DoorDash, Inc.

DoorDash, Inc.

DASHยทNASDAQ

$154.58

-1.5%
Communication ServicesInternet Content & Information

DoorDash, Inc. operates a logistics platform that connects merchants, consumers, and dashers in the United States and internationally. It operates DoorDash and Wolt marketplaces, which provides an array of services that enable merchants to solve mission-critical challenges, such as customer acquisition, delivery, insights and analytics, merchandising, payment processing, and customer support; DashPass and Wolt+, a membership products; and offers DoorDash Drive and Wolt Drive, a white-label delivery fulfillment services; DoorDash Storefront that enables merchants to offer consumers on-demand access to e-commerce; and Bbot, which offers merchants digital ordering and payment solutions for in-store and online channels. The company was formerly known as Palo Alto Delivery Inc. and changed its name to DoorDash, Inc. in 2015. DoorDash, Inc. was incorporated in 2013 and is headquartered in San Francisco, California.

At a Glance

Live Snapshot
Market Cap$67.35B
EPS2.1900
P/E Ratio70.58
Earnings Date08/05/2026
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DoorDash, Inc. Street Expectations Map

DASH ยท NASDAQ

Wall Street analysts project that DASH stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 257.92, with estimates ranging from a low of 200.00 to a high of 350.00.

Lowest Target
200.00
29.38%
Consensus Target
257.92
66.85%
Highest Target
350.00
126.42%

The consensus 1-year price target stands at 257.92, with estimates ranging from a low of 200.00 to a high of 350.00.

Analyst Consensus Analysis

Upside Potential

+66.8%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

58.2% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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DoorDash, Inc. Forward Estimates of Revenue

DASH ยท NASDAQ
Latest Revenue
13.72B
FY 2025
Avg Estimate
17.85B
FY 2026
Estimate Range
17.02B - 19.60B
Analyst Spread

Forward Growth Analysis

Projected Growth+30.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage30 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread14%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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DoorDash, Inc. Forward Estimates of Net Income

DASH ยท NASDAQ
Latest Net Income
935.00M
FY 2025
Avg Estimate
1.45B
FY 2026
Estimate Range
1.13B - 1.77B
Analyst Spread

Forward Growth Analysis

Projected Growth+55.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage30 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread45%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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DoorDash, Inc. Forward Estimates of EPS

DASH ยท NASDAQ
Latest EPS
2.19
FY 2025
Avg Estimate
$3.30
FY 2026
Estimate Range
$2.62 - $4.13
Analyst Spread

Forward Growth Analysis

Projected Growth+50.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage27 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread46%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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DoorDash, Inc. Forward Estimates of EBIT

DASH ยท NASDAQ
Latest EBIT
942.00M
FY 2025
Avg Estimate
-1.67B
FY 2026
Estimate Range
-1.83B - -1.59B
Analyst Spread

Forward Growth Analysis

Projected Growth-277.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage30 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread14%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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DoorDash, Inc. Forward Estimates of EBITDA

DASH ยท NASDAQ
Latest EBITDA
1.69B
FY 2025
Avg Estimate
-808.03M
FY 2026
Estimate Range
-887.57M - -770.52M
Analyst Spread

Forward Growth Analysis

Projected Growth-147.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage30 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread14%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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DoorDash, Inc. Forward Estimates of SG&A Expense

DASH ยท NASDAQ
Latest SG&A Expense
4.08B
FY 2025
Avg Estimate
7.62B
FY 2026
Estimate Range
7.26B - 8.37B
Analyst Spread

Forward Growth Analysis

Projected Growth+86.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage30 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread14%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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DoorDash, Inc. Insider Positioning

DASH ยท NASDAQ

During the last 12 months, insiders have purchased $4.62M and sold $88.56M worth of DASH shares, resulting in $83.94M of net selling activity.

3 Months

Bought

0

0.00

Sold

74.7K

11.80M

Net Activity

-11.8M

-$11.80M

3-6 Months

Bought

0

0.00

Sold

134.0K

26.84M

Net Activity

-26.8M

-$26.84M

6-9 Months

Bought

23.1K

4.62M

Sold

20.1K

5.12M

Net Activity

-500K

-$500K

9-12 Months

Bought

0

0.00

Sold

182.3K

44.80M

Net Activity

-44.8M

-$44.80M

Top Buyers

1
LA

Lin Alfred

Director

23.1K sharesโ€ข1 transactions

$4.62M

Top Sellers

1
XT

Xu Tony

Director, 10 Percent Owner, Officer: Chief Executive Officer

128.1K sharesโ€ข18 transactions

$30.69M

2
IR

Inukonda Ravi

Officer: Chief Financial Officer

80.0K sharesโ€ข12 transactions

$15.61M

3
TS

Tang Stanley

Director

45.6K sharesโ€ข13 transactions

$10.38M

4
AP

Adarkar Prabir

Officer: President And Coo

52.2K sharesโ€ข12 transactions

$9.83M

5
FA

Fang Andy

Director

30.0K sharesโ€ข11 transactions

$7.10M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $83.94M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.05:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$11.80M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.