Q3 Earnings Impact: Recent discussions on X about Uber Technologies, Inc. have centered on its Q3 2025 earnings, which showed strong growth in gross bookings and revenue. Despite these positive figures, the stock experienced a dip, with some expressing disappointment over Q4 guidance falling short of expectations. Posts on X reflect a mix of optimism for long-term growth and frustration over short-term setbacks.
Legal and AI Concerns: Another hot topic on X involves a legal challenge targeting Uber’s AI-driven pay and pricing systems. Many users are debating how this class-action lawsuit could impact driver earnings and the company’s operations. The uncertainty around this issue has sparked caution among some discussing the stock’s near-term outlook.
Robotaxi and Innovation Buzz: Finally, there’s growing chatter on X about Uber’s autonomous vehicle partnerships and robot delivery initiatives. Some see these as game-changers for future profitability, while others question the timeline and costs involved. This blend of excitement and skepticism keeps the conversation lively and dynamic.
Note: This discussion summary was generated from an AI condensation of post data.
Uber Technologies, Inc. Insider Trading Activity
Uber Technologies, Inc. insiders have traded $UBER stock on the open market 17 times in the past 6 months. Of those trades, 1 have been purchases and 16 have been sales.
Here’s a breakdown of recent trading of $UBER stock by insiders over the last 6 months:
- DARA KHOSROWSHAHI (Chief Executive Officer) has made 0 purchases and 5 sales selling 450,000 shares for an estimated $43,682,553.
- TONY WEST (See Remarks) has made 0 purchases and 6 sales selling 112,500 shares for an estimated $11,207,372.
- JILL HAZELBAKER (See Remarks) sold 31,250 shares for an estimated $3,013,121
- NIKKI KRISHNAMURTHY (SVP and Chief People Officer) sold 11,571 shares for an estimated $1,061,518
- PRASHANTH MAHENDRA-RAJAH (CFO) has made 1 purchase buying 5 shares for an estimated $465 and 3 sales selling 11,000 shares for an estimated $1,053,889.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Uber Technologies, Inc. Congressional Stock Trading
Members of Congress have traded $UBER stock 9 times in the past 6 months. Of those trades, 6 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $UBER stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 10/17.
- REPRESENTATIVE VAL T. HOYLE has traded it 2 times. They made 1 purchase worth up to $15,000 on 08/19 and 1 sale worth up to $15,000 on 09/23.
- REPRESENTATIVE CLEO FIELDS has traded it 2 times. They made 2 purchases worth up to $65,000 on 09/10, 07/10 and 0 sales.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Uber Technologies, Inc. Hedge Fund Activity
We have seen 1,466 institutional investors add shares of Uber Technologies, Inc. stock to their portfolio, and 920 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 19,967,736 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $1,956,239,095
- WELLINGTON MANAGEMENT GROUP LLP removed 14,014,797 shares (-61.8%) from their portfolio in Q3 2025, for an estimated $1,373,029,662
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 11,552,694 shares (+82.0%) to their portfolio in Q3 2025, for an estimated $1,131,817,431
- CAPITAL RESEARCH GLOBAL INVESTORS removed 9,751,005 shares (-8.1%) from their portfolio in Q3 2025, for an estimated $955,305,959
- JENNISON ASSOCIATES LLC removed 6,885,566 shares (-38.8%) from their portfolio in Q3 2025, for an estimated $674,578,901
- POLEN CAPITAL MANAGEMENT LLC added 4,552,127 shares (+24571.6%) to their portfolio in Q3 2025, for an estimated $445,971,882
- PACER ADVISORS, INC. added 4,133,532 shares (+1905.3%) to their portfolio in Q3 2025, for an estimated $404,962,130
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Uber Technologies, Inc. Government Contracts
We have seen $236,870 of award payments to $UBER over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- NON-EMERGENCY TRANSPORTATION SERVICES FOR MIDSHIPMEN AT THE USMMA BASE PERIOD (8/1/2021-5/31/2022) + 3 OPTIONS: $49,906
- CSOSA RIDESHARE SHUTTLE SERVICES: $48,000
- PROVIDE THE U.S. DEPARTMENT OF ENERGY (DOE) WITH RIDESHARE SERVICES UNDER THE GSA RIDESHARE/RIDE-HAIL BLANK...: $40,384
- UBER RIDESHARE SERVICES: $22,080
- BPA CALL FOR RIDESHARE SERVICES: $20,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Uber Technologies, Inc. Analyst Ratings
Wall Street analysts have issued reports on $UBER in the last several months. We have seen 20 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- TD Cowen issued a "Buy" rating on 11/05/2025
- UBS issued a "Buy" rating on 11/05/2025
- DA Davidson issued a "Buy" rating on 11/05/2025
- BMO Capital issued a "Outperform" rating on 11/05/2025
- BTIG issued a "Buy" rating on 11/04/2025
- Stifel issued a "Buy" rating on 10/24/2025
- Wells Fargo issued a "Overweight" rating on 10/03/2025
To track analyst ratings and price targets for Uber Technologies, Inc., check out Quiver Quantitative's $UBER forecast page.
Uber Technologies, Inc. Price Targets
Multiple analysts have issued price targets for $UBER recently. We have seen 26 analysts offer price targets for $UBER in the last 6 months, with a median target of $110.0.
Here are some recent targets:
- John Blackledge from TD Cowen set a target price of $114.0 on 11/05/2025
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $108.0 on 11/05/2025
- Youssef Squali from Truist Securities set a target price of $110.0 on 11/05/2025
- Nikhil Devnani from Bernstein set a target price of $115.0 on 11/05/2025
- Ross Sandler from Barclays set a target price of $107.0 on 11/05/2025
- Tom White from DA Davidson set a target price of $108.0 on 11/05/2025
- Brian Pitz from BMO Capital set a target price of $106.0 on 11/05/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
