Oak Ridge Investments LLC Buys 132,500 Shares of Uber Technologies, Inc. $UBER

Key Points

• Oak Ridge Investments increased its Uber stake by 2,960.9% in Q4, buying 132,500 shares to hold 136,975 shares worth $11.19 million (0.7% of its portfolio and its 29th-largest holding).
• Uber is expanding delivery and autonomous efforts—Ace Hardware will use Uber Eats and Uber/Nuro are testing a premium robotaxi in San Francisco—while analysts have trimmed targets but the consensus remains a Moderate Buy with an average target of $105.14.
• Uber reported Q4 EPS of $0.71, missing estimates by $0.08, with revenue of $14.37 billion, and set Q1 2026 guidance at $0.65–$0.72 EPS.

Oak Ridge Investments LLC increased its stake in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) by 2,960.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 136,975 shares of the ride-sharing company's stock after buying an additional 132,500 shares during the quarter. Uber Technologies accounts for 0.7% of Oak Ridge Investments LLC's investment portfolio, making the stock its 29th largest holding. Oak Ridge Investments LLC's holdings in Uber Technologies were worth $11,192,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of UBER. Measured Wealth Private Client Group LLC bought a new position in Uber Technologies in the 3rd quarter valued at $25,000. Westend Capital Management LLC bought a new position in Uber Technologies in the 3rd quarter valued at $27,000. Total Investment Management Inc. bought a new position in Uber Technologies in the 2nd quarter valued at $32,000. Imprint Wealth LLC bought a new position in Uber Technologies in the 3rd quarter valued at $32,000. Finally, Pilgrim Partners Asia Pte Ltd bought a new position in Uber Technologies in the 3rd quarter valued at $34,000. 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: Ace Hardware will offer fast in‑store delivery through Uber Eats, adding roughly 3,700 stores to Eats’ retail footprint and expanding non-food delivery revenue potential; this supports Uber’s strategy to grow its delivery gross bookings beyond restaurants. Ace Hardware taps Uber Eats for last-mile delivery
• Positive Sentiment: Uber and Nuro have begun testing a premium robotaxi service in San Francisco (Lucid vehicles), signaling tangible progress on autonomous ride options and partnerships that could lower driver costs or create new revenue streams over time. Uber and Nuro begin testing premium robotaxi service in San Francisco
• Positive Sentiment: Analysis argues Uber is positioning itself as a “demand layer” for autonomous vehicles, which reinforces the long‑term growth narrative around platform leverage and higher margin services. Uber Is Becoming A Demand Layer For Autonomous Vehicles
• Neutral Sentiment: A valuation/opportunity piece reviews Uber’s pullback and metrics (recent returns, moving averages, multi‑year gains), useful for investors but largely descriptive rather than news‑driving. Is Uber Technologies (UBER) Still Attractively Priced After Recent Share Price Pullback?
• Neutral Sentiment: Uber expanded its “Hope Rides” program to Florida, reinforcing community/PR efforts; positive for brand but limited direct financial impact. Uber and Alliance for HOPE International Expand "Hope Rides" Program to Florida
• Negative Sentiment: An article highlights legal pressures tied to Uber’s AI expansion and questions around valuation — a reminder of regulatory/litigation risks that can compress multiples if uncertainties rise. Uber Legal Pressures And AI Expansion Create Valuation Question For Investors
• Negative Sentiment: Fiduciary Alliance LLC reported selling ~12,220 UBER shares (quarterly 13F disclosure), a small institutional reduction that can be read as minor near‑term selling pressure. Fiduciary Alliance LLC Sells 12,220 Shares of Uber Technologies, Inc. $UBER

Insiders Place Their Bets

In other Uber Technologies news, SVP Nikki Krishnamurthy sold 30,000 shares of the firm's stock in a transaction dated 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 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 document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Tony West sold 3,125 shares of the firm's stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total value of $260,937.50. Following the completion of the transaction, the insider owned 176,584 shares of the company's stock, valued at approximately $14,744,764. This represents a 1.74% decrease in their position. The SEC filing for this sale provides additional information. 3.81% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on UBER. Wolfe Research reduced their price objective on Uber Technologies from $125.00 to $110.00 and set an "outperform" rating for the company in a research note on Monday, January 5th. JPMorgan Chase & Co. reduced their price objective on Uber Technologies from $110.00 to $105.00 and set an "overweight" rating for the company in a research note on Thursday, February 5th. Wedbush reduced their price objective on Uber Technologies from $78.00 to $75.00 and set a "neutral" rating for the company in a research note on Thursday, February 5th. Cantor Fitzgerald reduced their price objective on Uber Technologies from $99.00 to $92.00 and set an "overweight" rating for the company in a research note on Thursday, February 5th. Finally, BNP Paribas Exane started coverage on Uber Technologies in a research report on Wednesday, January 14th. They set an "outperform" rating and a $108.00 price target on the stock. One analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Uber Technologies presently has an average rating of "Moderate Buy" and an average target price of $105.14.

Uber Technologies Stock Up 2.6%

Shares of NYSE UBER opened at $72.30 on Tuesday. Uber Technologies, Inc. has a 52 week low of $68.46 and a 52 week high of $101.99. The business has a 50-day simple moving average of $73.18 and a two-hundred day simple moving average of $83.11. 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 cap of $147.70 billion, a P/E ratio of 15.35, a P/E/G ratio of 6.42 and a beta of 1.21.

Uber Technologies (NYSE:UBER - Get Free Report) last issued its earnings results 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 return on equity of 43.63% and a net margin of 19.33%.The company had revenue of $14.37 billion during the quarter, compared to the consensus estimate of $14.32 billion. During the same quarter in the prior year, the business earned $3.21 EPS. The firm's revenue for the quarter 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. Research analysts anticipate that Uber Technologies, Inc. will post 2.54 earnings per share for the current fiscal year.

About Uber Technologies

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.