Update shared on 28 Nov 2025
Fair value Decreased 8.70%Delivery Hero's analyst price target has been revised lower, dropping from €32.37 to €29.55. Analysts cite slowing revenue growth and margin pressures as key drivers of the downward adjustment.
Analyst Commentary
Recent street research reflects a mix of optimism and caution among analysts regarding Delivery Hero. Changes in price targets highlight evolving views on the company’s fundamentals, with particular focus on its operational performance and broader market dynamics.
Bullish Takeaways
- Some analysts continue to see upside potential in Delivery Hero’s shares. Updated price targets reflect confidence in the company’s ability to navigate a challenging environment.
- There is renewed optimism on future growth as analysts raise targets following signs of improved operational execution and healthy market positioning.
- Upward price target revisions are tied to expectations that Delivery Hero can enhance scale efficiencies and potentially expand margins over time.
- Positive opinions are maintained by major firms. These firms cite Delivery Hero’s ongoing investments in technology and delivery infrastructure as supportive of long-term growth.
Bearish Takeaways
- Several analysts have cut their price targets, reflecting concerns around slower revenue growth and intensified margin pressures in the near term.
- Sentiment remains cautious, with some analysts adopting a neutral stance amid doubts about the speed and sustainability of improvement in profitability.
- Price target reductions are often linked to a challenging competitive landscape and uncertainty around delivery volumes and pricing power.
- Some believe that continued investments may weigh on near-term financial results. This leads to reservations about the company’s current valuation.
Valuation Changes
- Consensus Analyst Price Target has decreased from €32.37 to €29.55, reflecting a reduction in perceived fair value.
- Discount Rate has risen slightly from 7.96% to 7.99%. This indicates a marginal increase in the perceived risk or required return.
- Revenue Growth expectations have fallen from 12.70% to 10.95%. This signals a less optimistic outlook for future sales expansion.
- Net Profit Margin forecast has declined from 1.03% to 0.66%. This suggests heightened pressure on profitability.
- Future P/E ratio has increased from 66.5x to 98.5x. This points to higher valuation multiples based on expected earnings.
Disclaimer
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