Palantir Technologies (PLTR) stock has declined by 5.8% in a single day. This recent decline indicates renewed worries regarding Palantir's high valuation and concerns about a potential slowdown in the AI market.
Delivery Hero is deeply undervalued versus peers, despite a strong global presence, improving margins, and positive free cash flow. DHERO trades at a significant discount to competitors like DASH and UBER, even as it demonstrates double-digit growth and leadership in key markets. Key overhangs include Prosus's required stake sale, European conglomerate discount, and lingering profitability doubts, but fundamentals are improving rapidly.
Delivery Hero SE (OTCPK:DELHY) Q3 2025 Sales Call November 13, 2025 6:00 AM EST Company Participants Christoph Bast - Head of Investor Relations L. Östberg - Co-Founder, MD, CEO, Chairman of the Management Board & Member of Global Advisory Board Marie-Anne Popp - CFO & Member of Management Board Conference Call Participants Joseph Barnet-Lamb - UBS Investment Bank, Research Division Luke Holbrook - Morgan Stanley, Research Division Marcus Diebel - JPMorgan Chase & Co, Research Division Andrew Ross - Barclays Bank PLC, Research Division Giles Thorne - Jefferies LLC, Research Division Monique Pollard - Citigroup Inc., Research Division Silvia Cuneo - Deutsche Bank AG, Research Division Jurgen Kolb - Kepler Cheuvreux, Research Division Presentation Operator Welcome to the Delivery Hero Q3 2025 Trading Update.
In its current form GPRE is a company that has historically generated negative free cash flow. The sale of the Obion plant significantly de-levers the company while also removing high-cost debt. Carbon sequestration is expected to provide a significant uplift in EBITDA for 2026. The company currently trades at 6x 2026 EBITDA, implying solid future value.
GoPro, Inc. NASDAQ: GPRO is a stock that many investors had written off, but it suddenly roared back to life in late July. In a stunning reversal, shares of the action camera pioneer surged.
Prosus has offered to slash its Delivery Hero stake to below 10% and give up its board seat to address EU concerns over its 4.1 billion euro ($4.78 billion) Just Eat Takeaway deal, a person with direct knowledge of the matter said on Friday.
The EU on Monday slapped German food delivery company Delivery Hero and its Spanish subsidiary Glovo with a fine worth 329 million euros ($376 million) after they violated antitrust rules.
Both companies—among Europe's largest food delivery groups — admitted involvement in the cartel and agreed to settle, ultimately leading to a lowered fine, the Commission said.
The stock trades at an attractive valuation of less than 1x price-to-sales and 0.16x price-to-GMV, despite being adjusted–EBITDA positive and growing at double-digit rates annually. Delivery Hero's current market capitalization is close to the value of its 80% stake in UAE-based Talabat alone, which suggests significant undervaluation of the rest of the business. In 2024, DHERO achieved $700MM in EBITDA and $100MM in FCF. For 2025, the company is guiding towards $1B in EBITDA and $200MM in FCF.
Shares fell after the food-delivery group reported a weaker performance in its Asian segment, raising concerns about its ability to recover in South Korea.
Delivery Hero's Asia-based business foodpanda is to stop operating its platform in Thailand on May 23, the German food delivery firm said on Wednesday.
Delivery Hero has just concluded a successful talabat IPO. But there's more to come from the M&A pipeline. The stock remains far too conservatively priced.