Cambridge Investment Research Advisors Inc. Increases Stock Position in Uber Technologies, Inc. $UBER

Cambridge Investment Research Advisors Inc. grew its holdings in Uber Technologies, Inc. (NYSE:UBER) by 4.2% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 377,415 shares of the ride-sharing company’s stock after buying an additional 15,140 shares during the period. Cambridge Investment Research Advisors Inc.’s holdings in Uber Technologies were worth $30,839,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. WealthPlan Investment Management LLC raised its holdings in shares of Uber Technologies by 28.5% in the fourth quarter. WealthPlan Investment Management LLC now owns 23,709 shares of the ride-sharing company’s stock valued at $1,937,000 after buying an additional 5,263 shares during the last quarter. Hills Bank & Trust Co raised its holdings in shares of Uber Technologies by 142.1% in the fourth quarter. Hills Bank & Trust Co now owns 8,131 shares of the ride-sharing company’s stock valued at $664,000 after buying an additional 4,773 shares during the last quarter. Qsemble Capital Management LP raised its holdings in shares of Uber Technologies by 177.4% in the fourth quarter. Qsemble Capital Management LP now owns 60,899 shares of the ride-sharing company’s stock valued at $4,976,000 after buying an additional 38,949 shares during the last quarter. Center for Financial Planning Inc. raised its holdings in shares of Uber Technologies by 29.1% in the fourth quarter. Center for Financial Planning Inc. now owns 2,880 shares of the ride-sharing company’s stock valued at $235,000 after buying an additional 650 shares during the last quarter. Finally, Novare Capital Management LLC raised its holdings in shares of Uber Technologies by 47.4% in the fourth quarter. Novare Capital Management LLC now owns 6,215 shares of the ride-sharing company’s stock valued at $508,000 after buying an additional 2,000 shares during the last quarter. 80.24% of the stock is owned by hedge funds and other institutional investors.

Uber Technologies Trading Up 0.2%

Shares of Uber Technologies stock opened at $75.23 on Monday. Uber Technologies, Inc. has a 52-week low of $68.46 and a 52-week high of $101.99. The company has a quick ratio of 1.07, a current ratio of 1.07 and a debt-to-equity ratio of 0.41. The company’s 50-day simple moving average is $74.19 and its 200-day simple moving average is $80.02. The firm has a market cap of $153.14 billion, a price-to-earnings ratio of 18.76, a price-to-earnings-growth ratio of 6.38 and a beta of 1.16.

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

Key Headlines Impacting Uber Technologies

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

• Positive Sentiment: Uber’s Uber One subscription program reached 50 million members, highlighting stronger customer loyalty and a potentially more durable recurring revenue stream. Uber just hit an impressive 50M milestone
• Positive Sentiment: Fox Advisors upgraded Uber to Outperform and set a $95 price target, reflecting confidence in the company’s investment strategy and future earnings power. Uber Technologies (UBER) – Among the 10 Best Stocks to Buy Now for a $1 Million Portfolio
• Positive Sentiment: Uber announced plans to open two campuses in India and expand infrastructure support there, which could strengthen product development and operating efficiency over time. Uber to open 2 campuses in India to support product development, operations
• Neutral Sentiment: Several articles continue to frame Uber as a long-term “super app” or autonomy winner, but these are mostly strategic narratives rather than immediate catalysts. Can Uber Make an “Everything” App?
• Negative Sentiment: SoftBank’s Q1 portfolio update showed a complete exit from Uber, which may weigh on sentiment because it removes a notable institutional backer. SoftBank (SFTBY) Dumps Uber and Lemonade, Slashes T-Mobile Holdings in Q1 Portfolio Overhaul
• Negative Sentiment: Reports about tension in the Uber-Waymo partnership and criticism of autonomous-vehicle rollout could raise concerns about the pace and competitiveness of Uber’s self-driving strategy. Uber-Waymo Partnership On The Rocks? Exec Shares ‘Scary’ SF Robotaxi Moment, Slam AV Rollout

Insider Transactions at Uber Technologies

In other news, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the company’s stock in a transaction dated Tuesday, February 24th. The shares were acquired at an average cost of $71.25 per share, for a total transaction of $1,599,776.25. Following the completion of the purchase, the chief financial officer directly owned 28,742 shares in the company, valued at $2,047,867.50. The trade was a 357.02% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Nikki Krishnamurthy sold 30,000 shares of the company’s stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $74.45, for a total transaction of $2,233,500.00. Following the transaction, the senior vice president owned 460,756 shares in the company, valued at $34,303,284.20. The trade was a 6.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 3.81% of the company’s stock.

Wall Street Analyst Weigh In

UBER has been the subject of a number of research reports. TD Cowen initiated coverage on shares of Uber Technologies in a report on Monday, May 11th. They issued a “hold” rating for the company. BTIG Research reaffirmed a “buy” rating and issued a $100.00 target price on shares of Uber Technologies in a report on Tuesday, March 17th. Citizens Jmp reaffirmed a “market outperform” rating and issued a $100.00 target price on shares of Uber Technologies in a report on Tuesday, April 28th. JPMorgan Chase & Co. upped their target price on shares of Uber Technologies from $105.00 to $110.00 and gave the company an “overweight” rating in a report on Thursday, May 7th. Finally, KeyCorp reduced their target price on shares of Uber Technologies from $110.00 to $105.00 and set an “overweight” rating for the company in a report on Tuesday, January 20th. One analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, seven have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $105.11.

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.