14,413 Shares in Uber Technologies, Inc. $UBER Bought by Tealwood Asset Management Inc.

Key Points

• Tealwood Asset Management opened a new position in Uber by buying 14,413 shares (~$1.18M); institutional investors now own about 80.24% of the company while insiders hold ~3.84% and recent insider sales included 30,000 shares by Nikki Krishnamurthy.
• Uber struck a high‑profile robotaxi pact with Rivian — agreeing to invest up to $1.25B and commit to buying/operating thousands of Rivian R2 AVs (initial deployments targeted for 2028) — but the deal contains conditional “up to” language that has prompted skepticism about timing, scale and capital exposure.
• Analyst sentiment is broadly positive (consensus “Moderate Buy”, average target ~$105.29); Uber recently missed EPS ($0.71 vs. $0.79) but beat revenue expectations ($14.37B) and set Q1 guidance of $0.65–$0.72 EPS

Tealwood Asset Management Inc. acquired a new position in Uber Technologies, Inc. (NYSE:UBER - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 14,413 shares of the ride-sharing company's stock, valued at approximately $1,178,000.

A number of other institutional investors have also recently bought and sold shares of UBER. Foster Group Inc. raised its stake in shares of Uber Technologies by 3.3% during the 3rd quarter. Foster Group Inc. now owns 3,364 shares of the ride-sharing company's stock worth $330,000 after purchasing an additional 107 shares during the period. Sage Rhino Capital LLC boosted its holdings in shares of Uber Technologies by 4.2% in the 3rd quarter. Sage Rhino Capital LLC now owns 2,740 shares of the ride-sharing company's stock worth $268,000 after buying an additional 110 shares during the last quarter. Quent Capital LLC grew its position in Uber Technologies by 3.3% during the third quarter. Quent Capital LLC now owns 3,504 shares of the ride-sharing company's stock valued at $343,000 after buying an additional 111 shares during the period. Advisors Capital Management LLC grew its position in Uber Technologies by 1.8% during the third quarter. Advisors Capital Management LLC now owns 6,398 shares of the ride-sharing company's stock valued at $627,000 after buying an additional 111 shares during the period. Finally, Emergent Wealth Advisors LLC increased its holdings in Uber Technologies by 0.7% during the third quarter. Emergent Wealth Advisors LLC now owns 17,361 shares of the ride-sharing company's stock worth $1,701,000 after buying an additional 114 shares during the last quarter. Institutional investors own 80.24% of the company's stock.

Key Uber Technologies News

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

• Positive Sentiment: Major Rivian robotaxi partnership — Uber agreed to invest up to $1.25B and commit to buying/operating thousands of Rivian R2 autonomous vehicles (initial deployments targeted for 2028), a concrete step toward a higher‑margin AV future. Uber to invest up to $1.25 billion in Rivian as part of robotaxi deal
• Positive Sentiment: NVIDIA tie‑ups and positive coverage amplified bullish momentum — media and commentators (including Jim Cramer) highlighted Uber’s expanded AV roadmap with Nvidia, reinforcing the narrative of scaled AV partnerships and potential long‑term upside. Jim Cramer Explains Why “Uber Stock Caught Fire Earlier This Week”
• Positive Sentiment: Analyst support — firms (e.g., BTIG reaffirm) continue to back Uber, providing a bullish analyst backdrop that can stabilize sentiment after volatile moves. BTIG Research Reaffirms "Buy" Rating for Uber Technologies NYSE: UBER
• Neutral Sentiment: Operational progress is visible but early — pilots (Motional, other partners) and roadmap milestones signal execution, yet revenue/timeframe impact remains distant. Is Uber's Mega Deal With Rivian a Game-Changer in the Robotaxi Space?
• Neutral Sentiment: Operational productivity/AI initiatives — Uber’s CTO says engineers are accelerating with AI tooling (potential cost/productivity tailwinds), but benefits are incremental and longer term. Uber CTO Says 95% Of Engineers Use AI Tools Monthly As Coding Shift Accelerates
• Negative Sentiment: Deal skepticism and “up to” caveats — several outlets and analysts warned the Rivian pact includes conditional language and milestones, raising questions about timing, scale and capital exposure. Uber Can’t Save Rivian
• Negative Sentiment: Short‑term negative headlines and valuation concerns — critical pieces (Seeking Alpha, market commentators) flagged execution risk and stretched forward valuation, which pressures sentiment if optimism cools. Uber: I've Been Bullish For Years - Not Anymore
• Negative Sentiment: Corporate/operational noise — an insider sale was disclosed and there are localized driver strikes (Lagos) plus AV safety scrutiny from recent high‑profile incidents, all of which can sap near‑term confidence. SEC filing: Insider sale by Nikki Krishnamurthy Uber seeks dialogue as Lagos drivers continue strike

Insiders Place Their Bets

In other Uber Technologies news, insider Tony West sold 3,125 shares of the stock in a transaction on 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 $14,744,764. This represents a 1.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Nikki Krishnamurthy sold 30,000 shares of the firm's stock in a transaction on Monday, March 16th. The stock was 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 directly owned 460,756 shares of the company's stock, valued at $34,303,284.20. The trade was a 6.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 3.84% of the company's stock.

Analyst Ratings Changes

Several analysts have commented on UBER shares. Benchmark reaffirmed a "hold" rating on shares of Uber Technologies in a research report on Thursday, February 5th. Wall Street Zen lowered shares of Uber Technologies from a "buy" rating to a "hold" rating in a research note on Saturday, January 17th. Roth Mkm set a $105.00 price objective on Uber Technologies in a research note on Thursday, February 5th. BTIG Research reissued a "buy" rating and set a $100.00 price objective on shares of Uber Technologies in a report on Tuesday, March 17th. Finally, Truist Financial set a $108.00 target price on Uber Technologies in a research report on Monday, February 9th. One research analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $105.29.

Uber Technologies Price Performance

UBER opened at $73.86 on Friday. The firm has a 50-day moving average price of $76.76 and a 200-day moving average price of $85.87. Uber Technologies, Inc. has a twelve month low of $60.63 and a twelve month high of $101.99. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.38. The company has a market capitalization of $152.01 billion, a price-to-earnings ratio of 15.68, a PEG ratio of 6.77 and a beta of 1.22.

Uber Technologies (NYSE:UBER - Get Free Report) last announced its quarterly earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 EPS for the quarter, missing analysts' consensus estimates of $0.79 by ($0.08). Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The business had revenue of $14.37 billion for the quarter, compared to analysts' expectations of $14.32 billion. During the same quarter in the previous year, the company posted $3.21 earnings per share. The business's quarterly revenue was up 20.1% compared to the same quarter last year. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Equities analysts expect that Uber Technologies, Inc. will post 2.54 EPS for the current 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.

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