UBER
Analyst target raises behind the outperformance
- UBER +0.58% on the last session vs SPY −0.29%: +0.9 pts of stock-specific move.
- Aftermath, big drop (Oct 14): After its 53 big drops in the past 5 years, UBER was higher a day later 32 times out of 53; half the outcomes fell between -1.7% and +1.9%. History, not a forecast.
- 0 Reddit mentions in the past 24 hours, 85% positive over the week · today's pace is 1.6× its recent daily average.
- 4 analyst actions in the past 10 days (1 positive, 0 negative); latest: Wells Fargo maintained Overweight, raised target $89.00 → $92.00.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Sep 16, 2026 | Tony West | See Remarks | Tax | tax withholding | 3,570 | $70.97 | $253.4K | Sep 18 |
| Sep 16, 2026 | Balaji (a) Krishnamurthy | CFO | Tax | tax withholding | 2,246 | $70.97 | $159.4K | Sep 18 |
| Sep 16, 2026 | Jill Hazelbaker | See Remarks | Tax | tax withholding | 4,627 | $70.97 | $328.4K | Sep 18 |
| Sep 16, 2026 | Andrew Macdonald | See Remarks | Tax | tax withholding | 5,683 | $70.97 | $403.3K | Sep 18 |
| Sep 16, 2026 | Glen Ceremony | See Remarks | Tax | tax withholding | 1,793 | $70.97 | $127.2K | Sep 18 |
| Sep 15, 2026 | Uber Technologies, Inc | 10% owner | Sell | unplanned | 29,369,611 | $6.21 | $182.2M | Sep 17 |
| Sep 11, 2026 | Jill Hazelbaker | See Remarks | Sell | unplanned | 28,170 | $71.31 | $2M | Sep 15 |
| Sep 10, 2026 | Dara Khosrowshahi | CEO | Buy | open-market buy | 141,000 | $70.96 | $10M | Sep 10 |
| Sep 4, 2026 | Andrew Macdonald | See Remarks | Buy | open-market buy | 70,000 | $75.83 | $5.3M | Sep 8 |
| Aug 17, 2026 | Uber Technologies, Inc | 10% owner | Sell | unplanned | 72,000,000 | $6.55 | $471.6M | Aug 19 |
| Aug 16, 2026 | Glen Ceremony | See Remarks | Tax | tax withholding | 3,278 | $75.95 | $249K | Aug 18 |
| Aug 16, 2026 | Jill Hazelbaker | See Remarks | Tax | tax withholding | 4,626 | $75.95 | $351.3K | Aug 18 |
| Aug 16, 2026 | Tony West | See Remarks | Tax | tax withholding | 3,570 | $75.95 | $271.1K | Aug 18 |
| Aug 16, 2026 | Andrew Macdonald | See Remarks | Tax | tax withholding | 5,684 | $75.95 | $431.7K | Aug 18 |
| Aug 16, 2026 | Balaji (a) Krishnamurthy | CFO | Tax | tax withholding | 2,247 | $75.95 | $170.7K | Aug 18 |
| Jul 16, 2026 | Glen Ceremony | See Remarks | Tax | tax withholding | 1,793 | $74.04 | $132.8K | Jul 20 |
| Jul 16, 2026 | Jill Hazelbaker | See Remarks | Tax | tax withholding | 4,628 | $74.04 | $342.7K | Jul 20 |
| Jul 16, 2026 | Tony West | See Remarks | Tax | tax withholding | 3,570 | $74.04 | $264.3K | Jul 20 |
| Jul 16, 2026 | Andrew Macdonald | See Remarks | Tax | tax withholding | 5,683 | $74.04 | $420.8K | Jul 20 |
| Jul 16, 2026 | Balaji (a) Krishnamurthy | CFO | Tax | tax withholding | 2,249 | $74.04 | $166.5K | Jul 20 |
| Jul 2, 2026 | Uber Technologies, Inc | 10% owner | Buy | open-market buy | 800,000 | $25.00 | $20M | Jul 2 |
| Jun 16, 2026 | Glen Ceremony | See Remarks | Tax | tax withholding | 1,793 | $73.25 | $131.3K | Jun 18 |
| Jun 16, 2026 | Jill Hazelbaker | See Remarks | Tax | tax withholding | 4,630 | $73.25 | $339.1K | Jun 18 |
| Jun 16, 2026 | Balaji (a) Krishnamurthy | CFO | Tax | tax withholding | 2,250 | $73.25 | $164.8K | Jun 18 |
| Jun 16, 2026 | Andrew Macdonald | See Remarks | Tax | tax withholding | 5,685 | $73.25 | $416.4K | Jun 18 |
| Jun 16, 2026 | Tony West | See Remarks | Tax | tax withholding | 3,570 | $73.25 | $261.5K | Jun 18 |
| Jun 2, 2026 | Uber Technologies, Inc | 10% owner | Sell | unplanned | 67,500,000 | $7.10 | $479.2M | Jun 4 |
| May 16, 2026 | Glen Ceremony | See Remarks | Tax | tax withholding | 3,278 | $75.09 | $246.1K | May 19 |
| May 16, 2026 | Jill Hazelbaker | See Remarks | Tax | tax withholding | 4,453 | $75.09 | $334.4K | May 19 |
| May 16, 2026 | Tony West | See Remarks | Tax | tax withholding | 3,570 | $75.09 | $268.1K | May 19 |
| May 16, 2026 | Andrew Macdonald | See Remarks | Tax | tax withholding | 5,684 | $75.09 | $426.8K | May 19 |
| May 16, 2026 | Balaji (a) Krishnamurthy | CFO | Tax | tax withholding | 2,255 | $75.09 | $169.3K | May 19 |
| May 3, 2026 | Turqi A. Alnowaiser | Director | Tax | tax withholding | 558 | $75.12 | $41.9K | May 5 |
| May 3, 2026 | Alexander R Wynaendts | Director | Tax | tax withholding | 758 | $75.12 | $56.9K | May 5 |
| Apr 16, 2026 | Glen Ceremony | See Remarks | Tax | tax withholding | 1,793 | $76.48 | $137.1K | Apr 20 |
| Apr 16, 2026 | Jill Hazelbaker | See Remarks | Tax | tax withholding | 4,455 | $76.48 | $340.7K | Apr 20 |
| Apr 16, 2026 | Balaji (a) Krishnamurthy | CFO | Tax | tax withholding | 2,255 | $76.48 | $172.5K | Apr 20 |
| Apr 16, 2026 | Nikki Krishnamurthy | SVP | Tax | tax withholding | 2,251 | $76.48 | $172.2K | Apr 20 |
| Apr 16, 2026 | Andrew Macdonald | See Remarks | Tax | tax withholding | 6,050 | $76.48 | $462.7K | Apr 20 |
| Apr 16, 2026 | Tony West | See Remarks | Tax | tax withholding | 3,569 | $76.48 | $273K | Apr 20 |
| Mar 16, 2026 | Glen Ceremony | See Remarks | Tax | tax withholding | 2,154 | $74.66 | $160.8K | Mar 18 |
| Mar 16, 2026 | Dara Khosrowshahi | CEO | Tax | tax withholding | 253,700 | $74.66 | $18.9M | Mar 18 |
| Mar 16, 2026 | Balaji (a) Krishnamurthy | CFO | Tax | tax withholding | 1,628 | $74.66 | $121.5K | Mar 18 |
| Mar 16, 2026 | Tony West | See Remarks | Tax | tax withholding | 54,527 | $74.66 | $4.1M | Mar 18 |
| Mar 16, 2026 | Nikki Krishnamurthy | SVP | Sell | unplanned | 30,000 | $74.45 | $2.2M | Mar 18 |
| Mar 16, 2026 | Nikki Krishnamurthy | SVP | Tax | tax withholding | 30,352 | $74.66 | $2.3M | Mar 18 |
| Mar 16, 2026 | Andrew Macdonald | See Remarks | Tax | tax withholding | 87,131 | $74.66 | $6.5M | Mar 18 |
| Mar 16, 2026 | Jill Hazelbaker | See Remarks | Tax | tax withholding | 50,050 | $74.66 | $3.7M | Mar 18 |
| Feb 24, 2026 | Balaji (a) Krishnamurthy | CFO | Buy | open-market buy | 22,453 | $71.25 | $1.6M | Feb 24 |
| Feb 16, 2026 | Andrew Macdonald | See Remarks | Tax | tax withholding | 7,197 | $69.99 | $503.7K | Feb 18 |
| Feb 16, 2026 | Jill Hazelbaker | See Remarks | Tax | tax withholding | 4,251 | $69.99 | $297.5K | Feb 18 |
| Feb 16, 2026 | Tony West | See Remarks | Tax | tax withholding | 4,344 | $69.99 | $304K | Feb 18 |
| Feb 16, 2026 | Prashanth Mahendra-Rajah | CFO | Tax | tax withholding | 2,046 | $69.99 | $143.2K | Feb 18 |
| Feb 16, 2026 | Nikki Krishnamurthy | SVP | Tax | tax withholding | 1,603 | $69.99 | $112.2K | Feb 18 |
| Feb 16, 2026 | Glen Ceremony | See Remarks | Tax | tax withholding | 1,504 | $69.99 | $105.3K | Feb 18 |
| Feb 16, 2026 | Balaji (a) Krishnamurthy | CFO | Tax | tax withholding | 1,347 | $69.99 | $94.3K | Feb 18 |
| Jan 20, 2026 | Tony West | See Remarks | Sell | 10b5-1 plan | 3,125 | $83.50 | $260.9K | Jan 21 |
| Jan 16, 2026 | Glen Ceremony | See Remarks | Tax | tax withholding | 1,641 | $84.85 | $139.2K | Jan 21 |
| Jan 16, 2026 | Jill Hazelbaker | See Remarks | Tax | tax withholding | 3,774 | $84.85 | $320.2K | Jan 21 |
| Jan 16, 2026 | Nikki Krishnamurthy | SVP | Tax | tax withholding | 1,698 | $84.85 | $144.1K | Jan 21 |
| Jan 16, 2026 | Andrew Macdonald | See Remarks | Tax | tax withholding | 7,287 | $84.85 | $618.3K | Jan 21 |
| Jan 16, 2026 | Prashanth Mahendra-Rajah | CFO | Tax | tax withholding | 2,138 | $84.85 | $181.4K | Jan 21 |
| Jan 16, 2026 | Tony West | See Remarks | Tax | tax withholding | 4,473 | $84.85 | $379.5K | Jan 21 |
| Dec 23, 2025 | Andrew Macdonald | See Remarks | Tax | tax withholding | 83,276 | $80.97 | $6.7M | Dec 29 |
| Dec 18, 2025 | Tony West | See Remarks | Sell | 10b5-1 plan | 3,125 | $80.36 | $251.1K | Dec 18 |
| Dec 16, 2025 | Glen Ceremony | See Remarks | Tax | tax withholding | 2,155 | $80.92 | $174.4K | Dec 18 |
| Dec 16, 2025 | Jill Hazelbaker | See Remarks | Tax | tax withholding | 4,258 | $80.92 | $344.6K | Dec 18 |
| Dec 16, 2025 | Nikki Krishnamurthy | SVP | Tax | tax withholding | 2,567 | $80.92 | $207.7K | Dec 18 |
| Dec 16, 2025 | Andrew Macdonald | See Remarks | Tax | tax withholding | 7,198 | $80.92 | $582.5K | Dec 18 |
| Dec 16, 2025 | Tony West | See Remarks | Tax | tax withholding | 4,345 | $80.92 | $351.6K | Dec 18 |
| Dec 16, 2025 | Prashanth Mahendra-Rajah | CFO | Tax | tax withholding | 2,045 | $80.92 | $165.5K | Dec 18 |
| Nov 18, 2025 | Tony West | See Remarks | Sell | 10b5-1 plan | 3,125 | $92.10 | $287.8K | Nov 18 |
| Nov 16, 2025 | Glen Ceremony | See Remarks | Tax | tax withholding | 2,156 | $91.62 | $197.5K | Nov 18 |
| Nov 16, 2025 | Jill Hazelbaker | See Remarks | Tax | tax withholding | 4,263 | $91.62 | $390.6K | Nov 18 |
| Nov 16, 2025 | Nikki Krishnamurthy | SVP | Tax | tax withholding | 2,567 | $91.62 | $235.2K | Nov 18 |
| Nov 16, 2025 | Andrew Macdonald | See Remarks | Tax | tax withholding | 7,197 | $91.62 | $659.4K | Nov 18 |
| Nov 16, 2025 | Prashanth Mahendra-Rajah | CFO | Tax | tax withholding | 2,046 | $91.62 | $187.5K | Nov 18 |
| Nov 16, 2025 | Tony West | See Remarks | Tax | tax withholding | 4,344 | $91.62 | $398K | Nov 18 |
| Nov 12, 2025 | Prashanth Mahendra-Rajah | CFO | Sell | unplanned | 5,500 | $94.41 | $519.2K | Nov 13 |
| Oct 20, 2025 | Tony West | See Remarks | Sell | 10b5-1 plan | 3,125 | $93.00 | $290.6K | Oct 20 |
| Oct 16, 2025 | Andrew Macdonald | See Remarks | Tax | tax withholding | 7,196 | $92.52 | $665.8K | Oct 20 |
| Oct 16, 2025 | Nikki Krishnamurthy | SVP | Tax | tax withholding | 2,567 | $92.52 | $237.5K | Oct 20 |
| Oct 16, 2025 | Jill Hazelbaker | See Remarks | Tax | tax withholding | 4,266 | $92.52 | $394.7K | Oct 20 |
| Oct 16, 2025 | Glen Ceremony | See Remarks | Tax | tax withholding | 2,155 | $92.52 | $199.4K | Oct 20 |
| Oct 16, 2025 | Prashanth Mahendra-Rajah | CFO | Tax | tax withholding | 2,045 | $92.52 | $189.2K | Oct 20 |
| Oct 16, 2025 | Tony West | See Remarks | Tax | tax withholding | 4,344 | $92.52 | $401.9K | Oct 20 |
| Oct 14, 2025 | Prashanth Mahendra-Rajah | CFO | Buy | open-market buy | 5 | $93.00 | $465 | Oct 20 |
| Sep 22, 2025 | Dara Khosrowshahi | CEO | Sell | 10b5-1 plan | 150,000 | $100.48 | $15.1M | Sep 24 |
| Sep 22, 2025 | Tony West | See Remarks | Sell | 10b5-1 plan | 100,000 | $100.38 | $10M | Sep 24 |
| Sep 18, 2025 | Tony West | See Remarks | Sell | 10b5-1 plan | 3,125 | $93.94 | $293.6K | Sep 18 |
| Sep 16, 2025 | Jill Hazelbaker | See Remarks | Tax | tax withholding | 4,271 | $97.83 | $417.8K | Sep 18 |
| Sep 16, 2025 | Nikki Krishnamurthy | SVP | Tax | tax withholding | 2,566 | $97.83 | $251K | Sep 18 |
| Sep 16, 2025 | Andrew Macdonald | See Remarks | Tax | tax withholding | 7,197 | $97.83 | $704.1K | Sep 18 |
| Sep 16, 2025 | Glen Ceremony | See Remarks | Tax | tax withholding | 4,635 | $97.83 | $453.4K | Sep 18 |
| Sep 16, 2025 | Tony West | See Remarks | Tax | tax withholding | 4,345 | $97.83 | $425.1K | Sep 18 |
| Sep 16, 2025 | Prashanth Mahendra-Rajah | CFO | Tax | tax withholding | 2,046 | $97.83 | $200.2K | Sep 18 |
| Sep 16, 2025 | Prashanth Mahendra-Rajah | CFO | Sell | 10b5-1 plan | 2,750 | $99.42 | $273.4K | Sep 18 |
| Sep 12, 2025 | Dara Khosrowshahi | CEO | Sell | unplanned | 300,000 | $95.37 | $28.6M | Sep 16 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Jul 17, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Sep 4 |
| Jul 10, 2026 | Dan Newhouse | House | Buy | $1K–$15K | Jul 17 |
| May 15, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Jun 8 |
| Apr 14, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | May 8 |
| Mar 30, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Mar 13, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Apr 7 |
| Feb 24, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Mar 9 |
| Feb 13, 2026 | Angus S King, Jr. | Senate | Sell | $1K–$15K | Mar 24 |
| Feb 6, 2026 | John Boozman | Senate | Buy | $1K–$15K | Mar 6 |
| Jan 30, 2026 | Josh Gottheimer | House | Sell | $1K–$15K | Feb 26 |
| Jan 14, 2026 | John W Hickenlooper | Senate | Buy | $100K–$250K | Feb 6 |
| Dec 19, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Jan 12 |
| Dec 11, 2025 | Josh Gottheimer | House | Sell | $1K–$15K | Jan 14 |
| Dec 11, 2025 | Cleo Fields | House | Sell | $50K–$100K | Dec 17 |
| Nov 18, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Dec 15 |
| Oct 31, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Buy | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 17, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Nov 18 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $1K–$15K | Oct 10 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Pershing Square (Bill Ackman) | 29,958,771 | $2.2B | 15.7% | -1% | Q1 2026 |
| Fundsmith (Terry Smith) | 8,943,151 | $645.3M | 4.7% | new | Q2 2026 |
| Appaloosa (David Tepper) | 7,694,071 | $555.2M | 7.4% | +21% | Q2 2026 |
| Tiger Global (Chase Coleman) | 151,178 | $10.9M | 0.05% | — | Q2 2026 |
| Soros Fund Management (George Soros) | 90,337 | $6.5M | 0.11% | -71% | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Fundsmith (Terry Smith) | New stake | 13F, Q2 2026 | 8,943,151 | $645.3M | 4.7% | Aug 14 |
| Aug 14, 2026 | Soros Fund Management (George Soros) | Trimmed | 13F, Q2 2026 | 223,872 | $16.2M | 0.1% | Aug 14 |
| Aug 14, 2026 | Appaloosa (David Tepper) | Added | 13F, Q2 2026 | 1,361,351 | $98.2M | 7.4% | Aug 14 |
| May 15, 2026 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q1 2026 | 1,253,816 | $90.2M | 0.0% | May 15 |
| May 15, 2026 | Appaloosa (David Tepper) | Added | 13F, Q1 2026 | 4,482,720 | $322.4M | 7.7% | May 15 |
| Feb 17, 2026 | Appaloosa (David Tepper) | Trimmed | 13F, Q4 2025 | 556,983 | $45.5M | 2.2% | Feb 17 |
| Feb 13, 2026 | Soros Fund Management (George Soros) | Added | 13F, Q4 2025 | 119,000 | $9.7M | 0.5% | Feb 13 |
| Feb 13, 2026 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q4 2025 | 2,315,092 | $189.2M | 0.4% | Feb 13 |
| Nov 14, 2025 | Soros Fund Management (George Soros) | Trimmed | 13F, Q3 2025 | 285,297 | $28M | 0.6% | Nov 14 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves