North America Equity Research December 2025 US Internet 2026 Outlook Doug Anmuth AC (212) 622-6571 douglas.anmuth@jpmorgan.com J.P. Morgan Securities LLC Dae Lee, CFA AC (415) 315-8500 dae.k.lee@jpmorgan.com J.P. Morgan Securities LLC Bryan M. Smilek AC (212) 622-8886 bryan.smilek@jpmorgan.com J.P. Morgan Securities LLC Neeraj Kookada, CFA (212) 622-0270 neeraj.s.kookada@jpmorgan.com J.P. Morgan Securities LLC Margaret Hoffman (212) 622-1710 margaret.hoffman@jpmchase.com J.P. Morgan Securities LLC See the e ...

Argus Research将Doordash的目标价从275美元下调至260美元，维持"买入"评级。(格隆汇) ...

Core Insights - DoorDash (DASH) is experiencing significant growth due to increasing consumer demand for e-commerce and local delivery services, leading to a notable rise in its e-commerce growth [1] Group 1: Company Performance - Total orders for DoorDash increased by 21% year over year to 776 million in Q3 2025 [3] - Marketplace Gross Order Value (GOV) rose by 25% year over year to $25 billion, indicating strong demand across platforms [3] - The company is expanding its partner base to enhance express grocery delivery services, solidifying its position in the on-demand delivery market [2] Group 2: Strategic Initiatives - DoorDash is diversifying into new verticals such as grocery, convenience, alcohol, and retail, adding major grocers like Kroger to its platform [4] - Investments in autonomous delivery systems, including a partnership with Waymo to test autonomous delivery in Metro Phoenix, are expected to further enhance e-commerce growth [5] Group 3: Competitive Landscape - DoorDash faces stiff competition from other local food delivery platforms like Uber Technologies and Amazon, which are also expanding their market presence [6] - Uber Technologies reported a 27% year-over-year increase in delivery segment revenues, while Amazon is integrating fresh groceries into its same-day delivery offerings [7][8] Group 4: Valuation and Estimates - DoorDash shares have increased by 3.7% over the past six months, underperforming the Zacks Internet-Services industry's growth of 74.7% [9] - The current Price/Book ratio for DoorDash is 10.19, which is higher than the industry average of 7.88 [12] - The Zacks Consensus Estimate for DoorDash's earnings in 2025 is $2.23 per share, reflecting a year-over-year increase of 668.97% [14]

Colette Kress , who recently crossed the billionaire net-worth threshold as the CFO of Nvidia , made clear that China remains a pressure point despite record data center results. She noted that “sizable purchase orders never materialized… due to geopolitical issues and the increasingly competitive market in China,” and reiterateed Nvidia is “not assuming any data center compute revenue from China” in its Q4 outlook. Inventory rose 32%, and supply commitments climbed 63% sequentially, which Kress framed as p ...

Core Insights - The article discusses the latest trends and developments in the investment banking sector, highlighting key performance indicators and market dynamics. Group 1: Industry Trends - Investment banking is experiencing a shift towards digital transformation, with firms increasingly adopting technology to enhance efficiency and client engagement [1]. - There is a growing emphasis on sustainable finance, as more investment banks are integrating environmental, social, and governance (ESG) criteria into their advisory services [1]. Group 2: Company Performance - Major investment banks reported a 15% increase in revenue year-over-year, driven by strong demand for advisory services and capital markets activities [1]. - Cost management strategies have led to a 10% reduction in operational expenses across the sector, improving overall profitability [1].

Key Takeaways DoorDash shares jumped 29.6% over the past year on strong order and GOV growth. Expanding partnerships, including Family Dollar and McDonald's, boosted reach and demand. DASH guides Q4 Marketplace GOV to $28.9-$29.5B while 2025 revenue estimates rise sharply. DoorDash (DASH) shares have gained 29.7% in the trailing 12 months, outperforming the Zacks Computer & Technology sector’s growth of 27.2%. The outperformance can be attributed to strong order growth and rising Marketplace GOV, along with ...

As Peter Lynch once said, insiders might sell their shares for many reasons… but there is typically only one reason an insider buys: ➡️ They believe the stock is undervalued. More News from Barchart And the bigger the insider buy, the higher the conviction. That’s exactly how DoorDash (DASH) stock ended up making its debut in the latest Market on Close livestream, when insider Alfred Lin – a longtime director at DASH who’s also a former Zappos exec and a current partner at Sequoia Capital – made a whale ...

NEW YORK, Dec. 09, 2025 (GLOBE NEWSWIRE) -- The story of the American economy today is unfolding not just on Wall Street, but on Main Street and around the kitchen table. During a recent satellite media tour in partnership with DoorDash and D S Simon Media, Chief Analytics Officer at Doordash Jessica Lachs shared key findings from the company’s first-ever State of Local Commerce report. The findings offer a real-time look into how families, workers, and local businesses are adapting in 2025. The report draw ...

RT Web3Daria (@DariaChernozub)Great catching up with the @CoinMarketCap team at #BinanceBlockchainWeek 🤝✨@Dashpay × CMC - two OGs still standing after 10+ years, basically a whole crypto century 😉Massive respect for the visibility you give to real builders 👏🏻#Dash $Dash https://t.co/D3V2H15lzl ...

DoorDash, Inc. (DASH), headquartered in San Francisco, California, operates a commerce platform that connects merchants, consumers, and independent contractors. Valued at $97 billion by market cap, the company develops technology to connect customers with merchants through an on-demand food delivery application. Companies worth $10 billion or more are generally described as “large-cap stocks,” and DASH perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influen ...