Key Stats for Delivery Hero Stock
- Price change for Delivery Hero stock: 10%
- $DELH.Y Share Price as of May. 22: $4
- 52-Week High: $4
- $DELH.Y Stock Price Target: $5
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What Happened?
Delivery Hero (DELH.Y) stock jumped more than 10% after the Financial Times reported that Uber is weighing an improved takeover bid for the German food delivery company.
- Delivery Hero confirmed it received an initial offer from Uber at €33 per share, valuing the company at over €10 billion.
- Then, on Sunday, the FT reported that Uber’s board met on Saturday to discuss an even higher offer — after a € 38-per-share bid was reportedly rejected by one of Delivery Hero’s major shareholders.
Uber has also quietly built up its stake in Delivery Hero. The company disclosed last week that Uber had increased its holding from roughly 7% to about 19.5% of issued capital, making it the largest shareholder. That kind of stake buildup typically signals serious acquisition intent.
Delivery Hero said it “remains fully focused on executing its strategic review process” and will provide further updates as appropriate.
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What the Market Is Telling Us About Delivery Hero Stock
Delivery Hero stock had been trading at a discount to what management believes the business is worth. CEO Niklas Oestberg said as recently as March that the share price “does not accurately reflect the growth trajectory of this business.” A potential Uber acquisition would directly address that valuation gap.
The timing makes sense for both sides. The food delivery sector is consolidating fast. DoorDash acquired Deliveroo last year. Prosus bought Just Eat.
Uber buying Delivery Hero would create a powerful global platform, combining Uber Eats with Delivery Hero’s strong positions in the Middle East, South Korea, and other key markets.
Delivery Hero’s underlying business has also improved meaningfully. The company reported €903 million in adjusted EBITDA for 2025, up 30% year-over-year, and generated positive free cash flow for a second consecutive year. Quick commerce GMV surpassed €7.5 billion in 2025, representing growth of over 30%. Revenue growth hit 23%.
The company has also been actively cleaning up its portfolio — selling Taiwan for €520 million being the most recent example. That kind of discipline tends to attract acquirers.
The key question now is price. If Uber needs to go higher to close a deal, Delivery Hero stock could have more room to run.
Uber shares fell 2.4% on Friday after initial reports, reflecting investor concern about the acquisition price and deal risk.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
