Earnings miss sparks debate: Social media buzz intensified following Uber's recent quarterly earnings, where adjusted EPS fell short at $0.71 against expectations of $0.79, despite a slight revenue beat. Investors highlighted the company's historically low valuation metrics, trading near its cheapest EV/FCF multiple ever at 16.4x, prompting questions on whether this represents a buying opportunity.
Dip buyers emerge: Amid a 30% drop from recent highs, some traders are aggressively accumulating shares, viewing the pullback as a once-in-a-lifetime chance. Echoing earlier sentiments from prominent investors like Bill Ackman, who called the stock incredibly cheap above $80, the current levels around $73 have fueled optimism for a rebound ahead of May earnings.
Bearish signals persist: Technical analysts note bearish divergences and breaks below key moving averages, suggesting further downside to $70 before consolidation. Regulatory risks, including FTC scrutiny on platforms and past tax fraud allegations, add caution to the mix.
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 9 times in the past 6 months. Of those trades, 3 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $UBER stock by insiders over the last 6 months:
- NIKKI KRISHNAMURTHY (SVP and Chief People Officer) sold 30,000 shares for an estimated $2,233,605
- BALAJI (A) KRISHNAMURTHY (Chief Financial Officer) has made 2 purchases buying 22,453 shares for an estimated $1,599,779 and 0 sales.
- TONY WEST (See Remarks) has made 0 purchases and 4 sales selling 12,500 shares for an estimated $1,090,500.
- PRASHANTH MAHENDRA-RAJAH (CFO) has made 1 purchase buying 5 shares for an estimated $465 and 1 sale selling 5,500 shares for an estimated $519,234.
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 14 times in the past 6 months. Of those trades, 6 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $UBER stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 5 times. They made 3 purchases worth up to $45,000 on 12/19, 11/18, 10/17 and 2 sales worth up to $30,000 on 03/13, 02/24.
- SENATOR ANGUS S. KING JR. sold up to $15,000 on 02/13.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 02/06.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 01/30, 12/11.
- SENATOR JOHN W. HICKENLOOPER purchased up to $250,000 on 01/14.
- REPRESENTATIVE CLEO FIELDS sold up to $100,000 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Uber Hedge Fund Activity
We have seen 1,241 institutional investors add shares of Uber stock to their portfolio, and 1,125 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 38,202,044 shares (-74.5%) from their portfolio in Q4 2025, for an estimated $3,121,489,015
- FMR LLC removed 29,379,129 shares (-48.2%) from their portfolio in Q4 2025, for an estimated $2,400,568,630
- JPMORGAN CHASE & CO removed 21,254,660 shares (-56.9%) from their portfolio in Q4 2025, for an estimated $1,736,718,268
- NORGES BANK added 5,611,187 shares (+22.3%) to their portfolio in Q4 2025, for an estimated $458,490,089
- 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
- MARSHALL WACE, LLP added 4,936,146 shares (+280.9%) to their portfolio in Q4 2025, for an estimated $403,332,489
- JENNISON ASSOCIATES LLC removed 4,405,901 shares (-40.6%) from their portfolio in Q4 2025, for an estimated $360,006,170
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Uber Government Contracts
We have seen $455,570 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: $156,000
- PROVIDE THE U.S. DEPARTMENT OF ENERGY (DOE) WITH RIDESHARE SERVICES UNDER THE GSA RIDESHARE/RIDE-HAIL BLANK...: $75,384
- NON-EMERGENCY TRANSPORTATION SERVICES FOR MIDSHIPMEN AT THE USMMA BASE PERIOD (8/1/2021-5/31/2022) + 3 OPTIONS: $49,906
- ORDER AGAINST BPA: $30,000
- 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 11 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
- BMO Capital issued a "Outperform" 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 $106.0.
Here are some recent targets:
- Ken Gawrelski from Wells Fargo set a target price of $95.0 on 03/30/2026
- Jake Fuller from BTIG set a target price of $100.0 on 03/17/2026
- Tom White from DA Davidson set a target price of $105.0 on 02/23/2026
- Taylor Manley from Guggenheim set a target price of $125.0 on 02/18/2026
- Ronald Josey from Citigroup set a target price of $110.0 on 02/06/2026
- Scott Devitt from Wedbush set a target price of $75.0 on 02/05/2026
- Lloyd Walmsley from Mizuho set a target price of $110.0 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.
