DELIVERY HERO RISES 2.8% FOLLOWING UBER'S STAKE INCREASE IN COMPANY

Written by Emily J. Thompson, Senior Investment Analyst

Source: moomoo

Updated: 4 hours ago

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UBER-1.04%

Should l Buy UBER?

Source: moomoo

Delivery Hero's Growth: Delivery Hero has reported a 2.8% increase in its performance metrics.
Uber's Stake Increase: The growth follows an increase in Uber's stake in the company, indicating a strengthened partnership.

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Analyst Views on UBER

Wall Street analysts forecast UBER stock price to rise

32 Analyst Rating

28 Buy

3 Hold

1 Sell

Strong Buy

Current: 77.280

Low

72.00

Averages

107.10

High

150.00

Current: 77.280

Low

72.00

Averages

107.10

High

150.00

Stifel

Buy

downgrade

$105 -> $94

2026-04-13

New

Reason

Stifel

Price Target

$105 -> $94

AI Analysis

2026-04-13

New

downgrade

Buy

Reason

Stifel lowered the firm's price target on Uber to $94 from $105 and keeps a Buy rating on the shares. The firm is tweaking estimates across its internet coverage to account for the potential impact of the Iran war.

BofA

Buy

maintain

$103

2026-03-30

Reason

BofA

Price Target

$103

2026-03-30

maintain

Buy

Reason

BofA reiterated a Buy rating and $103 price target on Uber shares following the company's acquisition of Blacklane. BofA called the rationale behind the deal compelling. Corporate and high-income travelers are prioritizing reliability and predictability for mobility services, particularly for airport transfers and business meetings, and can be less price sensitive, the firm told investors in a research note. BofA added that growth in premium services should support higher margins and help diversify Uber's revenue base.

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About UBER

Uber Technologies, Inc. operates a technology platform that uses network and technology to power movement from point A to point B. It develops and operates technology applications supporting a variety of offerings on its platform (platform(s)). Its segments include Mobility, Delivery and Freight. Mobility products connect consumers with drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. Delivery offerings allow consumers to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. In certain markets, the Delivery segment provides offerings for grocery, alcohol, and convenience store delivery as well as select other goods. The Freight segment connects carriers with shippers on its platform, and gives carriers upfront, pricing and the ability to book a shipment. The Freight segment also includes transportation management and other logistics service offerings.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

Uber Acquires Additional Stake in Delivery Hero

4 hours agoNewsfilter

Acquisition Details: Uber announced it will purchase an additional 4.5% stake in Delivery Hero at €20 per share, totaling approximately €270 million ($318 million), which, while below Delivery Hero's Thursday closing price, represents a 22% premium over the one-month average share price.
Regulatory Pressure Context: This transaction is part of Prosus's strategy to divest its Delivery Hero shares under EU regulatory pressure to facilitate its proposed €4.1 billion acquisition of Just Eat, highlighting the impact of regulatory environments on large merger deals.
Prosus's Strategic Shift: Prosus has committed to selling the relevant portion of its Delivery Hero stake within the required timeframe, demonstrating its firm commitment to reducing its shareholding to meet regulatory demands while reflecting a strategic shift in its European market approach.
Market Reaction Analysis: Although Uber's acquisition price is lower than Delivery Hero's recent stock price, the market's reaction to this deal could influence Uber's competitive position in the food delivery sector, especially in comparison to its rivals.

Prosus Sells 4.5% Stake in Delivery Hero to Uber

4 hours agoseekingalpha

Stake Sale: Dutch technology investor Prosus sold approximately 13.6 million shares of Delivery Hero to Uber at €20 per share, generating about €270 million in gross proceeds, indicating a strategic adjustment in Prosus's investment portfolio.
Ownership Change: This transaction reduces Prosus's stake in Delivery Hero from 26.3% to 21.8%, reflecting a potential decrease in confidence regarding its influence and decision-making power within the company.
Market Reaction: The sale of shares by Prosus may have a short-term impact on Delivery Hero's stock price, particularly as Uber's acquisition raises market scrutiny on Delivery Hero's future performance.
Investment Strategy Shift: Through this transaction, Prosus may be reconfiguring its investment portfolio to better navigate market changes and seek new growth opportunities, especially in the rapidly evolving technology sector.