DoorDash, Inc. (DASH)
Wonder scores a $425 million partnership with DoorDash as it builds its food empire
The delivery platform DoorDash is investing in and partnering with Marc Lore-owned food tech company Wonder in deals worth a total of $425 million, the company announced on Tuesday. DoorDash will acquire Wonder's Grubhub Campus Dining business (formerly Tapingo) for $300 million and will add $125 million to Wonder's $650 million Series D round, announced in July.
DoorDash: Excellent Prospects As DashPass Subs Keep Driving Orders
DoorDash remains my top pick for growth at a reasonable price, with expanding use cases and strong DashPass subscriber growth. DASH's Q2 revenue surged 36% y/y to $4.45B, beating expectations, with organic marketplace GOV up 23% y/y excluding Deliveroo. Margin expansion continues: adjusted EBITDA rose 40% y/y to $914M, with margins improving to 20.5% of revenue.
Why Is DoorDash (DASH) Up 4.1% Since Last Earnings Report?
DoorDash (DASH) reported earnings 30 days ago. What's next for the stock?
Philly Fed Hits 5-Year High
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%.
Is DoorDash Stock an Undervalued Stock to Buy?
DoorDash (DASH +0.35%) is delivering meals, but can it deliver returns to investors?
DoorDash Is Expected To Deliver Shareholders Profits (Technical Analysis)
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.
DoorDash Q2 Earnings Miss on Higher R&D Costs, Revenue Beat
DASH's Q2 revenues beat estimates as order growth and Deliveroo lift sales, but surging R&D costs weigh on earnings.
DoorDash: An AI Story Backed By Real GAAP Profits
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.
DASH Q2 Earnings Call Puts Investment Discipline in Focus
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, Inc. (DASH) Q2 2026 Earnings Call Transcript
DoorDash Q2 Earnings Call Highlights
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.
DoorDash Says Agentic Traffic Is Low, but AI Gains Are Not
Artificial intelligence is showing up for DoorDash.
