Do Wall Street Analysts Like DoorDash Stock?

Core Insights - DoorDash, Inc. has a market capitalization of $103.4 billion and operates a global commerce platform connecting merchants, consumers, and independent contractors through its DoorDash and Wolt marketplaces [1] Performance Overview - Over the past 52 weeks, DoorDash shares have surged 50.8%, outperforming the S&P 500 Index's increase of 19.6% [2] - Year-to-date, DoorDash shares are up 41.3%, compared to the S&P 500's 16.5% rise [2] - DoorDash has also outperformed the Consumer Discretionary Select Sector SPDR Fund's return of 19.7% over the same period [3] Financial Results - Following Q2 2025 results, DoorDash shares rose 5% as the company reported EPS of $0.65, exceeding estimates [4] - Revenue increased by 24.9% year-over-year to $3.3 billion, surpassing consensus expectations [4] - Marketplace Gross Order Value (GOV) surged 23% to $24.2 billion, with total orders rising 20% to 761 million [4] - Guidance for Q3 GMV is projected between $24.2 billion and $24.7 billion, indicating strong demand in food, grocery, and non-food delivery [4] Analyst Expectations - For the fiscal year ending December 2025, analysts anticipate EPS to increase significantly by 755.2% year-over-year to $2.48 [5] - The consensus rating among 42 analysts is a "Moderate Buy," with 28 "Strong Buy" ratings, 2 "Moderate Buys," and 12 "Holds" [5] - The current analyst configuration is more bullish than three months ago, with 23 "Strong Buy" ratings [6] Price Targets - Wedbush analyst Scott Devitt reaffirmed a "Hold" rating on DoorDash with a price target of $280 [7] - The mean price target of $304.24 suggests a premium of 25.7% to the current price [7] - The highest price target of $360 indicates a potential upside of 48.7% [7]