Analysts See Over 30% Upside in DoorDash Inc. (DASH) Despite Margin Uncertainty

Core Viewpoint - DoorDash Inc. is highlighted as a strong investment opportunity, particularly due to its debt-free status and positive analyst ratings, despite some caution regarding future cost-related issues [1][4]. Group 1: Analyst Ratings and Price Targets - Wells Fargo raised the price target for DoorDash from $239 to $251 while maintaining an Equal Weight rating [1]. - BNP Paribas initiated coverage with an Outperform rating and a price target of $280, indicating strong analyst support with over two-thirds rating it as a Buy [4]. Group 2: Financial Performance Expectations - The company’s Q4 results are expected to meet market expectations, while Q1 guidance for Gross Order Value (GOV) is projected to exceed expectations by approximately 2% [2]. - There are concerns regarding cost-related issues that may impact margin expansion expectations in the second half of 2026, potentially affecting 2027 EBITDA forecasts [3]. Group 3: Company Overview - DoorDash operates a logistics platform that connects merchants, consumers, and dashers both in the United States and internationally [4].