Core Viewpoint - DoorDash Inc. is recognized as one of the best consumer discretionary stocks to buy, with Citi analyst Ronald Josey maintaining a Buy recommendation despite a slight target price adjustment to $280 from $283, citing strong Q4 performance and positive outlook through 2026 [1][2]. Financial Performance - DoorDash reported a 51.1% year-over-year increase in GAAP attributable net income, reaching $213 million, up from $141 million [2]. - GAAP earnings per diluted share rose 45.5% year-over-year to $0.48, compared to $0.33 [2]. - Adjusted EBITDA increased by 37.8% year-over-year to $780 million, up from $566 million [2]. Revenue Growth - The company's revenue grew 37.7% year-over-year to $4.0 billion, up from $2.9 billion, driven by a larger user base and increased order volume [3]. - Total orders increased by 31.8% year-over-year to 903 million, up from 685 million, with monthly active users growing 33.3% to 56 million from 42 million [4]. - The average basket size saw a slight increase of 5.9% year-over-year to $32.9 per order, up from $31.06 [4]. - Marketplace gross order value grew by 39.5% year-over-year to $29.7 billion, up from $21.3 billion [4]. Future Guidance - Management expects marketplace gross order value for the first quarter to reach between $31.0 billion and $31.8 billion, which would yield adjusted EBITDA of $675 million to $775 million [5].

Group 1 - DoorDash, Inc. (NASDAQ:DASH) is currently viewed as one of the best stocks to buy, with positive ratings from multiple analysts [1] - BNP Paribas has initiated coverage of DoorDash, assigning an 'Outperform' rating and a price target of $280 [2] - Cantor Fitzgerald has raised its price target for DoorDash from $270 to $285 while maintaining an 'Overweight' rating, citing a positive outlook for global internet stocks driven by AI developments [3] Group 2 - Wolfe Research has reduced its price target for DoorDash from $275 to $270 but still maintains an 'Outperform' rating, indicating a strong year ahead for internet stocks despite concerns over elevated multiples [4] - The overall sentiment in the market reflects a cautious optimism regarding DoorDash, with some analysts highlighting the potential for AI to drive revenue growth and improve long-term returns [3][4] - While DoorDash is recognized for its potential, some analysts suggest that certain AI stocks may offer greater upside potential with less downside risk [5]