Richard Bernstein Advisors LLC Sells 33,624 Shares of Uber Technologies, Inc. $UBER

Richard Bernstein Advisors LLC lowered its position in shares of Uber Technologies, Inc. (NYSE:UBER) by 58.0% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 24,338 shares of the ride-sharing company’s stock after selling 33,624 shares during the quarter. Richard Bernstein Advisors LLC’s holdings in Uber Technologies were worth $2,384,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of UBER. Capital World Investors grew its position in shares of Uber Technologies by 1.1% during the 3rd quarter. Capital World Investors now owns 17,016,467 shares of the ride-sharing company’s stock worth $1,667,121,000 after buying an additional 182,976 shares during the period. Capital International Sarl grew its stake in shares of Uber Technologies by 2.8% in the third quarter. Capital International Sarl now owns 24,416 shares of the ride-sharing company’s stock valued at $2,392,000 after buying an additional 661 shares in the last quarter. Capital International Inc. CA raised its stake in Uber Technologies by 9.7% in the third quarter. Capital International Inc. CA now owns 8,215 shares of the ride-sharing company’s stock valued at $805,000 after buying an additional 726 shares during the period. Capital International Investors boosted its holdings in shares of Uber Technologies by 0.4% during the 3rd quarter. Capital International Investors now owns 2,313,997 shares of the ride-sharing company’s stock worth $226,702,000 after buying an additional 10,252 shares during the period. Finally, Legal & General Group Plc grew its holdings in Uber Technologies by 6.9% in the 3rd quarter. Legal & General Group Plc now owns 13,386,313 shares of the ride-sharing company’s stock valued at $1,311,457,000 after buying an additional 867,719 shares in the last quarter. Institutional investors and hedge funds own 80.24% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the stock. Roth Mkm set a $105.00 price objective on shares of Uber Technologies in a research note on Thursday, February 5th. Sanford C. Bernstein reissued an “outperform” rating on shares of Uber Technologies in a research note on Thursday, December 18th. Stifel Nicolaus cut their price target on Uber Technologies from $122.00 to $105.00 and set a “buy” rating on the stock in a report on Tuesday, January 27th. Wells Fargo & Company lowered their price objective on Uber Technologies from $122.00 to $100.00 and set an “overweight” rating for the company in a research note on Thursday, February 5th. Finally, UBS Group set a $111.00 price objective on Uber Technologies in a research report on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $104.53.

Insider Activity at Uber Technologies

In other news, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of the business’s stock in a transaction dated Tuesday, February 24th. The stock was purchased at an average price of $71.25 per share, for a total transaction of $1,599,776.25. Following the completion of the transaction, 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 position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Tony West sold 3,125 shares of the stock in a transaction 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 completion of the sale, the insider owned 176,584 shares in the company, valued at approximately $14,744,764. The trade was a 1.74% decrease in their position. The disclosure for this sale is available in the SEC filing. 3.70% of the stock is currently owned by company insiders.

Key Uber Technologies News

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

• Positive Sentiment: Nissan partnership — Nissan will partner with Uber on self‑driving technology, which could accelerate vehicle supply and OEM relationships for Uber’s AV roadmap and lower capital/intake risk as Uber scales autonomous offerings. Nissan to partner with Uber on self-driving technology
• Positive Sentiment: Autonomous + air mobility expansion — Uber launched Uber Autonomous Solutions and is preparing Uber Air with Joby eVTOL deployments (starting in Dubai), extending addressable market beyond human drivers and potentially lifting long‑term revenue mix and margins. Uber Expands Autonomous And Air Taxi Services As Valuation Signals Upside
• Positive Sentiment: Institutional support & strategy visibility — Uber presented strategy at the Morgan Stanley conference and remains a large holding for Pershing Square/Bill Ackman, which can bolster investor confidence and reduce perceived governance risk. Uber Technologies, Inc. (UBER) Outlines Its Strategic Vision at Morgan Stanley Conference
• Positive Sentiment: High‑profile bullish commentary — Jim Cramer publicly called Uber a long‑term winner, which can support retail demand and narrative momentum. Jim Cramer on Uber: “I Think This Is a Company That’s Taking Over the World”
• Neutral Sentiment: Valuation debate — Analysts note Uber trades at a discount to peers, prompting value arguments, but raise robotaxi competition and regulatory risk as offsets — mixed case for new buyers. Is UBER’s Cheap Valuation Reason Enough to Invest in the Stock?
• Neutral Sentiment: Safety and product adjustments — Uber is expanding a female‑driver option in the U.S. to address assault concerns; may help retention/PR but highlights underlying safety headwinds. Uber expands female driver option in the US amid mounting assault cases
• Negative Sentiment: Profitability but muted multiple — Coverage asks why stock hasn’t rerated despite profitability; market skepticism about sustainability and growth mix may cap upside. Uber is finally profitable. So why is the stock still going nowhere?
• Negative Sentiment: Robotaxi competition — Rapid Waymo robotaxi expansion is cited as accelerating AV disruption and crowding the rideshare market, a direct competitive threat to Uber’s driver and AV plans. How autonomous vehicles are disrupting the rideshare economy

Uber Technologies Price Performance

UBER opened at $73.91 on Tuesday. Uber Technologies, Inc. has a 52-week low of $60.63 and a 52-week high of $101.99. The stock has a market capitalization of $152.11 billion, a PE ratio of 15.69, a price-to-earnings-growth ratio of 6.89 and a beta of 1.22. The stock’s 50 day moving average price is $78.39 and its 200-day moving average price is $87.10. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.14 and a current ratio of 1.14.

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 analysts’ consensus estimates of $0.79 by ($0.08). Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The business 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 business posted $3.21 EPS. Uber Technologies’s revenue for the quarter 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, equities research analysts predict that Uber Technologies, Inc. will post 2.54 EPS for the current 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.