Delivery Hero, DE000A2E4K43

Delivery Hero keeps Östberg as CEO. Delivery Hero stock sits 13.48 percent below target

Published on 10/07/2026 at 09:07 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

UBS maintains its EUR 41.50 target and Neutral rating on September 10, 2026. Delivery Hero stock costs EUR 36.57 after EUR 36.46, plus 0.30 percent.

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Delivery Hero stock (ISIN DE000A2E4K43) was trading at EUR 36.57 at Lang & Schwarz on October 7, 2026 at 9:05 a.m. CEST, plus 0.30 percent versus the prior close of EUR 36.46. On September 24, 2026, EQS News reported that co-founder Niklas Östberg will remain chief executive beyond March 31, 2027.

CEO continuity through 2029

The decision reverses the previously announced leadership timetable and comes during the proposed Uber takeover. Östberg's existing service agreement runs until April 30, 2029, giving Delivery Hero leadership continuity through a transaction process expected to continue into 2027.

The operating backdrop is quantified in the company's first-half 2026 update. Yahoo Finance reported revenue of EUR 7.8 billion for the first half of 2026, up 18.00 percent on a like-for-like basis, while adjusted EBITDA rose 4.00 percent year over year to EUR 427.0 million.

Offer gap remains measurable

The same first-half 2026 call described Uber's cash offer at EUR 41.50 per share and an initial acceptance period ending November 5, 2026. Against the Lang & Schwarz price of EUR 36.57, that offer is 13.48 percent higher, a concrete reference point for the stock while regulatory and shareholder steps continue.

Delivery Hero also raised its full-year 2026 outlook in the August 27 update. Like-for-like revenue growth is guided at 17.00 percent to 19.00 percent, versus 14.00 percent to 16.00 percent previously, and adjusted EBITDA is guided at EUR 960.0 million to EUR 1.0 billion, versus EUR 910.0 million to EUR 960.0 million previously. The next quarterly update is scheduled for October 28, 2026, according to the Delivery Hero investor relations page.

Stock stays below the offer

UBS maintained a Neutral rating and a EUR 41.50 target in its September 10, 2026 note, according to finanzen.at. The target lies 13.48 percent above the Lang & Schwarz price, while the current quote remains below both the offer and the target.

Price source: Lang & Schwarz. Delivery Hero stock was trading at EUR 36.57 on October 7, 2026 at 9:05 a.m. CEST, plus 0.30 percent versus the EUR 36.46 prior close on October 6, 2026. The further course of trading is shown by the continuously updated real-time quote of Delivery Hero stock.

Delivery Hero stock facts

  • Company: Delivery Hero SE
  • ISIN: DE000A2E4K43
  • WKN: A2E4K4
  • Ticker: DHER
  • Primary exchange: Xetra
  • Price Lang & Schwarz as of October 7, 2026, 9:05 a.m. CEST: EUR 36.57
  • Change versus prior close: plus 0.30 percent
  • Prior close Lang & Schwarz (October 6, 2026): EUR 36.46
  • Market capitalization: EUR 11.1 billion (as of October 6, 2026)
  • 52-week range: EUR 14.80-EUR 39.83 (as of October 6, 2026)
  • Sector / Industry: Consumer Cyclical / Specialty Retail
  • Index membership: MDAX
  • Next earnings date: October 28, 2026

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