Uber Technologies, Inc. $UBER Shares Sold by Strategic Blueprint LLC

Strategic Blueprint LLC trimmed its holdings in shares of Uber Technologies, Inc. (NYSE:UBER) by 16.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 41,728 shares of the ride-sharing company’s stock after selling 8,399 shares during the period. Strategic Blueprint LLC’s holdings in Uber Technologies were worth $3,410,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Measured Wealth Private Client Group LLC acquired a new position in Uber Technologies during the third quarter worth $25,000. Ares Financial Consulting LLC acquired a new stake in Uber Technologies in the fourth quarter valued at $28,000. Imprint Wealth LLC purchased a new stake in shares of Uber Technologies during the 3rd quarter worth $32,000. Pilgrim Partners Asia Pte Ltd acquired a new position in shares of Uber Technologies during the 3rd quarter worth $34,000. Finally, Hager Investment Management Services LLC grew its stake in shares of Uber Technologies by 276.2% during the 4th quarter. Hager Investment Management Services LLC now owns 489 shares of the ride-sharing company’s stock worth $40,000 after purchasing an additional 359 shares during the period. 80.24% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several analysts recently commented on UBER shares. Cantor Fitzgerald reduced their price objective 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. Citigroup restated a “buy” rating on shares of Uber Technologies in a research report on Tuesday, March 17th. JPMorgan Chase & Co. dropped their target price on shares of Uber Technologies from $110.00 to $105.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. Benchmark reiterated a “hold” rating on shares of Uber Technologies in a research report on Thursday, February 5th. Finally, DA Davidson lowered their price target on Uber Technologies from $108.00 to $105.00 and set a “buy” rating on the stock in a report on Monday, February 23rd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $105.14.

Uber Technologies News Summary

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

• Positive Sentiment: Several brokers reiterated bullish views with high price targets, supporting longer‑term upside and likely limiting downside. Citizens Jmp reaffirmed “market outperform” with a $100 target. Citizens Jmp Reaffirms Market Outperform
• Positive Sentiment: High-profile analyst bulls like TD Cowen (PT $114) and Guggenheim (PT $125) remain constructive, emphasizing long-term growth in mobility, delivery and freight. Those ratings can attract buyers ahead of earnings. TD Cowen Sees Over 50% Upside To Uber
• Positive Sentiment: Uber expanded its global partnership with Block to streamline restaurant operations and payments, which should help Uber Eats monetization and merchant adoption over time. Uber, Block Expand Global Partnership
• Neutral Sentiment: Operational note from Uber Freight: “phantom capacity” is tightening the US‑Mexico trucking market, signaling mixed supply/demand dynamics in freight that could boost rates or raise execution risks. This is sector‑specific and not an immediate company‑level catalyst. Phantom Capacity Tightens US-Mexico Trucking Market
• Neutral Sentiment: High‑profile investors (e.g., Bill Ackman mentions) and coverage arguing to “buy and hold” ahead of May earnings create offsetting flows — attention is increasing but could amplify volatility into results. Bill Ackman Holds Large Position in Uber
• Negative Sentiment: Uber drivers in Victoria, B.C., ratified a first‑of‑its‑kind union contract covering 1,000+ drivers — a potential precedent for other regions that could raise labor costs and regulation risk for ride‑hailing. Investors see this as a margin headwind. Uber Drivers in Victoria Ratify Union Contract
• Negative Sentiment: Merchant pushback persists: a restaurant owner publicly cited high delivery fees and left platforms including Uber Eats — a reminder that restaurant resistance and fee pressure could constrain take‑rates and growth in deliveries. Restaurant Owner Ditches Uber Eats Over Fees
• Negative Sentiment: Market commentary (Zacks) highlighted that UBER slid more than the broader market today, which can trigger short‑term selling and increase volatility into the company’s May earnings release. Zacks: Uber Suffers Larger Drop Than Market

Insider Activity at Uber Technologies

In related news, CFO Balaji (A) Krishnamurthy bought 22,453 shares of Uber Technologies stock in a transaction that occurred on Tuesday, February 24th. The shares were purchased at an average price of $71.25 per share, with a total value of $1,599,776.25. Following the purchase, the chief financial officer owned 28,742 shares in the company, valued at $2,047,867.50. This represents a 357.02% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Nikki Krishnamurthy sold 30,000 shares of the stock in a transaction on Monday, March 16th. The shares were sold at an average price of $74.45, for a total value of $2,233,500.00. Following the sale, the senior vice president owned 460,756 shares in the company, valued at approximately $34,303,284.20. This trade represents a 6.11% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 3.81% of the company’s stock.

Uber Technologies Stock Performance

NYSE:UBER opened at $74.16 on Wednesday. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 0.38. The firm has a 50-day moving average price of $73.84 and a two-hundred day moving average price of $81.44. Uber Technologies, Inc. has a twelve month low of $68.46 and a twelve month high of $101.99. The company has a market capitalization of $151.49 billion, a P/E ratio of 15.74, a price-to-earnings-growth ratio of 6.99 and a beta of 1.21.

Uber Technologies (NYSE:UBER) last announced its quarterly earnings results 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). The business had revenue of $14.37 billion during 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 firm’s revenue for the quarter was up 20.1% on a year-over-year basis. During the same period last year, the company earned $3.21 EPS. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. As a group, research analysts expect that Uber Technologies, Inc. will post 3.34 earnings per share for the current fiscal year.

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.