play?
• Neutral Sentiment: Travis Kalanick launched Atoms (specialized industrial robotics). It’s notable because of his profile, but Atoms targets industrial sectors (mining/food/transport) rather than Uber’s consumer mobility business, so immediate competitive impact is unclear. Uber co-founder Kalanick launches Atoms in specialized robotics push
• Negative Sentiment: Short‑term pressure persists: analysts pointed out the stock dipped more than the broader market recently amid volatility and an EPS miss in the last quarter (Q4 EPS below consensus), keeping some investors cautious about near‑term multiples. Why Uber Technologies (UBER) Dipped More Than Broader Market Today

Analysts Set New Price Targets

Several brokerages have commented on UBER. Stifel Nicolaus cut their price objective on Uber Technologies from $122.00 to $105.00 and set a “buy” rating on the stock in a research report on Tuesday, January 27th. Truist Financial set a $108.00 target price on Uber Technologies in a research report on Monday, February 9th. Cantor Fitzgerald lowered their target price on shares of Uber Technologies from $99.00 to $92.00 and set an “overweight” rating for the company in a research note on Thursday, February 5th. Wolfe Research cut their price target on shares of Uber Technologies from $125.00 to $110.00 and set an “outperform” rating on the stock in a report on Monday, January 5th. Finally, Mizuho reduced their price target on shares of Uber Technologies from $130.00 to $110.00 and set an “outperform” rating on the stock in a research note on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $105.29.

Uber Technologies Price Performance

Shares of UBER stock opened at $73.33 on Friday. Uber Technologies, Inc. has a twelve month low of $60.63 and a twelve month high of $101.99. The stock has a market capitalization of $150.92 billion, a price-to-earnings ratio of 15.57, a P/E/G ratio of 6.69 and a beta of 1.22. The stock has a fifty day simple moving average of $77.70 and a two-hundred day simple moving average of $86.60. 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 the consensus estimate of $0.79 by ($0.08). The firm had revenue of $14.37 billion for the quarter, compared to analysts’ expectations of $14.32 billion. Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The business’s quarterly revenue was up 20.1% on a year-over-year basis. During the same quarter in the prior year, the business posted $3.21 EPS. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. On average, analysts predict that Uber Technologies, Inc. will post 2.54 EPS for the current fiscal 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.