Uber Technologies, Inc. $UBER Shares Bought by Robertson Stephens Wealth Management LLC

Key Points

• Robertson Stephens Wealth Management boosted its Uber stake by 355.1% in Q4 to 32,528 shares, valued at $2.66 million per the latest SEC filing.
• Insider activity: CFO Balaji (A) Krishnamurthy bought 22,453 shares (~$1.6M) while SVP Nikki Krishnamurthy sold 30,000 shares (~$2.23M); company insiders own about 3.81% of Uber.
• Q4 results and outlook: Uber missed EPS expectations with $0.71 vs. $0.79 estimated, reported revenue of $14.37B (up 20.1% YoY), and issued Q1 2026 EPS guidance of $0.65–$0.72.

Robertson Stephens Wealth Management LLC increased its holdings in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) by 355.1% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 32,528 shares of the ride-sharing company's stock after acquiring an additional 25,380 shares during the period. Robertson Stephens Wealth Management LLC's holdings in Uber Technologies were worth $2,658,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of UBER. Measured Wealth Private Client Group LLC purchased a new position in Uber Technologies during the third quarter worth approximately $25,000. Ares Financial Consulting LLC purchased a new position in Uber Technologies during the fourth quarter worth approximately $28,000. Imprint Wealth LLC purchased a new position in Uber Technologies during the third quarter worth approximately $32,000. Pilgrim Partners Asia Pte Ltd purchased a new position in Uber Technologies during the third quarter worth approximately $34,000. Finally, Hager Investment Management Services LLC boosted its position in Uber Technologies by 276.2% during the fourth quarter. Hager Investment Management Services LLC now owns 489 shares of the ride-sharing company's stock worth $40,000 after purchasing an additional 359 shares in the last quarter. Hedge funds and other institutional investors own 80.24% of the company's stock.

Uber Technologies Trading Up 0.8%

Shares of Uber Technologies stock opened at $75.19 on Friday. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 0.38. The firm's 50-day moving average price is $73.91 and its 200 day moving average price is $81.25. Uber Technologies, Inc. has a twelve month low of $68.46 and a twelve month high of $101.99. The firm has a market capitalization of $153.61 billion, a PE ratio of 15.96, a P/E/G ratio of 6.88 and a beta of 1.16.

Uber Technologies (NYSE:UBER - Get Free Report) last released its earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share for the quarter, missing analysts' consensus estimates of $0.79 by ($0.08). Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The business had revenue of $14.37 billion during the quarter, compared to analysts' expectations of $14.32 billion. During the same period last year, the business earned $3.21 earnings per share. The company'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. On average, sell-side analysts predict that Uber Technologies, Inc. will post 3.34 EPS for the current fiscal year.

Key Headlines Impacting Uber Technologies

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

• Positive Sentiment: Uber added in‑app hotel bookings via a partnership with Expedia, expanding addressable revenue beyond rides and delivery and increasing engagement/use per user — a clear growth catalyst if adoption scales. Uber moves toward becoming an ‘everything app’ with hotel bookings powered by Expedia
• Positive Sentiment: Uber deepened its autonomous and fleet strategy by partnering with Hertz’s new Oro Mobility fleet platform and naming Hertz a major fleet partner for robotaxi and driver‑led services — a move that validates Uber’s AV roadmap and could reduce capital intensity for fleet scale-up. Hertz launches Oro Mobility to manage Uber robotaxi fleet
• Positive Sentiment: Uber acquired FlyTaxi (reports show activity in Hong Kong), extending local market footprint and tech/ops capabilities for urban air/ride alternatives — small M&A that signals continued execution on mobility services expansion. Deal Dispatch: Sirius XM Mulls Purchase Of iHeartMedia, Uber Buys FlyTaxi
• Neutral Sentiment: Wall Street and equity research are watching Q1 metrics closely (bookings guidance and robotaxi spend are key). Analyst previews and trending‑stock writeups are driving attention but not yet forcing a consensus view. Unlocking Q1 Potential of Uber (UBER): Exploring Wall Street Estimates for Key Metrics
• Neutral Sentiment: Policy moves expanding retirement access for gig workers (Trump executive order) could modestly benefit gig platforms over time by improving worker retention and financial security, but impacts are indirect and will take time to materialize. Trump expands worker access to retirement plans with new order
• Negative Sentiment: Ongoing legal and safety matters (passenger sexual assault verdict coverage and related litigation) remain a reputational and financial overhang; BloombergLaw reports show these issues continue to draw scrutiny and could lead to costs or regulatory pressure. Uber Lawyers Unfazed After Passenger Sexual Assault Verdicts

Insider Buying and Selling

In other Uber Technologies news, CFO Balaji (A) Krishnamurthy bought 22,453 shares of the firm's stock in a transaction on Tuesday, February 24th. The shares were acquired at an average cost of $71.25 per share, with a total value of $1,599,776.25. Following the purchase, the chief financial officer directly owned 28,742 shares of the company's stock, valued at $2,047,867.50. This trade represents a 357.02% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this hyperlink. Also, 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 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.

Analyst Ratings Changes

UBER has been the topic of a number of recent analyst reports. Royal Bank Of Canada reiterated an "outperform" rating and set a $105.00 price target on shares of Uber Technologies in a research report on Thursday, February 5th. UBS Group lowered their price target on Uber Technologies from $111.00 to $110.00 and set a "buy" rating on the stock in a research report on Friday. Cantor Fitzgerald lowered their price target on Uber Technologies from $99.00 to $92.00 and set an "overweight" rating on the stock in a research report on Thursday, February 5th. Needham & Company LLC reiterated a "buy" rating and set a $109.00 price target on shares of Uber Technologies in a research report on Tuesday, February 3rd. Finally, Stifel Nicolaus lowered their price target on Uber Technologies from $122.00 to $105.00 and set a "buy" rating on the stock in a research report on Tuesday, January 27th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Uber Technologies presently has an average rating of "Moderate Buy" and a consensus price target of $105.11.

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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