Uber Technologies, Inc. $UBER Holdings Boosted by Oak Family Advisors LLC

Key Points

• Oak Family Advisors LLC boosted its stake in Uber by 47.9% in Q4 to 95,031 shares (worth $7.765M), representing 2.1% of the firm's portfolio and its 12th-largest holding.
• Q1 results: Uber reported adjusted EPS of $0.72 (beat $0.69) and set Q2 guidance of $0.78–$0.82, while revenue of $13.20B slightly missed estimates but was up 14.5% year-over-year.
• Analysts maintain a consensus "Moderate Buy" with a $105.40 average price target, though sentiment is mixed as some firms raised targets while others issued downgrades.

Oak Family Advisors LLC grew its stake in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) by 47.9% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 95,031 shares of the ride-sharing company's stock after acquiring an additional 30,764 shares during the period. Uber Technologies accounts for 2.1% of Oak Family Advisors LLC's investment portfolio, making the stock its 12th biggest holding. Oak Family Advisors LLC's holdings in Uber Technologies were worth $7,765,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also modified their holdings of UBER. Measured Wealth Private Client Group LLC acquired a new stake in shares of Uber Technologies in the 3rd quarter valued at $25,000. Imprint Wealth LLC acquired a new stake in shares of Uber Technologies in the 3rd quarter valued at $32,000. Ares Financial Consulting LLC acquired a new stake in shares of Uber Technologies in the 4th quarter valued at $28,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in shares of Uber Technologies in the 3rd quarter valued at $34,000. Finally, Financial Network Wealth Advisors LLC lifted its stake in shares of Uber Technologies by 116.7% in the 3rd quarter. Financial Network Wealth Advisors LLC now owns 455 shares of the ride-sharing company's stock valued at $45,000 after purchasing an additional 245 shares during the last quarter. 80.24% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

UBER has been the subject of a number of research analyst reports. Mizuho cut their target price on shares of Uber Technologies from $130.00 to $110.00 and set an "outperform" rating for the company in a research report on Thursday, February 5th. Needham & Company LLC reissued a "buy" rating and set a $109.00 target price on shares of Uber Technologies in a research report on Thursday. Truist Financial boosted their target price on shares of Uber Technologies from $108.00 to $112.00 and gave the stock a "buy" rating in a research report on Thursday. 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 "buy (b-)" rating to a "hold (c+)" rating in a research report on Thursday, March 19th. 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 given a Sell rating to the stock. Based on data from MarketBeat, Uber Technologies currently has a consensus rating of "Moderate Buy" and a consensus price target of $105.40.

More Uber Technologies News

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

• Positive Sentiment: Q1 beat on profit and strong bookings guide — Uber reported $0.72 adjusted EPS (beat) and issued a June‑quarter gross bookings outlook above consensus, which underpinned optimism about demand recovery in rides and delivery. Uber forecasts strong second-quarter bookings despite Middle East woes
• Positive Sentiment: Analysts lifting targets and reiterating buys — Several firms raised or reiterated bullish ratings (JPMorgan raised its PT to $110; Needham reaffirmed Buy at $109; DA Davidson raised its PT), supporting upside thesis. Benzinga analyst notes
• Positive Sentiment: Platform expansion and partnerships — New deals (Uber Eats + Ulta, grocery tie‑ups with Ahold Delhaize and integrations such as Solera) and product moves into travel bookings broaden TAM and bolster recurring revenue potential. Uber Eats and Ulta Beauty Team-Up
• Neutral Sentiment: Longer-term robotaxi/AV narrative remains a catalyst but execution-focused — CEO commentary and moves (large Rivian robotaxi order, partner-led AV approach) keep a structural growth story alive, but timing and capital intensity remain uncertain. Uber Just Ordered 10,000 Rivian Robotaxis
• Neutral Sentiment: Mixed quarter details — Revenue rose 14% y/y but slightly missed estimates; non‑GAAP EPS beat while some transcripts and headlines emphasized metric differences, producing mixed investor interpretations. Uber Q1 earnings summary
• Negative Sentiment: Regional headwinds and profit‑taking — Management flagged roughly a 60bp drag from the Middle East conflict; after the initial post‑earnings pop, some profit‑taking and rotation pressured the shares. Uber hit by Middle East conflict despite strong bookings
• Negative Sentiment: Wall Street split and selective downgrades — While many firms stayed bullish, some desks trimmed targets (Goldman cited concerns), leaving sentiment fractured and increasing intraday volatility. Wall Street Splits on Uber

Insider Transactions at Uber Technologies

In other news, SVP Nikki Krishnamurthy sold 30,000 shares of the company's stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $74.45, for a total transaction of $2,233,500.00. Following the completion of the transaction, the senior vice president owned 460,756 shares of the company's stock, valued at approximately $34,303,284.20. This represents a 6.11% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of the business's stock in a transaction dated Tuesday, February 24th. The shares were bought at an average cost of $71.25 per share, with a total value of $1,599,776.25. Following the transaction, the chief financial officer directly 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 disclosure for this purchase is available in the SEC filing. 3.81% of the stock is currently owned by corporate insiders.

Uber Technologies Stock Down 2.9%

Uber Technologies stock opened at $76.87 on Friday. The firm has a fifty day moving average price of $74.17 and a two-hundred day moving average price of $80.81. The firm has a market cap of $157.03 billion, a price-to-earnings ratio of 19.17, a P/E/G ratio of 7.29 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 1.14. Uber Technologies, Inc. has a fifty-two week low of $68.46 and a fifty-two week high of $101.99.

Uber Technologies (NYSE:UBER - Get Free Report) last announced its quarterly earnings data on Wednesday, May 6th. The ride-sharing company reported $0.72 EPS for the quarter, beating analysts' consensus estimates 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 net margin of 15.91% and a return on equity of 41.40%. The firm's revenue for the quarter was up 14.5% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.83 earnings per share. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. As a group, analysts forecast that Uber Technologies, Inc. will post 3.32 earnings per share for the current year.

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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