Uber Technologies Sees Delivery Hero Deal Unlocking 50M Users and $1.2B in Synergies

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Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTMarketBeatFri, July 17, 2026 at 8:02 AM GMT+2 5 min readKey PointsInterested in Uber Technologies, Inc.? Here are five stocks we like better.Uber says its proposed Delivery Hero acquisition could add more than 50 million consumers and deepen its cross-platform mobility-and-delivery strategy in markets like the Middle East and Korea.The deal is expected to be financially accretive, with Uber forecasting modest non-GAAP EPS accretion at close, high single-digit accretion by year three, and about $1.2 billion in run-rate synergies within 18 months.Management sees the biggest synergy opportunity in moving Delivery Hero brands onto a common technology platform, while also capturing cost savings in areas such as headcount, support services, payments, insurance and advertising.Uber Technologies (NYSE:UBER) executives said the company's proposed acquisition offer for Delivery Hero is intended to expand its cross-platform mobility and delivery strategy into additional markets while remaining within Uber's financial discipline and capital allocation framework.Speaking on a conference call about the announced transaction, Uber CEO Dara Khosrowshahi said the company is pursuing the deal "from a position of strength," citing Uber's growth, expanding profitability and free cash flow generation. He said those factors give Uber flexibility to keep investing in organic growth and autonomous vehicles while also pursuing acquisitions that meet its strategic and financial criteria.→