Sirios Capital Management L P Purchases 14,283 Shares of Uber Technologies, Inc. $UBER

Sirios Capital Management L P raised its holdings in Uber Technologies, Inc. (NYSE:UBER) by 133.8% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 24,959 shares of the ride-sharing company’s stock after purchasing an additional 14,283 shares during the quarter. Sirios Capital Management L P’s holdings in Uber Technologies were worth $2,445,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of UBER. Norges Bank acquired a new position in Uber Technologies during the 2nd quarter worth $2,348,319,000. Pacer Advisors Inc. boosted its position in shares of Uber Technologies by 1,905.3% in the 3rd quarter. Pacer Advisors Inc. now owns 4,350,479 shares of the ride-sharing company’s stock worth $426,216,000 after purchasing an additional 4,133,532 shares during the last quarter. Vanguard Group Inc. increased its holdings in Uber Technologies by 1.6% in the second quarter. Vanguard Group Inc. now owns 189,551,519 shares of the ride-sharing company’s stock valued at $17,685,157,000 after purchasing an additional 3,025,483 shares during the last quarter. Massachusetts Financial Services Co. MA lifted its stake in Uber Technologies by 4,471.9% in the third quarter. Massachusetts Financial Services Co. MA now owns 2,966,828 shares of the ride-sharing company’s stock valued at $290,660,000 after buying an additional 2,901,936 shares during the period. Finally, Robeco Institutional Asset Management B.V. boosted its holdings in Uber Technologies by 97.1% during the third quarter. Robeco Institutional Asset Management B.V. now owns 5,422,035 shares of the ride-sharing company’s stock worth $531,197,000 after buying an additional 2,671,539 shares during the last quarter. 80.24% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on UBER shares. Citizens Jmp raised shares of Uber Technologies from a “market perform” rating to an “outperform” rating and set a $100.00 price objective on the stock in a research note on Wednesday, February 4th. Wolfe Research decreased their price target on shares of Uber Technologies from $125.00 to $110.00 and set an “outperform” rating for the company in a report on Monday, January 5th. Wells Fargo & Company lowered 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. Needham & Company LLC reaffirmed a “buy” rating and set a $109.00 price objective on shares of Uber Technologies in a research note on Tuesday, February 3rd. Finally, Royal Bank Of Canada reiterated an “outperform” rating and set a $105.00 target price on shares of Uber Technologies in a report on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Uber Technologies presently has a consensus rating of “Moderate Buy” and a consensus price target of $105.29.

Key Uber Technologies News

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

Uber Technologies Stock Performance

Shares of UBER opened at $73.33 on Friday. The firm has a market cap of $150.92 billion, a P/E ratio of 15.57, a PEG ratio of 6.69 and a beta of 1.22. Uber Technologies, Inc. has a twelve month low of $60.63 and a twelve month high of $101.99. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.14 and a current ratio of 1.14. The firm’s 50 day moving average price is $77.70 and its two-hundred day moving average price is $86.60.

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

Insiders Place Their Bets

In other Uber Technologies news, insider Tony West sold 3,125 shares of the stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total transaction of $260,937.50. Following the completion of the transaction, the insider owned 176,584 shares in the company, valued at approximately $14,744,764. This represents a 1.74% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the company’s stock in a transaction on Tuesday, February 24th. The stock was purchased at an average cost of $71.25 per share, for a total transaction of $1,599,776.25. Following the purchase, the chief financial officer directly 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. Additional details regarding this purchase are available in the official SEC disclosure. 3.84% of the stock is currently owned by corporate insiders.

Uber Technologies Profile

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.