Uber Technologies Inc. (NYSE: UBER) is inching higher on Friday as a fresh wave of Wall Street commentary, insider activity and product news keeps the ride‑hailing giant firmly in the spotlight.
Uber stock price today: UBER edges up despite post‑earnings hangover
As of Friday afternoon on November 14, 2025, Uber stock is trading around $92 per share, up roughly 0.2% on the day. Shares opened at about $90.05 and have moved between $89.66 and $92.61, with intraday volume around 8.3 million shares.
That mild gain comes as broader markets are mixed: the Dow Jones Industrial Average is down about 0.5% for a second straight day, while the S&P 500 is up roughly 0.2% and the Nasdaq has turned positive, recovering about 0.4% after a sharp tech sell‑off on Thursday. [1]
Despite the recent pullback after earnings, Uber remains a strong longer‑term winner in 2025:
- Year‑to‑date performance: UBER is up about 53% YTD, significantly outpacing the S&P 500. [2]
- 52‑week range: roughly $59.33 at the low end and $101.99 at the high. [3]
- Valuation snapshot: market cap around $190–191 billion and a trailing P/E near 11.8, well below many high‑growth tech names but with tech‑like revenue growth. [4]
In other words, today’s modest move is happening against the backdrop of a big multi‑year rally and a very busy November for Uber news.
Wall Street spotlight: Goldman Sachs raises Uber price target to $126
One of the headline drivers today is a fresh bullish note from Goldman Sachs.
In a piece highlighted on Finviz and originally from Insider Monkey, Goldman analyst Eric Sheridan reiterated his Buyrating on Uber and raised his price target from $120 to $126 following the company’s strong Q3 2025 results. [5]
Key points from Goldman’s updated view:
- The bank expects mid‑teens compound annual growth in gross bookings between 2025 and 2028. [6]
- It models 20%+ growth in adjusted EBITDA over the same period, despite near‑term margin pressure from legal and regulatory costs. [7]
- Sheridan highlights Uber’s expanding multi‑platform ecosystem—mobility, delivery, and autonomous vehicle (AV) initiatives—as core pillars of the long‑term thesis. [8]
Goldman also acknowledges the elephant in the room: profitability. Q3 operating income was $1.11 billion, well short of a roughly $1.6 billion consensus estimate, largely due to legal and regulatory charges. [9]
Still, the raised target suggests that, in Goldman’s view, strong booking growth and the Uber One membership flywheel more than offset current profitability headwinds. That constructive stance is helping underpin sentiment today after the stock’s post‑earnings wobble.
Valuation debate: Simply Wall St sees 45% upside, others say “fairly valued”
If you’re trying to figure out whether Uber stock is still a bargain after its big run, analysts don’t fully agree—though the skew remains clearly positive.
Simply Wall St: UBER is “undervalued” by ~45%
A new piece published today by Simply Wall St argues that Uber is still trading below intrinsic value, even after a huge multi‑year rally. [10]
Highlights from their analysis:
- UBER has gained 45.3% year‑to‑date and 217.8% over the past three years, despite a recent pullback. [11]
- A discounted cash flow (DCF) model using analysts’ free‑cash‑flow forecasts yields an estimated fair value of $168.15 per share, implying the stock is about 45% undervalued vs. the current ~$92 price. [12]
- Uber’s current P/E of ~11.5x is far below the broader transportation industry average (~26.8x) and a higher‑growth peer group (~72x), leading Simply Wall St to label the stock “UNDERVALUED” on both DCF and P/E‑based checks. [13]
They also frame the debate with bull and bear “narratives”:
- Bull case: fair value around $108–109, roughly 15–16% upside from current levels, driven by sustained double‑digit revenue growth and scaling AV and high‑margin services. [14]
- Bear case: fair value closer to $75, implying the stock is actually overvalued if long‑term growth slows to low‑single digits. [15]
Street consensus: Moderate/Strong Buy, ~18% upside
Aggregate data from MarketBeat and StockAnalysis paints a broadly bullish but slightly more conservative picture than the DCF‑heavy view: [16]
- Consensus rating:
- MarketBeat: “Moderate Buy” based on 40 analysts (32 Buy, 8 Hold, 0 Sell).
- StockAnalysis: average rating “Strong Buy” across 34 coverage analysts.
- Average 12‑month price target: about $108–109, roughly 18% upside from around $92 today.
- Recent target revisions after Q3 generally trimmed but maintained bullish targets, with several major firms still in the $110–$120+ range. [17]
Not everyone is in the “cheap” camp: Morningstar, for example, recently reiterated a $93 fair value estimate and a 3‑star (fairly valued) rating, indicating that by its models the stock is roughly priced for its long‑term fundamentals already. [18]
Taken together, today’s valuation commentary shows a constructive but nuanced picture: much of the market sees Uber as a high‑quality growth story with reasonable upside, while more conservative fundamental shops think a lot of the good news is already embedded in the price.
Insider and institutional activity: CFO sale and big fund reshuffles
Another theme in today’s Uber news flow is who is buying and selling the stock behind the scenes.
CFO sells 5,500 shares in routine Form 4 filing
A string of headlines today highlight a Form 4 filed for Uber’s CFO, Prashanth Mahendra‑Rajah:
- On November 12, 2025, the CFO sold 5,500 shares in an open‑market transaction at a weighted average price of about $94.41 (trades ranged roughly from $94.16 to $94.77). [19]
- After the sale, he still directly owns 20,330 shares, plus a small number of indirectly held shares. [20]
Quiver Quantitative notes that Uber insiders have been net sellers over the last six months, with many executives—including the CEO and other senior leaders—taking profits after the stock’s large run, but with continuing sizable holdings. [21]
The StockTitan summary explicitly characterizes the filing as a “routine insider sale” with limited standalone impact; the key question for investors is whether this fits a normal pattern of diversification after strong gains, or signals any concern about valuation. [22]
Institutions: PNC and Good Life add, BBVA trims, PIF stays the course
On the institutional side, multiple 13F‑linked articles posted today show active repositioning around Uber:
- PNC Financial Services Group increased its Uber stake by 21.8% in Q2, bringing holdings to 462,675 sharesworth about $43.2 million at the time of filing. [23]
- Good Life Advisors LLC boosted its position by 28.9%, now holding 19,473 shares valued at roughly $1.82 million. [24]
- Banco Bilbao Vizcaya Argentaria (BBVA) moved the other way, trimming its Uber stake by 25.4% to around 208,188 shares, still worth over $19 million. [25]
MarketBeat notes that hedge funds and other institutions collectively own over 80% of Uber’s float, underscoring how institutionally dominated the shareholder base has become. [26]
Separately, a Seeking Alpha news snippet today points out that Saudi Arabia’s Public Investment Fund (PIF) has slashed many U.S. holdings in Q3 2025 but chose to keep its Uber stake, grouping it with a small group of “core” positions like Electronic Arts. [27]
Takeaway: today’s flow suggests no mass exodus from institutions—if anything, you’re seeing continued conviction from some big players offset by profit‑taking from others, a normal pattern after a multi‑year run.
Product and geographic expansion: robotaxis in Abu Dhabi, safety video in India
A big part of the Uber story now is how far beyond simple ride‑hailing the platform is stretching. Two notable developments surfaced (or were highlighted) today:
Abu Dhabi launches commercial AV service with Uber
TradingView’s “Key facts today” for UBER notes that Abu Dhabi has begun commercial operations of autonomous vehicles in partnership with Uber, marking a significant expansion of the robotaxi network in the Middle East. [28]
Details are still emerging, but the move:
- Extends Uber’s autonomous vehicle footprint beyond early U.S. markets into a strategically important region.
- Supports the case that AVs, while not yet a profit center, are becoming a real operational pilot rather than a far‑off science project.
For investors, this reinforces the longer‑term optionality around robotaxis, lower driver‑related costs, and potential margin uplift—though timelines and regulatory risks remain uncertain.
New in‑app video recording pilot in India
In India, Uber is testing a new in‑app video recording feature designed to reduce disputes between drivers and passengers. [29]
According to The Times of India:
- The pilot is live in 10 major cities, including Delhi, Mumbai, Bengaluru, Chennai, Pune, Hyderabad, Chandigarh, Kolkata, Jaipur and Lucknow. [30]
- Drivers can record trips using their phone’s camera from within the Uber app; recordings are double‑encrypted, stored locally on the device, and automatically deleted after a week if not shared in a safety report. [31]
- Riders are notified when video recording is active, and the feature builds on Uber’s earlier in‑app audio recordingtools. [32]
This speaks to two important themes for the stock:
- Safety and trust as competitive moats – especially in markets where dashcams and formal complaint processes are less common.
- Regulatory and privacy risk – how local regulators and riders react to more pervasive in‑car recording will shape whether features like this become a global template or remain limited pilots.
Earnings backdrop: strong growth, legal costs and cautious guidance
Much of today’s analyst and investor chatter is still anchored in Uber’s Q3 2025 results, released on November 4.
From Uber’s own earnings release and subsequent coverage: [33]
- Trips: 3.5 billion in Q3, up 22% year‑over‑year, driven by 17% growth in monthly active platform consumersand higher trips per user.
- Gross bookings: $49.7 billion, up 21% YoY.
- Revenue: $13.5 billion, up 20% YoY, slightly ahead of consensus.
- Operating income: $1.11 billion, up 5% YoY but well below expectations (~$1.6B) due to legal and regulatory charges.
- Net income: $6.6 billion, boosted by a $4.9 billion tax valuation release, making EPS look unusually strong.
- Adjusted EBITDA: $2.3 billion, up 33% YoY, with margin improving to 4.5% of gross bookings.
For Q4 2025, Uber guided to:
- Gross bookings: $52.25–$53.75 billion, slightly ahead of Wall Street expectations.
- Adjusted EBITDA: $2.41–$2.51 billion, roughly in line but a touch below midpoint estimates. [34]
Reuters summed up the reaction neatly: the company delivered a “double beat” on revenue and bookings, but the legal cost overhang and slightly cautious profit guidance pushed the stock down around 7–8% immediately after the report. [35]
Today’s headlines—from Goldman’s raised target to valuation debates on Simply Wall St and other platforms—are essentially the market digesting those Q3 numbers and deciding whether the pullback was an overreaction or a warning sign.
How does all of this shape the Uber stock story today?
Putting today’s data points together, here’s how Uber’s risk‑reward profile looks for many investors on November 14, 2025:
Bullish arguments getting airtime today
- Structural growth remains strong: Trips, bookings and revenue are all growing around 20% year‑over‑year, even at Uber’s current scale. [36]
- Membership and multi‑product usage are working: Uber One continues to lift engagement, with multi‑product users spending several times more than single‑product users. [37]
- Valuation still reasonable:
- Strategic optionality: Autonomous vehicles in Abu Dhabi, safety features in India, and ongoing delivery/grocery partnerships broaden the narrative beyond rides and burgers. [40]
Bearish/neutral concerns still in focus
- Legal and regulatory risk: Q3 showed how quickly legal expenses can hit operating profit; Uber also flagged “unpredictable” legal and governmental risk in its commentary. [41]
- Guidance isn’t blow‑out: Q4 EBITDA guidance is solid but not explosive, leaving less room for upside surprises in the near term. [42]
- Insiders are net sellers: While often just profit‑taking, multiple insider sales—including by the CFO—can make some investors cautious, especially after a big rally. [43]
- Macro and tech volatility: Uber trades with a beta above 1, meaning it tends to swing more than the market—an important factor when tech is whipsawing like it has this week. [44]
Key takeaways for UBER on November 14, 2025
To wrap it up, here’s what matters most about Uber stock today:
- Price action: UBER is hovering just under $92, slightly green on the day after a choppy post‑earnings stretch.
- Street sentiment: Consensus remains bullish, with most analysts rating the stock Buy or Strong Buy and an average target around $108. [45]
- Fresh catalysts:
- Risk signals: Insider selling (including by the CFO), ongoing legal costs and mixed post‑earnings price action remind investors that Uber is not a low‑risk story. [49]
For traders and longer‑term investors alike, November 14 looks less like a dramatic inflection point and more like a reset day: the market is digesting strong fundamentals, messy legal line items, and an evolving growth story in AVs and global delivery—and trying to decide how much of that is already reflected in a ~$92 share price.
This article is for informational purposes only and does not constitute financial or investment advice. Always do your own research or consult a licensed financial advisor before making investment decisions.
References
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