Three Growth Stocks to Buy After Recent Sell-Offs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy DASH?
Source: Fool
- DoorDash Business Growth: DoorDash's stock has fallen approximately 38% since October 2025; however, its Q4 revenue surged 38% year-over-year to $29.7 billion, with earnings soaring 51% to $213 million, demonstrating strong performance in its diversified business, particularly in third-party retailer fulfillment services.
- ServiceNow Market Rebound: ServiceNow's stock is nearly 50% below its record high from last summer, yet CEO Bill McDermott emphasized in the Q4 earnings call that enterprise AI will be a major driver of the multi-trillion-dollar investment cycle, and he personally invested $3 million in company stock, reflecting confidence in future growth.
- Toast Expansion Momentum: Toast's stock has plummeted 44% since August 2025, but it added 30,000 new restaurant clients in 2025, with 8,000 in Q4, and its annual recurring revenue (ARR) grew 26% year-over-year to $2 billion, indicating strong growth potential in the restaurant sector.
- Valuation Appeal: Despite market pressures, Toast's price-to-earnings growth (PEG) ratio is only 0.25, suggesting an attractive valuation, and the company is expanding into new verticals like food and beverage retail, further enhancing its competitive position in the market.
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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: 180.410
Low
224.00
Averages
278.67
High
330.00
Current: 180.410
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.
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- 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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- Increased Legal Oversight: Milan prosecutors have placed Deliveroo's Italian arm under judicial supervision, investigating its treatment of workers, indicating a significant shift in legal focus towards protecting worker rights, which may lead to major operational changes for the company.
- Worker Rights Issues: Despite a 2020 Supreme Court ruling affirming that delivery riders should have employee rights, conditions have reportedly worsened over six years, with many riders living below the poverty line and facing homelessness, highlighting widespread exploitation in the industry.
- Immigrant Worker Dilemma: The inquiry revealed that many delivery riders are undocumented immigrants working up to 17 hours a day without basic labor protections, underscoring severe social issues within Italy's food delivery sector.
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- Enhanced User Interaction: The new AI assistant, Gemini, can interact directly with Samsung's native apps like Calendar and Reminder, enabling users to easily add events or extract information from videos through voice commands, significantly improving operational convenience and efficiency.
- Global Device Expansion: Samsung expects to double the number of its devices powered by Gemini from 400 million to 800 million this year, indicating strong growth potential in the AI sector while providing Google with a crucial platform to demonstrate its consumer AI technology.
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