Uber Technologies (UBER) News Today

Uber Technologies, Inc. (UBER) — Shares are down today after a mix of bullish analyst/strategy notes and some near-term negative signals. Below are the key items investors should know and how each may influence the stock.

• Positive Sentiment: Cantor Fitzgerald nudged FY2025 EPS estimates slightly higher and reaffirmed an Overweight rating with a $106 price target, supporting near-term analyst-driven demand. Cantor Fitzgerald estimate note
• Positive Sentiment: MarketBeat and other bullish write-ups highlight UBER as a profitable, undervalued growth story (delivery + mobility scale, free cash flow, potential buybacks) and project high EPS growth — a catalyst for longer-term buying. MarketBeat: "Got 1K to Invest?"
• Positive Sentiment: Strategic/technology thesis: Seeking Alpha and others argue Uber’s investments in autonomous vehicles and related partnerships could drive profitable growth over time, underwriting a higher multiple. Seeking Alpha: "Riding The Autonomous Wave"
• Neutral Sentiment: Corporate governance/legal profile: Bloomberg Law profiles General Counsel Alyssa Allen as influential — useful context for regulatory and litigation navigation but not an immediate price driver. Bloomberg Law profile
• Neutral Sentiment: Small insider activity mixed: CFO Prashanth Mahendra‑Rajah disclosed a tiny purchase (5 shares) — token signal of confidence but immaterial economically. SEC filing (CFO purchase)
• Negative Sentiment: Insider selling: Tony West sold 3,125 shares (~$290k) recently; continued insider sales can create perception of trimming and add selling pressure, especially when market breadth is thin. InsiderTrades: Tony West sale
• Negative Sentiment: User/engagement metrics: Wedbush analysis flagged subdued traffic/engagement trends for Uber relative to some peers, which could pressure near-term revenue growth expectations. Wedbush/Proactive: engagement trends

Bottom line: positive analyst revisions, bullish coverage on profitability and autonomy support upside, while insider selling and softer engagement metrics are plausible near-term catalysts for modest weakness — explaining today's decline. Investors should watch upcoming engagement data, guidance/earnings cadence, and any further insider activity for direction.