Update: DoorDash Q4 Earnings, Revenue Soar; Shares Jump Premarket
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 hours ago
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Should l Buy DASH?
Source: Yahoo Finance
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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: 173.380
Low
224.00
Averages
278.67
High
330.00
Current: 173.380
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.
See More
Revised: DOORDASH Q4 REVENUE REACHES USD 3,955 MILLION, BELOW IBES ESTIMATE OF USD 3,993 MILLION (AMOUNT CORRECTED)
- Revenue Comparison: Corrected DoorDash's Q4 revenue is reported at USD 3,955 million.
- Estimate Correction: This figure is lower than the previous estimate of USD 3,993 million.
See More
Doordash's Stock Rallies Despite Disappointing Q4 Results
- Early Investment Returns: Despite disappointing Q4 results, Doordash's stock rebounded as Wall Street expressed optimism, with analysts noting improvements in unit economics in new verticals like retail and grocery, indicating potential for future growth.
- Tech Upgrade Progress: CFO Ravi Inukonda stated that the company is making good progress on its tech stack overhaul, with most spending expected to occur in 2026, which will lay the groundwork for future profitability.
- Market Expansion Potential: Analysts highlighted that Doordash's acquisition of Deliveroo positions it to double its total addressable market globally, enhancing its competitive edge in the food delivery sector.
- Record User Growth: Doordash achieved a record number of subscribers in Q4, demonstrating a strong user base and market demand despite challenges from winter storms and increased order costs.
See More
Walmart's Disappointing Earnings Outlook Raises Concerns
- Walmart's Earnings Outlook: Walmart's full-year earnings guidance of $2.75 to $2.95 falls short of the $2.96 consensus, indicating challenges in resetting market expectations despite food inflation at just 1%, while authorizing a $30 billion stock buyback program to support its stock price.
- Boeing Order Growth: Boeing secured nearly 100 jet orders from three Vietnamese airlines, indicating a recovery in its backlog, and as CEO Kelly Ortberg's turnaround progresses, a breakout moment for earnings is anticipated, prompting investors to position themselves ahead of this potential growth.
- Deere's Profit Forecast Upgrade: Deere raised its 2026 profit forecast to between $4.5 billion and $5 billion, surpassing the FactSet consensus of $4.38 billion, reflecting a recovery in its construction and small agriculture segments, which led to a 6% increase in its stock price.
- eBay's Strong Performance: eBay reported a blowout quarter with a strong first-quarter outlook, resulting in a 6% stock increase, and announced the acquisition of secondhand fashion app Depop for $1.2 billion, showcasing the company's resurgence in the marketplace.
See More
DoorDash's Investment Cycle Shows Early Progress Despite Q4 Disappointment
- Early Investment Progress: Despite disappointing Q4 results, DoorDash's stock rallied on Thursday, indicating early signs of success in its investment cycle, with analysts noting strong core business performance and improving unit economics.
- Lowered Profit Expectations: The company anticipates that continued investments in Deliveroo will negatively impact adjusted EBITDA in Q1, alongside a $20 million hit from recent U.S. winter storms and increased order costs.
- Market Expansion Potential: Bank of America analysts highlighted that DoorDash's acquisition of Deliveroo positions it to double its global market potential, and despite investor concerns over its aggressive investment cycle, the company is executing effectively on its new tech platform.
- Tech Investments and Warehousing: DoorDash's CFO stated that the company is making significant progress on its tech stack overhaul, with most spending expected in 2026, while also creating warehouses to reduce delivery distances and enhance profitability.
See More
Latest Rating Changes on Wall Street
- Nvidia Outlook Positive: Oppenheimer reiterates its outperform rating on Nvidia, anticipating sustained outsized growth in high-performance gaming, datacenter/AI, and autonomous driving, indicating strong market demand and future profitability potential.
- CIBC Rating Upgrade: Barclays upgrades CIBC from underweight to overweight, highlighting the bank's progress over the past two years with ROE expansion and consistent earnings performance, suggesting significant growth potential and investment appeal in the Canadian market.
- Credo Technology Buy Rating: Goldman Sachs initiates coverage of Credo Technology with a buy rating and a 12-month price target of $165, indicating a favorable risk/reward profile and confidence in the company's future growth.
- Chewy Rating Upgrade: Raymond James upgrades Chewy from market perform to outperform, noting an attractive EV/EBITDA of approximately 8x, combined with topline and margin opportunities in 2026, highlighting the stock's appeal.
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
Revised: DOORDASH Q4 REVENUE REACHES USD 3,955 MILLION, BELOW IBES ESTIMATE OF USD 3,993 MILLION (AMOUNT CORRECTED)
- Revenue Comparison: Corrected DoorDash's Q4 revenue is reported at USD 3,955 million.
- Estimate Correction: This figure is lower than the previous estimate of USD 3,993 million.
See More
Doordash's Stock Rallies Despite Disappointing Q4 Results
- Early Investment Returns: Despite disappointing Q4 results, Doordash's stock rebounded as Wall Street expressed optimism, with analysts noting improvements in unit economics in new verticals like retail and grocery, indicating potential for future growth.
- Tech Upgrade Progress: CFO Ravi Inukonda stated that the company is making good progress on its tech stack overhaul, with most spending expected to occur in 2026, which will lay the groundwork for future profitability.
- Market Expansion Potential: Analysts highlighted that Doordash's acquisition of Deliveroo positions it to double its total addressable market globally, enhancing its competitive edge in the food delivery sector.
- Record User Growth: Doordash achieved a record number of subscribers in Q4, demonstrating a strong user base and market demand despite challenges from winter storms and increased order costs.
See More
Walmart's Disappointing Earnings Outlook Raises Concerns
- Walmart's Earnings Outlook: Walmart's full-year earnings guidance of $2.75 to $2.95 falls short of the $2.96 consensus, indicating challenges in resetting market expectations despite food inflation at just 1%, while authorizing a $30 billion stock buyback program to support its stock price.
- Boeing Order Growth: Boeing secured nearly 100 jet orders from three Vietnamese airlines, indicating a recovery in its backlog, and as CEO Kelly Ortberg's turnaround progresses, a breakout moment for earnings is anticipated, prompting investors to position themselves ahead of this potential growth.
- Deere's Profit Forecast Upgrade: Deere raised its 2026 profit forecast to between $4.5 billion and $5 billion, surpassing the FactSet consensus of $4.38 billion, reflecting a recovery in its construction and small agriculture segments, which led to a 6% increase in its stock price.
- eBay's Strong Performance: eBay reported a blowout quarter with a strong first-quarter outlook, resulting in a 6% stock increase, and announced the acquisition of secondhand fashion app Depop for $1.2 billion, showcasing the company's resurgence in the marketplace.
See More
DoorDash's Investment Cycle Shows Early Progress Despite Q4 Disappointment
- Early Investment Progress: Despite disappointing Q4 results, DoorDash's stock rallied on Thursday, indicating early signs of success in its investment cycle, with analysts noting strong core business performance and improving unit economics.
- Lowered Profit Expectations: The company anticipates that continued investments in Deliveroo will negatively impact adjusted EBITDA in Q1, alongside a $20 million hit from recent U.S. winter storms and increased order costs.
- Market Expansion Potential: Bank of America analysts highlighted that DoorDash's acquisition of Deliveroo positions it to double its global market potential, and despite investor concerns over its aggressive investment cycle, the company is executing effectively on its new tech platform.
- Tech Investments and Warehousing: DoorDash's CFO stated that the company is making significant progress on its tech stack overhaul, with most spending expected in 2026, while also creating warehouses to reduce delivery distances and enhance profitability.
See More
Latest Rating Changes on Wall Street
- Nvidia Outlook Positive: Oppenheimer reiterates its outperform rating on Nvidia, anticipating sustained outsized growth in high-performance gaming, datacenter/AI, and autonomous driving, indicating strong market demand and future profitability potential.
- CIBC Rating Upgrade: Barclays upgrades CIBC from underweight to overweight, highlighting the bank's progress over the past two years with ROE expansion and consistent earnings performance, suggesting significant growth potential and investment appeal in the Canadian market.
- Credo Technology Buy Rating: Goldman Sachs initiates coverage of Credo Technology with a buy rating and a 12-month price target of $165, indicating a favorable risk/reward profile and confidence in the company's future growth.
- Chewy Rating Upgrade: Raymond James upgrades Chewy from market perform to outperform, noting an attractive EV/EBITDA of approximately 8x, combined with topline and margin opportunities in 2026, highlighting the stock's appeal.
See More
