After yesterday's announcement that the U.S. Treasury was adding liquidity to the long-term (30 year) bond market, we saw an immediate bump to pre-market indexes as bond yield rates dropped. In one day, that seems to have turned around: the 30-year bond is now back up to +5.25%, the 10-year at +4.71% and the 2-year +4.19%.
DoorDash (DASH +0.35%) is delivering meals, but can it deliver returns to investors?
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
DoorDash NASDAQ: DASH executives said the company's Q2 2026 performance reflected continued growth in restaurant delivery, grocery and retail, international operations and subscription adoption, while improved unit economics supported profitability and ongoing investment in technology.
Artificial intelligence is showing up for DoorDash.
DoorDash still has problems to solve before broadly using its autonomous delivery robot. Issues like loading the robots and tricky deliveries remain, CEO Tony Xu said.
DoorDash, Inc. (DASH) came out with quarterly earnings of $0.46 per share, missing the Zacks Consensus Estimate of $0.5 per share. This compares to earnings of $0.65 per share a year ago.
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.