DoorDash Stock Volatility Highlights Growth Potential
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 hours ago
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Should l Buy OPY?
Source: CNBC
- Earnings Miss: DoorDash's fourth-quarter earnings fell short of expectations, causing shares to drop 12% in after-hours trading; however, CEO Tony Xu's optimistic outlook led to a 2% recovery in the following session, reflecting market confidence in the company's long-term growth.
- Analyst Optimism: Analysts predict a 45% upside for DoorDash's stock, with 36 analysts rating it as either a strong buy or buy, indicating a positive outlook on its international business and grocery delivery growth potential.
- Strategic Importance of Deliveroo Investment: While the investment in Deliveroo is seen as a short-term burden, analysts believe it opens significant opportunities for DoorDash's international expansion in Europe, particularly in automation and new product development.
- Competitive Advantage: Xu emphasized DoorDash's edge in offering diverse choices, arguing that even with Amazon's competition, the ability to provide options from multiple independent retailers will sustain growth, and analysts are optimistic about its potential in restaurant reservations and personalized recommendations.
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Analyst Views on OPY
About OPY
Oppenheimer Holdings Inc., through its subsidiaries, is a middle market investment bank and full-service broker-dealer. The Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (corporate and public finance), equity and fixed income research, market-making, trust services, and investment advisory and asset management services. The Company’s Wealth Management segment provides a comprehensive array of financial services through a network of financial advisors. Its wealth management services include full-service brokerage, wealth planning, and margin lending. Its Capital Markets segment includes investment banking, institutional equities sales, trading, and research, taxable fixed income sales, trading, and research, public finance and municipal trading, as well as the Company's operations in the United Kingdom, Hong Kong and Israel.
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.
- Earnings Miss: DoorDash's fourth-quarter earnings fell short of expectations, causing shares to drop 12% in after-hours trading; however, CEO Tony Xu's optimistic outlook led to a 2% recovery in the following session, reflecting market confidence in the company's long-term growth.
- Analyst Optimism: Analysts predict a 45% upside for DoorDash's stock, with 36 analysts rating it as either a strong buy or buy, indicating a positive outlook on its international business and grocery delivery growth potential.
- Strategic Importance of Deliveroo Investment: While the investment in Deliveroo is seen as a short-term burden, analysts believe it opens significant opportunities for DoorDash's international expansion in Europe, particularly in automation and new product development.
- Competitive Advantage: Xu emphasized DoorDash's edge in offering diverse choices, arguing that even with Amazon's competition, the ability to provide options from multiple independent retailers will sustain growth, and analysts are optimistic about its potential in restaurant reservations and personalized recommendations.
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- Positive Market Reaction: Despite Oracle's stock having declined approximately 25% this year, the analyst believes the current price has entered buy territory, reflecting market recognition of its future potential, particularly in AI and cloud infrastructure investments.
- Customer Acquisition Success: Schwartz highlighted Oracle's achievement in securing high-profile clients like top AI developer OpenAI, which not only strengthens the company's market position but also lays a foundation for future revenue growth, further boosting investor confidence.
- Optimistic Future Outlook: The analyst anticipates that Oracle's per-share net income could double by fiscal 2030, and despite the pressure from the sell-off of tech companies, the management's proactive embrace of the latest technologies demonstrates strong business adaptability.
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- Amazon Buy Rating Maintained: Bank of America reiterated its 'Buy' rating on Amazon, suggesting that sentiment will improve as AWS revenues accelerate and new AI deals are signed, despite a 6% decline in Amazon shares since the Q4 earnings report, indicating a potential recovery ahead.
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- Rating Upgrade: Oppenheimer has upgraded Oracle from 'Perform' to 'Outperform' with a price target of $185, indicating a 27% upside, reflecting an attractive opportunity for investors.
- Stock Pullback: Oracle's shares have declined by 13% over the past year and 25% this year alone, creating an appealing entry point, as the analyst believes the current risk-reward balance is favorable.
- Earnings Outlook: The analyst projects that Oracle's earnings per share could triple and double by fiscal year 2030 in bullish and base cases respectively, indicating strong future profitability potential for the company.
- Risk Mitigation: Oracle is successfully reducing its risk profile, particularly concerning counterparty risks tied to OpenAI, with the analyst noting that these risks are easing amid major funding plans and renewed momentum.
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