DoorDash faces intensified competition from Uber Eats' new AI tool
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 29 2025
0mins
Should l Buy DASH?
Source: MarketWatch
DoorDash Inc. shares fell 4.46% and hit a 20-day low amid a challenging market environment, with the Nasdaq-100 down 1.02% and the S&P 500 down 0.45%.
The decline in DoorDash's stock price comes as Uber Eats launched an AI shopping assistant tool, enhancing its competitive edge in the grocery delivery sector. This new feature allows users to build shopping carts using text or images and partners with major retailers like Safeway and Kroger, intensifying competition for market share. As Uber's delivery business reported a 26% year-over-year growth in gross bookings, DoorDash faces pressure to innovate and maintain its market position.
The implications of this competitive landscape suggest that DoorDash may need to accelerate its own technological advancements and marketing strategies to retain customers and fend off rivals. Investors will be closely monitoring how DoorDash responds to these market challenges.
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Analyst Views on DASH
Wall Street analysts forecast DASH stock price to rise
21 Analyst Rating
18 Buy
3 Hold
0 Sell
Strong Buy
Current: 162.340
Low
224.00
Averages
278.67
High
330.00
Current: 162.340
Low
224.00
Averages
278.67
High
330.00
About DASH
DoorDash, Inc. is engaged in providing services that reduce friction in local commerce and help merchants connect with consumers in their communities. The Company's primary offerings include the DoorDash Marketplace and the Wolt Marketplace (together, the Marketplaces), and its Commerce Platform. The Company's Marketplaces operate in over 30 countries across the globe and provide an integrated suite of services that help merchants establish an online presence, connect with consumers in their communities, and solve mission-critical challenges, such as customer acquisition, demand generation, order fulfillment, merchandising, payment processing, and customer support. It also offers advertising as a value-added service through its Marketplaces to help merchants and consumer packaged goods companies increase consumer engagement. The Company also has offsite advertising capabilities. Its white-label delivery fulfillment services include DoorDash Drive On-Demand and Wolt Drive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
DoorDash Q4 Results Beat Expectations, Shares Rise Over 10%
- Significant Order Growth: DoorDash's total orders surged 32% year-over-year to 903 million in Q4, surpassing expectations of 885 million, indicating robust market demand and user growth potential, thereby strengthening the company's position in the competitive food delivery market.
- Increased Market Value: The marketplace gross order value (GOV) rose 39% to $29.7 billion, exceeding the expected $29.17 billion, reflecting increased consumer spending and further driving revenue growth and market share expansion for the company.
- Profitability Challenges: Despite total sales rising 36.6% to $3.96 billion, this fell short of expectations by $30 million, and earnings per share increased 45% to $0.048, failing to meet market forecasts, highlighting pressures on cost control and profitability.
- Future Investment Plans: DoorDash anticipates ongoing significant investments in new categories and international markets, with Q1 marketplace GOV expected between $31 billion and $31.8 billion, demonstrating the company's confidence in future growth and its ability to seize market opportunities.
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DoorDash (DASH) Q4 2025 Earnings Call Transcript
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DoorDash Reports 32% Increase in Q4 Orders
- Significant Order Growth: DoorDash reported a 32% year-over-year increase in total orders for Q4, reaching 903 million, indicating strong performance amid market recovery, although overall earnings fell short of expectations.
- Marketplace GOV Surge: The marketplace gross order volume (GOV) rose 39% year-over-year to $29.7 billion, reflecting sustained consumer demand for delivery services and enhancing the company's position in a competitive market.
- Adjusted Earnings Outlook: Despite reporting adjusted earnings of $0.48 per share for Q4, below the analyst consensus of $1.29, the company expects marketplace GOV to range between $31 billion and $31.8 billion in Q1 2026, demonstrating confidence in future growth.
- Strategic Investment Focus: The company plans to continue investing in autonomous and artificial intelligence technologies in 2026 to enhance marketplace selection and quality while increasing merchant value, aiming for long-term improvements in efficiency and profitability.
See More
Multiple Companies Shine in After-Hours Trading
- DoorDash Order Growth: DoorDash reported a 32% year-over-year increase in total orders and a 38% rise in revenue for Q4, leading to a 10% stock price jump despite missing overall earnings expectations, indicating market confidence in its growth potential.
- Figma's Strong Performance: Figma's adjusted earnings of 8 cents per share and revenue of $303.8 million in Q4 surpassed analyst expectations, with a 40% year-over-year growth, resulting in a 16% stock price increase, showcasing its robust competitiveness in the design software market.
- Etsy Transaction Dynamics: Etsy's agreement to sell Depop for $1.2 billion in cash led to a nearly 16% stock price increase, while eBay's stock rose over 6%, reflecting positive market sentiment towards the transaction and its potential to strengthen Etsy's market position.
- Carvana Earnings Decline: Carvana's adjusted EBITDA of $511 million fell short of the $539.2 million expected by analysts, causing a 15% drop in stock price, highlighting concerns over its profitability and market performance.
See More
DoorDash Stock Drops 10% After Disappointing Q4 Results and Guidance
- Disappointing Performance: DoorDash reported Q4 earnings of 48 cents per share, missing the expected 59 cents, with revenue at $3.96 billion, slightly below the $3.99 billion forecast, indicating pressure on profitability.
- Weak Guidance: The company forecasts adjusted EBITDA for Q1 between $675 million and $775 million, significantly lower than the $802 million estimate, reflecting investor concerns about future growth prospects.
- Significant Order Growth: Despite challenges, DoorDash's total orders grew 32% year-over-year to 903 million, with marketplace gross order value increasing 39% to $29.7 billion, demonstrating resilience in market demand.
- Increased Tech Investment: CEO Tony Xu stated that DoorDash is heavily investing in new technologies and products, including a platform integration of Doordash, Deliveroo, and Wolt, which he described as a “massive and expensive undertaking,” raising investor concerns about spending goals.
See More
DoorDash Earnings Miss Estimates, Stock Drops
- Earnings Performance: DoorDash reported earnings of 48 cents per share, missing the market estimate of 60 cents, indicating pressure on profitability that could affect investor confidence.
- Revenue Shortfall: The quarterly revenue of $3.96 billion fell short of the consensus estimate of $3.99 billion, despite a 38% year-over-year increase, which may lead to stock volatility due to unmet expectations.
- Strong Order Growth: Total orders increased by 32% year-over-year to 903 million, demonstrating resilience in market demand, which may still attract long-term investor interest despite the overall financial performance.
- Cautious Outlook: DoorDash expects first-quarter marketplace GOV to range between $31 billion and $31.8 billion, with adjusted EBITDA projected between $675 million and $775 million, reflecting a cautious stance on future growth that could influence market sentiment.
See More
DoorDash Q4 Results Beat Expectations, Shares Rise Over 10%
- Significant Order Growth: DoorDash's total orders surged 32% year-over-year to 903 million in Q4, surpassing expectations of 885 million, indicating robust market demand and user growth potential, thereby strengthening the company's position in the competitive food delivery market.
- Increased Market Value: The marketplace gross order value (GOV) rose 39% to $29.7 billion, exceeding the expected $29.17 billion, reflecting increased consumer spending and further driving revenue growth and market share expansion for the company.
- Profitability Challenges: Despite total sales rising 36.6% to $3.96 billion, this fell short of expectations by $30 million, and earnings per share increased 45% to $0.048, failing to meet market forecasts, highlighting pressures on cost control and profitability.
- Future Investment Plans: DoorDash anticipates ongoing significant investments in new categories and international markets, with Q1 marketplace GOV expected between $31 billion and $31.8 billion, demonstrating the company's confidence in future growth and its ability to seize market opportunities.
See More
DoorDash (DASH) Q4 2025 Earnings Call Transcript
See More
DoorDash Reports 32% Increase in Q4 Orders
- Significant Order Growth: DoorDash reported a 32% year-over-year increase in total orders for Q4, reaching 903 million, indicating strong performance amid market recovery, although overall earnings fell short of expectations.
- Marketplace GOV Surge: The marketplace gross order volume (GOV) rose 39% year-over-year to $29.7 billion, reflecting sustained consumer demand for delivery services and enhancing the company's position in a competitive market.
- Adjusted Earnings Outlook: Despite reporting adjusted earnings of $0.48 per share for Q4, below the analyst consensus of $1.29, the company expects marketplace GOV to range between $31 billion and $31.8 billion in Q1 2026, demonstrating confidence in future growth.
- Strategic Investment Focus: The company plans to continue investing in autonomous and artificial intelligence technologies in 2026 to enhance marketplace selection and quality while increasing merchant value, aiming for long-term improvements in efficiency and profitability.
See More
Multiple Companies Shine in After-Hours Trading
- DoorDash Order Growth: DoorDash reported a 32% year-over-year increase in total orders and a 38% rise in revenue for Q4, leading to a 10% stock price jump despite missing overall earnings expectations, indicating market confidence in its growth potential.
- Figma's Strong Performance: Figma's adjusted earnings of 8 cents per share and revenue of $303.8 million in Q4 surpassed analyst expectations, with a 40% year-over-year growth, resulting in a 16% stock price increase, showcasing its robust competitiveness in the design software market.
- Etsy Transaction Dynamics: Etsy's agreement to sell Depop for $1.2 billion in cash led to a nearly 16% stock price increase, while eBay's stock rose over 6%, reflecting positive market sentiment towards the transaction and its potential to strengthen Etsy's market position.
- Carvana Earnings Decline: Carvana's adjusted EBITDA of $511 million fell short of the $539.2 million expected by analysts, causing a 15% drop in stock price, highlighting concerns over its profitability and market performance.
See More
DoorDash Stock Drops 10% After Disappointing Q4 Results and Guidance
- Disappointing Performance: DoorDash reported Q4 earnings of 48 cents per share, missing the expected 59 cents, with revenue at $3.96 billion, slightly below the $3.99 billion forecast, indicating pressure on profitability.
- Weak Guidance: The company forecasts adjusted EBITDA for Q1 between $675 million and $775 million, significantly lower than the $802 million estimate, reflecting investor concerns about future growth prospects.
- Significant Order Growth: Despite challenges, DoorDash's total orders grew 32% year-over-year to 903 million, with marketplace gross order value increasing 39% to $29.7 billion, demonstrating resilience in market demand.
- Increased Tech Investment: CEO Tony Xu stated that DoorDash is heavily investing in new technologies and products, including a platform integration of Doordash, Deliveroo, and Wolt, which he described as a “massive and expensive undertaking,” raising investor concerns about spending goals.
See More
DoorDash Earnings Miss Estimates, Stock Drops
- Earnings Performance: DoorDash reported earnings of 48 cents per share, missing the market estimate of 60 cents, indicating pressure on profitability that could affect investor confidence.
- Revenue Shortfall: The quarterly revenue of $3.96 billion fell short of the consensus estimate of $3.99 billion, despite a 38% year-over-year increase, which may lead to stock volatility due to unmet expectations.
- Strong Order Growth: Total orders increased by 32% year-over-year to 903 million, demonstrating resilience in market demand, which may still attract long-term investor interest despite the overall financial performance.
- Cautious Outlook: DoorDash expects first-quarter marketplace GOV to range between $31 billion and $31.8 billion, with adjusted EBITDA projected between $675 million and $775 million, reflecting a cautious stance on future growth that could influence market sentiment.
See More
