November 28, 2025 12:55 PM GMT Internet | Europe M Idea Morgan Stanley & Co. International plc+ Luke Holbrook Equity Analyst Luke.Holbrook@morganstanley.com +44 20 7425-1882 Constantin P Kollmann Research Associate Constantin.Kollmann@morganstanley.com +44 20 7425-3268 Ed Young Equity Analyst Ed.Young@morganstanley.com +44 20 7677-1761 Internet Readacross from Meituan's Q3 to EMEA Food Delivery Meituan's Q3 results were being closely watched by investors in EMEA, given the implications that its overseas exp ...

Behind the scenes of drone food delivery in Finland https://t.co/Ql0M5jGXy6 ...

An employee carries a branded paper bag inside the Delivery Hero AG headquarter offices in Berlin, Germany. Delivery Hero SE is facing pressure from several large shareholders to conduct a strategic review amid increasing consolidation in the food-delivery industry, people with knowledge of the matter said. Most Read from Bloomberg Investors including Hong Kong hedge fund Aspex Management, which is Delivery Hero’s second-biggest shareholder with a stake of more than 5%, are pushing management to consider ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Almost 50% of Gen Z lives with their parents to save money, according to an Affirm (NASDAQ:AFRM) survey, which was done by Talker Research. Multifamily homes are becoming more normalized, and staying at home is just one of the many ways Gen Z is cutting costs. Gen Z Is Turning To Side Gigs For Extra Cash Almost 40% of Gen Z earns extra income through side gigs and freelance opportunities, based on the Aff ...

Core Insights - Sands Capital's "Sands Capital Select Growth Strategy" Q3 2025 investor letter indicates a recovery in U.S. large-cap growth equities driven by strong corporate earnings, AI enthusiasm, and expectations for Federal Reserve policy easing [1] - The portfolio achieved a return of 6.3% (net) in the quarter, underperforming the benchmark's 10.5% gain [1] Company Analysis: DoorDash, Inc. (NASDAQ:DASH) - DoorDash is identified as the leading food-delivery platform in the U.S. based on market share [3] - The stock experienced a one-month return of -26.34% and a 52-week gain of 9.83%, closing at $195.98 per share with a market capitalization of $84.467 billion on November 26, 2025 [2] - Despite its potential, DoorDash is not among the 30 most popular stocks among hedge funds, with 100 hedge fund portfolios holding the stock at the end of Q2 2025, up from 87 in the previous quarter [4]

​Uber Technologies, Inc. (NYSE:UBER) is one of the Best Very Cheap Stocks to Invest In. On November 20, Reuters reported a strategic partnership between Uber Technologies, Inc. (NYSE:UBER) and Starship Technologies to launch autonomous robot deliveries in the United Kingdom, by December 2025. The companies plan to expand the partnership to other European markets in 2026 and enter the US market by 2027. According to the report robots will be operated on Level 4 autonomy, meaning they can operate without hum ...

Core Insights - Bill Ackman, a billionaire investor, is known for his aggressive investment strategy, particularly in a limited number of companies, achieving significant profits from stocks like Chipotle and Alphabet [1] - Currently, Uber is a key focus for Ackman, who holds a substantial position in the company, making it the largest holding in his portfolio despite a slight reduction in Q3 [2][4] Company Performance - Uber generated nearly $38 billion in revenue in the first nine months of 2025, marking an 18% increase year-over-year, with mobility revenue also rising by 18% and delivery revenue increasing by 24% [6] - The company managed to limit cost growth to 13%, resulting in a net income of approximately $9.8 billion for the same period, a significant increase from $3.0 billion in 2024 [7] - A one-time income tax benefit of $4.3 billion contributed to the profit increase, but even without this, Uber's profits showed substantial growth [8] Stock Valuation - Uber's stock has appreciated nearly 40% over the past year, despite recent market sell-offs [8] - The current market capitalization of Uber is $174 billion, with a P/E ratio of 11 and a forward P/E of 13, indicating a potentially undervalued stock [9][10] - The forward one-year P/E ratio stands at 20, suggesting that Uber stock may be an underappreciated value, similar to Ackman's previous successful investments [10] Investment Considerations - While Ackman's investment in Uber may not be a direct buy signal for all investors, the company's strong market position in mobility and delivery, along with the potential for autonomous driving revenue, presents a compelling case for investment [5][11] - The low valuation of Uber is likely a significant factor in Ackman's interest, indicating that it may still be an opportune time for long-term investors to consider the stock [12]

Core Insights - India-based magicpin and ride-hailing company Rapido have partnered to compete against Zomato and Swiggy in the online food delivery market [1] - The collaboration will integrate magicpin's extensive restaurant network into Rapido's food delivery platform, Ownly, providing access to over 80,000 restaurants in India [1][2] - Rapido's Ownly was launched in August 2025, initially serving select neighborhoods in Bengaluru, and the partnership aims to expand its reach [2] Company Strategies - Rapido's spokesperson indicated that the company primarily on-boards restaurants directly, with a small share coming from partners like magicpin, and utilizes its fleet for last-mile deliveries in select cities [3] - The focus of Rapido remains on creating reliable and affordable delivery solutions for merchants while enhancing customer and delivery captain experiences [4] Market Dynamics - The partnership is seen as beneficial for restaurant chains on magicpin's platform, providing them with more options [4] - Swiggy has recently reassessed its relationship with Rapido, indicating potential conflicts of interest due to Rapido's entry into food delivery, leading to a divestment of its stake in Roppen Transportation Services for nearly Rs2.4 billion [5] - Zomato holds approximately a 15% interest in magicpin, indicating a competitive landscape among these companies [5]

Doordash logo positioned behind two origami creations—a bear and a bull. Key Points DoorDash has been selling off since missing on earnings and announcing plans for increased spending. Shares are currently holding key support near $198 after a 30% drop. Analysts see the selloff as overdone, with up to 60% upside going forward. Interested in DoorDash, Inc.? Here are five stocks we like better. Shares of DoorDash Inc. (NASDAQ: DASH) were trading just under $200 on Thursday, down more than 30% from Oc ...

Core Insights - Uber's stock price is currently around 91 dollars, reflecting a significant increase over the past year due to revenue growth and improved operating efficiency, despite volatility linked to tech-sector sentiment and regulatory changes [2][4] - The company achieved consistent profitability in late 2024, leading to a trailing P/E ratio of 11.69, the lowest since its IPO, while a forward P/E of 21.83 indicates expectations for continued earnings growth [2][4] - Analysts project Uber's stock could reach 184 dollars by 2030, with a consensus price target of 109.25 dollars, suggesting a potential upside of approximately 26 percent from current levels [5][7] Company Overview - Uber is transitioning from a ride-hailing service to a comprehensive mobility and logistics platform, with significant investments in technology and expansion in delivery and freight services [4][12] - The stock is favored by growth-oriented investors, but it remains in a "higher risk, higher reward" category due to regulatory, competitive, and macroeconomic factors [4][20] Financial Projections - For 2025, projections indicate cautious optimism, with expected stock prices ranging from a bullish prediction of 83.61 dollars to a bearish prediction of 69.89 dollars [8][16] - By 2030, bullish scenarios suggest Uber could solidify its dominance in multiple sectors, while bearish scenarios highlight risks from competition and regulatory challenges [19][20] Analyst Sentiment - A majority of analysts (29 out of 38) rate Uber as a Buy or Outperform, with the most optimistic forecasts reaching 150 dollars [7][12] - Recent analyst calls imply an average price target of 114.33 dollars, indicating a positive outlook for the stock [7] Growth Drivers - Sustained revenue growth and profitability across core segments, along with diversification into high-margin revenue streams such as autonomous vehicles and healthcare-related services, are key components of the bullish outlook [12][19] - International expansion in emerging markets is expected to enhance long-term growth prospects [12] Risks and Challenges - Regulatory risks, particularly around gig worker classification, could significantly impact costs and operational structure [13][14] - Competitive pressures from both traditional and new market entrants may limit market share and pricing power [13][14]