Geo Capital Gestora de Recursos Ltd Takes Position in Uber Technologies, Inc. $UBER

Geo Capital Gestora de Recursos Ltd acquired a new position in Uber Technologies, Inc. (NYSE:UBER) in the fourth quarter, Holdings Channel reports. The fund acquired 27,640 shares of the ride-sharing company’s stock, valued at approximately $2,258,000. Uber Technologies accounts for approximately 4.7% of Geo Capital Gestora de Recursos Ltd’s holdings, making the stock its 13th biggest holding.

A number of other institutional investors have also added to or reduced their stakes in UBER. Vanguard Group Inc. grew its position in shares of Uber Technologies by 0.9% during the 4th quarter. Vanguard Group Inc. now owns 192,499,602 shares of the ride-sharing company’s stock valued at $15,729,142,000 after acquiring an additional 1,670,761 shares during the period. Capital Research Global Investors boosted its holdings in Uber Technologies by 2.6% in the 4th quarter. Capital Research Global Investors now owns 113,456,376 shares of the ride-sharing company’s stock valued at $9,270,561,000 after purchasing an additional 2,903,021 shares during the period. Geode Capital Management LLC raised its position in shares of Uber Technologies by 3.5% during the 4th quarter. Geode Capital Management LLC now owns 47,936,203 shares of the ride-sharing company’s stock valued at $3,906,083,000 after buying an additional 1,602,596 shares in the last quarter. Norges Bank purchased a new stake in shares of Uber Technologies during the 4th quarter valued at $2,515,094,000. Finally, Northern Trust Corp raised its position in shares of Uber Technologies by 1.5% during the 3rd quarter. Northern Trust Corp now owns 19,509,042 shares of the ride-sharing company’s stock valued at $1,911,301,000 after buying an additional 297,132 shares in the last quarter. 80.24% of the stock is owned by institutional investors.

Uber Technologies Stock Performance

Shares of NYSE UBER opened at $68.67 on Friday. The stock has a market cap of $139.79 billion, a PE ratio of 17.13, a price-to-earnings-growth ratio of 5.91 and a beta of 1.12. The firm has a fifty day moving average price of $73.41 and a 200-day moving average price of $77.16. Uber Technologies, Inc. has a 1 year low of $67.19 and a 1 year 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.

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

Insiders Place Their Bets

In related news, SVP Nikki Krishnamurthy sold 30,000 shares of Uber Technologies 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 completion of the sale, the senior vice president owned 460,756 shares in the company, valued at $34,303,284.20. This trade represents a 6.11% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 3.81% of the stock is owned by insiders.

Key Stories Impacting Uber Technologies

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

• Negative Sentiment: Investors are concerned that self-driving competitors could eventually erode Uber’s core ride-hailing market, especially as Waymo expands and tests new revenue models. Ca$htag$: UBER First in Rideshare, GOOGL Gains Speed with Waymo
• Negative Sentiment: Uber is also facing skepticism over a possible Delivery Hero acquisition bid, with investors worried the deal could add integration risk and require asset divestitures to clear regulators. Uber (UBER) Plots Delivery Hero Acquisition With Strategic Asset Divestitures
• Neutral Sentiment: Analysts remain somewhat constructive on earnings, with Erste Group raising FY2026 EPS estimates to $3.35 from $3.34, which is slightly above the broader consensus of $2.95. Uber Technologies news
• Neutral Sentiment: Uber continues to defend its platform by suing New York City over a new driver-deactivation law, arguing the rule could hurt rider safety and weaken its control over marketplace operations. Uber Lawsuit Over New York Driver Rules Puts Safety Policy In Focus
• Positive Sentiment: Longer term, Uber still has support from bullish analysts and investor interest in its platform, including its expanding role in mobility and autonomy, which could help offset current concerns. Waymo vs. Uber: Who Will Control the Future of Autonomous Ride-Hailing?

Analyst Ratings Changes

UBER has been the topic of a number of analyst reports. Tigress Financial boosted their price objective on shares of Uber Technologies from $110.00 to $115.00 and gave the company a “buy” rating in a research report on Friday. Royal Bank Of Canada began coverage on shares of Uber Technologies in a research report on Monday, May 11th. They issued an “outperform” rating on the stock. Macquarie Infrastructure upgraded shares of Uber Technologies to an “outperform” rating in a research report on Monday, May 11th. Raymond James Financial upgraded shares of Uber Technologies from an “outperform” rating to a “strong-buy” rating in a research report on Monday, May 11th. Finally, Citizens Jmp reiterated a “market outperform” rating and set a $100.00 price target on shares of Uber Technologies in a research report on Tuesday, April 28th. One analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, seven have given a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Uber Technologies presently has a consensus rating of “Moderate Buy” and a consensus price target of $104.97.

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.