Added to YB: 2026-05-11
Pitch date: 2026-05-07
DASH [neutral]
DoorDash, Inc.
-3.43%
current return
Author Info
No bio for this author
Company Info
DoorDash, Inc., together with its subsidiaries, operates a commerce platform that connects merchants, consumers, and dashers in the United States and internationally.
Market Cap
$71.4B
Pitch Price
$169.75
Price Target
310.00 (+89%)
Dividend
N/A
EV/EBITDA
46.69
P/E
78.14
EV/Sales
4.70
Sector
Hotels, Restaurants and Leisure
Category
growth
Doordash 1Q26 Earnings: The Two Businesses Inside
DASH (earnings): Q1 rev $4.04B (+33% YoY) missed but stock +10%+ as market shifted focus from NRM (12.8%, 5Q low) to GOV $31.6B (+37%), 933M orders, $754M adj EBITDA. Key: Xu says 'cracked code on CPG advertisers'—turning grocery breakeven enables media biz. By 2029, either retail media at 22x ($310 PT, 25% prob), settled dual biz at 18x ($210, 50%), or pure logistics at 13x ($120, 25%). Watch: ad disclosure, new verticals GP+ H2'26, NRM stability, Deliveroo $200M target.
Read full article (7 min)