DoorDash, Inc. (NASDAQ:DASH) shares were volatile Thursday as investors weighed top and bottom line Q4 misses against robust growth in Marketplace Gross Order Volume (GOV). DASH stock is moving. See the chart and price action here. The delivery giant reported quarterly earnings of 48 cents per share, missing the analyst consensus of 60 cents. Revenue reached $3.96 billion, marking a 38% year-over-year increase, yet fell short of the $3.99 billion anticipated by Wall Street.DoorDash stock fell immediately fo ...

Core Insights - DoorDash has continued to experience robust growth post-pandemic, distinguishing itself as one of the few pandemic winners [1] - The company is profitable on a GAAP basis and is focusing on developing an integrated platform [1] Company Analysis - DoorDash is recognized for its strong financial performance and ongoing investments in technology and platform integration [1] - The company is led by a management team that emphasizes long-term growth and value creation [1] Investment Perspective - The investment strategy involves identifying undervalued companies with sustainable growth potential, particularly in sectors with long growth runways [1] - The approach combines growth-oriented principles with strict valuation criteria to enhance investment safety [1]

DoorDash Inc (NASDAQ: DASH) stock is up 2.8% at $178.28 at last check, brushing off a top- and bottom-line miss for the fourth quarter after the food delivery name also reported a 32% year-over-year surge in orders, in addition to a 38% revenue jump. No fewer than 14 analysts chimed in with price-target cuts in response, while five hiked their price objectives.DASH is pacing for its third-straight gain, and yesterday scored its best single-session pop since April. The shares are bouncing off a pullback to $ ...

Diane King all is with us taking a look at some of the movers here and looking at Door Dash. Good morning. >> Good morning to you, Nicole.What's interesting to see this one and how it plays out investor reaction cuz when they released the numbers for Door Dash, that stock actually initially sank after hours, but then this morning it came back. It was up double digits. It is still higher right now in um since the cash open.Uh so you actually had this double miss here that's not denting Door Dash. Uh investor ...

Core Viewpoint - Doordash's stock experienced a rally despite disappointing fourth-quarter results, as Wall Street recognized early progress in the company's investment cycle [1][2]. Group 1: Financial Performance - The company reported earnings that fell short of Wall Street's expectations on both revenue and profit, leading to an initial drop of about 10% in shares during extended trading [1]. - Doordash anticipates a $20 million impact from recent U.S. winter storms and increased order costs due to investments in longer-distance deliveries and cost increases in regulated markets [2]. Group 2: Investment Strategy - The company is expected to continue investing in Deliveroo, the British delivery platform acquired last year, which is projected to negatively impact adjusted EBITDA in the first quarter [2]. - Analysts noted that Doordash's investments are beginning to show signs of early payoff, contributing to a positive outlook despite the subpar results [2]. Group 3: Analyst Insights - Morgan Stanley analyst Brian Nowak highlighted that Doordash's businesses are strong and accelerating, with improving unit economics that support durable growth and further investment [3].

Core Insights - DoorDash reported fourth quarter results that slightly missed Wall Street's expectations on both revenue and earnings per share, but total orders exceeded forecasts [1][2] Financial Performance - Earnings per share for the fourth quarter were $0.48, compared to the expected $0.55 [1] - Revenue grew 28% year over year to $3.96 billion, slightly below the nearly $4 billion forecasted by Wall Street [2] - Adjusted EBITDA reached $780 million, up 38% year over year and nearly $5 million above estimates [1] Order Metrics - Total orders increased by 32% to 903 million, surpassing the anticipated 888 million [2] - Marketplace Gross Order Value (GOV) was $29.7 billion, exceeding the expected $29.1 billion, driven by new customer growth and increased order rates in the US restaurant category [3] Future Guidance - For the first quarter of 2026, DoorDash expects marketplace GOV to be between $31.0 billion and $31.8 billion, above the Street's forecast of $30.75 billion [4] - Adjusted EBITDA for the first quarter is projected to be between $675 million and $775 million, which is below the Street's prediction of $800 million [4] Stock Performance - Following the results, DoorDash's stock fell as much as 8%, and shares had lost about 20% year-to-date through Wednesday's close [3]

jetcityimage/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify Carvana's (CVNA)Q4 profitability loses traction; shares crater more than 20%. (00:14) DoorDash (DASH) sees double-digit growth in orders, GOV; sets upbeat Q1 guidance. (01:31) Moderna (MRNA) gains as FDA backtracks and accepts flu shot for review. (02:14) This is an abridged transcript. Carvana (CVNA) sold more cars than Wall Street expected in the fourth quarter, but concerns over the company’s pr ...

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Major U.S. indices closed higher, with the Dow Jones Industrial Average rising 0.26% to 49,662.66, the S&P 500 advancing 0.56% to 6,881.31 and the Nasdaq climbing 0.78% to 22,753.63.These are the top stocks that gained the attention of retail traders and investors through the day:Caravana Co. (NYSE:CVNA)Carvana shares rose 3.02% to close at $361.53, with an intraday high of $366.26 and a low of $339.15. The stock’s 52-week range is $148.25 to $486.89. The stock crashed nearly 15% to $307.70 in the after-hou ...

Core Insights - DoorDash is positioning itself as a technology and infrastructure partner for local commerce, moving beyond meal delivery to own the software and logistics stack [1][2] - The company aims to maximize long-term free cash flow and sees its acquisition of Deliveroo as a key part of this strategy, with Deliveroo expected to contribute approximately $200 million in EBITDA this year [2][9] - DoorDash is evolving into a broader commerce platform that integrates software, advertising, fulfillment, and autonomy to empower local businesses against larger digital competitors [10] Financial Performance - In the fourth quarter, DoorDash reported a revenue increase of 38% year over year, reaching $3.955 billion, with a GAAP net income of $213 million and adjusted EBITDA of $780 million [9] - For the full year, the company achieved total revenue of $13.7 billion and net income attributable to common stockholders of $935 million [9] - Management anticipates a slight increase in adjusted EBITDA margin for 2026 compared to 2025, excluding Deliveroo [9] Strategic Initiatives - The company is investing in SevenRooms, a guest experience and customer relationship management platform, to enhance merchant relationships by combining software with consumer demand [3] - DoorDash is advancing its in-house advertising technology platform, Symbiosys, which allows restaurants and retailers to purchase sponsored placements, contributing to the scaling of its ads business alongside core order growth [4] - The logistics strategy includes a "mixed fleet" model where independent contractors (Dashers) will work alongside autonomous vehicles, optimizing delivery assignments based on complexity and distance [8]