Rheos Capital Works Inc. Has $44.09 Million Position in Uber Technologies, Inc. $UBER

Rheos Capital Works Inc. decreased its position in Uber Technologies, Inc. (NYSE:UBER) by 42.3% during the third quarter, HoldingsChannel reports. The firm owned 450,000 shares of the ride-sharing company’s stock after selling 330,000 shares during the quarter. Uber Technologies comprises approximately 2.5% of Rheos Capital Works Inc.’s holdings, making the stock its 10th biggest position. Rheos Capital Works Inc.’s holdings in Uber Technologies were worth $44,087,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in UBER. Brant Point Investment Management LLC acquired a new position in shares of Uber Technologies during the second quarter valued at about $933,000. Econ Financial Services Corp acquired a new position in Uber Technologies during the 3rd quarter worth approximately $1,538,000. Spirepoint Private Client LLC boosted its holdings in Uber Technologies by 21.9% in the third quarter. Spirepoint Private Client LLC now owns 74,828 shares of the ride-sharing company’s stock worth $7,331,000 after acquiring an additional 13,454 shares in the last quarter. Munro Partners acquired a new stake in Uber Technologies in the second quarter valued at approximately $96,294,000. Finally, Prudential PLC grew its stake in Uber Technologies by 15.7% in the second quarter. Prudential PLC now owns 216,855 shares of the ride-sharing company’s stock valued at $20,233,000 after acquiring an additional 29,359 shares during the period. Institutional investors and hedge funds own 80.24% of the company’s stock.

Key Uber Technologies News

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

• Positive Sentiment: Uber unveiled a production‑intent robotaxi developed with Lucid and Nuro, has begun on‑road testing in the San Francisco Bay Area, and plans a commercial launch later this year — advancing a long‑term revenue and cost‑reduction pathway if deployments scale. Lucid, Nuro, Uber debut robotaxi
• Positive Sentiment: Uber renewed / strengthened mapping and location ties with TomTom to integrate maps and live services across its platform — this supports ride/AV routing reliability and reduces technical integration risk for on‑demand and autonomous services. TomTom and Uber strengthen ties
• Neutral Sentiment: Positive media and analyst pieces are painting Uber as a potential robotaxi leader (e.g., 24/7 Wall St., TechCrunch, CNET coverage), which can lift sentiment but may already be priced in given the long runway and capital needs of AV commercialization. Uber Technologies Is the Robotaxi Winner of 2026
• Neutral Sentiment: Recent reports note institutional purchases by smaller managers — incremental buying that supports liquidity but not necessarily a change to the broader sell‑side view. CV Advisors LLC Invests in Uber Technologies
• Negative Sentiment: Melius Research downgraded UBER to Sell with a $73 price target, citing intensified robotaxi competition and valuation risk — analyst downgrades can pressure the stock and trigger short‑term outflows. Uber Stock Is Cut to Sell
• Negative Sentiment: Legal and governance headlines: Uber failed to delay a sexual‑assault trial and could not block related ad campaigns, and a shareholder‑law firm announced an investigation into the board for possible fiduciary lapses around rider safety and driver checks — these raise litigation, reputational and potential financial risks. Uber fails to delay trial

Uber Technologies Price Performance

Uber Technologies stock opened at $85.45 on Wednesday. Uber Technologies, Inc. has a 52 week low of $60.63 and a 52 week high of $101.99. The company’s 50 day moving average price is $87.14 and its two-hundred day moving average price is $91.41. The stock has a market cap of $177.54 billion, a P/E ratio of 10.98 and a beta of 1.20. The company has a quick ratio of 1.15, a current ratio of 1.15 and a debt-to-equity ratio of 0.37.

Uber Technologies (NYSE:UBER) last released its earnings results on Tuesday, November 4th. The ride-sharing company reported $3.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.67 by $2.44. The company had revenue of $13.47 billion during the quarter, compared to analyst estimates of $13.25 billion. Uber Technologies had a return on equity of 68.17% and a net margin of 33.54%.Uber Technologies’s quarterly revenue was up 20.4% on a year-over-year basis. During the same period in the prior year, the company posted $1.20 earnings per share. On average, equities analysts predict that Uber Technologies, Inc. will post 2.54 earnings per share for the current year.

Insiders Place Their Bets

In related news, CFO Prashanth Mahendra-Rajah sold 5,500 shares of the business’s stock in a transaction dated Wednesday, November 12th. The shares were sold at an average price of $94.41, for a total value of $519,255.00. Following the transaction, the chief financial officer directly owned 20,330 shares of the company’s stock, valued at approximately $1,919,355.30. The trade was a 21.29% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Tony West sold 3,125 shares of the stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $80.36, for a total transaction of $251,125.00. Following the transaction, the insider owned 175,423 shares of the company’s stock, valued at approximately $14,096,992.28. The trade was a 1.75% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 14,875 shares of company stock valued at $1,348,818 in the last 90 days. Corporate insiders own 3.70% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on UBER shares. Weiss Ratings reiterated a “buy (b)” rating on shares of Uber Technologies in a report on Monday, December 29th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Uber Technologies in a research note on Thursday, December 18th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $108.00 target price on shares of Uber Technologies in a research report on Wednesday, October 29th. Susquehanna restated a “positive” rating and issued a $110.00 target price on shares of Uber Technologies in a report on Wednesday, November 5th. Finally, Needham & Company LLC reiterated a “buy” rating and set a $109.00 price target on shares of Uber Technologies in a research note on Tuesday, November 4th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Uber Technologies presently has a consensus rating of “Moderate Buy” and an average price target of $107.33.

Uber Technologies Company 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.