Q4 Earnings Beat Amid Guidance Concerns: Uber delivered robust fourth-quarter results, with mobility revenue climbing 19% and delivery up 30%, driving total trips higher by 22%. Social media buzz focused on record operating income and margins doubling to 12% within a year. Shares slipped on tepid profit outlook, prompting debate on near-term pressures.
Autonomous Vehicles Excite Investors: Conversations lit up over Uber's AV strategy, including AV Labs and plans to facilitate rides in 15 cities by year-end. Users praised the platform's role as a demand layer for partners like WeRide, eyeing faster profitability. The multi-trillion-dollar opportunity drew widespread enthusiasm.
Fundamentals Fuel Optimism: Amid the post-earnings dip, many highlighted Uber's scale in delivery outpacing rivals and strong free cash flow generation. Operating leverage and diversification were lauded as key strengths. Bullish tones dominated on the company's path forward.
Note: This discussion summary was generated from an AI condensation of post data.
Uber Insider Trading Activity
Uber insiders have traded $UBER stock on the open market 18 times in the past 6 months. Of those trades, 1 have been purchases and 17 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 8 sales selling 118,750 shares for an estimated $11,719,435.
- 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 2 sales selling 8,250 shares for an estimated $792,639.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Uber Revenue
Uber had revenues of $14.4B in Q4 2025. This is an increase of 20.13% from the same period in the prior year.
You can track UBER financials on Quiver Quantitative's UBER stock page.
Uber Congressional Stock Trading
Members of Congress have traded $UBER stock 12 times in the past 6 months. Of those trades, 7 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $UBER stock by members of Congress over the last 6 months:
- SENATOR JOHN W. HICKENLOOPER purchased up to $250,000 on 01/14.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 3 purchases worth up to $45,000 on 12/19, 11/18, 10/17 and 0 sales.
- REPRESENTATIVE CLEO FIELDS has traded it 2 times. They made 1 purchase worth up to $15,000 on 09/10 and 1 sale worth up to $100,000 on 12/11.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 12/11.
- 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 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Uber Hedge Fund Activity
We have seen 1,316 institutional investors add shares of Uber stock to their portfolio, and 1,046 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- 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
- MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. added 5,293,822 shares (+129.7%) to their portfolio in Q4 2025, for an estimated $432,558,195
- POLEN CAPITAL MANAGEMENT LLC added 4,552,127 shares (+24571.6%) to their portfolio in Q3 2025, for an estimated $445,971,882
- JENNISON ASSOCIATES LLC removed 4,405,901 shares (-40.6%) from their portfolio in Q4 2025, for an estimated $360,006,170
- VICTORY CAPITAL MANAGEMENT INC removed 3,820,948 shares (-24.6%) from their portfolio in Q3 2025, for an estimated $374,338,275
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Uber Government Contracts
We have seen $424,483 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:
- BPA CALL FOR RIDESHARE SERVICES: $176,000
- CSOSA RIDESHARE SHUTTLE SERVICES: $53,000
- PROVIDE THE U.S. DEPARTMENT OF ENERGY (DOE) WITH RIDESHARE SERVICES UNDER THE GSA RIDESHARE/RIDE-HAIL BLANK...: $50,384
- NON-EMERGENCY TRANSPORTATION SERVICES FOR MIDSHIPMEN AT THE USMMA BASE PERIOD (8/1/2021-5/31/2022) + 3 OPTIONS: $49,906
- UBER RIDESHARE SERVICES: $22,080
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Uber Analyst Ratings
Wall Street analysts have issued reports on $UBER in the last several months. We have seen 12 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 02/05/2026
- Needham issued a "Buy" rating on 02/05/2026
- Keybanc issued a "Overweight" rating on 01/20/2026
- BTIG issued a "Buy" rating on 01/15/2026
- Wolfe Research issued a "Outperform" rating on 01/06/2026
- Arete Research issued a "Buy" rating on 12/03/2025
- DA Davidson issued a "Buy" rating on 11/05/2025
To track analyst ratings and price targets for Uber, check out Quiver Quantitative's $UBER forecast page.
Uber Price Targets
Multiple analysts have issued price targets for $UBER recently. We have seen 23 analysts offer price targets for $UBER in the last 6 months, with a median target of $107.0.
Here are some recent targets:
- Ronald Josey from Citigroup set a target price of $110.0 on 02/06/2026
- Doug Anmuth from JP Morgan set a target price of $105.0 on 02/05/2026
- Ken Gawrelski from Wells Fargo set a target price of $100.0 on 02/05/2026
- Scott Devitt from Wedbush set a target price of $75.0 on 02/05/2026
- Andrew Boone from Citizens set a target price of $100.0 on 02/05/2026
- Brian Nowak from Morgan Stanley set a target price of $100.0 on 02/05/2026
- Bernie McTernan from Needham set a target price of $109.0 on 02/05/2026
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.
