Delivery Hero raises guidance: Uber's EUR 41.50 offer values Delivery Hero stock

Published on 10/29/2026 at 14:15 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q3 revenue grew 22.00 percent to EUR 4.3 billion like for like. Delivery Hero stock costs EUR 37.52 on October 29, 2026, 5.80 percent below its EUR 39.83 high.

Delivery Hero expands its growth engine

Group GMV increased 13.60 percent to EUR 13.9 billion in the third quarter of 2026.
Quick Commerce GMV grew 39.00 percent year over year and represented 19.00 percent of Group GMV.
Subscribers generated 51.00 percent of Group GMV, an increase of 13.00 percentage points year over year.

Delivery Hero, DE000A2E4K43, Illustration mit AI erstellt.

Delivery Hero (ISIN DE000A2E4K43) raised its full-year 2026 outlook on October 28, 2026, while its third-quarter orders reached 1,001 million and Uber's voluntary offer remained at EUR 41.50 per share. The company said the quarter marked its first period above one billion orders, according to the Deutsche Boerse publication of the issuer's EQS release.

Guidance rises across four metrics

Delivery Hero lifted like-for-like GMV growth guidance for 2026 to 10.00 percent to 12.00 percent from 9.00 percent to 11.00 percent. Revenue growth guidance increased to 18.00 percent to 20.00 percent from 17.00 percent to 19.00 percent.

Adjusted EBITDA guidance moved to EUR 980.0 million to EUR 1.02 billion from EUR 960.0 million to EUR 1.00 billion. Free cash flow guidance also rose to more than EUR 300.0 million from more than EUR 250.0 million.

Quick commerce changes the mix

Quick Commerce GMV accelerated 39.00 percent year over year in the third quarter and accounted for 19.00 percent of Group GMV. Subscribers generated 51.00 percent of Group GMV, while customers using multiple Delivery Hero verticals represented 62.00 percent.

The company also reported 13.60 percent like-for-like GMV growth to EUR 13.9 billion. Its EUR 37.52 Lang & Schwarz quote on October 29, 2026 at 2:06 p.m. Berlin time stood 5.80 percent below the EUR 39.83 52-week high. The further course of trading is shown by the continuously updated real-time quote of Delivery Hero stock.

Delivery Hero stock at a glance

Company: Delivery Hero SE
ISIN: DE000A2E4K43
WKN: A2E4K4
Ticker: DHER
Primary exchange: Xetra
Price Lang & Schwarz (as of October 29, 2026, 2:06 p.m. Berlin time): EUR 37.52
52-week range: EUR 14.80-EUR 39.83
Sector / Industry: Consumer Discretionary / Internet and Direct Marketing Retail
Index membership: MDAX