Key Points
- SVP Nikki Krishnamurthy sold 30,000 shares of Uber on March 16 at an average price of $74.45 for about $2.23M, leaving her with 460,756 shares (a 6.11% reduction); the transaction was disclosed in an SEC filing.
- Uber reported Q4 EPS of $0.71, missing the $0.79 estimate while revenue rose 20.1% to $14.37 billion, and it set Q1 2026 guidance of $0.65–$0.72 with analysts forecasting roughly 2.54 EPS for the year.
- Market context: an expanded Nvidia robotaxi tie‑up has revived AV upside, analysts have a consensus Moderate Buy rating with an average price target of $105.29, and about 80% of the stock is held by institutions.
Uber Technologies, Inc. (NYSE:UBER - Get Free Report) SVP Nikki Krishnamurthy sold 30,000 shares of Uber Technologies stock in a transaction on 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 sale, the senior vice president directly owned 460,756 shares in the company, valued at $34,303,284.20. This represents a 6.11% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website.
Uber Technologies Price Performance
Shares of NYSE UBER opened at $76.67 on Thursday. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.14 and a current ratio of 1.14. The firm has a fifty day moving average of $77.23 and a 200 day moving average of $86.14. The firm has a market cap of $157.80 billion, a PE ratio of 16.28, a PEG ratio of 7.13 and a beta of 1.22. Uber Technologies, Inc. has a one year low of $60.63 and a one year high of $101.99.
Uber Technologies (NYSE:UBER - Get Free Report) last posted its quarterly earnings data on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.79 by ($0.08). Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The company had revenue of $14.37 billion for the quarter, compared to analysts' expectations of $14.32 billion. During the same period in the previous year, the business earned $3.21 earnings per share. The business's revenue for the quarter was up 20.1% on a year-over-year basis. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. As a group, research analysts predict that Uber Technologies, Inc. will post 2.54 EPS for the current fiscal year.
Trending Headlines about Uber Technologies
Here are the key news stories impacting Uber Technologies this week:
- Positive Sentiment: Expanded Nvidia robotaxi tie-up frames a clear roadmap for Uber’s AV opportunity (LA & SF launches in 1H‑2027, expansion to 28 cities by 2028), reviving a potential high-margin mobility future and prompting sharp upside in sentiment. Uber’s stock powers higher as Nvidia robotaxi deal helps avert ‘doomsday’ scenario
- Positive Sentiment: BTIG reaffirmed a Buy and left a $100 price target, giving investors an analyst-backed upside case that supports the recent rally. BTIG Research Reaffirms "Buy" Rating for Uber Technologies (NYSE:UBER)
- Positive Sentiment: Uber CTO says 95% of engineers use AI tools monthly and an AI coding agent is making ~1,800 code changes/week — a signal of faster product iteration, cost leverage and tech productivity gains. Uber CTO Says 95% Of Engineers Use AI Tools Monthly As Coding Shift Accelerates
- Neutral Sentiment: Operational pilots continue to scale (Motional robotaxis in Las Vegas; partnerships with Zoox/Amazon) — positive for execution but still early for material revenue impact. Uber, Motional Launch Las Vegas Service: Robotaxi Space Heating Up?
- Neutral Sentiment: Coverage and valuation pieces note recent share rebounds and forward‑PE multiples — useful context for entry/exit decisions but not new company-level catalysts. A Look At Uber Technologies (UBER) Valuation As Shares Rebound Over The Past Month
- Negative Sentiment: An insider sale: SVP Nikki Krishnamurthy sold 30,000 shares (~$2.23M), which some investors view as a mild negative signal on near‑term insider conviction. SEC filing: Insider sale by Nikki Krishnamurthy
- Negative Sentiment: Labor disruption: driver strikes in Lagos are causing service disruptions and underscore regulatory/labor risks in key emerging markets. Uber seeks dialogue as Lagos drivers continue strike
- Negative Sentiment: Reputational/AV scrutiny: a high‑profile crash involving a former Uber self‑driving chief in a Tesla FSD spotlights broader supervision and safety concerns that can weigh on AV sentiment and regulatory scrutiny. Former Uber self-driving chief crashes his Tesla on FSD, exposes supervision problem
- Negative Sentiment: Critical analysis: a recent Seeking Alpha piece turned bearish, highlighting valuation and execution concerns that could pressure sentiment if momentum fades. Uber: I've Been Bullish For Years - Not Anymore
Wall Street Analyst Weigh In
Several research firms recently issued reports on UBER. TD Cowen reiterated a "buy" rating on shares of Uber Technologies in a report on Wednesday, March 11th. Melius Research set a $73.00 target price on Uber Technologies in a research report on Monday, January 5th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Uber Technologies in a research note on Monday, December 29th. KeyCorp dropped their price target on Uber Technologies from $110.00 to $105.00 and set an "overweight" rating for the company in a research report on Tuesday, January 20th. Finally, DA Davidson reduced their price objective on Uber Technologies from $108.00 to $105.00 and set a "buy" rating for the company in a research note on Monday, February 23rd. One analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, Uber Technologies currently has a consensus rating of "Moderate Buy" and an average price target of $105.29.
Get Our Latest Stock Report on Uber Technologies
Institutional Inflows and Outflows
Institutional investors have recently bought and sold shares of the business. Brighton Jones LLC boosted its stake in Uber Technologies by 3.4% during the fourth quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company's stock worth $4,491,000 after buying an additional 2,474 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in shares of Uber Technologies by 65.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company's stock worth $939,000 after acquiring an additional 6,129 shares during the last quarter. Bison Wealth LLC raised its holdings in shares of Uber Technologies by 20.3% during the 4th quarter. Bison Wealth LLC now owns 3,792 shares of the ride-sharing company's stock worth $229,000 after acquiring an additional 641 shares during the period. Caxton Associates LLP purchased a new position in shares of Uber Technologies during the 1st quarter worth $304,000. Finally, Schnieders Capital Management LLC. acquired a new position in shares of Uber Technologies during the 2nd quarter valued at about $842,000. 80.24% of the stock is owned by hedge funds and other institutional investors.
Uber Technologies Company Profile
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Get Free Report)
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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