NewEdge Wealth LLC Reduces Position in Uber Technologies, Inc. $UBER

NewEdge Wealth LLC lowered its stake in Uber Technologies, Inc. (NYSE:UBER) by 11.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 193,912 shares of the ride-sharing company’s stock after selling 26,247 shares during the period. NewEdge Wealth LLC’s holdings in Uber Technologies were worth $17,985,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in UBER. Westend Capital Management LLC purchased a new position in shares of Uber Technologies in the third quarter worth about $27,000. Kilter Group LLC acquired a new stake in Uber Technologies during the 2nd quarter valued at approximately $26,000. Total Investment Management Inc. purchased a new stake in shares of Uber Technologies in the 2nd quarter valued at $32,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in shares of Uber Technologies in the third quarter worth $34,000. Finally, True Wealth Design LLC raised its holdings in shares of Uber Technologies by 38.6% during the third quarter. True Wealth Design LLC now owns 424 shares of the ride-sharing company’s stock worth $42,000 after purchasing an additional 118 shares during the last quarter. 80.24% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Uber Technologies

In other news, insider Tony West sold 3,125 shares of the firm’s stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total value of $260,937.50. Following the transaction, the insider owned 176,584 shares in the company, valued at $14,744,764. This trade represents a 1.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 3.84% of the stock is owned by insiders.

Analysts Set New Price Targets

Several equities research analysts have commented on the stock. Guggenheim lowered their price target on shares of Uber Technologies from $135.00 to $125.00 and set a “buy” rating on the stock in a report on Wednesday. Citizens Jmp raised Uber Technologies from a “market perform” rating to an “outperform” rating and set a $100.00 price objective for the company in a report on Wednesday, February 4th. UBS Group set a $111.00 target price on Uber Technologies in a research note on Monday, February 2nd. Weiss Ratings reiterated a “buy (b)” rating on shares of Uber Technologies in a research report on Monday, December 29th. Finally, Stifel Nicolaus lowered 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. One analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $104.61.

Uber Technologies News Summary

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

• Positive Sentiment: Uber said it will invest more than $100 million to build dedicated fast‑charging hubs for autonomous robotaxis, a concrete capital commitment that reduces a key scaling bottleneck for AV fleets and signals long-term commercialization progress. Uber to invest over $100 million in autonomous vehicle charging amid robotaxi push
• Positive Sentiment: Coverage highlights operational pushes and partnerships (Waymo, Lucid and others) and plans to expand robotaxi deployments and “pit‑stop” infrastructure in multiple cities — news that supports upside to long‑term mobility margins and network effects. Uber Stocks Climb As Ride‑Hailing Giant Pours $100 Million Into New Robotaxi Charging Hubs
• Positive Sentiment: Several bullish analyst and op‑ed pieces argue Uber is undervalued in the shift to AV/AI (calls it a rare buying opportunity and a valuation gap), which can attract investor interest and re-rate the stock if execution continues. Uber: A Rare Opportunity To Buy The Future Robotaxi ‘Winner‑Take‑Most’
• Neutral Sentiment: Aggregated analyst coverage remains active (23 analyst ratings summarized), keeping the stock in focus; this increases liquidity and reaction to company news but doesn’t by itself guarantee direction. What 23 Analyst Ratings Have To Say About Uber Technologies
• Neutral Sentiment: New Life360 integration expands product utility and could modestly support engagement and rider volumes over time, but it’s a steady‑state product tie rather than a near‑term revenue catalyst. Life360 and Uber Announce New Integration to Help Families Stay Connected on Every Trip
• Positive Sentiment: Uber secured a courtroom win: sanctions against a lawyer representing sexual‑assault plaintiffs — a legal outcome that can lower potential liability/expense overhang. Uber wins sanctions against lawyer for sexual assault plaintiffs
• Negative Sentiment: Media pieces note an AI‑driven “disruption panic” that has pressured shares industry‑wide; the WSJ flags that Uber’s scale may be getting undervalued amid sentiment‑led selling, which can keep downside volatility elevated even with constructive news. Uber, Latest Victim of Disruption Panic, Still Has Role in Robotaxis
• Negative Sentiment: Skeptical commentary (“This Makes No Sense”) and commentary about short‑term “over‑trading” add noise and can amplify intraday swings even if fundamentals improve. Uber: This Makes No Sense

Uber Technologies Stock Performance

Shares of UBER stock opened at $72.79 on Thursday. The company has a current ratio of 1.14, a quick ratio of 1.15 and a debt-to-equity ratio of 0.38. Uber Technologies, Inc. has a 12-month low of $60.63 and a 12-month high of $101.99. The business’s 50 day moving average is $80.27 and its two-hundred day moving average is $88.73. The company has a market capitalization of $149.81 billion, a P/E ratio of 15.45, a P/E/G ratio of 6.45 and a beta of 1.21.

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

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.