DoorDash Is Getting into the AI Game. Should You Buy DASH Stock Here

Core Insights - DoorDash is a technology and logistics company that connects consumers with local businesses through on-demand delivery services, operating one of the largest local commerce platforms globally [1] - The company has shown strong stock performance, recovering from April lows and gaining approximately 37% over the last 12 months, outperforming the S&P 500 index [3][4] Company Overview - Founded in 2013 and headquartered in San Francisco, DoorDash operates in the United States, Canada, Australia, and New Zealand, and has subsidiaries like Wolt and Deliveroo for markets in Europe, the Middle East, Africa, and Asia [2] Financial Performance - For Q3 2025, DoorDash reported revenue of $3.446 billion, a 27% year-over-year increase, surpassing Wall Street expectations [5] - GAAP diluted EPS was $0.55, while adjusted EPS was approximately $1.28, both exceeding consensus estimates due to stronger operating leverage and advertising growth [5] - The net revenue margin improved to 13.8% from 13.5% a year earlier, driven by advertising growth and lower costs [6] - Net income attributable to common stockholders increased by 51% year-over-year to $244 million, with operating income reaching about $258 million [6] - Adjusted EBITDA rose by 41% to $754 million, and year-to-date operating cash flow reached roughly $2.0 billion, supporting acquisitions and convertible debt issuance [6]