DoorDash, Inc. (DASH)

US — Communication Services Sector
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News

DoorDash: The Netflix Of Food Is A Sneaky AI Beneficiary
DASH
Published: February 19, 2026 by: Seeking Alpha
Sentiment: Positive

DoorDash remains robustly profitable on a GAAP basis and is investing in an integrated platform, positioning itself as a clear AI beneficiary. DASH posted 39% YoY GOV growth to $29.7 billion, guided for up to $31.8 billion GOV, and expects margin improvement in H2 as tech stack integration completes. Despite competitive threats from Amazon and others, DASH's long-term growth runway and potential for 20%+ GAAP net margins support a "Buy" rating.

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image for news DoorDash: The Netflix Of Food Is A Sneaky AI Beneficiary
DoorDash Stock Brushes Off Earnings Whiff as Orders Surge
DASH
Published: February 19, 2026 by: Schaeffers Research
Sentiment: Positive

DoorDash Inc (NASDAQ: DASH) stock is up 2.8% at $178.28 at last check, brushing off a top- and bottom-line miss for the fourth quarter after the food delivery name also reported a 32% year-over-year surge in orders, in addition to a 38% revenue jump.

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image for news DoorDash Stock Brushes Off Earnings Whiff as Orders Surge
Doordash stock rallies as investment cycle starts showing signs of a payoff
DASH
Published: February 19, 2026 by: CNBC
Sentiment: Positive

Wall Street managed to shake off Doordash's disappointing fourth-quarter results and guidance. Analysts said the company's unit economics are improving, especially in new verticals like grocery and retail.

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image for news Doordash stock rallies as investment cycle starts showing signs of a payoff
DASH Diversification Key to Earnings Success & AI Growth Edge
DASH
Published: February 18, 2026 by: Schwab Network
Sentiment: Positive

Mark Mahaney expects about 20% organic revenue growth in DoorDash's (DASH) earnings. He believes the company needs to continue delivery initiatives beyond food to distinguish itself from competitors like Uber Technologies (UBER) and Lyft Inc. (LYFT).

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image for news DASH Diversification Key to Earnings Success & AI Growth Edge
DoorDash to Report Q4 Earnings: What's in Store for the Stock?
DASH
Published: February 16, 2026 by: Zacks Investment Research
Sentiment: Positive

DASH gears up for Q4 results with strong order growth, rising MAUs and ad gains, but mounting competition could test its momentum.

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image for news DoorDash to Report Q4 Earnings: What's in Store for the Stock?
DoorDash: Reiterating Buy At This Bargain Price
DASH
Published: February 13, 2026 by: Seeking Alpha
Sentiment: Positive

DoorDash benefits from a duopoly structure, strong network effects, and high barriers to entry that reinforce its competitive moat. Fears of high Capex for 2026 have created an opportunity to buy the market leader at a bargain price. Robust adjusted EPS growth of 27% and a PEG of 1.4 underscore attractive valuation for a dominant player in a growth industry.

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image for news DoorDash: Reiterating Buy At This Bargain Price
DoorDash set to report in-line Q4 earnings amid strong online and retail delivery trends
DASH
Published: February 12, 2026 by: Proactive Investors
Sentiment: Neutral

DoorDash Inc (NYSE:DASH) will hand down its fourth quarter earnings report on February 18, with Bank of America expecting an in-line print. The bank's analysts expect gross order value (GOV) of $29.2 billion, revenue of $3.94 billion, and EBITDA of $792 million, compared with Street estimates of $29.2 billion, $3.99 billion and $774 million, respectively.

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image for news DoorDash set to report in-line Q4 earnings amid strong online and retail delivery trends
DoorDash, Inc. (DASH) Earnings Expected to Grow: Should You Buy?
DASH
Published: February 11, 2026 by: Zacks Investment Research
Sentiment: Neutral

DoorDash (DASH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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image for news DoorDash, Inc. (DASH) Earnings Expected to Grow: Should You Buy?
Could This New Partnership Help DoorDash Stave Off Concerns About Affordability?
DASH
Published: January 12, 2026 by: The Motley Fool
Sentiment: Neutral

In 2024, DoorDash said that one-third of its customers had annual household incomes lower than $50,000. Its new partnership with Family Dollar could help DoorDash be more appealing to price-sensitive customers.

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image for news Could This New Partnership Help DoorDash Stave Off Concerns About Affordability?
Insider Buying: Smart Money Just Spent +$100M on These 3 Stocks
DASH, KVUE, KYMR
Published: January 01, 2026 by: MarketBeat
Sentiment: Neutral

Insider buying can be one of the cleanest “follow-the-money” signals in the market. Over the past month or so, three names have stood out for $100 million-plus buying tied to prominent funds and well-known professional investors.

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image for news Insider Buying: Smart Money Just Spent +$100M on These 3 Stocks
DoorDash vs. Shopify: Which E-Commerce Stock Has an Edge Now?
DASH, SHOP
Published: December 22, 2025 by: Zacks Investment Research
Sentiment: Positive

DASH is seeing strong order and GOV growth, but Shopify's expanding merchant tools and enterprise adoption give SHOP an edge.

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image for news DoorDash vs. Shopify: Which E-Commerce Stock Has an Edge Now?
DoorDash rolls out Zesty, an AI social app for discovering new restaurants
DASH
Published: December 16, 2025 by: TechCrunch
Sentiment: Positive

DoorDash is launching a new AI-powered social app that's designed to help users quickly find local restaurants. The app, called Zesty, is initially available in the San Francisco Bay Area and New York.

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image for news DoorDash rolls out Zesty, an AI social app for discovering new restaurants
DoorDash E-Commerce Growth Picks Up: A Sign for More Upside?
DASH
Published: December 12, 2025 by: Zacks Investment Research
Sentiment: Positive

DASH's e-commerce momentum accelerates as new verticals, grocery partners, and autonomous delivery trials fuel rising orders and GOV.

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image for news DoorDash E-Commerce Growth Picks Up: A Sign for More Upside?
DoorDash Stock Rallies 30% in One Year: Should You Buy, Hold, or Sell?
DASH
Published: December 09, 2025 by: Zacks Investment Research
Sentiment: Positive

DASH's strong order momentum and expanding partnerships fuel growth, though rising competition and valuation concerns loom.

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image for news DoorDash Stock Rallies 30% in One Year: Should You Buy, Hold, or Sell?
Why Is DoorDash (DASH) Up 12.6% Since Last Earnings Report?
DASH
Published: December 05, 2025 by: Zacks Investment Research
Sentiment: Positive

DoorDash (DASH) reported earnings 30 days ago. What's next for the stock?

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image for news Why Is DoorDash (DASH) Up 12.6% Since Last Earnings Report?
DASH Total Order Growth Picks Up: Is the Growth Thesis Strengthening?
DASH
Published: November 25, 2025 by: Zacks Investment Research
Sentiment: Positive

DoorDash posts strong Q3 order gains and record subscriptions, but rising competition and valuation pressures keep its outlook balanced.

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image for news DASH Total Order Growth Picks Up: Is the Growth Thesis Strengthening?
3 Must-Watch Stocks Amid the Growing Gig Economy Popularity
AMZN, DASH, LYFT
Published: November 24, 2025 by: Zacks Investment Research
Sentiment: Positive

The gig economy offers numerous advantages, and for investors aiming to benefit from this expanding trend, it may be wise to monitor stocks like AMZN, DASH and LYFT.

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image for news 3 Must-Watch Stocks Amid the Growing Gig Economy Popularity
DASH vs. AMZN: Which E-Commerce Delivery Stock Is the Better Buy Now?
AMZN, DASH
Published: November 21, 2025 by: Zacks Investment Research
Sentiment: Positive

DoorDash's rapid order growth stands out, but Amazon's faster delivery expansion and stronger earnings momentum make it the more compelling pick.

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image for news DASH vs. AMZN: Which E-Commerce Delivery Stock Is the Better Buy Now?
DoorDash: Moving Beyond Food To Become The Future Of Local Commerce (Rating Upgrade)
DASH
Published: November 20, 2025 by: Seeking Alpha
Sentiment: Positive

DoorDash remains a post-pandemic winner, sustaining rapid growth and achieving GAAP profitability, with a clear value proposition for all ecosystem participants. DASH is expanding beyond food delivery, targeting broader retail logistics, and investing heavily in a new global tech platform to drive future growth and synergies. Despite recent stock underperformance and increased investment guidance, I see a long-term secular growth runway and expect margin expansion beyond 2026.

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image for news DoorDash: Moving Beyond Food To Become The Future Of Local Commerce (Rating Upgrade)
DoorDash: Buy The Dip As FCF Continues To Mount
DASH
Published: November 20, 2025 by: Seeking Alpha
Sentiment: Positive

DoorDash stands out as a resilient growth story amid restaurant sector weakness, despite its recent 30% stock correction. DASH's unique partnerships, promotions, and ecosystem are insulating it from the consumer spending slowdown impacting restaurant chains. Concerns over increased 2026 investments are overblown, as DASH's strong free cash flow and new initiatives like DoorDash for Business drive growth.

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image for news DoorDash: Buy The Dip As FCF Continues To Mount
DoorDash Stock Can Deliver. Why This Analyst Says Now Is the Time to Buy.
DASH
Published: November 19, 2025 by: Barrons
Sentiment: Positive

Jefferies analyst John Colantuoni upgraded shares of DoorDash to Buy from Hold.

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image for news DoorDash Stock Can Deliver. Why This Analyst Says Now Is the Time to Buy.
Kroger Expands Partnerships with DoorDash, UberEats, Instacart
CART, DASH, KR
Published: November 18, 2025 by: WSJ
Sentiment: Neutral

Kroger said it will book a $2.6 billion charge as it closes some automated facilities and said it expanded partnerships with DoorDash, UberEats and Instacart.

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image for news Kroger Expands Partnerships with DoorDash, UberEats, Instacart
DoorDash and Family Dollar Partner to Broaden Access to Affordable Everyday Essentials
DASH
Published: November 18, 2025 by: Business Wire
Sentiment: Neutral

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash (NASDAQ: DASH), a global leader in local commerce, and Family Dollar, one of the nation's most trusted discount retailers, announced a new partnership to offer on-demand delivery of convenience items, household goods, and more at everyday low prices. With approximately 7,000 Family Dollar stores now available on DoorDash, consumers across the U.S. can shop their local store and get everything they need quickly and affordably. “At Family Dollar, we're foc.

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image for news DoorDash and Family Dollar Partner to Broaden Access to Affordable Everyday Essentials
DoorDash confirms data breach impacting users' phone numbers and physical addresses
DASH
Published: November 17, 2025 by: TechCrunch
Sentiment: Negative

DoorDash disclosed a data breach that exposed the personal information of an unspecified number of users, which included names, email addresses, phone numbers, and physical addresses.

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image for news DoorDash confirms data breach impacting users' phone numbers and physical addresses
Top Stock Movers Now: StubHub, DoorDash, Netflix, and More
DASH, NFLX, STUB
Published: November 14, 2025 by: Investopedia
Sentiment: Negative

Major U.S. equities indexes were mixed Friday afternoon, following a sharp decline Thursday fueled by a selloff of tech stocks. The Dow Jones Industrial Average was down 0.3%, while the S&P 500 was up 0.5%, and the Nasdaq climbed 0.8%.

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image for news Top Stock Movers Now: StubHub, DoorDash, Netflix, and More
DoorDash's Revenue Strengthens: Is Marketplace GOV the Catalyst?
DASH
Published: November 13, 2025 by: Zacks Investment Research
Sentiment: Positive

DASH's strong Q3 revenue and 25% jump in Marketplace GOV highlight its expanding reach and growing customer demand.

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image for news DoorDash's Revenue Strengthens: Is Marketplace GOV the Catalyst?
DoorDash, Inc. (DASH) Presents at Morgan Stanley 25th European Technology, Media & Telecom Conference Transcript
DASH
Published: November 13, 2025 by: Seeking Alpha
Sentiment: Neutral

DoorDash, Inc. ( DASH ) Morgan Stanley 25th European Technology, Media & Telecom Conference November 13, 2025 11:00 AM EST Company Participants Ravi Inukonda - Chief Financial Officer Conference Call Participants Brian Nowak - Morgan Stanley, Research Division Presentation Brian Nowak Morgan Stanley, Research Division Good afternoon, everyone. Welcome to the final discussion we're going to have here at day 2 of the Morgan Stanley 2025 European TMT Conference, where we're very thrilled to have Ravi from DoorDash here to talk through everything going on in the industry.

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image for news DoorDash, Inc. (DASH) Presents at Morgan Stanley 25th European Technology, Media & Telecom Conference Transcript
DoorDash analysts upgrade stock, say selling overdone as company executes well
DASH
Published: November 13, 2025 by: Proactive Investors
Sentiment: Positive

Wedbush analysts on Thursday upgraded DoorDash Inc (NYSE:DASH) to ‘Outperform' from ‘Neutral', while maintaining their $260 per share target price, saying the company has retained a leading competitive position within the US food delivery market and continues to execute well with its strategic initiatives. “We believe these initiatives are justified, as they will expand DoorDash's addressable market and bolster the company's product offerings on a global scale," the analysts wrote in a note to clients.

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image for news DoorDash analysts upgrade stock, say selling overdone as company executes well
DoorDash Rises 22% Year to Date: Buy, Sell, or Hold the Stock?
DASH
Published: November 11, 2025 by: Zacks Investment Research
Sentiment: Positive

DASH's expanding partnerships and strong order growth drive optimism, but fierce competition and high valuation keep investors cautious.

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image for news DoorDash Rises 22% Year to Date: Buy, Sell, or Hold the Stock?
Wall Street Roundup: Layoff Surge, Prolonged Shutdown, Cracks In AI Trade
AMD, AMZN, BABA, CRCL, CRWV, CSCO, DASH, DIS, GOOG, GOOGL, META, NVDA, ORCL, PLTR, TSN, UBER
Published: November 07, 2025 by: Seeking Alpha
Sentiment: Negative

AI sector stocks like Palantir (PLTR), Nvidia (NVDA), and AMD face valuation concerns despite strong earnings, leading to recent pullbacks. The government shutdown and lack of economic data are increasing uncertainty, with job cuts rising sharply and consumer spending at risk.

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image for news Wall Street Roundup: Layoff Surge, Prolonged Shutdown, Cracks In AI Trade

About DoorDash, Inc. (DASH)

  • IPO Date 2020-12-09
  • Website https://www.doordash.com
  • Industry Internet Content & Information
  • CEO Tony Xu
  • Employees 23700

DoorDash, Inc. operates a logistics platform that connects merchants, consumers, and dashers in the United States and internationally. It operates DoorDash and Wolt marketplaces, which provides an array of services that enable merchants to solve mission-critical challenges, such as customer acquisition, delivery, insights and analytics, merchandising, payment processing, and customer support; DashPass and Wolt+, a membership products; and offers DoorDash Drive and Wolt Drive, a white-label delivery fulfillment services; DoorDash Storefront that enables merchants to offer consumers on-demand access to e-commerce; and Bbot, which offers merchants digital ordering and payment solutions for in-store and online channels. The company was formerly known as Palo Alto Delivery Inc. and changed its name to DoorDash, Inc. in 2015. DoorDash, Inc. was incorporated in 2013 and is headquartered in San Francisco, California.