DoorDash, Inc. (DASH)
DoorDash: Reiterating Buy At This Bargain Price
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.
Waymo is paying DoorDash gig workers to close its robotaxi doors
Waymo is paying gig workers from companies like DoorDash and Honk to help close the doors of its robotaxis. When a rider leaves a vehicle's door ajar, it prevents the car from departing until a human closes it.
DoorDash set to report in-line Q4 earnings amid strong online and retail delivery trends
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.
DoorDash, Inc. (DASH) Earnings Expected to Grow: Should You Buy?
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.
DoorDash: The Market Has Misjudged Higher Capex Spending This Year
DoorDash, Inc. remains a compelling long-term opportunity, with robust core U.S. profitability and improving international unit economics despite recent share price pullback. Q3 saw 27% revenue growth to $3.45B, record DashPass/Wolt+ subscribers, and strong margin expansion, with international operations nearing contribution profit breakeven. Concerns over elevated capex for global tech upgrades and Deliveroo integration are overblown; core EBITDA margins are expected to rise even with increased investment.
How Transformative Is DoorDash's Partnership for SERV's Growth?
Serve Robotics' DoorDash partnership broadens demand, improves robot utilization and strengthens unit economics as it pushes toward scalable growth.
Insider Buying: Smart Money Just Spent +$100M on These 3 Stocks
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.
DoorDash vs. Shopify: Which E-Commerce Stock Has an Edge Now?
DASH is seeing strong order and GOV growth, but Shopify's expanding merchant tools and enterprise adoption give SHOP an edge.
DoorDash joins Instacart in the newest shopping battleground — ChatGPT
DoorDash Inc. on Wednesday said it had joined forces with OpenAI to allow people to shop for groceries in ChatGPT and check out on the delivery platform itself, as artificial intelligence becomes a bigger competitive front for online shopping.
DoorDash Teams Up With OpenAI to Offer Grocery Shopping in ChatGPT
Under the partnership, users can ask ChatGPT for meal or recipe suggestions, then ask the chatbot to shop for it using the DoorDash app.
DoorDash rolls out Zesty, an AI social app for discovering new restaurants
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.
DoorDash E-Commerce Growth Picks Up: A Sign for More Upside?
DASH's e-commerce momentum accelerates as new verticals, grocery partners, and autonomous delivery trials fuel rising orders and GOV.
