DASH Share Price Performance
US$176.29
-19.58 (-10.00%)
35.8% undervalued intrinsic discount
US$274.69
Fair Value
Price US$176.29
AnalystConsensusTarget US$274.69
unknown US$91.21
AnalystHighTarget US$342.22
Fair ValueUS$274.69
Share Pricen/a
DoorDash, Inc. Stock Price
- 4 Narratives written by author
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- 164 Fair Values set on narratives written by author
DASH Community Narratives
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Fair Value US$274.69 35.8% undervalued intrinsic discount
DASH: Integration Of Deliveroo Will Drive Geographic Expansion And Long-Term Opportunity
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Fair Value US$91.21 93.3% overvalued intrinsic discount
The Elhedery Cleansing: Dismantling the Global Generalist
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Fair Value US$342.22 48.5% undervalued intrinsic discount
Urbanization And AI Will Transform Last-Mile Logistics
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The Elhedery Cleansing: Dismantling the Global Generalist
The February 18th Reckoning DoorDash is set to report on February 18, 2026 , and the stakes couldn't be higher. The stock has recently cooled off from its 2025 highs, but it still trades at a significant premium to its fundamental cash-flow floor.Read more
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DASH: Integration Of Deliveroo Will Drive Geographic Expansion And Long-Term Opportunity
Key Takeaways Expanding into new sectors and regions, along with AI-driven efficiency, promises accelerated growth, improved margins, and a broader profit base beyond core delivery. Enhanced platform features and gig worker pool growth are strengthening operational scalability and user retention, supporting durable long-term earnings potential.Read more
567
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AN
US$274.69
35.8% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
24.24% p.a.
Profit Margin
13.59%
Future PE
48.01x
Price in 2029
US$348.72
Urbanization And AI Will Transform Last-Mile Logistics
Key Takeaways Strong international expansion, advanced automation, and new ad revenue streams position DoorDash for outsized growth in margins and revenue, surpassing market expectations. High DashPass engagement and changing consumer habits support durable increases in recurring revenue, order frequency, and lifetime customer value for long-term earnings growth.Read more
49
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AN
US$342.22
48.5% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
27.57% p.a.
Profit Margin
21.75%
Future PE
35.53x
Price in 2029
US$446.92
Rising Labor Costs And Competitive Pressures Will Cripple Margins
Key Takeaways Regulatory shifts and higher labor costs, alongside increased eco-compliance expenses, threaten to tighten margins and undermine DoorDash's profitability. Heightened competition, consumer fatigue over fees, and technological lag risk eroding customer retention, take rates, and long-term earnings power.Read more
39
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AN
US$212.04
16.9% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
23.71% p.a.
Profit Margin
10.54%
Future PE
49.72x
Price in 2029
US$276.51
Trending Discussion
Recently Updated Narratives
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The Elhedery Cleansing: Dismantling the Global Generalist
Fair Value: US$91.21 93.3% overvalued intrinsic discount
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DASH: Global Tech Platform And AI Partnerships Will Drive Future Upside
Fair Value: US$274.69 35.8% undervalued intrinsic discount
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DASH: Future Tech Platform Investments Will Drive Long Term Profitability
Fair Value: US$342.22 48.5% undervalued intrinsic discount
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Snowflake Analysis
DoorDash, Inc. Key Details
About DASH
- Founded
- 2013
- Employees
- 31400
- CEO
- WebsiteView website
DoorDash, Inc., together with its subsidiaries, operates a commerce platform that connects merchants, consumers, and dashers in the United States and internationally. The company operates DoorDash Marketplace, Wolt Marketplace, and Deliveroo Marketplace, which provide various services, such as customer acquisition, demand generation, order fulfillment, merchandising, payment processing, and customer support. It also offers consumer membership programs, DashPass, Wolt+, and Deliveroo Plus; advertising as a value-added service through its marketplaces; and white-label delivery fulfillment services, as well as services that help merchants establish online ordering, build branded mobile apps, manage reservations and in-store dining, manage consumer relationships, enable tableside order and pay, and improve customer support. The company was formerly known as Palo Alto Delivery Inc. and changed its name to DoorDash, Inc. in 2015. DoorDash, Inc. was founded in 2013 and is headquartered in San Francisco, California.
