Moran Wealth Management LLC Boosts Stake in Uber Technologies, Inc. $UBER

Moran Wealth Management LLC raised its position in Uber Technologies, Inc. (NYSE:UBER) by 25.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 63,782 shares of the ride-sharing company’s stock after buying an additional 12,945 shares during the period. Moran Wealth Management LLC’s holdings in Uber Technologies were worth $5,212,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of UBER. Brighton Jones LLC lifted its position in shares of Uber Technologies by 3.4% during the fourth quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company’s stock worth $4,491,000 after purchasing an additional 2,474 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in shares of Uber Technologies by 65.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company’s stock worth $939,000 after purchasing an additional 6,129 shares during the last quarter. Bison Wealth LLC lifted its position 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 worth $229,000 after purchasing an additional 641 shares during the last quarter. Caxton Associates LLP bought a new position in shares of Uber Technologies during the first quarter worth about $304,000. Finally, Schnieders Capital Management LLC. bought a new position in shares of Uber Technologies during the second quarter worth about $842,000. Institutional investors own 80.24% of the company’s stock.

Key Stories 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 Buying and Selling

In related news, SVP Nikki Krishnamurthy sold 30,000 shares of the stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $74.45, for a total transaction of $2,233,500.00. Following the sale, the senior vice president owned 460,756 shares in the company, valued at $34,303,284.20. This represents a 6.11% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Tony West sold 3,125 shares of the stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total transaction of $260,937.50. Following the sale, the insider owned 176,584 shares in the company, valued at approximately $14,744,764. This trade represents a 1.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 3.81% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on UBER shares. Wells Fargo & Company reduced their price target on shares of Uber Technologies from $100.00 to $95.00 and set an “overweight” rating on the stock in a research report on Monday, March 30th. Wall Street Zen cut shares of Uber Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, January 17th. Citizens Jmp raised shares of Uber Technologies from a “market perform” rating to an “outperform” rating and set a $100.00 price target on the stock in a research report on Wednesday, February 4th. Guggenheim reduced their price target on shares of Uber Technologies from $135.00 to $125.00 and set a “buy” rating on the stock in a research report on Wednesday, February 18th. Finally, BNP Paribas Exane started coverage on shares of Uber Technologies in a research report on Wednesday, January 14th. They set an “outperform” rating and a $108.00 price target on the stock. One research analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $105.14.

Uber Technologies Price Performance

UBER opened at $77.05 on Friday. The firm has a market cap of $157.40 billion, a price-to-earnings ratio of 16.36, a price-to-earnings-growth ratio of 6.98 and a beta of 1.21. Uber Technologies, Inc. has a fifty-two week low of $68.46 and a fifty-two week high of $101.99. The company’s 50-day moving average price is $73.23 and its 200 day moving average price is $82.59. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.38.

Uber Technologies (NYSE:UBER) last released its quarterly earnings data 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%.Uber Technologies’s revenue was up 20.1% compared to the same quarter last year. During the same quarter last year, the company earned $3.21 EPS. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. As a group, sell-side analysts expect that Uber Technologies, Inc. will post 2.54 earnings per share 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.