DoorDash Gelecekteki Büyüme
Future kriter kontrolleri 4/6
DoorDash kazanç ve gelirin sırasıyla yıllık 36.3% ve 16.9% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 35.7% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 19.1% olacağı tahmin edilmektedir.
Anahtar bilgiler
36.3%
Kazanç büyüme oranı
35.75%
EPS büyüme oranı
| Hospitality kazanç büyümesi | 19.5% |
| Gelir büyüme oranı | 16.9% |
| Gelecekteki özkaynak getirisi | 19.09% |
| Analist kapsamı | Good |
| Son güncelleme | 08 Sep 2026 |
Gelecekteki son büyüme güncellemeleri
Recent 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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • Aug 22
DASH: Rising AI And Delivery Investments Will Cap Future Earnings Power
DoorDash's analyst fair value estimate has been adjusted higher from $176.02 to $182.75 as analysts respond to stronger Q2 revenue trends, higher modeled revenue growth, and updated long term P/E assumptions, even as they factor in more modest profit margins tied to ongoing investment. Analyst Commentary Street research on DoorDash after the Q2 report shows a clear tilt toward higher valuation targets, with notable differences in how optimistic or cautious analysts are about the company’s ability to sustain growth and margin progress.Analiz Makalesi • Aug 12
We Like The Quality Of DoorDash's (NASDAQ:DASH) Earnings
DoorDash, Inc.'s ( NASDAQ:DASH ) recent earnings report didn't offer any surprises, with the shares unchanged over the...Anlatı Güncellemesi • Aug 07
DASH: Order Momentum And Margin Uncertainty Will Constrain Future Return Potential
DoorDash's updated analyst price target has edged higher from $172.00 to about $176.02. Analysts cite stronger Q2 order trends, better margins, and ongoing technology investments as factors they believe can support sustained mid-to-high teens growth and improved earnings power.
Anlatı Güncellemesi • Jul 02
DASH: Retail And Grocery Expansion Will Drive Long Term Profitability
Analysts have trimmed their fair value estimates and price targets on DoorDash, with several cuts ranging from about $3 to $35. The revisions reflect more cautious assumptions on growth, margins and P/E multiples, even as analysts highlight stable user trends, a solid balance sheet and ongoing expansion in grocery and international markets.Anlatı Güncellemesi • Jun 18
DASH: Local Commerce And Ads Expansion Will Offset Sector Multiple Pressure
Analysts have trimmed their fair value estimate for DoorDash to $172.00 from $198.00, reflecting updated assumptions around higher discount rates, slightly softer revenue growth, and a lower future P/E multiple, even as they still point to steady user trends and ongoing category and international expansion. Analyst Commentary on DoorDash Recent Street commentary around DoorDash points to a mix of optimism on user activity and category expansion, alongside a clear reset in valuation expectations as several bearish analysts revise their price targets lower.Analiz Makalesi • Jun 16
DoorDash (DASH) Stock Could Be 31.7% Undervalued After Strong Q1 And Product Launches
Why DoorDash stock is back in focus after Q1 and product launches DoorDash (DASH) is back on many watchlists after strong first quarter financial results, new ad products, and AI driven features like Ask DoorDash, all supported by a more supportive macro backdrop. The first quarter update, which included a 38% change in total revenue and earnings ahead of market expectations, has been paired with rapid progress in higher margin areas such as DoorDash Ads and partnerships with retailers like...Anlatı Güncellemesi • Jun 04
DASH: Local Commerce Expansion And Margin Gains Will Support Future Upside
DoorDash’s updated analyst price target edges lower to about $246 from roughly $251, as analysts factor in a slightly higher discount rate, more moderate revenue growth assumptions, and stronger profit margin expectations, alongside a reduced future P/E of around 43x. Analyst Commentary Recent Street research on DoorDash shows a mix of optimism and caution, with several firms adjusting price targets both higher and lower and a new bullish initiation.Anlatı Güncellemesi • Apr 30
DASH: Offensive Reinvestment In Local Commerce Operating System Will Support Future Upside
Narrative Update DoorDash's implied fair value in the model has edged down by about $1 to roughly $250.93, as analysts broadly recalibrated price targets using slightly lower P/E multiples and higher ongoing investment assumptions, even while acknowledging resilient order growth, improving unit economics across newer categories, and easing concerns around AI driven disintermediation. Analyst Commentary Recent research on DoorDash shows a mix of optimism about long term growth drivers and caution around valuation, investment intensity, and the impact of sector wide multiple compression.Anlatı Güncellemesi • Apr 14
DASH: Offensive Reinvestment And AI Relief Will Support Future Upside
DoorDash's analyst-derived fair value estimate has edged down by about $6 to roughly $252, as analysts recalibrate their models for higher discount rates and sector multiple pressure, while still reflecting generally constructive views on long term growth, reinvestment plans and AI related risks. Analyst Commentary Recent research updates on DoorDash point to a more mixed setup, with target prices generally drifting lower while many firms still highlight constructive elements of the story around growth, reinvestment and AI related risk.Anlatı Güncellemesi • Mar 31
DASH: Local Commerce Platform Investments Will Outweigh Multiple Compression Concerns
DoorDash's updated analyst price target moves lower to $198, as analysts factor in slightly softer revenue growth and margin assumptions, alongside higher future P/E expectations and ongoing sector wide multiple pressure. Analyst Commentary Recent research updates around DoorDash cluster around two themes: softer near term profit expectations and pressure on valuation multiples across the broader tech and internet peer group.Anlatı Güncellemesi • Mar 17
DASH: Offensive Commerce Investments And AI Relief Will Support Future Upside
DoorDash's analyst price target edges slightly lower by about $3, reflecting modestly reduced fair value and P/E assumptions, even as analysts point to solid Q4 execution, ongoing investment plans, and easing fears around AI driven disintermediation following OpenAI's reported pivot away from native ChatGPT checkout. Analyst Commentary Recent research paints a mixed picture around DoorDash, with many firms trimming price targets while still pointing to resilient execution, healthy order trends, and a clearer outlook on AI related risks.Anlatı Güncellemesi • Mar 03
DASH: Offensive Global Commerce Investments And AI Integrations Will Drive Future Upside
Analysts have trimmed their DoorDash fair value estimate from $274.69 to $260.90, citing lower projected revenue growth and profit margins, slightly higher discount rates, and a richer assumed future P/E that have filtered through updated models following recent price target resets across the Street. Analyst Commentary Street research on DoorDash is mixed, with many firms trimming price targets while keeping positive ratings, and a smaller group leaning more cautious.Anlatı Güncellemesi • Feb 17
DASH: Global Tech Platform And AI Partnerships Will Drive Future Upside
Analysts have trimmed their DoorDash fair value estimate by about $2 to $274.69, reflecting slightly lower assumed profit margins and a modestly reduced future P/E multiple, even as revenue growth expectations hold steady. Analyst Commentary Recent Street research around DoorDash shows a mix of enthusiasm and caution, with several firms adjusting price targets and ratings as they reassess the company’s profit trajectory, cost profile, and long term growth plans.Anlatı Güncellemesi • Feb 03
DASH: Future Tech Platform Investments Will Drive Long Term Profitability
Our updated fair value estimate for DoorDash edges lower to about $342 per share from roughly $357, as analysts balance a series of mixed price target revisions with expectations for faster revenue growth, slightly leaner margins, and a more moderate future P/E multiple. Analyst Commentary Recent research on DoorDash reflects a split tape, with several downward price target revisions offset by a cluster of more optimistic views, including target hikes and an upgrade to a more positive rating.Anlatı Güncellemesi • Jan 20
DASH: Tech Replatforming And AI Investments Will Reshape Margins And Sentiment
Narrative update The analyst price target for DoorDash has been reset lower, with our fair value estimate moving from about $231 to $212 as analysts factor in higher projected revenue growth, slightly softer margin expectations tied to heavier tech and platform investment, and a reduced future P/E multiple, despite broadly constructive research commentary on the company. Analyst Commentary Recent research on DoorDash has been generally constructive, but it also highlights a set of risks that investors should weigh carefully.Anlatı Güncellemesi • Jan 05
DASH: Unified Global Tech Platform And Deliveroo Integration Will Drive Future Upside
Analysts have trimmed their price target on DoorDash by a fractional amount to approximately $276 per share. This reflects a slightly higher discount rate but modestly stronger revenue growth expectations, as recent research points to resilient order momentum, an underappreciated execution track record, and long term upside from tech investments despite near term margin pressure.Anlatı Güncellemesi • Dec 15
DASH: Global Grocery Expansion And Deliveroo Integration Will Drive Shares Higher
We are nudging our DoorDash analyst price target slightly higher to approximately $276 per share, as analysts argue that resilient U.S. marketplace growth, strengthening grocery and retail momentum, and underappreciated returns on stepped-up tech and Deliveroo investments more than offset modestly higher risk and near-term margin pressure. Analyst Commentary Recent Street research reflects a broadly constructive stance on DoorDash, with most firms emphasizing enduring growth in the core U.S. restaurant marketplace, improving traction in grocery and retail, and a longer runway from the Deliveroo integration, even as near term profitability comes under pressure.Anlatı Güncellemesi • Dec 01
DASH: Expanded U.S. Market Partnerships And Drone Delivery Will Drive Shares Higher
DoorDash’s analyst price target has been revised up slightly by $0.98 to $276.17. Analysts cite strong execution, resilient revenue growth, and optimism for the company's long-term investments and market positioning.Anlatı Güncellemesi • Nov 17
DASH: Accelerating Expansion Into Grocery And Retail Will Drive Outperformance Ahead
Analysts have lowered their average price target for DoorDash by approximately $27 to $275, citing continued strong revenue growth and margin improvement as well as increased near-term investment in technology and global expansion. Analyst Commentary Recent Street research on DoorDash reflects a range of perspectives, as analysts weigh the company's impressive operational trends and investments against emerging pressures on margins and competition.Analiz Makalesi • Nov 13
The Price Is Right For DoorDash, Inc. (NASDAQ:DASH) Even After Diving 28%
DoorDash, Inc. ( NASDAQ:DASH ) shares have had a horrible month, losing 28% after a relatively good period beforehand...Anlatı Güncellemesi • Nov 02
DASH: Integration Of Deliveroo Will Drive Geographic Expansion And Long-Term Opportunity
DoorDash’s analyst price target has increased modestly to $302.53, as analysts point to stronger revenue growth expectations from the integration of Deliveroo and continued momentum in the core delivery business. This is partially offset by a slight decrease in projected profit margins.Anlatı Güncellemesi • Oct 18
Expanding International Markets And Automation Will Drive Future Success
DoorDash's fair value price target has been modestly increased by analysts to approximately $300.72. This reflects confidence in accelerating revenue growth and improved profit margin projections amid ongoing partnerships and competitive positioning.Anlatı Güncellemesi • Oct 04
Expanding International Markets And Automation Will Drive Future Success
DoorDash’s analyst fair value price target has increased slightly to $298.19. Analysts cite continued momentum in core operations, integration of recent acquisitions, and stable demand trends as key drivers for the adjustment.Anlatı Güncellemesi • Sep 10
Expanding International Markets And Automation Will Drive Future Success
DoorDash’s analyst price target increased modestly to $294.19 as strong Q2 results, ongoing order growth, new verticals, and accretive acquisitions (including Deliveroo) bolstered long-term growth optimism, though rising competition remains a key risk. Analyst Commentary Bullish analysts raised price targets driven by strong Q2 results, including beats on Gross Order Value, revenue, and adjusted EBITDA, combined with continued order frequency growth and positive demand trends.Anlatı Güncellemesi • Aug 08
Expanding International Markets And Automation Will Drive Future Success
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.Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 25,466 | 3,025 | 5,392 | 6,017 | 27 |
| 12/31/2027 | 21,482 | 2,010 | 4,349 | 5,057 | 43 |
| 12/31/2026 | 17,823 | 1,143 | 2,959 | 3,394 | 43 |
| 6/30/2026 | 15,891 | 841 | 2,139 | 2,830 | N/A |
| 3/31/2026 | 14,721 | 926 | 1,752 | 2,390 | N/A |
| 12/31/2025 | 13,717 | 935 | 1,826 | 2,431 | N/A |
| 9/30/2025 | 12,635 | 863 | 1,992 | 2,528 | N/A |
| 6/30/2025 | 11,895 | 781 | 1,713 | 2,188 | N/A |
| 3/31/2025 | 11,241 | 339 | 1,809 | 2,214 | N/A |
| 12/31/2024 | 10,722 | 123 | 1,802 | 2,132 | N/A |
| 9/30/2024 | 10,152 | -172 | 1,780 | 2,099 | N/A |
| 6/30/2024 | 9,610 | -407 | 1,660 | 1,966 | N/A |
| 3/31/2024 | 9,113 | -420 | 1,520 | 1,829 | N/A |
| 12/31/2023 | 8,635 | -558 | 1,349 | 1,673 | N/A |
| 9/30/2023 | 8,150 | -1,044 | 878 | 1,211 | N/A |
| 6/30/2023 | 7,687 | -1,266 | 653 | 1,012 | N/A |
| 3/31/2023 | 7,162 | -1,359 | 428 | 784 | N/A |
| 12/31/2022 | 6,583 | -1,365 | 21 | 367 | N/A |
| 9/30/2022 | 6,065 | -880 | 191 | 511 | N/A |
| 6/30/2022 | 5,639 | -686 | 140 | 419 | N/A |
| 3/31/2022 | 5,267 | -525 | 252 | 506 | N/A |
| 12/31/2021 | 4,888 | -468 | 455 | 692 | N/A |
| 9/30/2021 | 4,558 | -625 | 258 | 462 | N/A |
| 6/30/2021 | 4,162 | -567 | 376 | 585 | N/A |
| 3/31/2021 | 3,601 | -442 | 362 | 543 | N/A |
| 12/31/2020 | 2,886 | -461 | 93 | 252 | N/A |
| 9/30/2020 | 2,214 | -283 | N/A | 156 | N/A |
| 6/30/2020 | 1,574 | -392 | -279 | -154 | N/A |
| 3/31/2020 | 1,073 | -606 | N/A | -478 | N/A |
| 12/31/2019 | 885 | -668 | N/A | -467 | N/A |
| 12/31/2018 | 291 | -207 | N/A | -159 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: DASH 'nin tahmini kazanç büyümesi (yıllık 36.3% ) tasarruf oranının ( 3.7% ) üzerindedir.
Kazançlar ve Piyasa: DASH şirketinin kazançlarının (yıllık 36.3% ) US pazarından (yıllık 17.4% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: DASH şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.
Gelir ve Pazar: DASH şirketinin gelirinin (yıllık 16.9% ) US pazarından (yıllık 13.5% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Geliri: DASH şirketinin gelirinin (yıllık 16.9% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: DASH 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 19.1 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/09 04:12 |
| Gün Sonu Hisse Fiyatı | 2026/09/09 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
DoorDash, Inc. 56 Bu analistlerden 43, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Samuel Lourensz | Arete Research Services LLP |
| Ross Sandler | Barclays |
| Nikhil Devnani | Bernstein |