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DoorDash, Inc. Stock Price

NasdaqGS:DASH Community·US$86.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 208 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

DASH Share Price Performance

US$197.25
-60.19 (-23.38%)
​
US$254.43
Fair Value
US$197.25
-60.19 (-23.38%)
22.5% undervalued intrinsic discount
US$254.43
Fair Value
Price US$197.25
AnalystConsensusTarget US$254.43
AnalystLowTarget US$182.75
AnalystHighTarget US$322.12
Sat, 5 Sep 26
Fair ValueUS$254.43
Share Pricen/a

DASH Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$254.43 22.5% undervalued intrinsic discount

DASH: Integration Of Deliveroo Will Drive Geographic Expansion And Long-Term Opportunity

0users have liked this narrative
1users have commented on this narrative
73users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$182.75 7.9% overvalued intrinsic discount

Rising Labor Costs And Competitive Pressures Will Cripple Margins

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$322.12 38.8% undervalued intrinsic discount

Urbanization And AI Will Transform Last-Mile Logistics

0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
DASH logo
DoorDash
22.5% undervalued intrinsic discount
Updated

DASH: Integration Of Deliveroo Will Drive Geographic Expansion And Long-Term Opportunity

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 5 Sep
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DASH logo
DoorDash
7.9% overvalued intrinsic discount

Rising Labor Costs And Competitive Pressures Will Cripple Margins

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 22 Aug
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DASH logo
DoorDash
38.8% undervalued intrinsic discount

Urbanization And AI Will Transform Last-Mile Logistics

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AN
AnalystHighTarget
AnalystHighTarget
Updated 2 Jul
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
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DASH: Local Commerce Expansion And Margin Progress Will Drive Future Upside

Fair Value: US$254.43 22.5% undervalued intrinsic discount
73 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
DASH logo

DASH: Rising AI And Delivery Investments Will Cap Future Earnings Power

Fair Value: US$182.75 7.9% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
DASH logo

DASH: Retail And Grocery Expansion Will Drive Long Term Profitability

Fair Value: US$322.12 38.8% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Excellent balance sheet with reasonable growth potential.

1 Risk
4 Rewards
View Full Analysis

DoorDash, Inc. Key Details

US$15.9b

Revenue

US$7.6b

Cost of Revenue

US$8.3b

Gross Profit

US$7.5b

Other Expenses

US$841.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
1.94
52.22%
5.29%
27.5%
View Full Analysis

About DASH

Founded
2013
Employees
31400
CEO
Tony Xu
WebsiteView website
www.doordash.com

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.

Recent DASH News & Updates

Seeking Alpha • Sep 07

DoorDash: Excellent Prospects As DashPass Subs Keep Driving Orders

Summary 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. Despite a premium valuation, DASH shows consistent bookings growth, new market entries, and financial flexibility. Read the full article on Seeking Alpha
User avatar
Narrative Update • Sep 05

DASH: Local Commerce Expansion And Margin Progress Will Drive Future Upside

The fair value estimate for DoorDash has moved modestly higher to about $254 from roughly $246, as analysts factor in Street research that points to resilient order and revenue trends, improving margin expectations, and a slightly lower future P/E assumption, along with a series of upward price target revisions across the coverage universe. Analyst Commentary Street research around DoorDash has been active, with a mix of supportive and more cautious voices reacting to recent results, updated models, and evolving views on growth and profitability.

Recent updates

No updates

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