DASH – DoorDash, Inc.

DoorDash, Inc. Stock Report – December 2025

Company Overview

DoorDash, Inc. (NASDAQ: DASH), founded in 2013 and headquartered in San Francisco, California, has positioned itself as a leading player in the internet retail sector within the consumer cyclical industry. The company operates a comprehensive commerce platform that effectively connects merchants, consumers, and independent contractors, not only in the United States but also on an international scale through its subsidiaries. DoorDash’s primary offerings include the DoorDash Marketplace and Wolt Marketplace, which provide services such as customer acquisition, order fulfillment, and payment processing.

In addition to its core delivery operations, DoorDash has successfully launched various membership programs and white-label delivery fulfillment services. These initiatives are designed to enhance the online presence of merchants while improving customer support. The current dynamics in the Internet Retail industry indicate robust growth potential, enticing investment opportunities, particularly within firms like DoorDash that have established significant market presence and innovative service offerings.

52-Week Price Performance Analysis

The 52-week price analysis for DoorDash reveals an interesting trend in the company’s stock performance. The stock currently sits at $221.81, a notable distance from its 52-week high of $285.50, indicating resistance encountered at this upper level. Conversely, the stock has a marked support level approximately at $155.40. This support level is crucial for investor sentiment, as it suggests that, should the stock decline, it has a structured support foundation below its current price.

The fifty-day moving average is currently positioned at $240.15, acting as a critical gauge for short- to medium-term price trends. As the stock trades below this moving average and its recent peak, investors may find it advantageous to monitor momentum indicators.

Key levels of interest include:
– Resistance Level: $260.00 (previous strong selling pressure)
– Support Level: $180.00 (previously demonstrated resilience against declines)
– Current Retracement Level: $222.48, reflecting a significant 26.49% decrease from previous highs.

The stock’s recent volatility has included a sharp bounce from these lows, signifying a possible recovery attempt. The sustainability of this rebound will depend on maintaining levels above the $222.48 mark and breaking above the moving average for renewed bullish momentum.

Financial Performance and Metrics

DoorDash’s financials indicate a strong footing within the competitive landscape of internet retail. The company reported a total revenue of $12.63 billion, which reflects continued consumer demand and robust spending in the online retail market. In the most recent third quarter, DoorDash achieved a revenue increase of 27% year-over-year, totaling $3.4 billion. However, net income for this period was markedly $244 million, or $0.55 per share, which fell short of analyst expectations that had forecasted earnings of $0.68 per share.

Key Financial Metrics:
– Total Revenue: $12.63 billion
– EBITDA: $1.02 billion
– Net Income: $244 million ($0.55 per share)

Despite not meeting earnings expectations, analysts remain optimistic. The company has plans for substantial investments, amounting to several hundred million dollars, aimed at enhancing its fulfillment network and establishing a new global technology platform–these initiatives are forecasted to bolster long-term growth potential.

Recent News and Developments

DoorDash has been quite active recently, making significant strides in expansion and partnerships. Notably, on November 18, 2025, DoorDash announced a nationwide partnership with Family Dollar, enabling consumers to place orders for groceries and household essentials from over 7,000 locations via the DoorDash app. This partnership is strategically aimed at increasing the versatility of the DoorDash service offering.

Additionally, in a landmark acquisition, DoorDash has set its sights on acquiring UK-based delivery service Deliveroo for approximately $3.88 billion, a strategic move that will expand DoorDash’s operations to 40 countries, serving 50 million users monthly.

However, despite these advancements, DoorDash’s stock saw a decline of over 15% following its earnings report and outline of future investments, which indicates a temporary dip in market confidence. Investors should weigh these developments as they contribute to a patchwork of opportunity and risk for the company.

Market Sentiment and Analyst Recommendations

Market sentiment concerning DoorDash’s stock has shown variability following recent earnings announcements and strategic moves. Nevertheless, despite a short-term decline in stock price, analysts continue to view this as a buying opportunity.

Notably, analyst Bernie McTernan from Needham has reiterated a Buy rating for DoorDash, setting a price target of $275 per share, indicating a 24% upside from its current levels. The consensus among 41 analysts suggests a mean target price of $276.17, with a median target price slightly higher at $280.00. This reflects a generally favorable outlook.

Summary of Recommendations:

• Current Price: $221.81
• Price Target High: $360.00
• Price Target Low: $205.00
• Recommendations Consensus: Buy Rating

Investors should remain cognizant of both opportunities and risks associated with DoorDash. The company’s aggressive growth strategy, while promising, does engage a level of risk in balancing short-term profitability with long-term investment strategies.

Conclusion

DoorDash, as a prominent player in the internet retail industry, presents potential investment opportunities underscored by its strategic partnerships and acquisitions alongside robust financial performance. However, the company also faces challenges in meeting earnings expectations and maintaining investor confidence in light of recent volatility. With an overall buy stance from analysts and a clear plan for growth, DoorDash remains a compelling option for investors willing to navigate short-term distractions in pursuit of long-term gains.

Metric	Value
Market Cap	$95.6b
Total Debt	$3.3b
Total Cash	$4.2b
Shares Outstanding	406.3m
Float Shares	371.6m