Market Cap 75.98B
Revenue (ttm) 10.72B
Net Income (ttm) 123.00M
EPS (ttm) N/A
PE Ratio 83.11
Forward PE 56.78
Profit Margin 1.15%
Debt to Equity Ratio 0.00
Volume 10,336,100
Avg Vol 5,127,534
Day's Range N/A - N/A
Shares Out 431.00M
Stochastic %K 20%
Beta 1.77
Analysts Strong Sell
Price Target $265.10

Company Profile

DoorDash, Inc., together with its subsidiaries, operates a commerce platform that connects merchants, consumers, and independent contractors in the United States and internationally. The company operates DoorDash Marketplace and Wolt Marketplace, which provide various services, such as customer acquisition, demand generation, order fulfillment, merchandising, payment processing, and customer support. It also offers membership programs, including DashPass and Wolt+; and DoorDash Drive On-Demand a...

Industry: Internet Retail
Sector: Consumer Cyclical
Phone: 650 487 3970
Address:
South Tower, 8th Floor 303 2nd Street, San Francisco, United States
bryfuture
bryfuture Feb. 24 at 11:27 AM
$DASH 175 here
0 · Reply
StocktwitsNews
StocktwitsNews Feb. 24 at 6:00 AM
DoorDash Moat Under Threat? Citrini Research Warns Consumer AI Agents Could Bypass Delivery Apps Altogether $DASH $UBER https://stocktwits.com/news/equity/markets/doordash-moat-under-threat-citrini-research-warns-consumer-ai-agents-bypass-delivery-apps/cZRvn0mR4zK
0 · Reply
bailey0789
bailey0789 Feb. 24 at 4:00 AM
$DASH ..what a horrible company? can you say employee harassment. ive seen their drivers starting riots inside McDonalds!!!!
0 · Reply
Ro_Patel
Ro_Patel Feb. 24 at 3:23 AM
Essentially, what an agent does is similar to what $TRVG does - search aggregators to find lowest price What happened to me: Searched hotel via Trivago -> led to TripAdvisor -> led to TripAdvisor Partner. Booked & paid (upfront = cheaper rate) - VISA charged Rechecked bookings & hotel said no reservation. TripAdvisor Partner kept sending emails that they are looking into it but no follow-up. Hotel, Trivago & TripAdvisor no help Agents that prioritize price will lead to these types of shenanigans - agents need guardrails/programming/learning to prioritize trust: historical failure rates, reviews, chargebacks, verification pings Walled gardens emerging: Hotels/airlines block bots/scraping (robots.txt restrictions, API gating, data control to protect direct channels/preferred vendors) - limits agent access/comparison Loyalty perks add stickiness - smart agents must optimize total value, not just price All which favour incumbents & not new agents build by start-ups $UBER $DASH $EXPE $BKNG
0 · Reply
howardlindzon
howardlindzon Feb. 24 at 2:22 AM
$DASH new name DoorCrash
1 · Reply
ure300
ure300 Feb. 24 at 1:46 AM
$DASH AI robots will deliver food much cheaper
0 · Reply
stockwatcherking
stockwatcherking Feb. 24 at 1:34 AM
$AXP $DASH $IBM Bingo. It’s silly season now. Agetic AI isn’t even close to replacing the workforce. We are 10 years away from true AGI and nowhere near the dystopian nightmare presented here. https://www.citriniresearch.com/p/2028gic
1 · Reply
PickAlpha
PickAlpha Feb. 24 at 12:34 AM
PickAlpha Midday: The AI “scare trade” just speed-ran the market: a viral thought experiment + an Anthropic blog post on modernizing COBOL with Claude Code = IBM -13% (worst day since 2000), while “AI could delete the middleman” names got hit too (delivery, payments, software). Translation: investors are repricing anything that smells like “workflow + fees” as if AI agents are about to route around it. Tickers: $IBM $DASH $AXP Our view is this is narrative shock > fundamentals shock (for now). If the next 1–2 earnings cycles show real fee compression / customer churn attributed to AI-native alternatives, the derate continues; if not, this is a classic panic flush where the best balance sheets rebound first.
0 · Reply
ImaClueless
ImaClueless Feb. 23 at 11:45 PM
$DASH covered to soon. Booo..... Sub $100 still coming if a macro correction gets legs.
0 · Reply
tymerz
tymerz Feb. 23 at 8:39 PM
$ATOM Huge fills on Calls. Went in last week as well, small, kicked myself for it when they went from .15 to .80 but still made a little change. Not this time, great dip opportunity to fill up at .05 and .10 with avg .075 Sit back, relax...and wait for payday :) $DASH is TRASH! Puts are not paying, will hold out for final target of 150. $SPY
0 · Reply
Latest News on DASH
DoorDash Stock Gives Q4 Whiplash, Analysts Defend Bull Case

Feb 19, 2026, 4:21 PM EST - 4 days ago

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Feb 19, 2026, 1:14 PM EST - 4 days ago

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Feb 18, 2026, 4:23 PM EST - 5 days ago

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Doordash falls 8% on lackluster fourth-quarter results

Feb 18, 2026, 4:21 PM EST - 5 days ago

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Feb 13, 2026, 10:07 AM EST - 10 days ago

DoorDash: Reiterating Buy At This Bargain Price


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Jan 30, 2026, 6:20 AM EST - 25 days ago

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AAPL UBER


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Jan 25, 2026, 5:48 PM EST - 4 weeks ago

Uber and DoorDash Lose Bid to Quash NYC Tipping Law

UBER


Milan Kovac Joins DoorDash Board of Directors

Jan 20, 2026, 4:05 PM EST - 4 weeks ago

Milan Kovac Joins DoorDash Board of Directors


Raymond James' top picks for 2026 aren't AI stocks

Dec 30, 2025, 9:10 AM EST - 7 weeks ago

Raymond James' top picks for 2026 aren't AI stocks

ICE SHAK


DoorDash Launches Grocery Shopping App Within ChatGPT

Dec 17, 2025, 5:00 PM EST - 2 months ago

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DoorDash Debuts Zesty, an AI Social App for Restaurant Discovery

Dec 17, 2025, 3:38 PM EST - 2 months ago

DoorDash Debuts Zesty, an AI Social App for Restaurant Discovery


bryfuture
bryfuture Feb. 24 at 11:27 AM
$DASH 175 here
0 · Reply
StocktwitsNews
StocktwitsNews Feb. 24 at 6:00 AM
DoorDash Moat Under Threat? Citrini Research Warns Consumer AI Agents Could Bypass Delivery Apps Altogether $DASH $UBER https://stocktwits.com/news/equity/markets/doordash-moat-under-threat-citrini-research-warns-consumer-ai-agents-bypass-delivery-apps/cZRvn0mR4zK
0 · Reply
bailey0789
bailey0789 Feb. 24 at 4:00 AM
$DASH ..what a horrible company? can you say employee harassment. ive seen their drivers starting riots inside McDonalds!!!!
0 · Reply
Ro_Patel
Ro_Patel Feb. 24 at 3:23 AM
Essentially, what an agent does is similar to what $TRVG does - search aggregators to find lowest price What happened to me: Searched hotel via Trivago -> led to TripAdvisor -> led to TripAdvisor Partner. Booked & paid (upfront = cheaper rate) - VISA charged Rechecked bookings & hotel said no reservation. TripAdvisor Partner kept sending emails that they are looking into it but no follow-up. Hotel, Trivago & TripAdvisor no help Agents that prioritize price will lead to these types of shenanigans - agents need guardrails/programming/learning to prioritize trust: historical failure rates, reviews, chargebacks, verification pings Walled gardens emerging: Hotels/airlines block bots/scraping (robots.txt restrictions, API gating, data control to protect direct channels/preferred vendors) - limits agent access/comparison Loyalty perks add stickiness - smart agents must optimize total value, not just price All which favour incumbents & not new agents build by start-ups $UBER $DASH $EXPE $BKNG
0 · Reply
howardlindzon
howardlindzon Feb. 24 at 2:22 AM
$DASH new name DoorCrash
1 · Reply
ure300
ure300 Feb. 24 at 1:46 AM
$DASH AI robots will deliver food much cheaper
0 · Reply
stockwatcherking
stockwatcherking Feb. 24 at 1:34 AM
$AXP $DASH $IBM Bingo. It’s silly season now. Agetic AI isn’t even close to replacing the workforce. We are 10 years away from true AGI and nowhere near the dystopian nightmare presented here. https://www.citriniresearch.com/p/2028gic
1 · Reply
PickAlpha
PickAlpha Feb. 24 at 12:34 AM
PickAlpha Midday: The AI “scare trade” just speed-ran the market: a viral thought experiment + an Anthropic blog post on modernizing COBOL with Claude Code = IBM -13% (worst day since 2000), while “AI could delete the middleman” names got hit too (delivery, payments, software). Translation: investors are repricing anything that smells like “workflow + fees” as if AI agents are about to route around it. Tickers: $IBM $DASH $AXP Our view is this is narrative shock > fundamentals shock (for now). If the next 1–2 earnings cycles show real fee compression / customer churn attributed to AI-native alternatives, the derate continues; if not, this is a classic panic flush where the best balance sheets rebound first.
0 · Reply
ImaClueless
ImaClueless Feb. 23 at 11:45 PM
$DASH covered to soon. Booo..... Sub $100 still coming if a macro correction gets legs.
0 · Reply
tymerz
tymerz Feb. 23 at 8:39 PM
$ATOM Huge fills on Calls. Went in last week as well, small, kicked myself for it when they went from .15 to .80 but still made a little change. Not this time, great dip opportunity to fill up at .05 and .10 with avg .075 Sit back, relax...and wait for payday :) $DASH is TRASH! Puts are not paying, will hold out for final target of 150. $SPY
0 · Reply
KingContrarian
KingContrarian Feb. 23 at 8:28 PM
$DASH what a moron to question the king contrarian lol
0 · Reply
TradeVestor
TradeVestor Feb. 23 at 8:19 PM
$AXP $IBM Brutal day with Amex and IBM but luckily, my $CVNA and $DASH stocks almost covered the losses. I'll take the day! IBM and AMEX will recover once the AI and rate fear mongering return to sanity.
0 · Reply
tymerz
tymerz Feb. 23 at 7:18 PM
$DASH Where are all my haters at that bashed me for posting up (and getting featured on here) of the earnings results, where I said I loaded up on $150 Puts (which expire this Friday) and all said I was cooked? How are things going since you got in around $180 or over $190 when I was "cooked?" $SPY
0 · Reply
Antipasti
Antipasti Feb. 23 at 6:37 PM
$AMZN $DASH $GRAB $SE $UBER ma oh man. Who cares what you post. Mane you are boring with these messages. Get a grip and a life.
0 · Reply
stocktwits_bets
stocktwits_bets Feb. 23 at 6:06 PM
$GRAB This stock is so boring. Good thing I wasn't staring at my shares all day thus far. So boooorrrriiiing. See you all next year. In the meantime somebody here please suggest to them in a shareholders meeting how they can become the next $UBER $DASH $SE or even $AMZN and make it big. Thx in advance. P.S.
1 · Reply
vELON_9Trend
vELON_9Trend Feb. 23 at 5:47 PM
$DASH Revenue growth of +271% YoY is not something you casually see in a sub-$100M company. November 2024 revenue was $2.02M. November 2025 reached $7.51M. Q3 2025 delivered $22.86M versus $6.9M in Q3 2024, a +232% increase. YTD through November hit $73.5M, compared to $27.8M for all of 2024. In just 11 months, revenue already exceeded the prior full year by 2.6x. This is not early-stage “hype growth” off a tiny base - this is scaling from tens of millions. When a micro-cap demonstrates triple-digit expansion at this revenue level, it signals operational acceleration, not just narrative momentum.
1 · Reply
atom_trader
atom_trader Feb. 23 at 5:37 PM
$SOFI $DASH $AXP $SPY Kind of wild that a thought-experiment blogpost by Citrini Research is sending chills down Wall Street. It reads like cyberpunk fiction with the main culprit being AI, and the victim being the economy. I wouldn't dismiss it totally though. But it's a little early to figure out how all this plays out. https://www.citriniresearch.com/p/2028gic
0 · Reply
deedeethegenius
deedeethegenius Feb. 23 at 5:15 PM
$ABNB $DASH $UBER i expect to see more value compression here these marketplaces squeeze out money from the demand and supply side. Both sides are being threatened by AI and would want to recover back the dead weight loss. A lot of competitors will spin up in these spaces
0 · Reply
MajorBigBull
MajorBigBull Feb. 23 at 5:07 PM
0 · Reply
madbull51
madbull51 Feb. 23 at 4:59 PM
$DASH I used to be a massive bull on this stock, but to lose close to 40% market cap so quickly in less than six months the stock is broken I don’t know if they have made changes in their advertising division or if managements plan is absolutely flawed, and I get increasing capex to reap rewards later on, but something just isn’t right nobody’s buying their story
0 · Reply
NIU
NIU Feb. 23 at 4:54 PM
$DASH WS gives another chance to get out. Seems testing 52 low this afternoon
0 · Reply
deedeethegenius
deedeethegenius Feb. 23 at 4:09 PM
$DASH this is related to that Citrix report
0 · Reply