Delivery Hero Lifts 2026 GMV Growth Forecast to 9-11%, H1 EBITDA Beats
UBER sits 24% above its 52-week low of $65.41.
Summary
Delivery Hero raised its 2026 GMV growth forecast to 9-11% from 8-10%, citing accelerating demand and better-than-expected profitability. H1 adjusted EBITDA rose 3.9% to €427M, beating the €396M consensus. This is the first earnings update since Uber's €12.5B takeover offer in July, and the stronger operational momentum could influence deal dynamics or valuation. The raised guidance and beat suggest Delivery Hero is performing well independently, which may strengthen its negotiating position or justify the premium Uber offered. Watch for any response from Uber or Prosus regarding the takeover process.
At the time of this announcement, UBER was trading at $81.30 on NYSE in the Trade & Services sector, with a market capitalization of approximately $164.1B. The 52-week trading range was $65.41 to $101.99. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Reuters.