DoorDash, Inc. ( DASH ) continues to build up a solid platform in the delivery and convenience space and has experienced fast growth in subscribers for DashPass and Wolt+. This quarter showed some expansionI'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on capital, and can compound their invested capital over ...

Group 1 - DoorDash, Inc. (DASH) is experiencing rapid growth in its delivery and convenience platform, particularly in subscriber numbers for DashPass and Wolt+ [1] - The company has shown signs of expansion in the current quarter, indicating a positive trend in its business operations [1] Group 2 - The investment philosophy highlighted emphasizes the importance of high-quality stocks and businesses led by disciplined capital allocators that generate exceptional returns on capital [1]

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We recently published an article titled 12 High Growth E-commerce Stocks To Buy.  On January 29, Guggenheim lowered its price target on DoorDash, Inc. (NASDAQ:DASH) to $275 from $280 while reiterating a Buy rating ahead of the company’s Q4 earnings report scheduled for February 18. The modest reduction reflects expectations that elevated investment spending will continue to weigh on margins into 2027. However, the maintained Buy rating underscores confidence that these investments are strategic in nature ...

Valued at a market cap of $88.2 billion, DoorDash, Inc. (DASH) is a commerce platform that connects merchants, consumers, and independent contractors. The San Francisco, California-based company provides various services, such as customer acquisition, demand generation, order fulfillment, merchandising, payment processing, and customer support. This commerce platform has lagged behind the broader market over the past 52 weeks. Shares of DASH have gained 8.5% over this time frame, while the broader S&P 50 ...

Stifel将Doordash的目标价从253美元下调至224美元，维持"持有"评级。(格隆汇) ...

Core Viewpoint - DoorDash Inc. is identified as one of the best US stocks to buy and hold in 2026, with a favorable industry environment and growth potential despite a conservative valuation approach [1][2]. Group 1: Price Target Adjustments - KeyBanc lowered its price target on DoorDash to $275 from $280 while maintaining an Overweight rating, reflecting a conservative valuation approach despite raising 2026 EBITDA estimates for the mobility and delivery sector [1][2]. - BNP Paribas initiated coverage of DoorDash with an Outperform rating and a $280 price target, recognizing the company's elevated valuation but strong growth potential [3]. Group 2: Market Position and Growth Factors - DoorDash is successfully capturing market share in both food and grocery delivery, while also expanding its DashPass subscriber base [2]. - The optimistic outlook for DoorDash is supported by increasing order frequency among US users, successful international expansion, and steady improvement in profit margins [3]. Group 3: Company Overview - DoorDash operates a commerce platform that connects merchants, consumers, and independent contractors in the US and internationally [4].

Group 1: Market Sentiment and Analyst Ratings - Investor sentiment has cooled since the third quarter due to a lack of near-term catalysts and rising anxiety over autonomous vehicle (AV) risk [2] - Wedbush analysts suggested "incremental caution" across the mobility, delivery, and grocery sectors heading into the fourth-quarter earnings season, maintaining a Neutral rating on Uber with a $78 price target [1] - The outlook for Lyft and Instacart was bearish, with Underperform ratings assigned to both stocks [2] Group 2: Company-Specific Insights - Lyft has struggled with weak app engagement and a significant deceleration in monthly active user (MAU) growth compared to the third quarter, leading to a maintained price target of $16 [3] - Instacart faces fierce competition from omnichannel retailers like Amazon and Walmart, with a price target maintained at $36, while order growth is expected to moderate [3] - DoorDash is highlighted as the top pick with an Outperform rating and a $270 price target, expecting adjusted EBITDA margin expansion through 2026 supported by its growing advertising segment and increased efficiencies in logistics [4] Group 3: Upcoming Earnings Reports - Uber is set to report before the opening bell on February 4, Lyft after the closing bell on February 10, DoorDash after the market closes on February 18, and Maplebear after the closing bell on February 12 [5]

高盛将DoorDash的目标价从279美元下调至267美元，维持"买入"评级。(格隆汇) ...

Core Viewpoint - Delivery companies, including Uber and DoorDash, have lost their legal attempt to block New York City's new tipping law, which mandates that food delivery apps must offer customers the option to tip delivery workers and suggest a minimum tip of 10% [2][3]. Group 1: Legal Developments - Uber and DoorDash sought an injunction against the new law, arguing it infringed on their First Amendment rights, but the judge ruled they did not show a strong likelihood of success in their claims [2]. - The law requires delivery platforms to prompt customers for tips during checkout rather than at the time of delivery, which DoorDash claims creates undue pressure on customers [3]. Group 2: Financial Implications - City regulators have alleged that Uber and DoorDash's app modifications have cost delivery workers over $550 million by discouraging customer tipping [4]. - A DoorDash spokesperson indicated that the new legislation could lead to an immediate decline in orders for small businesses in New York [5]. Group 3: Labor Economy Context - The new law is being implemented amid ongoing concerns within the Labor Economy, which consists of approximately 60 million U.S. workers earning about $25 an hour or less [6]. - Research indicates that sentiment among Labor Economy workers remains stagnant despite overall economic improvements, with many expecting their income to remain flat while monthly expenses rise [7].