DASH

DoorDash, Inc. (DASH) | Rumor.io

DoorDash

DASH

Attention (50-day avg)0.01%

Attention rank (50-day avg)#387

Bullish sentiment (50-day avg)98%

Price to earnings ratio94.4

Market capitalization77.3B

Earnings per share1.91

Dividend yield (TTM)—

Revenue (annual)13.7B

Net income (annual)932M

Social

What share of all stock conversation is about DASH?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.03	0% -0.02	0.01% +0	0.02% -0.01

Sep 18

DoorDash is valued at around 5.2x EV/Sales, which is considered high compared to similar companies in China and India.
The food delivery business is highly competitive, with a clear moat in the US market, but may be weaker in other regions.
DoorDash's business model is complex and has a high barrier of entry, which is a positive factor, but may also limit its growth and profitability.

Generated by AI

Sentiment

Of the messages about DASH that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100%	33.33% -50	98.06% +2.04	56.38% -30.7
Bearish	0%	66.67% +50	1.94% -2.04	43.62% +30.7

Bullish· May 16

DoorDash has the potential to be a superapp, combining various services like food delivery, ride-hailing, and more, which could increase its value.
The company's brand awareness is a significant advantage, making it an attractive investment opportunity despite the weakened moat due to new players.
The stock has a strong cup and handle formation, indicating a potential large upside in the future.

Bearish· May 6

*DoorDash's net income declined to $184 million, or 42 cents per share, from $193 million, or 44 cents per share, last year, indicating a decrease in profitability.
*The company's revenue growth of 33% is not enough to meet analyst estimates, and its net margin of 4.5% is lower than expected, suggesting inefficient operations.
*The increasing use of robots and home cooking may lead to a decline in demand for DoorDash's services, particularly among lower and middle-class consumers.

Generated by AI

Topics

Of the messages about DASH that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	0.8%	36.52%	4.6%
Technical Analysis	—	0%	6.62%	1.51%
Macro	—	49.6%	16.1%	61.76%
Earnings	—	0%	0%	11.37%
Analysts	—	49.6%	14.91%	20.16%
Controversies	—	0%	25.85%	0.59%

Earnings· May 7

DoorDash reported Q1 FY26 revenue of $4.04B, up 33% YoY, but below the $4.15B estimate.
The company delivered another strong quarter with EPS of $0.42 vs. $0.37 expected, and marketplace GOV reached $31.6B, up 37%.
DoorDash's Q2 EBITDA outlook came in as high as $870 million, signaling continued margin expansion and disciplined cost management.

Analysts· Apr 27

TD Cowen initiates coverage of DoorDash with a buy rating and a $225 price target, suggesting 27.3% upside from the previous close.
Analyst John Blackledge believes DoorDash's US leadership, international presence, and emerging ad and commerce offerings will support sustained growth and rising profitability.
The price target is based on DoorDash's potential to expand its market share in the US and abroad, with efforts expected to bear fruit over the next few years.

Announcements· Feb 19

DoorDash reported Q4 2025 earnings with $3.96B revenue, a 37.7% YoY increase, and a 42% increase in gross profit, with a margin expanding to 51%.
The company's Marketplace Gross Order Value (GOV) climbed 39.5% to $29.7B, and it guides Marketplace GOV to $31.0–$31.8B for Q1 2026.
DoorDash's stock surged 10% after the earnings report, with a 32% increase in orders and a new robotics board appointment, and is seen as a potential growth stock with a $267 target.

Controversies· Sep 10

DoorDash, along with Grubhub and Uber Eats, is suing NYC over a bill that would make permanent emergency delivery fee caps.
This lawsuit follows a similar legal action by DoorDash and Grubhub against San Francisco.
The lawsuit aims to prevent NYC from limiting how much DoorDash and other food delivery companies can charge restaurants.

Macro· May 6

DoorDash's (DASH) earnings are highlighted as part of a breakdown of key stocks, with the company performing better than expected.
The rally in the market is seen as sustainable, with signs of a push higher into the close, but with potential limitations from the materials sector.
AppLovin (APP) is identified as a name to watch, with better-than-expected guidance, but also potential risks from being cannibalized by AI.

Technical Analysis· Feb 19

The stock price of DoorDash, Inc. ($DASH) has been impacted by a disappointing earnings report, with earnings per share missing estimates at 48 cents vs. 59 cents estimated.
Technical analysis suggests a potential break of the Volume Point of Control at ~$200, which could provide bullish sentiment and allow the stock to break out of a wedge pattern.
A strong relative strength indicator and higher lows in the market suggest that the stock may continue to move higher, with some traders targeting a potential fill of the November gap.

Generated by AI

Community

Of the messages about DASH, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	83.33%	18.6%	26.18%	21.75%
Newcomers	16.67%	81.4%	73.82%	78.25%

Regulars· Aug 5

DoorDash's recent earnings report showed a 35.63% YoY revenue increase, but a 31.34% YoY decrease in EPS.
The company's Q3 2026 guidance estimates a Marketplace revenue range of $33-34B and an Adjusted EBITDA range of $950-1.1B.
The CFO of DoorDash sold shares, and some regulars are expressing concerns about the company's balance sheet and valuation.

Newcomers· Sep 18

Newcomers are focused on the high valuation of DoorDash, with some comparing its EV/Sales ratio to that of similar companies in India and China.
Some newcomers are skeptical of the food delivery business model, citing high costs and potential for network effects, while others see it as a valuable monopoly or duopoly.
Newcomers are also debating the competitive advantage of DoorDash, with some arguing that its business model is complex and has a high barrier of entry, while others see it as vulnerable to competitors.

Generated by AI

News

DoorDash to create 3,000 jobs at global tech centre in India

4h agoReuters

Doordash driver shot by ICE agent in Texas charged with assault, resisting arrest

A DoorDash driver shot by an ICE agent in Austin now faces federal charges for allegedly assaulting an officer.

15h agoUSA Today

Justice Department charges Venezuelan man shot by ICE officer in Austin

17h agoReuters

Yelp, DoorDash, Coursera, LegalZoom, and Pinterest Stocks Trade Down, What You Need To Know

A number of stocks fell in the afternoon session after the benchmark U.S. 10-year Treasury yield climbed back above 5% to levels not seen since 2007, lifting discount rates on long-duration growth earnings. According to CNBC, the 10-year yield surged to 5.23% on Friday, its highest level since 2007, after trading below 4.8% earlier in September. CNBC reported Monday that the yield was again pressing multiyear highs — above 5.23% in morning trade — as oil stayed elevated and investors braced for

1d agoYahoo Finance Australia

DoorDash options show bullish skew despite 6.45% stock decline

1d agoInvesting.com

Amazon wades into India’s fast delivery battleground: ‘DoorDash on steroids’

3d agoFinancial Times

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3	Airbnb, Inc.ABNB	0.13%+0.12
4	Lyft, Inc. Class A Common StockLYFT	0%-0.03
5	Snowflake Inc. Common StockSNOW	0%0
6	Roblox CorporationRBLX	0%0
7	OLO - Olo Inc.	——
8	Zoom Communications, Inc. Class A Common StockZM	0%+0
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10	Spotify Technology S.A.SPOT	0%new

DoorDash, Inc.

Consumer Cyclical
Internet Retail

DoorDash, Inc. Class A Common Stock represents ownership in DoorDash, a technology platform focused on on-demand local commerce. DoorDash connects consumers with merchants and independent delivery partners through a digital marketplace that supports restaurant delivery, pickup, and convenience ordering. Its platform is used for food, groceries, retail items, and other everyday goods, making it a key link between businesses that want to reach customers online and users seeking fast fulfillment. The company’s services also include merchant tools for order management, logistics, and customer engagement, helping businesses expand their digital presence and streamline delivery operations. DoorDash serves customers across the United States and in select international markets, giving it a broad role in the evolving delivery and local commerce ecosystem. DoorDash, Inc. is headquartered in San Francisco, California, and operates as a major participant in the consumer internet and logistics technology space.

Website

Location

South Tower

San Francisco, CA, 94107

United States

Social

What share of all stock conversation is about DASH?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.03	0% -0.02	0.01% +0	0.02% -0.01

Sep 18

DoorDash is valued at around 5.2x EV/Sales, which is considered high compared to similar companies in China and India.
The food delivery business is highly competitive, with a clear moat in the US market, but may be weaker in other regions.
DoorDash's business model is complex and has a high barrier of entry, which is a positive factor, but may also limit its growth and profitability.

Generated by AI

Sentiment

Of the messages about DASH that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100%	33.33% -50	98.06% +2.04	56.38% -30.7
Bearish	0%	66.67% +50	1.94% -2.04	43.62% +30.7

Bullish· May 16

DoorDash has the potential to be a superapp, combining various services like food delivery, ride-hailing, and more, which could increase its value.
The company's brand awareness is a significant advantage, making it an attractive investment opportunity despite the weakened moat due to new players.
The stock has a strong cup and handle formation, indicating a potential large upside in the future.

Bearish· May 6

*DoorDash's net income declined to $184 million, or 42 cents per share, from $193 million, or 44 cents per share, last year, indicating a decrease in profitability.
*The company's revenue growth of 33% is not enough to meet analyst estimates, and its net margin of 4.5% is lower than expected, suggesting inefficient operations.
*The increasing use of robots and home cooking may lead to a decline in demand for DoorDash's services, particularly among lower and middle-class consumers.

Generated by AI

Topics

Of the messages about DASH that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	0.8%	36.52%	4.6%
Technical Analysis	—	0%	6.62%	1.51%
Macro	—	49.6%	16.1%	61.76%
Earnings	—	0%	0%	11.37%
Analysts	—	49.6%	14.91%	20.16%
Controversies	—	0%	25.85%	0.59%

Earnings· May 7

DoorDash reported Q1 FY26 revenue of $4.04B, up 33% YoY, but below the $4.15B estimate.
The company delivered another strong quarter with EPS of $0.42 vs. $0.37 expected, and marketplace GOV reached $31.6B, up 37%.
DoorDash's Q2 EBITDA outlook came in as high as $870 million, signaling continued margin expansion and disciplined cost management.

Analysts· Apr 27

TD Cowen initiates coverage of DoorDash with a buy rating and a $225 price target, suggesting 27.3% upside from the previous close.
Analyst John Blackledge believes DoorDash's US leadership, international presence, and emerging ad and commerce offerings will support sustained growth and rising profitability.
The price target is based on DoorDash's potential to expand its market share in the US and abroad, with efforts expected to bear fruit over the next few years.

Announcements· Feb 19

DoorDash reported Q4 2025 earnings with $3.96B revenue, a 37.7% YoY increase, and a 42% increase in gross profit, with a margin expanding to 51%.
The company's Marketplace Gross Order Value (GOV) climbed 39.5% to $29.7B, and it guides Marketplace GOV to $31.0–$31.8B for Q1 2026.
DoorDash's stock surged 10% after the earnings report, with a 32% increase in orders and a new robotics board appointment, and is seen as a potential growth stock with a $267 target.

Controversies· Sep 10

DoorDash, along with Grubhub and Uber Eats, is suing NYC over a bill that would make permanent emergency delivery fee caps.
This lawsuit follows a similar legal action by DoorDash and Grubhub against San Francisco.
The lawsuit aims to prevent NYC from limiting how much DoorDash and other food delivery companies can charge restaurants.

Macro· May 6

DoorDash's (DASH) earnings are highlighted as part of a breakdown of key stocks, with the company performing better than expected.
The rally in the market is seen as sustainable, with signs of a push higher into the close, but with potential limitations from the materials sector.
AppLovin (APP) is identified as a name to watch, with better-than-expected guidance, but also potential risks from being cannibalized by AI.

Technical Analysis· Feb 19

The stock price of DoorDash, Inc. ($DASH) has been impacted by a disappointing earnings report, with earnings per share missing estimates at 48 cents vs. 59 cents estimated.
Technical analysis suggests a potential break of the Volume Point of Control at ~$200, which could provide bullish sentiment and allow the stock to break out of a wedge pattern.
A strong relative strength indicator and higher lows in the market suggest that the stock may continue to move higher, with some traders targeting a potential fill of the November gap.

Generated by AI

Community

Of the messages about DASH, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	83.33%	18.6%	26.18%	21.75%
Newcomers	16.67%	81.4%	73.82%	78.25%

Regulars· Aug 5

DoorDash's recent earnings report showed a 35.63% YoY revenue increase, but a 31.34% YoY decrease in EPS.
The company's Q3 2026 guidance estimates a Marketplace revenue range of $33-34B and an Adjusted EBITDA range of $950-1.1B.
The CFO of DoorDash sold shares, and some regulars are expressing concerns about the company's balance sheet and valuation.

Newcomers· Sep 18

Newcomers are focused on the high valuation of DoorDash, with some comparing its EV/Sales ratio to that of similar companies in India and China.
Some newcomers are skeptical of the food delivery business model, citing high costs and potential for network effects, while others see it as a valuable monopoly or duopoly.
Newcomers are also debating the competitive advantage of DoorDash, with some arguing that its business model is complex and has a high barrier of entry, while others see it as vulnerable to competitors.

Generated by AI

DoorDash

Social

Sep 18

Bullish· May 16

Bearish· May 6

Earnings· May 7

Analysts· Apr 27

Announcements· Feb 19

Controversies· Sep 10

Macro· May 6

Technical Analysis· Feb 19

Regulars· Aug 5

Newcomers· Sep 18

DoorDash to create 3,000 jobs at global tech centre in India

Doordash driver shot by ICE agent in Texas charged with assault, resisting arrest

Justice Department charges Venezuelan man shot by ICE officer in Austin

Yelp, DoorDash, Coursera, LegalZoom, and Pinterest Stocks Trade Down, What You Need To Know

DoorDash options show bullish skew despite 6.45% stock decline

Amazon wades into India’s fast delivery battleground: ‘DoorDash on steroids’

Also Discussed

DoorDash, Inc.

Company Information

Location

DoorDash to create 3,000 jobs at global tech centre in India

Doordash driver shot by ICE agent in Texas charged with assault, resisting arrest

Justice Department charges Venezuelan man shot by ICE officer in Austin

Yelp, DoorDash, Coursera, LegalZoom, and Pinterest Stocks Trade Down, What You Need To Know

DoorDash options show bullish skew despite 6.45% stock decline

Amazon wades into India’s fast delivery battleground: ‘DoorDash on steroids’

Also Discussed

Social

Sep 18

Bullish· May 16

Bearish· May 6

Earnings· May 7

Analysts· Apr 27

Announcements· Feb 19

Controversies· Sep 10

Macro· May 6

Technical Analysis· Feb 19

Regulars· Aug 5

Newcomers· Sep 18