Robertson Stephens Wealth Management LLC Grows Stock Position in Uber Technologies, Inc. $UBER

Robertson Stephens Wealth Management LLC increased its position in shares of Uber Technologies, Inc. (NYSE:UBER) by 355.1% during the 4th quarter, Holdings Channel reports. The institutional investor owned 32,528 shares of the ride-sharing company’s stock after purchasing an additional 25,380 shares during the quarter. Robertson Stephens Wealth Management LLC’s holdings in Uber Technologies were worth $2,658,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in UBER. 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 valued at $4,491,000 after buying an additional 2,474 shares during the period. Revolve Wealth Partners LLC raised its position in shares of Uber Technologies by 65.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company’s stock valued at $939,000 after buying an additional 6,129 shares during the period. Bison Wealth LLC raised its position in shares of Uber Technologies by 20.3% during the 4th quarter. Bison Wealth LLC now owns 3,792 shares of the ride-sharing company’s stock valued at $229,000 after buying an additional 641 shares during the period. Caxton Associates LLP purchased a new stake in shares of Uber Technologies during the 1st quarter valued at approximately $304,000. Finally, Schnieders Capital Management LLC. purchased a new stake in shares of Uber Technologies during the 2nd quarter valued at approximately $842,000. Hedge funds and other institutional investors own 80.24% of the company’s stock.

Key Headlines Impacting Uber Technologies

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

• Positive Sentiment: Uber added in‑app hotel bookings via a partnership with Expedia, expanding addressable revenue beyond rides and delivery and increasing engagement/use per user — a clear growth catalyst if adoption scales. Uber moves toward becoming an ‘everything app’ with hotel bookings powered by Expedia
• Positive Sentiment: Uber deepened its autonomous and fleet strategy by partnering with Hertz’s new Oro Mobility fleet platform and naming Hertz a major fleet partner for robotaxi and driver‑led services — a move that validates Uber’s AV roadmap and could reduce capital intensity for fleet scale-up. Hertz launches Oro Mobility to manage Uber robotaxi fleet
• Positive Sentiment: Uber acquired FlyTaxi (reports show activity in Hong Kong), extending local market footprint and tech/ops capabilities for urban air/ride alternatives — small M&A that signals continued execution on mobility services expansion. Deal Dispatch: Sirius XM Mulls Purchase Of iHeartMedia, Uber Buys FlyTaxi
• Neutral Sentiment: Wall Street and equity research are watching Q1 metrics closely (bookings guidance and robotaxi spend are key). Analyst previews and trending‑stock writeups are driving attention but not yet forcing a consensus view. Unlocking Q1 Potential of Uber (UBER): Exploring Wall Street Estimates for Key Metrics
• Neutral Sentiment: Policy moves expanding retirement access for gig workers (Trump executive order) could modestly benefit gig platforms over time by improving worker retention and financial security, but impacts are indirect and will take time to materialize. Trump expands worker access to retirement plans with new order
• Negative Sentiment: Ongoing legal and safety matters (passenger sexual assault verdict coverage and related litigation) remain a reputational and financial overhang; BloombergLaw reports show these issues continue to draw scrutiny and could lead to costs or regulatory pressure. Uber Lawyers Unfazed After Passenger Sexual Assault Verdicts

Wall Street Analyst Weigh In

Several analysts have recently commented on the stock. Stifel Nicolaus reduced their price target on shares of Uber Technologies from $122.00 to $105.00 and set a “buy” rating on the stock in a research report on Tuesday, January 27th. Cantor Fitzgerald dropped their target price on shares of Uber Technologies from $99.00 to $92.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. Melius Research set a $73.00 target price on shares of Uber Technologies in a report on Monday, January 5th. Jefferies Financial Group reiterated a “buy” rating on shares of Uber Technologies in a report on Wednesday, January 7th. Finally, Wall Street Zen downgraded shares of Uber Technologies from a “buy” rating to a “hold” rating in a report on Saturday, January 17th. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $105.11.

Uber Technologies Stock Up 0.8%

Uber Technologies stock opened at $75.19 on Friday. Uber Technologies, Inc. has a fifty-two week low of $68.46 and a fifty-two week high of $101.99. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.14 and a current ratio of 1.14. The firm has a 50 day moving average price of $73.91 and a 200 day moving average price of $81.25. The company has a market capitalization of $153.61 billion, a PE ratio of 15.96, a price-to-earnings-growth ratio of 6.88 and a beta of 1.16.

Uber Technologies (NYSE:UBER) last posted its quarterly earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 EPS for the quarter, missing the consensus estimate of $0.79 by ($0.08). The business had revenue of $14.37 billion during 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%.The business’s revenue was up 20.1% on a year-over-year basis. During the same quarter last year, the firm earned $3.21 EPS. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Research analysts expect that Uber Technologies, Inc. will post 3.34 earnings per share for the current year.

Insider Buying and Selling at Uber Technologies

In other Uber Technologies news, SVP Nikki Krishnamurthy sold 30,000 shares of the business’s stock in a transaction 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 completion of 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. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the company’s stock in a transaction on Tuesday, February 24th. The stock was acquired at an average price of $71.25 per share, with a total value of $1,599,776.25. Following the purchase, the chief financial officer owned 28,742 shares of the company’s stock, valued at approximately $2,047,867.50. This represents a 357.02% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders own 3.81% of the company’s stock.

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.