Qsemble Capital Management LP Boosts Stock Holdings in Uber Technologies, Inc. $UBER

Key Points

• Qsemble Capital Management boosted its Uber stake by 177.4% in the fourth quarter, ending with 60,899 shares valued at about $4.98 million.
• Other institutional investors also increased or initiated positions, and 80.24% of Uber’s stock is now held by institutions, showing continued heavy professional ownership.
• Analyst sentiment remains generally positive: Uber has an average rating of “Moderate Buy” with a consensus price target of $105.11, while recent insider trades included a CFO purchase and an SVP sale.

Qsemble Capital Management LP increased its position in Uber Technologies, Inc. (NYSE:UBER - Free Report) by 177.4% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 60,899 shares of the ride-sharing company's stock after acquiring an additional 38,949 shares during the quarter. Qsemble Capital Management LP's holdings in Uber Technologies were worth $4,976,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of UBER. Brighton Jones LLC boosted its position in shares of Uber Technologies by 3.4% in the fourth quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company's stock valued at $4,491,000 after acquiring an additional 2,474 shares during the period. Revolve Wealth Partners LLC boosted its position in shares of Uber Technologies by 65.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company's stock valued at $939,000 after acquiring an additional 6,129 shares during the period. Bison Wealth LLC boosted its position in shares of Uber Technologies by 20.3% in the fourth quarter. Bison Wealth LLC now owns 3,792 shares of the ride-sharing company's stock valued at $229,000 after acquiring an additional 641 shares during the period. Caxton Associates LLP bought a new position in shares of Uber Technologies in the first quarter valued at approximately $304,000. Finally, Schnieders Capital Management LLC. bought a new position in shares of Uber Technologies in the second quarter valued at approximately $842,000. 80.24% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several brokerages have issued reports on UBER. Benchmark reiterated a "hold" rating on shares of Uber Technologies in a research report on Thursday, February 5th. US Capital Advisors set a $95.00 target price on shares of Uber Technologies in a research report on Monday. Royal Bank Of Canada began coverage on shares of Uber Technologies in a research report on Monday. They set an "outperform" rating for the company. Wall Street Zen lowered shares of Uber Technologies from a "buy" rating to a "hold" rating in a research report on Saturday, January 17th. Finally, Weiss Ratings lowered shares of Uber Technologies from a "hold (c+)" rating to a "hold (c)" rating in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating, seven have issued a Hold rating and three have assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, Uber Technologies presently has an average rating of "Moderate Buy" and an average price target of $105.11.

Insider Activity at Uber Technologies

In other Uber Technologies news, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the firm's stock in a transaction on 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 completion of the purchase, the chief financial officer owned 28,742 shares of the company's stock, valued at $2,047,867.50. The trade was a 357.02% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, SVP Nikki Krishnamurthy sold 30,000 shares of Uber Technologies 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 transaction, the senior vice president directly owned 460,756 shares in the company, valued at $34,303,284.20. This trade represents 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.

More Uber Technologies News

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

• Positive Sentiment: Uber’s Uber One subscription program reached 50 million members, highlighting stronger customer loyalty and a potentially more durable recurring revenue stream. Uber just hit an impressive 50M milestone
• Positive Sentiment: Fox Advisors upgraded Uber to Outperform and set a $95 price target, reflecting confidence in the company’s investment strategy and future earnings power. Uber Technologies (UBER) – Among the 10 Best Stocks to Buy Now for a $1 Million Portfolio
• Positive Sentiment: Uber announced plans to open two campuses in India and expand infrastructure support there, which could strengthen product development and operating efficiency over time. Uber to open 2 campuses in India to support product development, operations
• Neutral Sentiment: Several articles continue to frame Uber as a long-term “super app” or autonomy winner, but these are mostly strategic narratives rather than immediate catalysts. Can Uber Make an “Everything” App?
• Negative Sentiment: SoftBank’s Q1 portfolio update showed a complete exit from Uber, which may weigh on sentiment because it removes a notable institutional backer. SoftBank (SFTBY) Dumps Uber and Lemonade, Slashes T-Mobile Holdings in Q1 Portfolio Overhaul
• Negative Sentiment: Reports about tension in the Uber-Waymo partnership and criticism of autonomous-vehicle rollout could raise concerns about the pace and competitiveness of Uber’s self-driving strategy. Uber-Waymo Partnership On The Rocks? Exec Shares 'Scary' SF Robotaxi Moment, Slam AV Rollout

Uber Technologies Trading Up 0.7%

Shares of Uber Technologies stock opened at $75.23 on Friday. Uber Technologies, Inc. has a 1 year low of $68.46 and a 1 year high of $101.99. The firm has a market cap of $153.14 billion, a PE ratio of 18.76, a PEG ratio of 5.74 and a beta of 1.16. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.07 and a quick ratio of 1.07. The company has a 50 day simple moving average of $74.19 and a two-hundred day simple moving average of $80.14.

Uber Technologies (NYSE:UBER - Get Free Report) last posted its quarterly earnings results on Wednesday, May 6th. The ride-sharing company reported $0.72 EPS for the quarter, topping the consensus estimate of $0.69 by $0.03. The firm had revenue of $13.20 billion for the quarter, compared to the consensus estimate of $13.28 billion. Uber Technologies had a net margin of 15.91% and a return on equity of 41.40%. The business's revenue was up 14.5% compared to the same quarter last year. During the same period last year, the firm posted $0.83 earnings per share. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. Analysts expect that Uber Technologies, Inc. will post 3.26 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.