DASH Sees Continued Growth in Total Orders: Is More Upside Ahead?
Written by Emily J. Thompson, Senior Investment Analyst
Source: NASDAQ.COM
DoorDash Growth: DoorDash reported a 20% year-over-year increase in total orders, reaching 761 million in Q2 2025, driven by diversification into grocery and retail sectors.
User Engagement: The rise in monthly active users and membership programs like DashPass contributed to an all-time high in average order frequency during the same quarter.
Competitive Landscape: DoorDash faces stiff competition from platforms like Uber Eats and Grubhub, which are also expanding their services and partnerships to attract customers.
Stock Performance: DoorDash shares have surged 51.1% year-to-date, although they are considered overvalued with a Price/Sales ratio of 7.30, compared to industry averages.
Analyst Views on DASH
Wall Street analysts forecast DASH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DASH is 282.32 USD with a low forecast of 205.00 USD and a high forecast of 360.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
30 Analyst Rating
24 Buy
6 Hold
0 Sell
Strong Buy
Current: 207.650
Low
205.00
Averages
282.32
High
360.00
Current: 207.650
Low
205.00
Averages
282.32
High
360.00
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.
