DoorDash, IncNasdaq: DASH
Consumer Discretionary · Specialized Consumer Services
$175.81
+4.25%
Vol: 2.5M
Research Digest
Friday, May 1, 2026
DoorDash Q1 2026 results May 6 with marketplace GOV guidance $31.0-$31.8B; exiting four international markets.
DoorDash to report Q1 2026 financial results after market close May 6, 2026. Q4 2025 results: total orders +32% YoY to 903M with marketplace GOV +39% to $29.7B and revenue +38% to $4.0B. Q1 2026 guidance: marketplace GOV $31.0-$31.8B and adj EBITDA $675-$775M. Announced exit from Qatar, Singapore, Japan, and Uzbekistan across Deliveroo and Wolt operations. Strategic announcements include Hibbett partnership for nationwide footwear delivery and appointment of Milan Kovac (Tesla robotics) to Board. 32 analysts rate stock Strong Buy.
Previous Market Intelligence
13 daysApr 30DoorDash continues growth with 32% increase in total orders and strong Q4 2025 results; 32 analysts rate Strong Buy with $261.28 price target.Positive▶
DoorDash delivered strong Q4 2025 results and full-year performance with total orders up 32% year-over-year to 903 million and Marketplace Gross Order Value growing 39% to $29.7 billion. Revenue reached $4.0 billion (38% year-over-year growth) and Adjusted EBITDA hit $780 million (up 38%). The company announced major expansions including partnerships with Hibbett (1,000 stores across 36 states) and Empire Company Limited in Canada, while strategically exiting Qatar, Singapore, Japan, and Uzbekistan. With 32 analysts rating the stock Strong Buy and a mean price target of $261.28 representing 51.93% upside, momentum remains strong.
Apr 16Barclays sees autonomous delivery upside; DASH jumps 7.7% on profit potentialPositive▶
DoorDash shares jumped 7.7% after Barclays highlighted autonomous delivery (robots and drones) profit potential, estimating $1 per order cost and $16B annual global profit. Barclays named DASH as near-term beneficiary of automation trend. Senate bill introduced to curb delivery pricing deals; DASH down 19.7% YTD despite strong long-term consensus. 31 analysts rate Buy with $262.45 average 12-month target (46% upside). Earnings expected after April 16.
Apr 15DoorDash stock recovers 7.9% on April 14 after White House delivery event, but faces analyst caution over Q2 guidance headwinds.Mixed▶
DoorDash stock traded at $163.50, gaining 7.9% intraday after White House event highlighting no-tax-on-tips policy. The company launched gas relief program and new Tasks feature. However, analysts remain cautious: Stifel lowered PT to $185, BTIG cut to $280 citing investment/guidance risks. Company exiting operations in Qatar, Singapore, Japan, Uzbekistan. Q1 earnings scheduled May 6.
Apr 14DoorDash stock surges on autonomous delivery expansion and White House delivery moment; analyst cuts offset optimism.Mixed▶
DoorDash gained momentum from autonomous delivery partnership with Also (micromobility EV) and Wing drone expansion to metro Atlanta. Stock gained after President Trump ordered via DoorDash on April 13. Stifel cut target to $185; BTIG cut to $280. YTD down nearly 30% despite Strong Buy consensus with 58% upside implied.
Apr 13DoorDash launches drone delivery in Atlanta and autonomous vehicle partnership; Q1 earnings May 6.Positive▶
DoorDash expanded drone delivery to metro Atlanta through partnership with Alphabet's Wing, aiming to lower last-mile costs. The company invested in autonomous delivery partner ALSO as part of a $200 million funding round. Gas relief program for Dashers running through April 26. Q1 earnings announcement scheduled for May 6.
Apr 10DoorDash partners with Rivian spinoff ALSO to develop autonomous delivery vehicles while expanding community programs.Positive▶
DoorDash has signed a multi-year partnership with ALSO (a Rivian spinoff) and co-invested in Series C to develop autonomous last-mile delivery vehicles. Co-founder Stanley Tang joined ALSO board as observer. The company launched a Robotics Academy for STEM education and Project DASH Impact Grants program. The autonomous partnership signals DoorDash intent to scale delivery automation beyond pilots.
Apr 9DoorDash director Stanley Tang sells $3.47M worth of shares; company forecasts strong Q1 marketplace growth.Mixed▶
DoorDash director Stanley Tang sold 23,125 shares on April 2 at $150/share for $3.47M. DASH stock rose 11% premarket on strong Q1 forecast despite missing Q4 EPS estimates ($0.48 vs $0.58 expected). Revenue grew 37.7% YoY to $3.96B. Company announced electric delivery partnership with Also (Rivian spinout) and began winding down services in Qatar, Singapore, Japan, and Uzbekistan. Average analyst rating is Buy with $264.84 price target (70.79% upside).
Apr 8DoorDash Partners with ALSO on Electric Vehicle Delivery InitiativeMixed▶
DoorDash announced a partnership with ALSO, a Rivian spinoff, involving strategic investment and a multi-year commercial agreement to deploy purpose-built electric vehicles for urban delivery. ALSO raised $200 million in Series C financing. DoorDash missed Q4 EPS estimates ($0.48 vs $0.58 expected) but posted 37.7% YoY revenue growth to $3.96 billion.
Apr 7DoorDash exits four countries while introducing Tasks gig expansion and Klarna BNPL partnership amid legislative headwindsMixed▶
DoorDash underwent strategic transformation exiting four countries while launching Tasks (short activities for Dashers) and partnering with Klarna for buy-now-pay-later. Partnership with Also (Rivian spinoff at $1B valuation) focuses on autonomous deliveries. New Foot Locker delivery partnership covers 1,300+ locations. Stock fell 4% after Senate bill introduced restricting special pricing deals with large chains. Recent 45% decline reflects macro concerns on fuel prices and social litigation. Wolfe Research cut target to $195 from $265. Q4 showed strong 39% YoY GOV growth to $29.7B despite revenue headwinds. Analyst consensus Buy with average $264.84 target (69.28% upside).
Apr 6DoorDash announces Q4 2025 record results and launches Tasks platformPositive▶
DoorDash reported strong Q4 2025: Total Orders up 32% YoY to 903M, Marketplace GOV +39% YoY to $29.7B, revenue $4.0B (+38% YoY), GAAP net income up 51% YoY to $213M, Adjusted EBITDA $780M (+38% YoY). Q1 2026 guidance: Marketplace GOV $31.0-31.8B, Adjusted EBITDA $675-775M. Introduced Tasks platform for Dashers to earn beyond delivery. Launched AI-powered pizza customization, restaurant reservations, loyalty integrations. Announced emergency gas price relief program for Dashers ($5-15/week based on miles). Exiting Qatar, Singapore, Japan, Uzbekistan operations. Partnership with Hibbett (1,000 stores) for apparel delivery; Also (formerly Rivian spinoff) for autonomous vehicles. Stock down $0.11 after-hours at $150.50. Analyst consensus Buy with $264.84 target (+69.28% upside).
Apr 3DoorDash invests in ALSO Series C; autonomous delivery partnership accelerates with Dot robot live in Phoenix.Positive▶
DoorDash stock up 3.5% after announcing strategic partnership and investment in ALSO, a micromobility EV company. Multi-year commercial agreement aims to accelerate autonomous delivery. DoorDash's Dot autonomous robot now live in Phoenix. GOV growth 39% YoY to $29.7B with 56% market share.
Apr 2DoorDash partners with ALSO for autonomous delivery; Q4 2025 orders up 32% YoYPositive▶
DoorDash partners with ALSO for autonomous delivery expansion; Q4 2025 results show 32% YoY order growth to 903M; stock up 3.5%.
Apr 1DoorDash launched gas price relief program for drivers through April 26 amid geopolitical fuel cost pressures.Neutral▶
DoorDash introduced an emergency relief program to help Dashers manage rising fuel costs from geopolitical tensions. The program features weekly fuel relief payments and 10% cash back on gas purchases. Q4 2025 showed 32% YoY total orders growth to 903 million. Analyst consensus Buy with $265.58 PT.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| DASHDOORDASH | $175.81 | +4.25% | +8.8% | 22.3x | 1.93 | $73.5B |
| AMZNAMAZON.COM | $268.12 | +1.15% | +24.6% | 27.1x | 1.38 | $2.85T |
| TSLATESLA | $390.70 | +2.38% | +8.2% | 150.5x | 1.92 | $1.43T |
| HDHOME | $324.45 | -1.32% | +0.7% | 20.2x | 1.08 | $327.5B |
| MCDMCDONALD | $287.01 | -2.24% | -5.2% | 20.4x | 0.53 | $208.7B |
| TJXTJX | $157.03 | +0.18% | -3.1% | 27.6x | 0.73 | $174.1B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.