Research
Scotiabank Initiates DoorDash at Sector Outperform With $275 Price Target
DoorDash (DASH) has an average rating of buy and mean price target of $261.65, according to analysts polled by FactSet.
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38 stories mentioning DASHUpdated 4d ago
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Recent broker actions mentioned in FINWIRES coverage. Compiled from wire headlines; not investment advice.
- ScotiabankInitiatedSector OutperformPrice target$275
- Rosenblatt SecuritiesInitiatedBuyPrice target$270
- JPMorganTarget revisedPrice target$262from $250
- SusquehannaTarget revisedPrice target$225from $250
- DA DavidsonTarget revisedNeutralPrice target$200from $224
- DA DavidsonTarget revisedPrice target$200from $224
What's the latest news on DASH?
Wire
DoorDash Partners With SKIMS for On-Demand Delivery
DoorDash (DASH) said Tuesday it partnered with SKIMS to offer on-demand delivery from all US retail locations of the apparel brand co-founded by Kim Kardashian and Jens Grede.The platform will deliver over 23,000 clothing products with an average fulfillment time under an hour, the company said.The service initially covers 17 stores in 11 states and Washington, DC, before expanding to nine additional locations, DoorDash said.Price: $201.52, Change: $-10.21, Percent Change: -4.82%
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Research
Rosenblatt Securities Initiates DoorDash at Buy With $270 Price Target
DoorDash (DASH) has an average rating of buy and mean price target of $260.67, according to analysts polled by FactSet.
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Insider Trading
Doordash Insider Sold Shares Worth $7,666,938, According to a Recent SEC Filing
Tony Xu, 10% Owner, Director, CEO, on August 24, 2026, sold 33,334 shares in Doordash (DASH) for $7,666,938. Following the Form 4 filing with the SEC, Xu has control over a total of 9,659 Class A common shares of the company, with 1,500 shares held directly and 8,159 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1792789/000183261726000009/xslF345X05/form4-08262026_040808.xml
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Wire
DoorDash Q2 Robust Results Reflect Re-Accelerating Core Growth, Margin Upside Unlikely to Translate Into H2, Wedbush Says
DoorDash's (DASH) robust Q2 results reflect re-accelerating core growth and profitability inflecting earlier-than-expected, but margin upside won't translate into H2 as management anticipates higher platform and autonomy investments, Wedbush said in a note Thursday.With full platform rollout expected in H1 2027, grocery and retail are expected to reach gross profit positive in H2 2026, according to the note.For Q3, Wedbush said it expects EPS of $0.81 on revenue of $4.6 billion. For 2026, it expects EPS of $2.54 on revenue of $17.9 billion.While the company's autonomous delivery robot Dot aimed for a high-single-digit share of orders in its largest test market by year-end, which could advance progress, durable margin timing remains less visible as investments play out, the analysts wrote.Wedbush its reiterated its neutral rating on the stock and boosted its price target to $220 per share from $205.Price: $218.81, Change: $-1.41, Percent Change: -0.64%
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Wire
JPMorgan Adjusts DoorDash Price Target to $262 From $250
DoorDash (DASH) has an average rating of overweight and mean price target of $253.07, according to analysts polled by FactSet.Price: $212.13, Change: $+4.86, Percent Change: +2.34%
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US Markets
Stocks Mostly Up Pre-Bell as Investors Weigh Potential Iran-Oman Hormuz Deal, Await More Earnings
US equity markets were mostly pointing higher before the opening bell Thursday as investors assess prospects for a potential deal between Iran and Oman over the Strait of Hormuz and await the latest batch of corporate earnings.The S&P 500 edged up 0.1% and the Dow Jones Industrial Average rose 0.2% in premarket activity, while the Nasdaq declined 0.3%. The Nasdaq and S&P 500 finished the previous trading session lower, while the Dow logged a fresh closing high for a third straight day.Iranian Deputy Foreign Minister Kazem Gharibabadi reportedly said Thursday that an "understanding" between Iran and Oman regarding the Strait of Hormuz is close to being finalized, CNBC reported. Gharibabadi noted that the path of understanding is between the two countries and no negotiations have taken place with the US during this period.Earlier in the week, President Donald Trump reportedly said an agreement to reopen the strait, the world's most important chokepoint for crude flows, was imminent.West Texas Intermediate crude oil dipped 0.1% to $75.16 a barrel before the open, while Brent was slightly in the green at $79.47.ConocoPhillips (COP), Parker Hannifin (PH), Datadog (DDOG), Warner Bros. Discovery (WBD), Becton Dickinson (BDX), Keurig Dr Pepper (KDP), Kenvue (KVUE), Restaurant Brands International (QSR), Fiserv (FISV), Ralph Lauren (RL), Fox (FOX, FOXA), US Foods (USFD) and Unity Software (U) report their latest financial results before the bell, among others.Cloudflare (NET), Monster Beverage (MNST) and Airbnb (ABNB) are scheduled to post their earnings after the markets close.Shares of Applovin (APP) dropped 16% pre-bell after the mobile technology provider's second-quarter revenue fell short of market estimates. DoorDash (DASH) gained 2.4% as the company delivered a second-quarter revenue beat amid order momentum. SanDisk (SNDK) fell 8.9% following its latest quarterly results.Employers in the US announced 33,429 layoffs in July, down 27% from the month prior and 46% year over year, according to Challenger, Gray & Christmas' latest report. The weekly jobless claims bulletin is out at 8:30 am ET.On Wednesday, ADP (ADP) data showed that private-sector employment in the US increased less than expected last month as gains were concentrated in services. The government's nonfarm payrolls report for July is due on Friday.Treasury yields were trending higher in premarket action, with the two-year rate inclining 2.1 basis points to 4.2% and the 10-year rate adding 1 basis point to 4.63%.Federal Reserve Bank of St. Louis President Alberto Musalem is slated to speak at 5:30 pm.Gold traded up 0.5% at $4,328 per troy ounce, while bitcoin decreased 0.4% to $64,606.
Dow JonesNasdaq CompositeS&P 500$ABNB$ADP$APP$BDX$COP$DASH$DDOG$FISV$FOX$FOXA$KDP$KVUE$MNST$NET$PH$QSR$RL$SNDK$U$USFD$WBD
US Markets
DoorDash Second-Quarter Revenue Tops Views, Earnings Falls Short
DoorDash (DASH) late Wednesday delivered a second-quarter revenue beat amid order momentum, while the food delivery company's earnings fell more than expected.Revenue advanced 36% year over year to $4.45 billion, compared with the FactSet-polled consensus of $4.34 billion. Earnings per share fell to $0.46 during the June quarter from $0.65 a year earlier, missing Wall Street's view of $0.47.DoorDash's shares rose 2.6% in after-hours activity. The stock has declined 8.5% this year through Wednesday close.Marketplace gross order value -- the total value of all orders completed on its marketplaces, including taxes and tips -- climbed 36% annually to $33.08 billion, above analysts' expectations of $32.91 billion.US restaurants' gross order value growth accelerated "slightly," driven by DashPass membership, while the grocery and retail categories showed "strong" annual gains, DoorDash said.Total orders grew 27% to 970 million, while the market was expecting 968.5 million.DoorDash projects third-quarter marketplace gross order value between $33 billion and $34 billion, compared with consensus estimates of $33.39 billion.Wedbush Securities expected a "balanced" second-quarter print, saying investor focus remained on margin expansion."Consumer demand and the core US restaurant vertical remain resilient, with all-time-high (monthly active users), rising frequency, and record subscription quarters across DashPass and Gold," Wedbush analysts said in a note late last month. "Outside of margins, GOV trends and how the health of the consumer holds up is the largest debate."Earlier in the day, Uber Technologies (UBER) said its second-quarter delivery bookings advanced 26% annually to $27.46 billion.
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Wire
Uber's Shares Fall After Second-Quarter Revenue Miss, Weak Bookings Outlook
Uber Technologies' (UBER) shares fell Wednesday after the ride-hailing company's second-quarter revenue missed market estimates and it provided a soft third-quarter bookings guidance.The ride-hailing company's second-quarter revenue increased 12% to $14.19 billion, missing the FactSet-polled estimate of $14.24 billion. Adjusted earnings rose to $0.81 per share from $0.60 a year earlier, compared with Wall Street's consensus of $0.80.Shares of the company declined 6.9% in Wednesday trade, and are down 18% so far this year.The company forecast third-quarter bookings of $58.25 billion to $60.25 billion, with the midpoint of $59.25 billion below the consensus estimate of $59.37 billion. The guidance implies year-over-year growth of 18% to 22% on a constant currency basis.A soft bookings guidance comes despite a stronger-than-expected performance in the June quarter, when bookings surged 24% year over year to a record $58.02 billion. The consensus indicated $57.25 billion.Trips, which advanced 18% to 3.87 billion, continued to be the primary driver of gross bookings growth, Chief Financial Officer Balaji Krishnamurthy said in prepared remarks.The mobility segment's bookings rose 22% annually to $28.99 billion in the second quarter, while delivery and freight climbed 26% and 25%, respectively.Uber guided for third-quarter non-GAAP earnings of $0.84 to $0.88 per share. The outlook's midpoint trailed the Street's $0.87 estimate. The guidance represents year-over-year growth of 28% to 35%.Separately on Wednesday, Uber and autonomous driving technology firm Wayve said Transport for London granted private hire vehicle licenses to Wayve's all-electric Ford Mustang Mach-E vehicles. Wayve's vehicles operate autonomously, but a trained driver will be onboard.Food delivery company DoorDash (DASH) reports second-quarter earnings after market close Wednesday, while results for ride-hailing company Lyft (LYFT) are scheduled for release on Thursday.Uber remains an attractive free cash flow play that trades at a discount to peers despite its enhanced capital expenditure in autonomous vehicles, Oppenheimer said in a note late last month. The planned acquisition of Delivery Hero "has obvious upside with cross-platform coverage and cost synergies," according to the brokerage.In July, Uber agreed to buy Germany-based delivery platform Delivery Hero.Price: $67.07, Change: $-4.93, Percent Change: -6.84%
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US Markets
Stocks Rise Pre-Bell Amid Growing Hopes for Hormuz Deal; Traders Await More Corporate Earnings
The benchmark US stock measures were trending higher in Wednesday's premarket activity amid growing optimism over a potential deal to reopen the Strait of Hormuz, while investors await the latest batch of corporate earnings.The S&P 500 and the Dow Jones Industrial Average rose 0.3% each before the opening bell, while the Nasdaq edged up 0.1%. The S&P 500 and the Dow recorded fresh all-time highs on Tuesday, while the Nasdaq advanced for a fourth consecutive session.President Donald Trump reportedly said late Tuesday that an agreement to reopen the Strait of Hormuz, the world's most important chokepoint for crude flows, is imminent, following "very good discussions" with Iran, according to CNBC.Treasury Secretary Scott Bessent told CNBC on Tuesday that a potential deal to open the crucial waterway could be reached this week. Qatar's Foreign Ministry spokesperson Majed al-Ansari reportedly said that efforts to resolve the US-Iran conflict are "in very progressive stages."West Texas Intermediate crude oil increased 1.1% to $76.58 a barrel in premarket action, while Brent gained 1.7% to $80.73.Yemen's Iran-aligned Houthis reportedly claimed an attack on a Saudi Arabian tanker near the coast of Yanbu, a major port for Saudi crude oil exports, according to a separate CNBC report.Treasury yields were mixed before the open, with the two-year rate rising 1.2 basis points to 4.21% while the 10-year rate retreated 1 basis point to 4.62%.Eli Lilly (LLY), Walt Disney (DIS), Shopify (SHOP), Uber Technologies (UBER), CVS Health (CVS), Phillips 66 (PSX), Kraft Heinz (KHC) and Global Payments (GPN) are scheduled to report their latest financial results before the bell, among others.Sandisk (SNDK), AppLovin (APP), McKesson (MCK), DoorDash (DASH), eBay (EBAY) and Expedia (EXPE) post their earnings after the markets close.Shares of SpaceX (SPCX) dropped 12% pre-bell after the rocket and satellite company reported quarterly results for the first time since going public. Advanced Micro Devices (AMD) fell 8.6% even though it recorded fiscal second-quarter results above market estimates. Arista Networks (ANET) jumped 16%.Wednesday's economic calendar has the weekly mortgage applications bulletin at 7 am ET, followed by the ADP Employment report for July at 8:15 am. The purchasing managers' index composite final report from S&P Global (SPGI) for July is out at 9:45 am, followed by the Institute for Supply Management's services index for the same month at 10 am.The domestic EIA petroleum inventories report is due at 10:30 am.Federal Reserve Governor Lisa Cook is scheduled to speak at 4:05 pm, while San Francisco Fed President Mary Daly speaks at 8:35 pm.Gold gained 1.5% to $4,215 per troy ounce, while bitcoin slipped 0.2% to $64,146.
Dow JonesNasdaq CompositeS&P 500$AMD$ANET$APP$CVS$DASH$DIS$EBAY$EXPE$GPN$KHC$LLY$MCK$PSX$SHOP$SNDK$SPCX$SPGI$UBER
Sectors
Sector Update: Consumer Stocks Mixed in Afternoon Trading
Consumer stocks were mixed Friday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) decreasing 0.4% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) rising 3.3%.In corporate news, Newell Brands' (NWL) Q2 earnings unexpectedly rose year over year on the back of tariff refunds, while the consumer products manufacturer returned to revenue growth for the first time in more than four years. Its shares jumped past 14%.T-Mobile US (TMUS) executives have informed Deutsche Telekom, its controlling shareholder, that they no longer support a proposed $300 billion merger between the two companies, Semafor reported. T-Mobile US shares were down 1.2%.DoorDash (DASH) was asked by the chairmen of two US House Select Committees for "information and documents" regarding its evaluation and use of AI systems from China, CNBC reported, citing a letter it viewed. The two committees are conducting a joint investigation into the security ramifications of Chinese AI model use among US companies, the report said. DoorDash shares were shedding 0.3%.
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Wire
Update: Market Chatter: DoorDash Asked by US Lawmakers for Additional Info on Chinese AI Model Use
(Updates with DoorDash's response to a request for comment in the last paragraph.)DoorDash (DASH) was asked by the chairmen of two US House Select Committees for "information and documents" regarding its evaluation and use of AI systems from China, CNBC reported Friday, citing a letter it viewed.The two committees are conducting a joint investigation into the security ramifications of Chinese AI model use among US companies, the report said."DoorDash proudly supports American AI leadership and is working to ensure AI benefits Main Street, not just the biggest companies," a spokesperson toldvia email. "We look forward to engaging with the Committees on how we safely and responsibly use AI, including American-developed frontier models and open-weight models."(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $194.96, Change: $-2.57, Percent Change: -1.30%
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Wire
Market Chatter: DoorDash Asked by US Lawmakers for Additional Info on Chinese AI Model Use
DoorDash (DASH) was asked by the chairmen of two US House Select Committees for "information and documents" regarding its evaluation and use of AI systems from China, CNBC reported Friday, citing a letter it viewed.The two committees are conducting a joint investigation into the security ramifications of Chinese AI model use among US companies, the report said.DoorDash didn't immediately reply to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $194.28, Change: $-3.26, Percent Change: -1.65%
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Wire
DoorDash Asked by US Lawmakers for Additional Info on Chinese AI Model Use, CNBC Reports
DoorDash Asked by US Lawmakers for Additional Info on Chinese AI Model Use, CNBC Reports
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Wire
Uber Technologies' Delivery Hero Deal Could Boost Growth, Profit, UBS Says
Uber Technologies' (UBER) planned Delivery Hero purchase could expand its delivery business, deliver more than $1.2 billion in yearly savings, improve margins after closing and lift earnings, though regulatory approval remains the main risk, UBS said in a note emailed Friday.UBS said Uber has a strong chance of gaining control of Delivery Hero because Prosus plans to sell its stake and Delivery Hero's board supports the offer.The firm said the deal could increase Uber's user base by about 25% and gross bookings by about 22%, strengthening its position against DoorDash (DASH) and other delivery platforms.Uber's $1.2 billion annual savings target appears achievable and may be conservative, helped by combining platforms, removing repeated costs and selling more services to existing customers, while Delivery Hero's Talabat business, planned asset sales and further cost cuts should help Uber recover margins quickly after the deal closes, the firm said.The transaction could add to adjusted earnings per share after its expected closing in H2 2027 and raise adjusted earnings before interest, taxes, depreciation, and amortization by a high-single-digit percentage by the third year, according to the note.UBS kept Uber's buy rating and $110 price target.Price: $71.77, Change: $-2.27, Percent Change: -3.07%
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Wire
US Senator Blumenthal Calls on FTC to Stop Food Delivery Apps' 'Deceptive' Fees
US Senator Richard Blumenthal on Friday called on the Federal Trade Commission to stop food delivery applications from imposing allegedly "undisclosed, deceptive" fees on consumers.In a post on social media platform X, Blumenthal claimed that the said fees raise food prices by an average of 80%.The FTC did not immediately respond to' request for a comment.Price: $75.53, Change: $+1.18, Percent Change: +1.59%
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US Markets
Domino's Quarterly Results Likely Impacted by Macro Pressures, Promotions, UBS Says
Domino's Pizza (DPZ) is expected to post soft second-quarter results due to economic headwinds and increased promotional activity across the pizza category, UBS Securities said in a note emailed Wednesday.The brokerage expects Domino's US same-store sales to fall 1.5% in the second quarter, compared with consensus expectations that UBS put at 0.3% growth. UBS forecasts the pizza restaurant operator's earnings per share at $3.91, lower than Wall Street's expectation of $4.23.Soft consumer spending and heightened promotional competition will likely offset the impact of sales initiatives, including those focused on value, and third-party contributions, UBS analyst Dennis Geiger said.Crude and gasoline prices soared in the aftermath of the Iran war, souring consumer sentiment. Energy prices have come down as the US and Iran engaged in talks and agreed to a memorandum of understanding to end their war in June.Earlier this year, Domino's Pizza reported weaker-than-expected first-quarter results as consumer uncertainty and inflation weighed on demand late in the quarter. It is scheduled to report second-quarter financials July 20.The company said last month Chief Operating Officer Joe Jordan will succeed Russell Weiner as chief executive later this year.UBS projects a 0.2% increase in US comparable sales for the full year."While near-term headwinds are likely to persist and comparisons are getting tougher into (the second half), we anticipate sequential recovery over the longer-term," Geiger added.Promotional offerings and expansion of its DoorDash (DASH) partnership will help drive a long-term recovery, UBS said.The company's valuation offers an attractive risk-reward profile backed by expected market share gains despite economic uncertainty, according to the note.UBS reiterated its buy rating on Domino's stock and kept the price target unchanged at $375.Domino's shares closed 3.4% lower on Wednesday. The stock has lost 27% so far this year.Price: $303.15, Change: $-10.00, Percent Change: -3.19%
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US Markets
Dollar General's Core Consumer Remains Resilient Despite Inflation Pressures, Truist Says
Dollar General's (DG) core lower- and middle-income consumers are under pressure amid sticky inflation and higher gas prices, but continue to show resilience, Truist Securities said in a Wednesday note.Dollar General's consumer base continues to be steady and manage budgets despite inflation and periods of stress, Truist analyst Scot Ciccarelli said. Continued employment is a key factor driving this strength and shopping behavior, the analyst added."Most importantly, this customer is also still employed, which is the single biggest driver to shopping behavior, even as the recent drop in gas prices (if sustained) should also help at the margin," Ciccarelli wrote.Dollar General is also benefiting from "trade-in" activity from higher- and upper-middle-income shoppers, attracted by its value and convenience proposition, the brokerage said. Third-party delivery services are further expanding its reach, helping bring in more higher-income customers."While still a small part of the base, Dollar General's highest income customers are their fastest growing cohort," the note added.Dollar General remains "very comfortable" with its competitive pricing and positioning, Truist said, noting that its prices are within about 3%-5% of mass retailers like Walmart (WMT).The brokerage maintained its Hold rating and $114 price target on Dollar General.
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Wire
DoorDash Users Report Problems
There were 36,000 reports by users experiencing problems with DoorDash (DASH) as of 10:27 a.m. ET, according to Downdetector.Price: $170.99, Change: $+2.90, Percent Change: +1.73%
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Wire
DoorDash Users Report Problems, Downdetector Reports
DoorDash Users Report Problems, Downdetector Reports
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