ABN AMRO Bank N.V. Raises Holdings in Uber Technologies, Inc. $UBER

Key Points

• ABN AMRO Bank N.V. increased its Uber stake by 10.9% in the fourth quarter, adding 119,688 shares and bringing its total holding to 1,219,906 shares worth about $99.4 million.
• Uber reported better-than-expected Q1 earnings and gave a stronger Q2 bookings outlook, reinforcing confidence in demand across rideshare, delivery, and freight. Revenue rose 14.5% year over year, and the company guided Q2 2026 EPS to 0.780–0.820.
• Investor sentiment remains broadly positive, with Uber One surpassing 50 million members and analysts mostly maintaining bullish ratings; however, autonomous-vehicle risks remain a concern after news that partner Avride is under investigation for self-driving crashes.

ABN AMRO Bank N.V. boosted its stake in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) by 10.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,219,906 shares of the ride-sharing company's stock after acquiring an additional 119,688 shares during the quarter. ABN AMRO Bank N.V. owned 0.06% of Uber Technologies worth $99,402,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently bought and sold shares of UBER. Brighton Jones LLC raised its position in 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 purchasing an additional 2,474 shares during the last quarter. Revolve Wealth Partners LLC raised its position in 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 purchasing an additional 6,129 shares during the last quarter. Bison Wealth LLC raised its position in 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 purchasing an additional 641 shares during the last quarter. Caxton Associates LLP bought a new position in Uber Technologies during the 1st quarter valued at approximately $304,000. Finally, Schnieders Capital Management LLC. bought a new position in Uber Technologies during the 2nd quarter valued at approximately $842,000. 80.24% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Uber beat Q1 earnings expectations and issued a stronger-than-expected Q2 bookings outlook, suggesting continued demand in rideshare, delivery, and freight. Uber Jumps 7.6% After Stronger-Than-Expected Bookings Forecast
• Positive Sentiment: Uber Eats expanded its retail reach by adding more than 1,500 Ulta Beauty stores, which could boost same-day delivery volume and support growth beyond restaurant delivery. Uber Eats and Ulta Beauty Team Up to Deliver Beauty Essentials Nationwide
• Positive Sentiment: Uber One surpassed 50 million members, and those members now drive a large share of gross bookings, reinforcing the value of Uber’s subscription and loyalty ecosystem. Uber One Crosses 50 Million Members and Signals a Fundamental Business Transformation
• Positive Sentiment: Several analysts raised price targets or reiterated bullish ratings after the earnings report, signaling higher expectations for Uber’s long-term profitability and platform strength. Uber Zooms Ahead On Platform Strength, Analysts Revise Estimates After Q1 Print
• Neutral Sentiment: Uber-backed Lime filed for an IPO after revenue growth, which highlights the value of Uber’s broader mobility ecosystem, but it is not a direct near-term driver for Uber’s core earnings. Lime Files IPO After Revenue Climbs To $886.7 Million
• Neutral Sentiment: Uber’s management continued to emphasize autonomous vehicles as a long-term opportunity, but investors are still waiting for that potential to translate into clear financial results. Uber CEO Dara Khosrowshahi Sees 'Trillion-Dollar' Self-Driving Opportunity
• Negative Sentiment: News that Uber partner Avride is under investigation for self-driving crashes adds fresh caution around the autonomous-vehicle theme, which could weigh on sentiment toward Uber’s robotaxi strategy. Uber partner Avride is under investigation for self-driving crashes

Analyst Upgrades and Downgrades

A number of research analysts have commented on UBER shares. Needham & Company LLC reaffirmed a "buy" rating and set a $109.00 price target on shares of Uber Technologies in a research report on Thursday. Morgan Stanley lowered their price target on Uber Technologies from $110.00 to $100.00 and set an "overweight" rating for the company in a research report on Thursday, February 5th. BNP Paribas Exane initiated coverage on Uber Technologies in a research report on Wednesday, January 14th. They set an "outperform" rating and a $108.00 price target for the company. Weiss Ratings downgraded Uber Technologies from a "buy (b-)" rating to a "hold (c+)" rating in a report on Thursday, March 19th. Finally, Stifel Nicolaus reduced their target price on Uber Technologies from $122.00 to $105.00 and set a "buy" rating on the stock in a report on Tuesday, January 27th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Uber Technologies currently has a consensus rating of "Moderate Buy" and a consensus price target of $105.40.

Uber Technologies Stock Performance

Shares of UBER opened at $75.50 on Monday. The business's fifty day simple moving average is $74.17 and its two-hundred day simple moving average is $80.81. The company has a current ratio of 1.07, a quick ratio of 1.07 and a debt-to-equity ratio of 0.41. Uber Technologies, Inc. has a 12 month low of $68.46 and a 12 month high of $101.99. The company has a market cap of $153.69 billion, a price-to-earnings ratio of 18.83, a P/E/G ratio of 5.77 and a beta of 1.16.

Uber Technologies (NYSE:UBER - Get Free Report) last issued its earnings results on Wednesday, May 6th. The ride-sharing company reported $0.72 EPS for the quarter, beating the consensus estimate of $0.69 by $0.03. Uber Technologies had a return on equity of 41.40% and a net margin of 15.91%.The business had revenue of $13.20 billion for the quarter, compared to the consensus estimate of $13.28 billion. During the same period last year, the business posted $0.83 EPS. The company's revenue was up 14.5% compared to the same quarter last year. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. Research analysts anticipate that Uber Technologies, Inc. will post 3.28 earnings per share for the current fiscal year.

Insider Buying and Selling at Uber Technologies

In other news, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the stock in a transaction dated Tuesday, February 24th. The shares were purchased at an average cost of $71.25 per share, with a total value of $1,599,776.25. Following the acquisition, the chief financial officer directly owned 28,742 shares of the company's stock, valued at $2,047,867.50. This represents a 357.02% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Nikki Krishnamurthy sold 30,000 shares of the 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 transaction, the senior vice president directly 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 SEC filing for this sale provides additional information. Company 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.

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