DoorDash, Inc. (DASH)
DoorDash (DASH) Up 24.4% Since Last Earnings Report: Can It Continue?
DoorDash (DASH) reported earnings 30 days ago. What's next for the stock?
Domino's Pizza: Partnership With DoorDash Provides A Growth Opportunity
The new DoorDash partnership, alongside Uber Eats, should drive significant incremental delivery sales, expanding Domino's reach and supporting a bullish outlook. Domino's offers robust dividend growth and currently trades at a fair valuation, with slight upside potential versus industry peers and historical averages. Local ingredient sourcing shields Domino's from tariff risks, and management's guidance and store expansion plans reinforce a buy rating at current levels.
DoorDash Has All The Makings Of A Long-Term Compounder
DoorDash enjoys tremendous scale and faces limited competition. As a high-margin layer to local commerce and delivery, we're bullish on the company's outlook. Revenues have grown like clockwork, and we expect that net incomes should follow suit, as the firm unlocks more operating leverage. Trading somewhere between 17x - 22x FY '28 earnings, we think the stock appears cheap for the growth potential.
DoorDash: Positioned For Profits
Despite a Q1 revenue miss, DoorDash set records in total orders, marketplace GOV, and posted its first GAAP net income. Aggressive expansion, including acquisitions of Deliveroo and SevenRooms, is building its customer base and strengthening market leadership. Valuation metrics like PE ratios are not yet relevant as DASH is still in its growth phase.
DoorDash to Offer $2 Billion of Convertible Senior Notes to ‘Enhance Strategic Flexibility'
DoorDash plans to offer and sell $2 billion of convertible senior notes to “enhance strategic flexibility.
How Long Can DoorDash Grow For?
DoorDash, Inc. has continued to grow, reaching a significant market share in U.S. meal delivery. The Q1 report still showed solid 21% revenue growth. Future growth potential is uncertain. Meal delivery market growth is slowing down significantly, and DoorDash's positioning in faster-growing grocery delivery is uncertain. DoorDash is eyeing international markets more with the Deliveroo acquisition, but the transaction doesn't refuel organic growth potential.
2 new S&P 500 stocks to buy now
Summary ⚈ DoorDash and Expand Energy were recently added to the S&P 500, joining TKO Group Holdings and Williams-Sonoma during the Q1 rebalancing. ⚈ DoorDash is expanding beyond food delivery with new partnerships, while Expand Energy is scaling natural gas production and improving efficiency.
DoorDash's Uptrend Is Gaining Momentum in 2025
DoorDash's NASDAQ: DASH stock price faces hurdles and headwinds, including high expectations among analysts and a spike in short interest, but it is in an uptrend and gaining momentum.
DoorDash's Q1 Earnings Beat Estimates, Revenues Increase Y/Y
DASH's first-quarter 2025 results reflect strong top-line growth, total orders and robust Marketplace GOV.
Should You Buy the Dip in DoorDash Via ETFs?
On May 6, 2025, the online food ordering and delivery company DoorDash Inc. DASH reported Q1 earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.40 per share. This compares to a loss of $0.06 per share a year ago.
DoorDash, Inc. (DASH) Q1 2025 Earnings Call Transcript
Start Time: 17:00 January 1, 0000 5:52 PM ET DoorDash, Inc. (NASDAQ:DASH ) Q1 2025 Earnings Conference Call May 06, 2025, 17:00 PM ET Company Participants Tony Xu - Co-Founder, Chair and CEO Ravi Inukonda - CFO Wes Twigg - IR Conference Call Participants Shweta Khajuria - Wolfe Research Deepak Mathivanan - Cantor Fitzgerald Nikhil Devnani - Bernstein Youssef Squali - Truist Securities Michael Morton - MoffettNathanson Andrew Boone - Citizens Ken Gawrelski - Wells Fargo Doug Anmuth - JPMorgan Mark Mahaney - Evercore Brian Nowak - Morgan Stanley Ron Josey - Citi Mark Zgutowicz - The Benchmark Company John Colantuoni - Jefferies Michael McGovern - Bank of America Jim Sanderson - Northcoast Research Operator Hello, and welcome to the DoorDash Q1 2025 Earnings Conference Call. I would now like to turn the call over to Wes Twigg, Investor Relations.
DoorDash's Buying Spree
Bloomberg's Natalie Lung explains why DoorDash is expanding overseas through mergers and acquisitions. Lung also breaks down the delivery app's earnings with Caroline Hyde on "Bloomberg Technology.
