
DoorDash (DASH) Stock Forecast & Price Target
DoorDash (DASH) Analyst Ratings
Bulls say
DoorDash reported a robust gross profit of $2 billion, marking a 42% year-over-year increase, alongside a total order volume of 903 million, reflecting a notable 32% year-over-year growth. The company's gross order value (GOV) within the U.S. restaurant marketplace has reached the second-highest level recorded in the past 15 quarters, contributing to an optimistic forecast for improved margins and EBITDA in the second half of 2026. Additionally, DoorDash anticipates positive unit economics in its grocery segment and an overall steady growth trajectory in order volumes, further supporting a favorable outlook for the company's financial performance.
Bears say
The financial outlook for DoorDash indicates a challenging environment, with FY26E revenue and EBITDA expected to increase only modestly by 1%, attributed to heightened competition and execution risks. Significant headwinds are identified, including a $25 million reduction in contributions from investments in Deliveroo, adverse weather conditions impacting earnings by $20 million, and an increase in Dasher costs per order. Furthermore, the expectation of a decline in incremental margins to 2.6% for '26, compared to previous years, reflects a strategic shift towards investment in technology, suggesting potential pressures on profitability moving forward.
This aggregate rating is based on analysts' research of DoorDash and is not a guaranteed prediction by Public.com or investment advice.
DoorDash (DASH) Analyst Forecast & Price Prediction
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