Prosus reported JET growth: Prosus stock sits 49.19 percent below target

Published on 10/13/2026 at 10:52 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

JET orders rose 0.10 percent in September after 55 months of declines. Prosus stock costs EUR 35.57 on October 13, 2026 versus a EUR 70.00 target.

Key points in brief

Prosus reported that Just Eat Takeaway orders returned to year-on-year growth in September after 55 months of declines.
iFood retained more than 80 percent of Brazil's food-delivery app market, while non-food revenue grew more than 50 percent year on year.
Prosus stock was trading at EUR 35.57 at Lang & Schwarz on October 13, 2026, while the analyst consensus target stood at EUR 70.00.
Prosus repurchased 2,239,784 shares for EUR 79.8 million between September 28 and October 2, 2026.

Editorial-Foto eines Trading-Floors mit großen Bildschirmen und AEX-Indexkürzel — Börsen-Editorial mit Trading-Floor und AEX-Kürzel repräsentiert Prosus N.V., ISIN NL0013654783, gelistet an Euronext Amsterdam Börse, Illustration mit AI erstellt.

Prosus reported that Just Eat Takeaway orders returned to year-on-year growth in September after 55 months of declines, while the analyst consensus target stood at EUR 70.00 on October 4, 2026. Prosus published the operating update on October 8, 2026, and Börse Express reported the target data.

JET returns to growth

JET orders rose 0.10 percent year on year in September, reversing a 9.00 percent decline when Prosus took control in December 2025. The milestone ended a 55-month run of annual order declines and gives the food-delivery turnaround a measurable operating marker.

Prosus also said iFood retained more than 80 percent of Brazil's food-delivery app market. Non-food delivery units grew revenue by more than 50 percent year on year and accounted for approximately 40 percent of iFood revenue, according to the October 8 company update.

What does the target imply?

The EUR 70.00 consensus target is 96.82 percent above the EUR 35.57 Lang & Schwarz price, based on the October 4, 2026 analyst assessment. The comparison highlights the gap between expectations for Prosus's portfolio and the market value assigned to the stock.

The latest operating update also contains a counter-factor. Prosus said it is investing in JET and iFood while prioritizing stronger growth and profitability over the short term, so improved order growth does not by itself establish a near-term earnings improvement.

Three dated operating signals

On June 29, 2026, Prosus reported fiscal year 2026 revenue of USD 9.71 billion, up 57.00 percent from fiscal year 2025, while net income was USD 11.60 billion, down 6.80 percent, according to Simply Wall St. On October 6, 2026, Prosus reported the repurchase of 2,239,784 shares at an average price of EUR 35.6461 for total consideration of EUR 79.84 million, according to Sharenet. On October 8, 2026, JET orders reached 0.10 percent year-on-year growth after 55 months of declines, according to Prosus.

Upcoming dates for Prosus

Yahoo Finance listed November 3, 2026 as the ex-dividend date and November 25, 2026 as the next earnings date. Those dates give investors two scheduled reference points after the October operating update.

Stock stays below target

Prosus stock was trading at EUR 35.57 at Lang & Schwarz on October 13, 2026 at 10:44 a.m. CEST. The quote remains well below the EUR 70.00 analyst consensus target published on October 4, 2026, while Prosus's latest operating evidence centers on JET's return to growth and iFood's market position. The further course of trading is shown by the continuously updated real-time quote of Prosus stock.