DSM Capital Partners LLC Has $154.70 Million Stock Position in Uber Technologies, Inc. $UBER

DSM Capital Partners LLC lowered its stake in Uber Technologies, Inc. (NYSE:UBER) by 24.0% in the 1st quarter, HoldingsChannel.com reports. The firm owned 2,150,746 shares of the ride-sharing company’s stock after selling 680,924 shares during the quarter. Uber Technologies comprises about 2.7% of DSM Capital Partners LLC’s holdings, making the stock its 10th biggest position. DSM Capital Partners LLC’s holdings in Uber Technologies were worth $154,703,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Brighton Jones LLC raised its position in shares of Uber Technologies by 3.4% during the 4th quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company’s stock worth $4,491,000 after buying an additional 2,474 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of Uber Technologies by 65.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company’s stock valued at $939,000 after acquiring an additional 6,129 shares in the last quarter. Bison Wealth LLC increased its stake in shares of Uber Technologies by 20.3% during the fourth quarter. Bison Wealth LLC now owns 3,792 shares of the ride-sharing company’s stock valued at $229,000 after acquiring an additional 641 shares during the period. Caxton Associates LLP acquired a new position in shares of Uber Technologies during the first quarter valued at approximately $304,000. Finally, Schnieders Capital Management LLC. bought a new stake in Uber Technologies during the second quarter worth approximately $842,000. Institutional investors own 80.24% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. Citizens Jmp restated a “market outperform” rating and issued a $100.00 target price on shares of Uber Technologies in a research report on Tuesday, April 28th. HSBC cut Uber Technologies to a “reduce” rating in a research report on Monday, May 11th. JPMorgan Chase & Co. upped their price objective on Uber Technologies from $105.00 to $110.00 and gave the company an “overweight” rating in a report on Thursday, May 7th. Fox Advisors upgraded Uber Technologies from a “hold” rating to an “outperform” rating in a report on Monday, May 11th. Finally, BNP Paribas Exane cut Uber Technologies to an “underweight” rating in a research note on Monday, May 11th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, six have given a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $104.18.

Uber Technologies Stock Down 0.9%

UBER stock opened at $73.67 on Thursday. The firm has a market cap of $149.96 billion, a PE ratio of 18.37, a P/E/G ratio of 6.32 and a beta of 1.12. Uber Technologies, Inc. has a 12 month low of $67.19 and a 12 month high of $101.99. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.07 and a quick ratio of 1.07. The firm has a 50 day simple moving average of $72.99 and a 200 day simple moving average of $75.46.

Uber Technologies (NYSE:UBER) last posted its quarterly earnings results on Wednesday, May 6th. The ride-sharing company reported $0.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.69 by $0.03. Uber Technologies had a return on equity of 41.40% and a net margin of 15.91%.The company had revenue of $13.20 billion for the quarter, compared to analysts’ expectations of $13.28 billion. During the same quarter in the prior year, the company earned $0.83 earnings per share. The firm’s revenue was up 14.5% on a year-over-year basis. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. Equities research analysts forecast that Uber Technologies, Inc. will post 2.95 earnings per share for the current fiscal year.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Analysts say gross booking strength from Mobility, Delivery, Uber One, and app upgrades could help Uber deliver strong Q2 results, supporting the stock ahead of earnings. Will Gross Booking Strength Give a Boost to Uber’s Results in Q2?
• Positive Sentiment: Wells Fargo reportedly raised its price target to $100, reinforcing bullish Wall Street sentiment on Uber. Uber Technologies Given New $100.00 Price Target at Wells Fargo & Company
• Positive Sentiment: Uber continues to receive bullish coverage on the view that it can benefit from the robotaxi rollout without bearing the heavy cost of building autonomous vehicles itself. Uber: The Robotaxi Revolution Makes Me More Bullish
• Neutral Sentiment: Waymo’s expansion into four more cities underscores rising competition in autonomous ride-hailing, which could influence how investors value Uber’s long-term mobility strategy. Waymo Widens Lead Over Tesla, Expands Robotaxis To Four New Cities
• Neutral Sentiment: Uber’s recent move to pause most Uber Eats expansion in Europe and focus on a possible Delivery Hero acquisition may improve strategic focus, but it also adds execution and regulatory uncertainty. How Investors Are Reacting To Uber Technologies Pivoting From Uber Eats Expansion To Delivery Hero Deal
• Negative Sentiment: Recent reports note Uber shares have been sliding, suggesting investors are cautious despite the bullish commentary. Uber Technologies Stock Slides as Market Rises: Facts to Know Before You Trade

Uber Technologies 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.