Cambiar Investors LLC Acquires 31,412 Shares of Uber Technologies, Inc. $UBER

Key Points

• Cambiar Investors LLC boosted its Uber stake by 4.8%, buying 31,412 shares to hold 688,700 shares (about 2.5% of its portfolio) worth roughly $56.27 million, making Uber its sixth-largest holding.
• Insider selling has occurred recently — SVP Nikki Krishnamurthy sold 30,000 shares and Tony West sold 3,125 shares — while institutional investors hold about 80.24% of Uber and corporate insiders own 3.81%.
• Uber missed Q4 EPS expectations ($0.71 vs. $0.79 forecast) despite a slight revenue beat; analysts' consensus is a Moderate Buy with an average price target near $105.

Cambiar Investors LLC grew its holdings in Uber Technologies, Inc. (NYSE:UBER - Free Report) by 4.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 688,700 shares of the ride-sharing company's stock after purchasing an additional 31,412 shares during the period. Uber Technologies comprises approximately 2.5% of Cambiar Investors LLC's investment portfolio, making the stock its 6th biggest holding. Cambiar Investors LLC's holdings in Uber Technologies were worth $56,274,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Aljian Capital Management LLC raised its holdings in shares of Uber Technologies by 6.4% in the fourth quarter. Aljian Capital Management LLC now owns 18,911 shares of the ride-sharing company's stock valued at $1,545,000 after purchasing an additional 1,136 shares during the last quarter. Family Investment Center Inc. raised its holdings in shares of Uber Technologies by 15.3% in the fourth quarter. Family Investment Center Inc. now owns 3,639 shares of the ride-sharing company's stock valued at $297,000 after purchasing an additional 484 shares during the last quarter. Bouvel Investment Partners LLC raised its holdings in shares of Uber Technologies by 1.5% in the fourth quarter. Bouvel Investment Partners LLC now owns 54,651 shares of the ride-sharing company's stock valued at $4,466,000 after purchasing an additional 800 shares during the last quarter. Carnegie Investment Counsel raised its holdings in shares of Uber Technologies by 13.2% in the fourth quarter. Carnegie Investment Counsel now owns 582,289 shares of the ride-sharing company's stock valued at $47,579,000 after purchasing an additional 67,988 shares during the last quarter. Finally, Massachusetts Financial Services Co. MA raised its holdings in shares of Uber Technologies by 65.2% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 4,902,660 shares of the ride-sharing company's stock valued at $400,596,000 after purchasing an additional 1,935,832 shares during the last quarter. 80.24% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Uber Technologies

In other Uber Technologies news, SVP Nikki Krishnamurthy sold 30,000 shares of the company'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 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Tony West sold 3,125 shares of the company's stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $83.50, for a total transaction of $260,937.50. Following the completion of the transaction, the insider owned 176,584 shares in the company, valued at approximately $14,744,764. This represents a 1.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 3.81% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on UBER shares. Benchmark restated a "hold" rating on shares of Uber Technologies in a report on Thursday, February 5th. Weiss Ratings downgraded shares of Uber Technologies from a "buy (b-)" rating to a "hold (c+)" rating in a report on Thursday, March 19th. Royal Bank Of Canada restated an "outperform" rating and set a $105.00 target price on shares of Uber Technologies in a report on Thursday, February 5th. UBS Group set a $111.00 target price on shares of Uber Technologies in a report on Monday, February 2nd. Finally, BTIG Research restated a "buy" rating and set a $100.00 target price on shares of Uber Technologies in a report on Tuesday, March 17th. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, Uber Technologies presently has an average rating of "Moderate Buy" and an average price target of $105.14.

Key Uber Technologies News

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

• Positive Sentiment: Wall Street price-target gap — several analysts still see significant upside (consensus ~ $103.58 vs. current levels), which supports buyer interest and frames recent weakness as a potential buying opportunity. Wall Street Sees 43% Upside in Uber (UBER)
• Positive Sentiment: AI/compute investment — Uber is moving AI training to Amazon’s Trainium chips to speed model training and lower costs, supporting product development (maps, dispatch, delivery matching) and long-term margin improvement. Uber turns to Amazon’s Trainium chips to speed AI training and compute
• Positive Sentiment: Analyst upgrades / earnings estimates tick up — Erste Group raised FY2026–FY2027 EPS forecasts modestly, which lends support to consensus upgrades and reinforces upside narratives. 3 Low-Rated Stocks With Big Price-Target Gaps (UBER)
• Positive Sentiment: Business expansion — Uber Eats expanding beyond food (non-food deliveries) and participation in robotaxi initiatives (Europe pilot with Pony.ai/Verne) suggest new revenue streams and optionality over time. Uber Eats will now deliver more than just food to you Pony.ai, Uber, Verne to launch Europe’s first commercial robotaxi service
• Neutral Sentiment: Vehicle autonomy tests — Uber is testing driverless Volkswagen ID. Buzz vans in LA; positives for tech leadership but execution, regulation and capex remain uncertain. Uber Is Testing Driverless Volkswagen ID. Buzz Vans in Los Angeles
• Neutral Sentiment: Local PR/operational risk — repeated attacks on Uber Eats delivery robots (Philadelphia coverage) raise short-term operational/PR issues for autonomous delivery pilots but are unlikely to move core revenue immediately. Why do people kick Uber Eats robots? What’s motivating Philadelphians to attack autonomous tech
• Negative Sentiment: Regulatory/legal pressure — Uber is defending subscription-service charges in an FTC action, which raises regulatory risk and potential fines or changes to pricing/terms. That uncertainty can weigh on multiples. Uber defends subscription service charges against FTC
• Negative Sentiment: Recent earnings miss and mixed sentiment — Q4 adjusted EPS missed estimates ($0.71 vs $0.79) despite a modest revenue beat; social/analyst debate plus notable institutional selling and insider activity add near-term downside pressure. Uber Stock (UBER) Opinions on Recent Earnings Report

Uber Technologies Price Performance

NYSE:UBER opened at $70.55 on Friday. Uber Technologies, Inc. has a one year low of $68.46 and a one year high of $101.99. The company has a market cap of $144.14 billion, a P/E ratio of 14.98, a P/E/G ratio of 6.42 and a beta of 1.21. The firm's fifty day moving average price is $73.35 and its two-hundred day moving average price is $83.39. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.14 and a quick ratio of 1.14.

Uber Technologies (NYSE:UBER - Get Free Report) last released its quarterly earnings data 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). Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The company had revenue of $14.37 billion during the quarter, compared to analyst estimates of $14.32 billion. During the same quarter in the prior year, the firm earned $3.21 earnings per share. Uber Technologies's revenue for the quarter was up 20.1% on a year-over-year basis. 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 earnings per share 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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