Fjarde AP Fonden Fourth Swedish National Pension Fund Raises Holdings in Uber Technologies, Inc. $UBER

Fjarde AP Fonden Fourth Swedish National Pension Fund increased its holdings in Uber Technologies, Inc. (NYSE:UBER) by 6.0% in the 4th quarter, HoldingsChannel reports. The fund owned 551,833 shares of the ride-sharing company’s stock after purchasing an additional 31,200 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Uber Technologies were worth $45,090,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in UBER. Measured Wealth Private Client Group LLC acquired a new position in Uber Technologies during the third quarter worth $25,000. Lloyd Advisory Services LLC. purchased a new position in shares of Uber Technologies during the fourth quarter worth $27,000. Ares Financial Consulting LLC purchased a new position in shares of Uber Technologies during the fourth quarter worth $28,000. Imprint Wealth LLC purchased a new position in shares of Uber Technologies during the third quarter worth $32,000. Finally, Blueline Advisors LLC purchased a new position in shares of Uber Technologies during the fourth quarter worth $37,000. 80.24% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research analysts have recently commented on the company. Fox Advisors upgraded Uber Technologies from a “hold” rating to an “outperform” rating in a research report on Monday, May 11th. Royal Bank Of Canada assumed coverage on Uber Technologies in a research report on Monday, May 11th. They set an “outperform” rating for the company. Wells Fargo & Company raised their price target on Uber Technologies from $95.00 to $102.00 and gave the stock an “overweight” rating in a research report on Thursday, May 7th. Guggenheim restated a “buy” rating and set a $125.00 price target on shares of Uber Technologies in a research report on Monday, April 27th. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Uber Technologies in a research report on Monday. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, seven have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $104.68.

Key Headlines Impacting Uber Technologies

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

• Positive Sentiment: Uber CEO Dara Khosrowshahi said AI tools have boosted employee productivity enough that the company is slowing hiring, which could support margins if the efficiency gains hold. The company also said it is capping AI spending after blowing through its annual budget in just one quarter, signaling tighter cost control. Article: Uber CEO Dara Khosrowshahi Says Company ‘Blew’ Through Its Annual AI Budget In A Single Quarter, Reports Increased Human Productivity
• Positive Sentiment: Uber is expanding its robotaxi ambitions with a large investment in Nuro, tied to plans for a major autonomous vehicle rollout using Lucid vehicles, which could strengthen its long-term growth story. Article: Uber commits nearly $500 million to Nuro robotaxi startup
• Neutral Sentiment: The company also announced a new grant round through its Health Access Fund with LISC to help low-income patients access transportation, which supports Uber’s brand and community relationships but is unlikely to move the stock on its own. Article: Uber and LISC open new grant application through Health Access Fund to bridge transportation gaps for low-income patients
• Neutral Sentiment: Several reports focused on whether Uber is a buy after recent weakness, reflecting ongoing investor debate rather than a clear new catalyst. Article: Is Trending Stock Uber Technologies, Inc. (UBER) a Buy Now?
• Negative Sentiment: Investors remain worried that robotaxis could disrupt Uber’s ride-hailing business, and reports said the company is recruiting fewer drivers in some self-driving markets and is making a bigger bet on autonomous vehicles to adapt. That shift adds uncertainty around Uber’s future moat and driver supply. Article: Uber is making a much bigger bet on robotaxis
• Negative Sentiment: Uber also cut 23% of roles in its People and Places division, a sign of restructuring that may help efficiency but can also reflect pressure to trim costs amid a more cautious outlook. Article: Uber Reshapes HR Team As Stock Trades Below Valuation Estimates

Insider Transactions at Uber Technologies

In related news, SVP Nikki Krishnamurthy sold 30,000 shares of Uber Technologies stock in a transaction on Monday, March 16th. The stock was sold at an average price of $74.45, for a total value of $2,233,500.00. Following the completion of the transaction, the senior vice president directly owned 460,756 shares in the company, valued at approximately $34,303,284.20. This trade represents a 6.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 3.81% of the company’s stock.

Uber Technologies Trading Down 1.9%

NYSE:UBER opened at $70.84 on Friday. The firm has a market cap of $144.21 billion, a PE ratio of 17.67, a price-to-earnings-growth ratio of 6.14 and a beta of 1.12. The stock has a fifty day moving average price of $73.53 and a 200 day moving average price of $77.80. Uber Technologies, Inc. has a 12-month low of $68.46 and a 12-month high of $101.99. The company has a current ratio of 1.07, a quick ratio of 1.07 and a debt-to-equity ratio of 0.41.

Uber Technologies (NYSE:UBER) last released its earnings results on Wednesday, May 6th. The ride-sharing company reported $0.72 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.69 by $0.03. The firm had revenue of $13.20 billion during the quarter, compared to analyst estimates of $13.28 billion. Uber Technologies had a return on equity of 41.40% and a net margin of 15.91%.Uber Technologies’s revenue was up 14.5% compared to the same quarter last year. During the same period last year, the business posted $0.83 earnings per share. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. Sell-side analysts anticipate that Uber Technologies, Inc. will post 2.95 earnings per share 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.