DoorDash Inc (NASDAQ: DASH) stock is up 2.8% at $178.28 at last check, brushing off a top- and bottom-line miss for the fourth quarter after the food delivery name also reported a 32% year-over-year surge in orders, in addition to a 38% revenue jump. No fewer than 14 analysts chimed in with price-target cuts in response, while five hiked their price objectives.DASH is pacing for its third-straight gain, and yesterday scored its best single-session pop since April. The shares are bouncing off a pullback to $ ...

Diane King all is with us taking a look at some of the movers here and looking at Door Dash. Good morning. >> Good morning to you, Nicole.What's interesting to see this one and how it plays out investor reaction cuz when they released the numbers for Door Dash, that stock actually initially sank after hours, but then this morning it came back. It was up double digits. It is still higher right now in um since the cash open.Uh so you actually had this double miss here that's not denting Door Dash. Uh investor ...

Core Viewpoint - Doordash's stock experienced a rally despite disappointing fourth-quarter results, as Wall Street recognized early progress in the company's investment cycle [1][2]. Group 1: Financial Performance - The company reported earnings that fell short of Wall Street's expectations on both revenue and profit, leading to an initial drop of about 10% in shares during extended trading [1]. - Doordash anticipates a $20 million impact from recent U.S. winter storms and increased order costs due to investments in longer-distance deliveries and cost increases in regulated markets [2]. Group 2: Investment Strategy - The company is expected to continue investing in Deliveroo, the British delivery platform acquired last year, which is projected to negatively impact adjusted EBITDA in the first quarter [2]. - Analysts noted that Doordash's investments are beginning to show signs of early payoff, contributing to a positive outlook despite the subpar results [2]. Group 3: Analyst Insights - Morgan Stanley analyst Brian Nowak highlighted that Doordash's businesses are strong and accelerating, with improving unit economics that support durable growth and further investment [3].

Core Insights - DoorDash reported fourth quarter results that slightly missed Wall Street's expectations on both revenue and earnings per share, but total orders exceeded forecasts [1][2] Financial Performance - Earnings per share for the fourth quarter were $0.48, compared to the expected $0.55 [1] - Revenue grew 28% year over year to $3.96 billion, slightly below the nearly $4 billion forecasted by Wall Street [2] - Adjusted EBITDA reached $780 million, up 38% year over year and nearly $5 million above estimates [1] Order Metrics - Total orders increased by 32% to 903 million, surpassing the anticipated 888 million [2] - Marketplace Gross Order Value (GOV) was $29.7 billion, exceeding the expected $29.1 billion, driven by new customer growth and increased order rates in the US restaurant category [3] Future Guidance - For the first quarter of 2026, DoorDash expects marketplace GOV to be between $31.0 billion and $31.8 billion, above the Street's forecast of $30.75 billion [4] - Adjusted EBITDA for the first quarter is projected to be between $675 million and $775 million, which is below the Street's prediction of $800 million [4] Stock Performance - Following the results, DoorDash's stock fell as much as 8%, and shares had lost about 20% year-to-date through Wednesday's close [3]

Core Insights - DoorDash (DASH) reported Q4 2025 earnings of 48 cents per share, up from 33 cents year-over-year, but missed the Zacks Consensus Estimate by 17.24% [1] - Revenues increased by 38% year-over-year to $3.96 billion, slightly missing the consensus mark by 0.37% [1] - Following the earnings report, DoorDash shares rose by 6.8% [1] Q4 Performance Details - Total orders in Q4 2025 increased by 32% year-over-year to 903 million, surpassing the Zacks Consensus Estimate by 1.69% [2] - Growth in total orders was attributed to an increase in consumers, average consumer engagement, and the acquisition of Deliveroo [2] Financial Metrics - Marketplace Gross Order Value (GOV) rose by 39% year-over-year to $29.7 billion, exceeding the consensus estimate by 1.64% [3] - Adjusted gross profit reached $2.08 billion, a 41.4% increase year-over-year, with adjusted gross margin expanding by 140 basis points to 52.6% [3] - Contribution margin improved to 35.5% from 33.7% in the previous year [3] Expense Overview - Adjusted sales and marketing expenses increased by 34.1% year-over-year to $676 million [4] - Adjusted research and development expenses rose by 65.1% year-over-year to $274 million [4] - Adjusted general and administrative expenses surged by 48.7% year-over-year to $351 million [4] - Adjusted EBITDA was $780 million, reflecting a 38% year-over-year increase, with an EBITDA margin remaining flat at 19.7% [4] Balance Sheet and Cash Flow - As of December 31, 2025, DoorDash had $5.78 billion in cash and equivalents, down from $8.32 billion as of September 30, 2025 [5] - Cash flow from operations was $421 million in Q4, compared to $871 million in the prior quarter [5] - Free cash flow decreased to $254 million from $723 million in the previous quarter [5] Guidance for Future Quarters - For Q1 2026, DoorDash expects Marketplace GOV to be between $31.0 billion and $31.8 billion [6] - Adjusted EBITDA is anticipated to range from $675 million to $775 million [6] - For the full year 2026, stock-based compensation expense is projected to be between $1.3 billion and $1.4 billion, with depreciation and amortization expenses expected to be between $1.1 billion and $1.2 billion [6] Stock Ranking - DoorDash currently holds a Zacks Rank of 3 (Hold) [7]

格隆汇2月19日｜奥本海默：将DoorDash(DASH.US)目标价从280美元下调至235美元。 ...

DoorDash Inc. (NASDAQ:DASH) posted weaker-than-expected fourth-quarter earnings, after the closing bell on Wednesday.DoorDash reported quarterly earnings of 48 cents per share, which missed the Street estimate of 60 cents. Quarterly revenue came in at $3.96 billion, which missed the consensus estimate of $3.99 billion and was up from $2.87 billion in the same period last year.DoorDash said it expects the first quarter marketplace gross order value (GOV) in a range of $31 billion to $31.8 billion and adjuste ...

Company Overview - Proactive is a financial news and online broadcast organization that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates across six offices on three continents, including key financial hubs such as London, New York, Toronto, Vancouver, Sydney, and Perth [2] Content Production - Proactive's editorial team produces approximately 50,000 pieces of real-time news, feature articles, and filmed interviews annually [1] - The content covers a wide range of topics, including medium and small-cap markets, blue-chip companies, commodities, biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Utilization - Proactive is committed to adopting technology to enhance its content creation and workflow processes [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all published content is edited and authored by humans [5]

特鲁斯特证券将DOORDASH目标价从330美元上调至340美元。 来源：滚动播报 ...

DoorDash shares jump as delivery demand fuels growth forecast | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A DoorDash delivery person is pictured on the day they hold their IPO in the Manhattan borough of New York City, New York, U.S., December 9, 2020. REUTERS/Carlo Allegri [Purchase Licensing Rights, opens new tab]Feb 19 (Reuters) - Food delivery firm DoorDash's [(DASH.O), opens new tab] shares surged about 11% premarket on Th ...