Pekao Towarzystwo Funduszy Inwestycyjnych S.A. Takes $4.06 Million Position in Uber Technologies, Inc. $UBER

Pekao Towarzystwo Funduszy Inwestycyjnych S.A. acquired a new stake in Uber Technologies, Inc. (NYSE:UBER) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 49,657 shares of the ride-sharing company’s stock, valued at approximately $4,057,000. Uber Technologies makes up 3.3% of Pekao Towarzystwo Funduszy Inwestycyjnych S.A.’s portfolio, making the stock its 8th largest position.

A number of other hedge funds also recently made changes to their positions in UBER. Measured Wealth Private Client Group LLC purchased a new stake in shares of Uber Technologies in the third quarter worth about $25,000. Westend Capital Management LLC purchased a new stake in shares of Uber Technologies in the third quarter worth about $27,000. Imprint Wealth LLC purchased a new stake in shares of Uber Technologies in the third quarter worth about $32,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in shares of Uber Technologies in the third quarter worth about $34,000. Finally, Hager Investment Management Services LLC lifted its position in shares of Uber Technologies by 276.2% in the fourth quarter. Hager Investment Management Services LLC now owns 489 shares of the ride-sharing company’s stock worth $40,000 after buying an additional 359 shares in the last quarter. 80.24% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities research analysts recently commented on UBER shares. The Goldman Sachs Group set a $125.00 target price on Uber Technologies in a research report on Wednesday, February 4th. Cantor Fitzgerald decreased their target price on Uber Technologies from $99.00 to $92.00 and set an “overweight” rating on the stock in a research report on Thursday, February 5th. KeyCorp decreased their target price on Uber Technologies from $110.00 to $105.00 and set an “overweight” rating on the stock in a research report on Tuesday, January 20th. Wall Street Zen downgraded Uber Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, January 17th. Finally, Roth Mkm set a $105.00 target price on Uber Technologies in a research report on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $105.14.

Key Headlines Impacting Uber Technologies

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

• Positive Sentiment: Uber agreed to buy an additional ~4.5% stake in Germany’s Delivery Hero (~€270m / ~$318m). The deal signals a direct push to deepen Uber’s foothold in European food delivery/quick commerce and removes a potential strategic overhang tied to Prosus’ share sale. This is being read as a clear, targeted capital-allocation move to accelerate growth in Europe. Prosus to sell 4.5% stake in Delivery Hero to Uber
• Positive Sentiment: Delivery Hero publicly welcomed Uber as a long‑term shareholder, reducing uncertainty about the transaction and improving sentiment for both Delivery Hero and Uber’s strategy in Europe. That easing of investor concerns helps explain the positive reaction in UBER stock. Delivery Hero welcomes Uber as a long-term shareholder
• Positive Sentiment: Uber Eats launched a returns pickup feature for retail purchases, letting drivers pick up returned items and process refunds. This expands Eats beyond food into higher‑frequency retail/quick commerce services, a potential new revenue and margin stream if scaled and monetized effectively. Expect investors to view this as product-led revenue diversification. Uber Eats has a fix for pesky returns
• Positive Sentiment: Several research and market-commentary pieces (Wolfe, Seeking Alpha summaries, social buzz) are reiterating bullish theses on Uber’s autonomy roadmap, Europe expansion and improving margins — supporting analyst upgrades and positive sentiment that can lift the stock. Wolfe Research highlights Uber
• Neutral Sentiment: Uber is approaching its Q1 earnings report window; previews suggest analysts expect margin pressure and a modest EPS decline. Earnings are the next clear catalyst — results or guidance could swing the stock either way. Uber’s Quarterly Earnings Preview
• Neutral Sentiment: Industry data reports and market commentary highlight a growing quick‑commerce market (multi‑year TAM tailwinds). This supports Uber Eats’ strategic moves but is a longer‑term tailwind rather than an immediate earnings driver. Quick Commerce Databook Report 2026
• Negative Sentiment: Uber’s CTO has flagged that AI adoption (notably Anthropic’s Claude Code) has blown past planned budgets, leaving the company reassessing AI spending. Higher-than-expected AI/engineering costs could pressure margins or require reallocated capital, a near‑term headwind investors are watching. Uber’s Anthropic AI push hits a wall
• Negative Sentiment: A recent federal lawsuit alleges a network of staged passenger crashes on Long Island tied to rideshare activity. While details and scope are still evolving, legal and reputational exposure could be a distraction and potential liability depending on outcomes. Federal lawsuit: Interconnected network of Uber passengers staged crashes

Insider Activity

In other news, insider Tony West sold 3,125 shares of the company’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 transaction of $260,937.50. Following the transaction, the insider owned 176,584 shares of the company’s stock, valued at approximately $14,744,764. This represents a 1.74% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Nikki Krishnamurthy sold 30,000 shares of the company’s stock in a transaction that occurred 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 transaction, the senior vice president directly owned 460,756 shares in the company, valued at approximately $34,303,284.20. This represents a 6.11% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 3.81% of the company’s stock.

Uber Technologies Trading Up 0.7%

Shares of NYSE UBER opened at $77.05 on Friday. The business’s 50 day moving average is $73.23 and its two-hundred day moving average is $82.59. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.14 and a quick ratio of 1.14. Uber Technologies, Inc. has a 1-year low of $68.46 and a 1-year high of $101.99. The stock has a market capitalization of $157.40 billion, a P/E ratio of 16.36, a PEG ratio of 6.98 and a beta of 1.21.

Uber Technologies (NYSE:UBER) last released its earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 EPS for the quarter, missing analysts’ consensus estimates of $0.79 by ($0.08). The business had revenue of $14.37 billion for the quarter, compared to the consensus estimate of $14.32 billion. Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The company’s quarterly revenue was up 20.1% compared to the same quarter last year. During the same period in the prior year, the company posted $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 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.