Mawer Investment Management Ltd. Grows Stake in Uber Technologies, Inc. $UBER

Key Points

• Mawer Investment Management boosted its Uber stake by 231% in the fourth quarter, buying 1.75 million additional shares and bringing its total position to about 2.5 million shares worth roughly $204.6 million.
• Uber reported a strong latest quarter, with EPS of $0.72 topping estimates and revenue rising 14.5% year over year to $13.2 billion. The company also issued Q2 2026 EPS guidance of $0.78 to $0.82.
• Recent news flow was mixed but leaned positive, including a Munich robotaxi program with Autobrains and NVIDIA and Uber’s increased control of Careem Technologies through a $100 million deal. Analysts remain generally constructive, with consensus tracking a Moderate Buy rating and an average target price around $104.68.

Mawer Investment Management Ltd. increased its holdings in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) by 231.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,503,682 shares of the ride-sharing company's stock after purchasing an additional 1,747,252 shares during the quarter. Uber Technologies makes up 1.1% of Mawer Investment Management Ltd.'s portfolio, making the stock its 26th biggest holding. Mawer Investment Management Ltd. owned approximately 0.12% of Uber Technologies worth $204,576,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Measured Wealth Private Client Group LLC purchased a new stake in shares of Uber Technologies during the third quarter worth about $25,000. Imprint Wealth LLC purchased a new stake in shares of Uber Technologies during the third quarter worth about $32,000. Lloyd Advisory Services LLC. purchased a new stake in shares of Uber Technologies during the fourth quarter worth about $27,000. Ares Financial Consulting LLC purchased a new stake in shares of Uber Technologies during the fourth quarter worth about $28,000. Finally, Blueline Advisors LLC purchased a new stake in shares of Uber Technologies during the fourth quarter worth about $37,000. Hedge funds and other institutional investors own 80.24% of the company's stock.

Uber Technologies Price Performance

NYSE:UBER opened at $73.89 on Tuesday. The firm has a market capitalization of $150.40 billion, a price-to-earnings ratio of 18.43, a PEG ratio of 5.99 and a beta of 1.12. Uber Technologies, Inc. has a 1 year low of $68.46 and a 1 year high of $101.99. The business has a 50 day simple moving average of $73.68 and a 200-day simple moving average of $78.28. 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 - Get Free Report) last posted its quarterly earnings data on Wednesday, May 6th. The ride-sharing company reported $0.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.69 by $0.03. The business had revenue of $13.20 billion during the quarter, compared to analyst estimates of $13.28 billion. Uber Technologies had a return on equity of 41.40% and a net margin of 15.91%.The company's revenue for the quarter was up 14.5% on a year-over-year basis. During the same period last year, the company earned $0.83 EPS. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. Equities analysts forecast that Uber Technologies, Inc. will post 2.95 EPS for the current year.

Uber Technologies News Roundup

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

• Positive Sentiment: Uber announced a new Munich robotaxi program with Autobrains and NVIDIA, a potentially important step toward scaling autonomous ride-hailing in Europe. The project uses NVIDIA DRIVE Hyperion for Level 4-ready autonomy, which investors may view as a meaningful expansion of Uber’s self-driving strategy. Autobrains and Uber to Launch Agentic AI Robotaxi Program in Munich built on NVIDIA DRIVE Hyperion
• Positive Sentiment: Uber also increased its ownership in Careem Technologies through a $100 million deal with UAE telecom company e&, strengthening control over a key regional asset and suggesting continued confidence in its Middle East operations. Careem stake sold to Uber for $100m in cash deal
• Positive Sentiment: Coverage highlighting Uber as a favored stock in Jeff Bezos-related portfolios and other bullish stock screens may be adding to investor sentiment, reinforcing the view that large-cap backers still see upside in the company. Uber Technologies (UBER): One of the Elite Jeff Bezos Stocks to Buy
• Neutral Sentiment: Reports that Prosus may increase its stake in Delivery Hero could complicate Uber’s takeover ambitions in that market, but this is more of a strategic overhang than an immediate financial hit. Prosus considering raising Delivery Hero stake in bid to thwart Uber takeover, FT reports
• Negative Sentiment: A separate valuation-focused article noted Uber’s recent pullback over the past month and quarter, reminding investors that the stock has still been under pressure despite the latest positive news flow. A Look At Uber Technologies (UBER) Valuation After Recent Pullback And Türkiye Expansion Moves

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the company. US Capital Advisors set a $95.00 target price on Uber Technologies in a research report on Monday, May 11th. Mizuho cut their price target on Uber Technologies from $130.00 to $110.00 and set an "outperform" rating for the company in a report on Thursday, February 5th. Wells Fargo & Company raised their price target on Uber Technologies from $95.00 to $102.00 and gave the company an "overweight" rating in a report on Thursday, May 7th. BNP Paribas Exane cut Uber Technologies to an "underweight" rating in a report on Monday, May 11th. Finally, DA Davidson restated a "buy" rating and set a $107.00 price target on shares of Uber Technologies in a report on Tuesday, May 26th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, seven have assigned a Hold rating and three have issued a Sell rating to the company's stock. According to MarketBeat.com, Uber Technologies has an average rating of "Moderate Buy" and an average target price of $104.68.

Insider Activity

In related news, SVP Nikki Krishnamurthy sold 30,000 shares of the firm's stock in a transaction that occurred on Monday, March 16th. The stock was 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 directly owned 460,756 shares of the company's stock, valued at approximately $34,303,284.20. This trade represents a 6.11% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate 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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