← Delivery Hero overview

Delivery Hero vs Sea: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Delivery Hero SE (DHER.XETRA)

Q3 2026
▲4

Uber's €12.7bn takeover of Delivery Hero becomes a done deal

  • Uber pauses Europe expansion to smooth takeover path Uber shelved most of its planned Uber Eats launches in Europe, a move seen as reducing antitrust hurdles for its Delivery Hero bid. This raised hopes of a successful deal, supporting DHER shares.

    Shows a concrete step by Uber to clear regulatory obstacles, increasing deal certainty.

  • Uber and Delivery Hero confirm advanced takeover talks Delivery Hero confirmed it was in advanced negotiations with Uber, with a deal likely valuing it above €36 per share. This official confirmation made the takeover highly probable, pushing the stock up.

    Directly signals a near-term acquisition at a premium, a major price catalyst.

  • Uber agrees to buy Delivery Hero for €12.7 billion Uber announced a €41.50 per share offer, a premium to recent prices, with SSW Partners buying some European units to ease regulatory concerns. The deal locks in a high exit price for shareholders.

    The actual deal announcement sets a firm floor and upside for DHER shares.

  • Uber launches tender offer after securing 53% stake Uber reached 53% ownership via a purchase from Prosus and launched a voluntary tender offer for remaining shares. This confirms the deal's progress and gives minority holders a clear path to sell at the offer price.

    Shows the acquisition is advancing, reducing uncertainty for remaining shareholders.

July 2026
▲4

Uber's €12.7bn takeover of Delivery Hero becomes a done deal

  • Uber pauses Europe expansion to smooth takeover path Uber shelved most of its planned Uber Eats launches in Europe, a move seen as reducing antitrust hurdles for its Delivery Hero bid. This raised hopes of a successful deal, supporting DHER shares.

    Shows a concrete step by Uber to clear regulatory obstacles, increasing deal certainty.

  • Uber and Delivery Hero confirm advanced takeover talks Delivery Hero confirmed it was in advanced negotiations with Uber, with a deal likely valuing it above €36 per share. This official confirmation made the takeover highly probable, pushing the stock up.

    Directly signals a near-term acquisition at a premium, a major price catalyst.

  • Uber agrees to buy Delivery Hero for €12.7 billion Uber announced a €41.50 per share offer, a premium to recent prices, with SSW Partners buying some European units to ease regulatory concerns. The deal locks in a high exit price for shareholders.

    The actual deal announcement sets a firm floor and upside for DHER shares.

  • Uber launches tender offer after securing 53% stake Uber reached 53% ownership via a purchase from Prosus and launched a voluntary tender offer for remaining shares. This confirms the deal's progress and gives minority holders a clear path to sell at the offer price.

    Shows the acquisition is advancing, reducing uncertainty for remaining shareholders.

Latest
▲4

Uber's €12.7bn takeover of Delivery Hero becomes a done deal

  • Uber pauses Europe expansion to smooth takeover path Uber shelved most of its planned Uber Eats launches in Europe, a move seen as reducing antitrust hurdles for its Delivery Hero bid. This raised hopes of a successful deal, supporting DHER shares.

    Shows a concrete step by Uber to clear regulatory obstacles, increasing deal certainty.

  • Uber and Delivery Hero confirm advanced takeover talks Delivery Hero confirmed it was in advanced negotiations with Uber, with a deal likely valuing it above €36 per share. This official confirmation made the takeover highly probable, pushing the stock up.

    Directly signals a near-term acquisition at a premium, a major price catalyst.

  • Uber agrees to buy Delivery Hero for €12.7 billion Uber announced a €41.50 per share offer, a premium to recent prices, with SSW Partners buying some European units to ease regulatory concerns. The deal locks in a high exit price for shareholders.

    The actual deal announcement sets a firm floor and upside for DHER shares.

  • Uber launches tender offer after securing 53% stake Uber reached 53% ownership via a purchase from Prosus and launched a voluntary tender offer for remaining shares. This confirms the deal's progress and gives minority holders a clear path to sell at the offer price.

    Shows the acquisition is advancing, reducing uncertainty for remaining shareholders.

Sea Ltd (SE)

Q3 2026
▲3

Sea's AI Push and Strong Q2 Revenue Drive Growth, but Spending Weighs on Profit

  • Q2 revenue surges 48% to $7.8B, net income $458M Sea reported Q2 2026 revenue of $7.8 billion, up 48% year on year, with net income of $458 million. Shopee's gross merchandise value rose 28% to $38.3 billion, and Monee's loan book grew 62%. This strong top-line growth and profitability reassure investors about Sea's expansion.

    This is the latest earnings result, a major new event that directly shows Sea's financial health and growth trajectory.

  • Q2 EPS misses at $0.86 despite revenue beat While revenue beat expectations, earnings per share came in at $0.86, below forecasts. Higher spending, especially on AI and expansion, pressured profitability. This mixed result may cause some investor caution, but the revenue beat and reaffirmed EBITDA target provide support.

    This is a key new earnings detail that explains the mixed market reaction and highlights the cost of growth.

  • Sea partners with OpenAI to integrate AI across Shopee Sea announced a strategic partnership with OpenAI to bring AI tools to Shopee, including ChatGPT product discovery and seller tools. This could enhance user engagement and operational efficiency, but also drove higher AI-related spending that reduced Shopee's adjusted EBITDA to $223.2 million from $264.4 million a year earlier.

    This is a new major partnership that could shape Sea's competitive position and future growth, while also explaining the profit pressure.

  • Visa and ShopeePay launch Payment Passkey in Thailand Visa and ShopeePay launched Payment Passkey in Thailand, enabling instant payments via face or fingerprint scan. This enhances security and convenience on Shopee, likely boosting user adoption and transaction volume. It strengthens ShopeePay's ecosystem and could drive more digital financial services growth.

    This is a new product launch that expands Sea's fintech offerings and could increase user engagement and transaction volume.

July 2026
▲3

Sea's AI Push and Strong Q2 Revenue Drive Growth, but Spending Weighs on Profit

  • Q2 revenue surges 48% to $7.8B, net income $458M Sea reported Q2 2026 revenue of $7.8 billion, up 48% year on year, with net income of $458 million. Shopee's gross merchandise value rose 28% to $38.3 billion, and Monee's loan book grew 62%. This strong top-line growth and profitability reassure investors about Sea's expansion.

    This is the latest earnings result, a major new event that directly shows Sea's financial health and growth trajectory.

  • Q2 EPS misses at $0.86 despite revenue beat While revenue beat expectations, earnings per share came in at $0.86, below forecasts. Higher spending, especially on AI and expansion, pressured profitability. This mixed result may cause some investor caution, but the revenue beat and reaffirmed EBITDA target provide support.

    This is a key new earnings detail that explains the mixed market reaction and highlights the cost of growth.

  • Sea partners with OpenAI to integrate AI across Shopee Sea announced a strategic partnership with OpenAI to bring AI tools to Shopee, including ChatGPT product discovery and seller tools. This could enhance user engagement and operational efficiency, but also drove higher AI-related spending that reduced Shopee's adjusted EBITDA to $223.2 million from $264.4 million a year earlier.

    This is a new major partnership that could shape Sea's competitive position and future growth, while also explaining the profit pressure.

  • Visa and ShopeePay launch Payment Passkey in Thailand Visa and ShopeePay launched Payment Passkey in Thailand, enabling instant payments via face or fingerprint scan. This enhances security and convenience on Shopee, likely boosting user adoption and transaction volume. It strengthens ShopeePay's ecosystem and could drive more digital financial services growth.

    This is a new product launch that expands Sea's fintech offerings and could increase user engagement and transaction volume.

Latest
▲3

Sea's AI Push and Strong Q2 Revenue Drive Growth, but Spending Weighs on Profit

  • Q2 revenue surges 48% to $7.8B, net income $458M Sea reported Q2 2026 revenue of $7.8 billion, up 48% year on year, with net income of $458 million. Shopee's gross merchandise value rose 28% to $38.3 billion, and Monee's loan book grew 62%. This strong top-line growth and profitability reassure investors about Sea's expansion.

    This is the latest earnings result, a major new event that directly shows Sea's financial health and growth trajectory.

  • Q2 EPS misses at $0.86 despite revenue beat While revenue beat expectations, earnings per share came in at $0.86, below forecasts. Higher spending, especially on AI and expansion, pressured profitability. This mixed result may cause some investor caution, but the revenue beat and reaffirmed EBITDA target provide support.

    This is a key new earnings detail that explains the mixed market reaction and highlights the cost of growth.

  • Sea partners with OpenAI to integrate AI across Shopee Sea announced a strategic partnership with OpenAI to bring AI tools to Shopee, including ChatGPT product discovery and seller tools. This could enhance user engagement and operational efficiency, but also drove higher AI-related spending that reduced Shopee's adjusted EBITDA to $223.2 million from $264.4 million a year earlier.

    This is a new major partnership that could shape Sea's competitive position and future growth, while also explaining the profit pressure.

  • Visa and ShopeePay launch Payment Passkey in Thailand Visa and ShopeePay launched Payment Passkey in Thailand, enabling instant payments via face or fingerprint scan. This enhances security and convenience on Shopee, likely boosting user adoption and transaction volume. It strengthens ShopeePay's ecosystem and could drive more digital financial services growth.

    This is a new product launch that expands Sea's fintech offerings and could increase user engagement and transaction volume.

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