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Deliveroo plc Class A (GB:ROO)
LSE:ROO
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Deliveroo plc Class A (ROO) AI Stock Analysis

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GB:ROO

Deliveroo plc Class A

(LSE:ROO)

Rating:68Neutral
Price Target:
193.00p
▲(9.16% Upside)
Deliveroo's overall stock score reflects its improving financial health and strategic corporate events, which are offset by valuation challenges due to negative profitability. Technical indicators suggest moderate bullish momentum, while the earnings call provides a positive outlook despite some market uncertainties.
Positive Factors
Growth and Market Expansion
Deliveroo's growth in international markets was strong, with a 9% year-over-year increase excluding Hong Kong.
Innovation and Technology
Deliveroo is soon to run trials with Manna - a drone delivery start up - in Dublin, indicating technology adoption for quicker and cheaper food delivery.
Shareholder Returns
The £100m on-market return of capital is seen as a positive move for shareholders.
Negative Factors
Earnings and Profitability
The 2025 EBITDA outlook is below consensus expectations, indicating potential challenges in meeting profit targets.
Financial Valuation
The offer implies a significantly lower EV / EBITDA multiple compared to US peers, suggesting less favorable valuation metrics.
Investment and Spending
The full year guidance implies a step-down in adj. EBITDA in H2, reflecting the higher investments being made by the company.

Deliveroo plc Class A (ROO) vs. iShares MSCI United Kingdom ETF (EWC)

Deliveroo plc Class A Business Overview & Revenue Model

Company DescriptionDeliveroo plc operates an online food delivery platform. The company connects local consumers, restaurants and grocers, and riders to fulfil a purchase. It operates approximately more than 800 locations across 11 markets, including Australia, Belgium, France, Hong Kong, Italy, Ireland, the Netherlands, Singapore, the United Arab Emirates, Kuwait, and the United Kingdom. The company was founded in 2013 and is headquartered in London, the United Kingdom.
How the Company Makes MoneyDeliveroo makes money primarily through the fees it charges restaurants and customers for its delivery services. The company earns revenue by taking a commission from partner restaurants on each order placed through its platform. Additionally, Deliveroo charges delivery fees to customers, which may vary based on location, distance, and order size. Another significant revenue stream is the subscription service known as 'Deliveroo Plus,' which offers customers unlimited free delivery for a monthly fee. Deliveroo also engages in strategic partnerships with restaurants and other entities to enhance its service offerings and expand its market reach. These partnerships can include exclusive delivery agreements or co-marketing initiatives that contribute to the company's revenue. Overall, Deliveroo's earnings are influenced by factors such as market expansion, user engagement, and operational efficiency.

Deliveroo plc Class A Earnings Call Summary

Earnings Call Date:Aug 07, 2025
(Q4-2024)
|
% Change Since: -0.34%|
Next Earnings Date:Mar 12, 2026
Earnings Call Sentiment Positive
Deliveroo's earnings call highlighted strong financial growth and strategic milestones, including statutory profit and positive cash flow. However, challenges such as exiting the Hong Kong market and potential economic uncertainties in Europe were noted. The company remains confident in its growth plans and market opportunities.
Q4-2024 Updates
Positive Updates
Record GTV and Adjusted EBITDA Growth
Deliveroo posted year-on-year GTV growth of 6% and adjusted EBITDA of £130 million, up 52% year-on-year. This reflects strong financial performance and effective cost management.
First Full Year of Statutory Profit and Positive Free Cash Flow
Deliveroo achieved a full year of statutory profit and positive free cash flow for the first time, marking a significant milestone in its financial journey.
Improvements in Customer Engagement
Orders returned to growth in 2024 with signs of improving retention and frequency trends, driven by enhanced customer value propositions (CVP) and verticals.
Successful Expansion of Grocery and Retail Segments
Grocery GTV became 16% of Group GTV in the second half of 2024, with strong double-digit growth. The retail segment also saw a significant increase in partnerships and product offerings.
Significant Progress in Delivery Efficiencies
Deliveroo reduced cost of sales by 90 basis points year-on-year through delivery efficiencies, including a 50% increase in stacked orders.
Negative Updates
Exit from Hong Kong Market
Deliveroo decided to exit the Hong Kong market due to challenges such as a highly price-sensitive user base and demographic shifts, impacting overall growth.
Uncertainty in European Markets
The company faces macroeconomic volatility and geopolitical uncertainty in Europe, which may impact future growth projections.
Potential Impact of National Living Wage and National Insurance Increases
Deliveroo anticipates potential impacts on consumer prices and demand due to upcoming increases in the National Living Wage and National Insurance in the UK.
Company Guidance
In the Deliveroo 2024 results presentation, CEO Will Shu and CFO Scilla Grimble highlighted several key financial metrics that underpin their optimism for the company's future. Deliveroo posted a 6% year-on-year growth in Gross Transaction Value (GTV) and achieved an adjusted EBITDA of £130 million, marking a 52% increase year-on-year. They also reached significant milestones by delivering a full year of statutory profit and generating positive free cash flow for the first time, amounting to £86 million. For 2025, the company anticipates high single-digit percentage GTV growth in constant currency, excluding Hong Kong, and expects adjusted EBITDA to be between £170 million and £190 million. The company is focused on its Customer Value Proposition (CVP) and verticals, which are driving positive consumer engagement. Despite challenges in the consumer environment, Deliveroo plans strategic investments to capture growth opportunities, particularly in geographic areas where they can develop a competitive CVP differential.

Deliveroo plc Class A Financial Statement Overview

Summary
Deliveroo's financial health is improving with positive trends in revenue growth and cash flow generation. The strong balance sheet and low leverage are positive, but profitability challenges remain at the EBIT and net levels.
Income Statement
65
Positive
Deliveroo has shown steady revenue growth over the years, with a notable revenue growth rate of 2.06% from 2023 to 2024. Gross profit margin improved to 37.02% in 2024, indicating efficient cost management. While the company achieved a positive net income in 2024, the net profit margin remains low at 0.14%, and EBIT margin is negative, highlighting profitability challenges.
Balance Sheet
70
Positive
The balance sheet is relatively strong with an improving equity ratio of 46.41% in 2024, reflecting solid equity levels. The debt-to-equity ratio is low at 0.11, suggesting low leverage. However, stockholders' equity has decreased from 2023, indicating some erosion in the company's financial position.
Cash Flow
75
Positive
The cash flow statement reflects significant improvement with a strong free cash flow growth rate of 606.34% from 2023 to 2024. The operating cash flow to net income ratio is high at 51.21, indicating strong cash generation relative to net income. Free cash flow to net income ratio is also favorable, showing efficient capital management.
BreakdownDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue2.07B2.03B1.97B1.82B1.19B
Gross Profit766.90M726.40M643.20M497.30M356.30M
EBITDA86.10M65.50M-166.00M-237.40M-176.90M
Net Income2.90M-31.80M-242.50M-303.70M-226.40M
Balance Sheet
Total Assets946.50M1.02B1.35B1.57B608.70M
Cash, Cash Equivalents and Short-Term Investments667.90M678.80M949.10M1.29B379.10M
Total Debt50.40M59.60M73.80M46.60M36.00M
Total Liabilities507.20M513.20M549.80M496.30M433.60M
Stockholders Equity439.30M508.80M804.10M1.07B175.10M
Cash Flow
Free Cash Flow103.80M-20.50M-224.60M-223.70M-18.90M
Operating Cash Flow148.50M23.20M-144.20M-167.70M7.40M
Investing Cash Flow-149.60M-37.20M-119.90M-58.40M-25.40M
Financing Cash Flow-138.30M-330.70M-84.50M1.14B167.10M

Deliveroo plc Class A Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price176.80
Price Trends
50DMA
176.64
Positive
100DMA
165.11
Positive
200DMA
151.05
Positive
Market Momentum
MACD
0.23
Positive
RSI
47.83
Neutral
STOCH
59.26
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:ROO, the sentiment is Neutral. The current price of 176.8 is below the 20-day moving average (MA) of 177.29, above the 50-day MA of 176.64, and above the 200-day MA of 151.05, indicating a neutral trend. The MACD of 0.23 indicates Positive momentum. The RSI at 47.83 is Neutral, neither overbought nor oversold. The STOCH value of 59.26 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for GB:ROO.

Deliveroo plc Class A Risk Analysis

Deliveroo plc Class A disclosed 12 risk factors in its most recent earnings report. Deliveroo plc Class A reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Deliveroo plc Class A Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
69
Neutral
£1.22B11.115.01%2.71%-34.19%
68
Neutral
£2.61B985.56-4.87%2.57%
61
Neutral
$17.23B11.50-5.97%3.09%1.49%-16.00%
55
Neutral
£489.56M-27.20%-14.37%-28.78%
55
Neutral
£501.22M48.916.87%9.45%-57.24%
48
Neutral
£193.62M-96.36%-16.32%-202.39%
47
Neutral
£371.17M-62.59%-15.86%-18.46%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:ROO
Deliveroo plc Class A
176.80
22.70
14.73%
GB:ASC
ASOS plc
307.50
-51.90
-14.44%
GB:DEBS
boohoo group Plc
14.32
-13.98
-49.40%
GB:AO
AO World
89.50
-25.70
-22.31%
GB:CURY
Currys plc
111.00
31.80
40.15%
GB:THG
THG
31.54
-30.46
-49.13%

Deliveroo plc Class A Corporate Events

Delistings and Listing ChangesBusiness Operations and Strategy
Deliveroo Seeks Admission of New Shares to London Stock Exchange
Positive
Aug 11, 2025

Deliveroo has applied for the admission of 39,131,000 Ordinary Shares to the equity shares category of the Official List of the FCA and trading on the London Stock Exchange. These shares will be issued as needed for the vesting of awards and exercise of share options under various Deliveroo share plans. This move is expected to enhance Deliveroo’s operational flexibility and potentially strengthen its market position by aligning employee incentives with company growth.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

M&A TransactionsBusiness Operations and StrategyFinancial Disclosures
Deliveroo Reports Strong H1 2025 Growth Amid DoorDash Acquisition Progress
Positive
Aug 7, 2025

Deliveroo plc reported a strong performance in the first half of 2025, with notable growth across key metrics such as gross transaction value (GTV) and revenue, both up by 9% in constant currency. The company saw an increase in orders by 8%, driven by growth initiatives and resilient consumer demand. Deliveroo’s profitability also improved, with adjusted EBITDA up 46% to £96 million, although the period ended with a loss of £19.2 million due to exceptional costs related to the DoorDash acquisition. The acquisition is progressing as planned, with shareholder approval secured and regulatory processes underway, expected to complete in Q4 2025. The company is optimistic about future growth, narrowing its GTV growth guidance to the top end of the previously guided range and targeting mid-teens percentage growth in the medium term.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Regulatory Filings and Compliance
Deliveroo Announces Total Voting Rights Update
Neutral
Jul 31, 2025

Deliveroo plc has announced that its issued share capital consists of 1,511,055,868 Ordinary Shares, with a total of 1,497,421,453 voting rights after accounting for shares held in treasury. This information is relevant for shareholders to determine their notification requirements under the FCA’s Disclosure Guidance and Transparency Rules.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Business Operations and Strategy
Deliveroo Sees Increased Stake from Morgan Stanley
Neutral
Jul 18, 2025

Deliveroo plc has announced a significant change in its shareholder structure, with Morgan Stanley increasing its voting rights in the company to over 7%. This development reflects a notable shift in the company’s ownership dynamics, potentially impacting its strategic decisions and market positioning.

The most recent analyst rating on (GB:ROO) stock is a Buy with a £1.75 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Regulatory Filings and Compliance
Deliveroo Announces Changes in Major Shareholdings
Neutral
Jul 7, 2025

Deliveroo plc announced a notification of major holdings in the company, revealing that JPMorgan Chase & Co. has adjusted its financial instruments and voting rights in Deliveroo. This change, involving a slight decrease in total voting rights from 6.732778% to 6.593401%, reflects JPMorgan’s strategic financial positioning and could influence Deliveroo’s shareholder dynamics and market perception.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Regulatory Filings and Compliance
Deliveroo Announces Change in Major Holdings by JPMorgan
Neutral
Jul 7, 2025

Deliveroo plc has announced a significant change in its major holdings, with JPMorgan Chase & Co. adjusting its voting rights in the company. This adjustment reflects a decrease in JPMorgan’s total voting rights from 7.27% to 6.73%, indicating a shift in their financial positioning within Deliveroo. This change could impact Deliveroo’s market dynamics and influence shareholder decisions, as it reflects a notable financial maneuver by a major institutional investor.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Regulatory Filings and Compliance
Deliveroo Announces Changes in Major Shareholder Holdings
Neutral
Jul 4, 2025

Deliveroo plc has announced a notification regarding major holdings in the company, specifically concerning an acquisition or disposal of voting rights by Societe Generale. The notification reveals a decrease in Societe Generale’s voting rights from 5.3882% to 4.7537%, indicating a change in their stake in Deliveroo. This adjustment in holdings may impact Deliveroo’s shareholder dynamics and reflects ongoing changes in investor positions within the company.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Business Operations and StrategyRegulatory Filings and Compliance
Deliveroo Sees Major Shareholder Shift with JPMorgan’s Increased Stake
Neutral
Jul 1, 2025

Deliveroo plc has announced a significant change in its shareholder structure, with JPMorgan Chase & Co. increasing its voting rights in the company. This adjustment, resulting from acquisitions and disposals of voting rights, raises JPMorgan’s total voting rights to over 7%, potentially impacting Deliveroo’s governance and strategic decisions. Such changes in major holdings can influence the company’s market positioning and stakeholder interests.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Regulatory Filings and Compliance
Deliveroo Announces Major Shareholding Change
Neutral
Jun 30, 2025

Deliveroo plc has announced a notification regarding a significant change in its major holdings, as required by regulatory standards. The notification reveals that Societe Generale has crossed a threshold in voting rights, now holding a total of 5.3882% of Deliveroo’s voting rights. This development could impact Deliveroo’s shareholder dynamics and influence future corporate decisions.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Regulatory Filings and Compliance
Deliveroo Announces Total Voting Rights Update
Neutral
Jun 30, 2025

Deliveroo plc has announced its total voting rights, with the company’s issued share capital consisting of 1,511,055,868 Ordinary Shares, each carrying one vote. After accounting for shares held in treasury, the total number of voting rights is 1,497,421,453. This information is crucial for shareholders to determine their notification requirements under the FCA’s Disclosure Guidance and Transparency Rules.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.29 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Business Operations and StrategyRegulatory Filings and Compliance
Morgan Stanley Increases Stake in Deliveroo
Neutral
Jun 26, 2025

Deliveroo plc has announced a significant change in its shareholding structure, with Morgan Stanley increasing its voting rights in the company. The notification reveals that Morgan Stanley now holds 6.125% of Deliveroo’s voting rights, up from a previous position of 5.038%. This change in holdings could impact Deliveroo’s governance and strategic decision-making, potentially influencing the company’s future direction and its stakeholders’ interests.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Business Operations and StrategyRegulatory Filings and Compliance
Deliveroo Announces Significant Shareholding Change
Neutral
Jun 24, 2025

Deliveroo plc has announced a major change in its shareholder structure, with JPMorgan Chase & Co. increasing its holdings in the company. This change in voting rights, which now total over 6%, reflects a significant shift in the company’s ownership dynamics and could have implications for its strategic direction and governance. The notification highlights the importance of transparency and compliance with the FCA’s Disclosure Guidance and Transparency Rules, ensuring stakeholders are informed of changes in major holdings.

The most recent analyst rating on (GB:ROO) stock is a Buy with a £1.94 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Business Operations and StrategyRegulatory Filings and Compliance
Deliveroo Announces Major Shareholding Change
Neutral
Jun 20, 2025

Deliveroo has announced a notification of major holdings in the company, revealing a significant change in voting rights. FIL Limited, based in Bermuda, has reduced its voting rights from 9.9623% to 4.6277%, indicating a substantial disposal of shares. This shift in shareholder structure could impact Deliveroo’s governance and strategic direction, influencing its market positioning and stakeholder interests.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Business Operations and StrategyRegulatory Filings and Compliance
Deliveroo Announces Changes in Major Shareholdings
Neutral
Jun 18, 2025

Deliveroo plc announced a notification of major holdings in the company, revealing changes in voting rights due to an acquisition or disposal by JPMorgan Chase & Co. The notification indicates a decrease in the total voting rights held by JPMorgan, which could influence Deliveroo’s shareholder dynamics and potentially impact its strategic decisions.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

M&A TransactionsShareholder Meetings
Deliveroo Shareholders Approve Acquisition by DoorDash
Neutral
Jun 16, 2025

Deliveroo plc has announced that its shareholders have approved a cash acquisition by DoorDash, Inc., which will be implemented through a Court-sanctioned scheme of arrangement. The acquisition, which has received the necessary shareholder approvals, is expected to become effective in the fourth quarter of 2025, pending remaining conditions and court sanctioning, marking a significant consolidation in the food delivery sector.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Regulatory Filings and Compliance
Deliveroo Updates Share Capital and Voting Rights
Neutral
May 30, 2025

Deliveroo plc announced that its issued share capital now stands at 1,510,437,068 Ordinary Shares, with 13,634,415 Shares held in treasury, resulting in a total of 1,496,802,653 voting rights. This update is significant for shareholders as it affects the calculations for notifying changes in their interests under the FCA’s Disclosure Guidance and Transparency Rules.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Business Operations and StrategyRegulatory Filings and Compliance
Deliveroo Announces Change in Major Shareholder Holdings
Neutral
May 27, 2025

Deliveroo plc has announced a change in major holdings, with Morgan Stanley acquiring a significant voting rights position in the company. This acquisition, which crosses a notable threshold, could impact Deliveroo’s shareholder dynamics and influence future corporate decisions, reflecting Morgan Stanley’s strategic interest in the company.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

M&A TransactionsShareholder Meetings
Deliveroo Publishes Scheme Document for DoorDash Acquisition
Positive
May 22, 2025

Deliveroo has announced the publication of a Scheme Document related to its acquisition by DoorDash, Inc., which will be executed through a Court-sanctioned scheme of arrangement. The acquisition has been recommended by Deliveroo’s Independent Committee, and shareholders are encouraged to vote in favor of the scheme at upcoming meetings. This move is expected to strengthen DoorDash’s market position and expand its operational footprint, while Deliveroo shareholders are advised to review the Scheme Document thoroughly before making any decisions.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Executive/Board ChangesBusiness Operations and Strategy
Deliveroo Grants Share Awards to CEO and CFO Under 2025 Incentive Plan
Neutral
May 21, 2025

Deliveroo plc has announced the grant of conditional share awards and nil cost options to its CEO, Will Shu, and CFO, Scilla Grimble, under the 2025 Performance Share Plan and Restricted Share Plan. These awards are part of the company’s incentive plan, designed to align the interests of its executives with long-term company performance. The awards are subject to performance targets and holding periods, indicating a strategic move to retain key leadership and drive future growth.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Shareholder MeetingsBusiness Operations and Strategy
Deliveroo Secures Shareholder Approval for AGM Resolutions
Positive
May 20, 2025

Deliveroo plc announced the successful passage of all resolutions at its 2025 Annual General Meeting, held in London. The resolutions included the approval of the Annual Report, Directors’ Remuneration Report, and re-election of key board members, among others. The approval of these resolutions reflects strong shareholder support and positions the company to continue its strategic initiatives, potentially impacting its operational efficiency and market competitiveness.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Business Operations and Strategy
JPMorgan Increases Stake in Deliveroo, Boosting Voting Rights
Neutral
May 19, 2025

Deliveroo plc announced a significant change in its major holdings, with JPMorgan Chase & Co. increasing its voting rights in the company. This shift in holdings, which saw JPMorgan’s voting rights rise to over 6%, could impact Deliveroo’s operational strategies and influence its market positioning, given the substantial stake held by a major financial institution.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

M&A Transactions
Deliveroo’s Director Increases Stake Amid DoorDash Acquisition
Neutral
May 15, 2025

Deliveroo has announced an update regarding the irrevocable undertaking by Will Shu, a key director, in favor of the company’s acquisition by DoorDash. Will Shu’s shareholding in Deliveroo has increased following the vesting of RSUs, which strengthens his commitment to the acquisition, impacting the total shares under irrevocable undertakings by directors.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Executive/Board ChangesFinancial Disclosures
Deliveroo CEO’s RSU Vesting and Share Sale for Tax Liabilities
Neutral
May 15, 2025

Deliveroo plc announced the vesting of 6,152,000 restricted stock units (RSUs) awarded to CEO Will Shu as part of a pre-IPO arrangement. To cover tax liabilities and other costs from this vesting, Shu sold 2,909,118 ordinary shares, retaining no net proceeds. This transaction highlights Deliveroo’s ongoing commitment to aligning executive compensation with company performance, potentially impacting shareholder perceptions and market confidence.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Business Operations and StrategyRegulatory Filings and Compliance
Deliveroo Announces Major Shareholding Update
Neutral
May 14, 2025

Deliveroo plc, a prominent player in the food delivery industry, has announced a significant update regarding its major shareholders. The company disclosed that JPMorgan Chase & Co. has acquired or disposed of voting rights in Deliveroo, crossing a threshold that necessitates notification under the FCA’s Disclosure Guidance and Transparency Rules. This change in holdings, which now stands at 5.097% of voting rights, could impact Deliveroo’s governance and influence its strategic decisions.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Regulatory Filings and Compliance
Deliveroo Announces Major Shareholding Notification
Neutral
May 13, 2025

Deliveroo plc has announced a notification of major holdings in the company, as required by regulatory guidelines. FIL Limited, a Bermuda-based entity, has adjusted its holdings in Deliveroo, now holding a total of 9.9623% of voting rights. This change in holdings may influence Deliveroo’s shareholder dynamics and potentially impact its strategic decisions.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 11, 2025