
Shares of Serve Robotics (NASDAQ:SERV) are sinking 7% to $4.55 Tuesday afternoon, fully reversing Monday's Grubhub-fueled rally.
DoorDash, Inc. operates a logistics platform that connects merchants, consumers, and merchants in the United States and internationally. The company is headquartered in San Francisco, California.
| Revenue (TTM) | $15.89B |
| Gross Profit (TTM) | $8.30B |
| EBITDA | $1.44B |
| Operating Margin | 3.86% |
| Return on Equity | 8.89% |
| Return on Assets | 2.97% |
| Revenue/Share (TTM) | $36.71 |
| Book Value | $22.90 |
| Price-to-Book | 9.48 |
| Price-to-Sales (TTM) | 5.80 |
| EV/Revenue | 5.79 |
| EV/EBITDA | 52.18 |
| Quarterly Earnings Growth (YoY) | -30.00% |
| Quarterly Revenue Growth (YoY) | 35.60% |
| Shares Outstanding | $411.34M |
| Float | $382.18M |
| % Insiders | 0.66% |
| % Institutions | 96.11% |
Volatility is currently contracting

Shares of Serve Robotics (NASDAQ:SERV) are sinking 7% to $4.55 Tuesday afternoon, fully reversing Monday's Grubhub-fueled rally.

Key Takeaways: Consumers remain resilient, but spending is increasingly shifting toward value, convenience, and frequent everyday purchases. Retail ETFs can bridge staples and discretionary exposure.

DoorDash (DASH) demonstrates robust revenue growth, with Q2 revenue up 36% YoY to $4.45B, exceeding expectations. DASH exhibits strong technical momentum: price action is bullish, trading above an upward-sloping 30-week EMA, and outperforming the S&P 500. Despite a D- valuation grade, DASH's growth and profitability grades are excellent, attracting institutional accumulation since June.

DASH's Q2 revenues beat estimates as order growth and Deliveroo lift sales, but surging R&D costs weigh on earnings.

DoorDash, Inc. is building an AI-driven future, investing in autonomous delivery and expanding into broader retail and payments ecosystems. DASH delivered 36% YoY revenue growth, sustained GAAP profitability for eight consecutive quarters, and maintains a robust net cash balance sheet. I expect margin expansion from AI efficiencies, autonomous deliveries, and deeper integration with local businesses, supporting premium valuations.

DoorDash says faster growth and better unit economics are funding DashPass, AI, autonomy, merchant services and its global technology platform.

DoorDash, Inc. (DASH) Q2 2026 Earnings Call Transcript

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash, Inc. (NASDAQ: DASH) today announced its financial results for the quarter ended June 30, 2026. We completed the first half of 2026 with consistent execution across our business, driving continued strong growth in our marketplaces, membership programs,1 and monthly active users (MAUs2) compared to the same period in the prior year. We also made significant progress in a number of strategic areas. For example, we rolled out several components of our new g.

The decline in profit was driven by higher costs of revenue from more orders, as well as increases in sales, marketing, and research and development expenses and other overhead costs, the company said.

DoorDash on Wednesday forecast third-quarter gross order value and core profit above Wall Street estimates after topping results for the prior three months on sustained demand for food, grocery and convenience deliveries.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on DASH and any ticker you trade — then tracks every position and per-strategy win rate.