Uber Technologies (NYSE:UBER) Receives "Buy" Rating from BTIG Research

Key Points

• BTIG Research reiterated a "Buy" on Uber with a $100 price target (implying ~27% upside), while the consensus rating is a "Moderate Buy" with an average price target of $105.29.
• Uber reported $0.71 EPS for the quarter (missing $0.79) with revenue of $14.37 billion (+20.1% YoY), set Q1 2026 guidance of $0.65–$0.72 EPS, and analysts expect about $2.54 EPS for the fiscal year.
• Key strategic catalysts include expanded autonomous partnerships (notably with NVIDIA and Amazon's Zoox) aimed at robotaxi rollouts, and insider activity such as the CFO purchasing 22,453 shares, signaling management confidence.

Uber Technologies (NYSE:UBER - Get Free Report)'s stock had its "buy" rating restated by research analysts at BTIG Research in a research report issued to clients and investors on Tuesday,Benzinga reports. They currently have a $100.00 price target on the ride-sharing company's stock. BTIG Research's price target suggests a potential upside of 27.19% from the stock's current price.

Several other research firms have also commented on UBER. Roth Mkm set a $105.00 price objective on shares of Uber Technologies in a research note on Thursday, February 5th. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $105.00 price target on shares of Uber Technologies in a report on Thursday, February 5th. KeyCorp reduced their price target on Uber Technologies from $110.00 to $105.00 and set an "overweight" rating on the stock in a research report on Tuesday, January 20th. JPMorgan Chase & Co. decreased their price objective on Uber Technologies from $110.00 to $105.00 and set an "overweight" rating for the company in a report on Thursday, February 5th. Finally, Wolfe Research decreased their price objective on shares of Uber Technologies from $125.00 to $110.00 and set an "outperform" rating for the company in a research report on Monday, January 5th. One analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Uber Technologies currently has an average rating of "Moderate Buy" and a consensus price target of $105.29.

Uber Technologies Price Performance

Shares of NYSE UBER traded up $3.96 during mid-day trading on Tuesday, hitting $78.62. 16,406,257 shares of the company's stock traded hands, compared to its average volume of 21,255,527. The company's 50-day moving average is $77.58 and its two-hundred day moving average is $86.31. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.14 and a quick ratio of 1.14. Uber Technologies has a 1 year low of $60.63 and a 1 year high of $101.99. The company has a market capitalization of $161.81 billion, a P/E ratio of 16.70, a PEG ratio of 6.72 and a beta of 1.22.

Uber Technologies (NYSE:UBER - Get Free Report) last posted its quarterly earnings data 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). The firm had revenue of $14.37 billion for the quarter, compared to analysts' expectations of $14.32 billion. Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The firm's quarterly revenue was up 20.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $3.21 earnings per share. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. On average, equities analysts anticipate that Uber Technologies will post 2.54 EPS for the current fiscal year.

Insider Buying and Selling

In other news, CFO Balaji (A) Krishnamurthy bought 22,453 shares of the business's stock in a transaction dated Tuesday, February 24th. The stock was purchased at an average cost of $71.25 per share, with a total value of $1,599,776.25. Following the acquisition, the chief financial officer directly owned 28,742 shares in the company, valued at $2,047,867.50. This trade represents a 357.02% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Tony West sold 3,125 shares of the stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total transaction of $260,937.50. Following the sale, the insider directly owned 176,584 shares in the company, valued at $14,744,764. This trade represents a 1.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 3.70% of the stock is owned by company insiders.

Hedge Funds Weigh In On Uber Technologies

Several institutional investors and hedge funds have recently modified their holdings of the business. Rockefeller Capital Management L.P. boosted its position in Uber Technologies by 16.5% during the fourth quarter. Rockefeller Capital Management L.P. now owns 3,071,306 shares of the ride-sharing company's stock worth $250,956,000 after purchasing an additional 434,283 shares in the last quarter. Osbon Capital Management LLC purchased a new stake in shares of Uber Technologies in the fourth quarter valued at approximately $25,000. World Investment Advisors raised its stake in shares of Uber Technologies by 17.2% during the 4th quarter. World Investment Advisors now owns 92,490 shares of the ride-sharing company's stock worth $7,557,000 after buying an additional 13,556 shares during the period. Nalls Sherbakoff Group LLC acquired a new position in shares of Uber Technologies during the 4th quarter worth approximately $25,000. Finally, Meadowbrook Advisors Group LLC purchased a new position in shares of Uber Technologies during the 4th quarter valued at approximately $738,000. Hedge funds and other institutional investors own 80.24% of the company's stock.

Uber Technologies News Summary

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

• Positive Sentiment: Uber and NVIDIA expanded their autonomous-vehicle partnership to deploy NVIDIA‑powered robotaxis starting in 2027 and scaling to about 28 cities by 2028 — a major revenue & network-growth catalyst if Uber captures ride volume and lowers costs via driverless fleets. Uber, Nvidia plan robotaxi rollout in 28 cities starting next year
• Positive Sentiment: Uber announced a partnership with Amazon’s Zoox to expand autonomous ride offerings (deployment expected in Las Vegas), broadening Uber’s access to AV hardware and operators and strengthening its long‑term autonomous mobility strategy. Uber (UBER) Partners with Amazon’s Zoox for Autonomous Ride Expansion
• Positive Sentiment: Uber is expanding its platform beyond rides with the acquisition/partnership moves into parking (SpotHero) and a formal Uber Autonomous Solutions unit — these diversify monetization pathways and create integration points for future robotaxi and fleet services. Uber Expands Into Parking And Autonomy As Valuation Gap Persists
• Positive Sentiment: Additional partner news (e.g., Hyundai collaborations in Las Vegas) and coverage noting an expanded Nvidia relationship have reinforced investor belief in faster commercialization of AV rides on Uber’s network. Uber Wants a Foothold in the Developing Robotaxi Space, Joins Forces With Hyundai in Las Vegas
• Neutral Sentiment: Analysts have taken note: some firms (e.g., BofA) reiterated Buy ratings and raised price targets following partnership news, which supports upward momentum but is dependent on execution and timelines. Uber (UBER) Partners with Amazon’s Zoox for Autonomous Ride Expansion
• Neutral Sentiment: General market coverage and “stocks to watch” mentions are amplifying interest but don’t change fundamentals—these items can add volatility around news flow. Stocks to Watch Today: Uber, Hyundai, Delta, Lululemon
• Negative Sentiment: Voice of caution from investors and VCs (e.g., Bill Gurley) about an AI/robotics “reset” or bubble could amplify downside risk if AV economics, safety/regulatory approvals, or adoption timelines slip — a reminder of execution risk despite the headlines. Bill Gurley on AI bubble: A bunch of people got rich quick and a reset is coming

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.

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