Fourpath Capital Management LLC Boosts Position in Uber Technologies, Inc. $UBER

Fourpath Capital Management LLC grew its holdings in Uber Technologies, Inc. (NYSE:UBER) by 25.1% during the 3rd quarter, Holdings Channel reports. The fund owned 51,406 shares of the ride-sharing company’s stock after purchasing an additional 10,306 shares during the period. Fourpath Capital Management LLC’s holdings in Uber Technologies were worth $5,036,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Westwind Capital acquired a new stake in Uber Technologies during the 3rd quarter worth about $15,604,000. Matrix Trust Co boosted its stake in shares of Uber Technologies by 35.3% in the third quarter. Matrix Trust Co now owns 5,271 shares of the ride-sharing company’s stock worth $516,000 after buying an additional 1,375 shares during the last quarter. Farther Finance Advisors LLC boosted its stake in shares of Uber Technologies by 22.1% in the third quarter. Farther Finance Advisors LLC now owns 51,014 shares of the ride-sharing company’s stock worth $4,998,000 after buying an additional 9,222 shares during the last quarter. Parcion Private Wealth LLC grew its holdings in Uber Technologies by 14.8% during the third quarter. Parcion Private Wealth LLC now owns 8,980 shares of the ride-sharing company’s stock worth $880,000 after acquiring an additional 1,161 shares during the period. Finally, Elevation Wealth Partners LLC raised its position in Uber Technologies by 25.3% during the third quarter. Elevation Wealth Partners LLC now owns 628 shares of the ride-sharing company’s stock valued at $61,000 after acquiring an additional 127 shares in the last quarter. Hedge funds and other institutional investors own 80.24% of the company’s stock.

Insider Activity

In other Uber Technologies news, CFO Prashanth Mahendra-Rajah sold 5,500 shares of the business’s stock in a transaction that occurred on Wednesday, November 12th. The stock was sold at an average price of $94.41, for a total transaction of $519,255.00. Following the completion of the sale, the chief financial officer directly owned 20,330 shares in the company, valued at approximately $1,919,355.30. The trade was a 21.29% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Tony West sold 3,125 shares of the stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $80.36, for a total value of $251,125.00. Following the transaction, the insider directly owned 175,423 shares of the company’s stock, valued at $14,096,992.28. The trade was a 1.75% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 14,875 shares of company stock worth $1,348,818. 3.70% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several equities research analysts have commented on UBER shares. Truist Financial upped their price objective on Uber Technologies from $96.00 to $110.00 and gave the stock a “buy” rating in a research report on Wednesday, November 5th. UBS Group set a $122.00 price target on shares of Uber Technologies and gave the stock a “buy” rating in a report on Wednesday, November 5th. Sanford C. Bernstein restated an “outperform” rating on shares of Uber Technologies in a research report on Thursday. Citigroup reaffirmed a “market perform” rating on shares of Uber Technologies in a report on Wednesday, December 10th. Finally, Mizuho assumed coverage on shares of Uber Technologies in a research note on Monday, September 29th. They set an “outperform” rating and a $130.00 target price on the stock. Two research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $108.43.

Uber Technologies News Roundup

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

• Positive Sentiment: Major catalyst — Uber announced it will pilot Baidu’s Apollo Go robotaxis in London in 2026, expanding its autonomous mobility push and joining Waymo/other players; investors view this as a long?term revenue and margin opportunity. Uber, Lyft to test Baidu robotaxis in UK from next year
• Positive Sentiment: Broad media confirmation and competitive context — multiple outlets note Uber and Lyft will integrate Baidu robotaxis in London alongside Waymo and Wayve, underscoring scale and partnership strategy that investors favor. Uber and Lyft to test Baidu robotaxis in London next year, joining Waymo
• Positive Sentiment: Analyst sentiment supportive — RBC and Mizuho remain positive on Uber, and some commentary frames recent underperformance as a buying opportunity, helping sentiment. RBC and Mizuho stay positive on Uber Technologies (UBER)
• Neutral Sentiment: Technical / market context — commentators note UBER is up strongly on the year and recently pulled back; this creates trading interest but is not a fundamental change. Options Corner: UBER Up 30% in 2025 After Hitting 8-Month Low
• Neutral Sentiment: Sector news overlap — some listings reference Instacart/retail pricing backlashes and other tech comparisons; these are market noise rather than direct drivers for Uber. Instacart’s Pricing Tests Spark Backlash… But Investors Didn’t Care (UBER)
• Negative Sentiment: Reputational and regulatory risk — The New York Times reports serious lapses in Uber’s background-check processes that allowed violent felons to drive, which could prompt regulatory scrutiny, lawsuits or higher compliance costs. Uber Cleared Violent Felons to Drive. Passengers Accused Them of Rape.
• Negative Sentiment: Analyst pressure — Wedbush trimmed its price target to $78 from $84, signaling some analyst caution on near?term upside. Wedbush lowers PT on Uber Technologies (UBER) to $78 from $84
• Negative Sentiment: Insider selling — a recent small insider sale was reported, which can be viewed negatively by some traders even if not material to fundamentals. Insider Selling: Uber Technologies (NYSE:UBER) Insider Sells $251,125.00 in Stock

Uber Technologies Stock Performance

NYSE:UBER opened at $81.24 on Tuesday. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.15 and a current ratio of 1.15. The stock has a market capitalization of $168.81 billion, a PE ratio of 10.44 and a beta of 1.19. Uber Technologies, Inc. has a fifty-two week low of $60.02 and a fifty-two week high of $101.99. The company has a fifty day moving average of $89.80 and a two-hundred day moving average of $91.66.

Uber Technologies (NYSE:UBER) last announced its earnings results on Tuesday, November 4th. The ride-sharing company reported $3.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.67 by $2.44. The business had revenue of $13.47 billion for the quarter, compared to analyst estimates of $13.25 billion. Uber Technologies had a net margin of 33.54% and a return on equity of 68.17%. The company’s revenue for the quarter was up 20.4% compared to the same quarter last year. During the same quarter last year, the business earned $1.20 earnings per share. As a group, research analysts forecast that Uber Technologies, Inc. will post 2.54 earnings per share for the current fiscal year.

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.