Core Insights - DoorDash (DASH) shares have increased by 29.7% over the past 12 months, outperforming the Zacks Computer & Technology sector's growth of 27.2% [1] - The growth is driven by strong order growth, rising Marketplace Gross Order Value (GOV), improved logistics efficiency, and increased advertising contributions [1] Company Performance - Total orders for DoorDash rose by 21% year over year to 776 million in Q3 2025, while Marketplace GOV increased by 25% year over year to $25 billion, indicating robust demand [2] - For Q4 2025, DoorDash anticipates Marketplace GOV to be between $28.9 billion and $29.5 billion, with 2025 revenue estimates significantly rising [9][10] Partnerships and Expansions - DoorDash is expanding its partner network, which includes notable companies like Old Navy, Family Dollar, Waymo, Kroger, and McDonald's, enhancing its service offerings and market reach [5] - A new partnership with Family Dollar was announced in November 2025 to provide on-demand delivery from approximately 7,000 stores nationwide [6] - In October 2025, DoorDash partnered with Waymo to test an autonomous delivery service in Metro Phoenix, with plans to expand the service later [7] - A new online ordering experience was launched with McDonald's, allowing customers to order McDelivery directly via mobile web or desktop [8] Financial Estimates - The Zacks Consensus Estimate for DoorDash's earnings in 2025 is $2.23 per share, reflecting a year-over-year increase of 668.97% despite an 8.23% decrease over the past 30 days [10] - The Zacks Consensus Estimate for 2025 revenues is projected at $13.75 billion, indicating a year-over-year increase of 28.28% [11] Competitive Landscape - DoorDash faces increasing competition from local food delivery platforms like Uber Technologies and Amazon, which are also expanding their delivery services [12] - Amazon's Prime membership program continues to enhance its delivery ecosystem, offering faster delivery options [13] - Uber Technologies reported a 29% year-over-year increase in its Delivery segment, highlighting the competitive pressure in the market [14] Valuation Concerns - DoorDash shares are considered overvalued, with a trailing 12-month Price/Book ratio of 10.23, exceeding the Internet - Services industry's average of 7.92 [15] - The current valuation concerns, along with intense competition and a fragmented market, may pressure margins [17]

As Peter Lynch once said, insiders might sell their shares for many reasons… but there is typically only one reason an insider buys: ➡️ They believe the stock is undervalued. More News from Barchart And the bigger the insider buy, the higher the conviction. That’s exactly how DoorDash (DASH) stock ended up making its debut in the latest Market on Close livestream, when insider Alfred Lin – a longtime director at DASH who’s also a former Zappos exec and a current partner at Sequoia Capital – made a whale ...

Core Insights - The American economy is showing resilience as families, workers, and local businesses adapt in 2025, according to DoorDash's first-ever State of Local Commerce report [1] Group 1: Economic Trends - Grocery prices are easing, with DoorDash's Breakfast Basics Index showing a 14 percent decrease from March to September 2025 [3] - The cost of everyday essentials like diapers and toilet paper remained steady during the same period [3] - Families in cities like Lincoln, Milwaukee, and Detroit can stretch their dollars further, with the DoorDash Cheeseburger Index indicating that their purchasing power is twice that of other major metros [3] Group 2: Local Business Resilience - 93 percent of local restaurants active on DoorDash in September 2025 are still operational, highlighting the resilience of neighborhood businesses [4] - New restaurant activity has increased by 18 percent since last September, with cities like Laredo, Milwaukee, and Saint Paul experiencing the highest growth [4] Group 3: Urban Recovery - Weekday lunch orders in business districts, a key indicator of in-office work, have risen in over 50 percent of cities, with a nationwide increase of 2.5 percent [6] - Cities such as San Francisco, Chandler, and Austin are leading this resurgence, with growth rates six times higher than the national average [6] Group 4: Flexible Work Trends - The number of individuals participating in flexible work has significantly increased, with the ratio rising from fewer than one in 200 in 2019 to about one in 15 [7] - Half of the Dashers balance other jobs across various industries, and most work fewer than four hours per week delivering [7] Group 5: Family Relocation Patterns - Families are increasingly moving to mid-sized and more affordable cities like Lubbock, Gilbert, and El Paso, where they can achieve a better quality of life and stretch their paychecks further [8]

RT Web3Daria (@DariaChernozub)Great catching up with the @CoinMarketCap team at #BinanceBlockchainWeek 🤝✨@Dashpay × CMC - two OGs still standing after 10+ years, basically a whole crypto century 😉Massive respect for the visibility you give to real builders 👏🏻#Dash $Dash https://t.co/D3V2H15lzl ...

Company Overview - DoorDash, Inc. (DASH) is a commerce platform connecting merchants, consumers, and independent contractors, with a market cap of $97 billion [1] - The company operates in over 30 countries, leveraging strong brand recognition and innovative membership programs like DashPass and Wolt+ to enhance customer loyalty [2] Stock Performance - DASH stock has declined 21.2% from its 52-week high of $285.50, reached on October 16, and has underperformed the Dow Jones Industrials Average by declining 8.9% over the past three months compared to the index's 5.6% gains [3][4] - Over a six-month period, DASH shares rose 4.2%, underperforming the DOWI's 13.3% gains, but the stock increased 27.9% over the past 52 weeks, outperforming DOWI's 7.1% returns [4] Financial Performance - In Q3, DASH reported revenue of $3.5 billion, exceeding analyst estimates of $3.4 billion, but its EPS of $0.55 missed expectations by 18.7% [6] - The company's strong performance is attributed to higher order frequency and strategic expansion into new verticals such as apparel, grocery, and retail [5] Competitive Landscape - Amazon.com, Inc. (AMZN) has shown resilience in the competitive internet retail space, achieving a 10.4% increase over six months, while DASH has recorded solid 4.1% gains over the past 52 weeks [6]

Surprisingly, DoorDash has sustained premium revenue growth.DoorDash (DASH +1.73%) has demonstrated that consumers are willing to pay for convenience.*Stock prices used were the afternoon prices of Dec. 3, 2025. The video was published on Dec. 5, 2025. ...

Consumers have demonstrated a willingness to pay for convenience, benefiting each of these two stocks.The food delivery and ride-share categories are growing in popularity as consumers appreciate the convenience.*Stock prices used were the afternoon prices of Dec. 2, 2025. The video was published on Dec. 4, 2025. ...

Core Viewpoint - DoorDash's recent earnings report shows mixed results, with revenue growth but earnings per share missing estimates, leading to questions about future performance as the stock has outperformed the S&P 500 recently [1]. Financial Performance - DoorDash reported Q3 2025 earnings of 55 cents per share, missing the Zacks Consensus Estimate by 19.12%, while revenues increased 27.3% year over year to $3.45 billion, beating the consensus mark by 2.41% [2]. - Total orders increased by 21% year over year to 776 million, surpassing the Zacks Consensus Estimate by 0.69% [3]. - Marketplace Gross Order Value (GOV) rose 25% year over year to $25 billion, exceeding the consensus mark by 1.84% [3]. - Adjusted gross profit was $1.81 billion, up 31.4% year over year, with an adjusted gross margin of 52.5%, an increase of 160 basis points [3]. Cost and Margin Analysis - The contribution margin improved to 36.8% from 34.4% in the previous year [4]. - Adjusted sales and marketing expenses rose 21.3% year over year to $542 million, while adjusted research and development expenses increased by 37.8% to $215 million [4]. - Adjusted EBITDA was $754 million, reflecting a 41.5% year-over-year increase, with an adjusted EBITDA margin expanding by 220 basis points to 21.9% [4]. Balance Sheet and Cash Flow - As of September 30, 2025, DoorDash had $8.32 billion in cash and cash equivalents, up from $7.74 billion as of June 30, 2025 [5]. - Cash flow from operations was $871 million in Q3, compared to $504 million in the previous quarter, with free cash flow at $723 million, up from $355 million [5]. Future Guidance - For Q4 2025, DoorDash anticipates Marketplace GOV to be between $28.9 billion and $29.5 billion, with adjusted EBITDA expected in the range of $710 million to $810 million [6]. - The company expects stock-based compensation expenses to be approximately $1.1 billion and depreciation and amortization expenses to be around $700 million for 2025 [6]. Market Sentiment and Estimates - Estimates for DoorDash have trended downward over the past month, with a consensus estimate shift of -19.89% [7][8]. - The stock currently holds a Zacks Rank of 3 (Hold), indicating an expectation of in-line returns in the coming months [10]. Industry Comparison - DoorDash operates within the Zacks Internet - Services industry, where competitor Zillow has seen a 4.5% gain over the past month, reporting revenues of $676 million, a year-over-year increase of 16.4% [11].

Core Insights - The U.S. will permit air taxis to operate, which is expected to significantly benefit companies like Joby Aviation Inc. and Archer Aviation Inc. [1] Industry Developments - Transportation Secretary Sean Duffy expressed confidence that air taxis will become operational under the Trump administration, highlighting their advantages over helicopters in terms of safety, noise, and cost [2] - Duffy noted that the aviation industry has not seen major changes in the last 7-8 decades, but anticipates a significant transformation in air travel and delivery services, particularly with the rise of companies like DoorDash [2] Company Performance - Joby Aviation's stock increased by 7.72% to $15.76 at market close, though it dipped slightly to $15.67 in after-hours trading [4] - Archer Aviation's stock rose by 7.19% to $8.95 at market close, with a minor decline to $8.92 in after-hours trading [4] Company Initiatives - Archer Aviation announced plans for a new Miami Air Taxi Network, which will offer 10-20 minute flights across various regions in South Florida [5] - A report from Hunterbrook Media criticized Archer Aviation for not delivering a demonstration of its Midnight eVTOL at the Dubai Airshow [5]

RT Maya Protocol (@Maya_Protocol)Rewatching to confirm the cameo… and yep, @Dashpay is still going crazy https://t.co/lCokVzty2o ...