DoorDash plans to invest “several hundred million dollars more” in its platform and initiatives in 2026 than it did in 2025, the company said in a Wednesday (Nov. 5) earnings release.
DoorDash, Inc. ( DASH ) Q3 2025 Earnings Call November 5, 2025 5:00 PM EST Company Participants Weston Twigg - Vice President of Finance & Investor Relations Tony Xu - Co-Founder, CEO & Chair Ravi Inukonda - Chief Financial Officer Conference Call Participants Deepak Mathivanan - Cantor Fitzgerald & Co., Research Division Shweta Khajuria - Wolfe Research, LLC Ross Sandler - Barclays Bank PLC, Research Division Josh Beck - Raymond James & Associates, Inc., Research Division Jason Helfstein - Oppenheimer & Co. Inc., Research Division Michael Morton - MoffettNathanson LLC Andrew Boone - Citizens JMP Securities, LLC, Research Division Nikhil Devnani - Sanford C. Bernstein & Co., LLC.
DoorDash, Inc. (DASH) came out with quarterly earnings of $0.55 per share, missing the Zacks Consensus Estimate of $0.68 per share. This compares to earnings of $0.38 per share a year ago.
DoorDash (NASDAQ: DASH) beat revenue expectations on Wednesday after the close, posting $3.45B in third-quarter sales and delivering strong operational momentum.
Shares of DoorDash Inc. tumbled in extended trading Wednesday after the delivery platform said it plans to increase investments in its business next year and that its recent acquisition of Deliveroo would contribute less to profits in 2026 than once anticipated.
DASH's third-quarter 2025 results are likely to benefit from strong total orders and Marketplace GOV.
Retail investor sentiment around DoorDash (NASDAQ: DASH) has deteriorated sharply over the past five days.
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.
Goldman Sachs Group Inc (NYSE:GS, ETR:GOS) has reinstated its ‘Buy' rating on food delivery platform DoorDash Inc (NYSE:DASH), setting a 12-month price target of $315 following the company's acquisition of Deliveroo. The firm wrote that the target implies roughly 22% upside from current levels and reflects what it sees as an attractive risk/reward profile relative to other large-cap companies.
DoorDash Inc (NASDAQ:DASH) stock was last seen up 3.6% at $267.56 today, after Goldman Sachs reinstated coverage with a "buy" rating and $315 price target.
The sprawling metropolis of Phoenix continues to be a testbed for Waymo, and not just on the technical front. The Alphabet-owned company has used its first testing and commercial market to experiment with its business model, too, including delivery.
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