Institutional investors increased Uber stakes, and the company posted slightly below-expected earnings but strong revenue growth, reaffirming 2026 guidance.

Institutional investors boosted their stakes in Uber, with TD Asset Management increasing its holding by 8.1% and Robeco adding 97.1%, while CFO Balaji Krishnamurthy bought 22,453 shares, raising his ownership by 357%. Uber reported Q4 2025 earnings of $0.71 per share, slightly below estimates, though revenue rose 20.1% to $14.37 billion. The company reaffirmed Q1 2026 guidance at $0.65–$0.72 EPS and continues advancing its super-app and autonomous vehicle strategies despite competition from India’s government-backed ride-hailer and Waymo’s U.S. expansion. Analysts maintain a “Moderate Buy” rating with a $104.53 target.