Delivery Hero's stock plummets 6%—but analysts see an 80% upside ahead
Delivery Hero's share price fell sharply on Friday, dropping over 6% to open at €19.27. Despite the decline, analysts remain bullish about the company's future, predicting significant gains ahead.
The company's latest financial update showed a 9% year-on-year increase in gross merchandise value (GMV), reaching €49.2 billion for 2025. Though this figure slightly missed analyst forecasts of €49.5 billion, it still signals steady growth in a tough economic climate.
Major financial firms, including Jefferies, RBC, Barclays, and Bernstein, have kept their positive ratings on the stock. Their recommendations range from Buy to Overweight, with price targets between €35 and €39.40—suggesting a potential upside of more than 80% from current levels.
Investors now face a choice: either see the recent dip as a chance to best buy into the company's long-term potential or remain cautious amid the current weakness. The next few trading sessions will reveal whether the stock can hold steady just below €20.
Analysts continue to back Delivery Hero's ability to grow and improve profitability over the mid-term. With a wide gap between the current share price and their optimistic targets, market movements in the near future will show whether confidence in the company outweighs short-term concerns.
