Robotaxi partnerships surge: Social media users highlight Uber's expanding collaborations with Nvidia for L4 robotaxis across 28 cities by 2028 and Rivian for up to 50,000 autonomous vehicles, positioning the platform as an AV aggregator. Enthusiasm builds around Uber's low capex model, leveraging others' tech while owning the demand network. Discussions emphasize this fragmented supply as a strengthening moat.
Valuation draws bargain hunters: Traders point to the stock trading at a discount to Bill Ackman's prior 'incredibly cheap' call, with forward multiples around 24x amid 30% EPS growth projections. Insider buying by the new CFO and Evercore's $150 price target fuel optimism on AV leadership. Network effects and ad revenue growth reinforce wide-moat narratives.
Earnings mix tempers gains: Recent results showed revenue beats but EPS misses, yet focus shifts to profitability flywheel and robotaxi potential. Posts note stock hitting multi-year highs near $84, with support at $78 amid partnership momentum. Sentiment leans toward long-term compounding despite near-term volatility.
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 13 times in the past 6 months. Of those trades, 3 have been purchases and 10 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 2 sales selling 150,000 shares for an estimated $15,071,877.
- TONY WEST (See Remarks) has made 0 purchases and 6 sales selling 112,500 shares for an estimated $11,128,997.
- 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.
- 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 13 times in the past 6 months. Of those trades, 6 have been purchases and 7 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 4 times. They made 3 purchases worth up to $45,000 on 12/19, 11/18, 10/17 and 1 sale worth up to $15,000 on 02/24.
- 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.
- REPRESENTATIVE VAL T. HOYLE sold 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 1,266 institutional investors add shares of Uber stock to their portfolio, and 1,233 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 $521,483 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
- PROVIDE THE U.S. DEPARTMENT OF ENERGY (DOE) WITH RIDESHARE SERVICES UNDER THE GSA RIDESHARE/RIDE-HAIL BLANK...: $75,384
- CSOSA RIDESHARE SHUTTLE SERVICES: $53,000
- 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
- TD Cowen 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 $106.0.
Here are some recent targets:
- 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
- Brian Nowak from Morgan Stanley set a target price of $100.0 on 02/05/2026
- Andrew Boone from Citizens set a target price of $100.0 on 02/05/2026
- Brad Erickson from RBC Capital set a target price of $105.0 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.
