Update shared on08 Aug 2025
Fair value Increased 19%Driven by improvements in net profit margin and revenue growth forecasts, the analyst consensus price target for DoorDash has been raised from $244.50 to $284.74.
What's in the News
- DoorDash launched major updates to its advertising platform, introducing AI-powered tools and acquiring Symbiosys for $175 million to expand offsite advertising capabilities, supporting a $1B+ ad revenue run-rate.
- DoorDash and Flytrex expanded their drone delivery service in the Dallas-Fort Worth area, increasing operational hours, payload capacity, and customer reach, with plans for further regional expansion.
- DoorDash announced partnerships with Jeremiah's Italian Ice for nationwide delivery of new dessert menus and with PC Optimum in Canada, enabling customers to earn loyalty points on eligible orders.
- DoorDash launched its sixth-annual Summer of DashPass with exclusive member deals and introduced DashPass Family Sharing, enhanced Lyft ride discounts, and major social giveaways.
- DoorDash was dropped from multiple Russell Value Indexes and filed for a $2 billion convertible note offering due 2030; an amendment was also approved to its certificate of incorporation.
Valuation Changes
Summary of Valuation Changes for DoorDash
- The Consensus Analyst Price Target has significantly risen from $244.50 to $284.74.
- The Net Profit Margin for DoorDash has risen from 14.61% to 15.55%.
- The Consensus Revenue Growth forecasts for DoorDash has risen from 18.4% per annum to 19.4% per annum.
Disclaimer
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