DoorDash, Inc. (DASH) Stock Price & Analysis
DoorDash, Inc. (DASH) closed at USD 185.94 on Thursday, October 22, 2026, up 0.81% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 184.45; the Oct 22, 2026 session ranged USD 181–187.46 on volume of 4,112,337 shares. Market capitalization is $80.57B, with a 52-week range of USD 143.3–269 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:22 UTC.
Also available as compact Markdown for AI agents: nexqual.com/DASH.md
Key facts (DASH)
- Last four reported quarters (through Jun 30, 2026): revenue $15.9B, net income $841M (5.3% margin), free cash flow $2.60B (SEC filings).
- Valuation: P/E 95.8x (avg 346.6x at the last 2 fiscal year-ends), EV/EBITDA 45.5x, net cash $2.62B.
- 4 of 80 tracked superinvestors hold DASH (13F, Q2 2026): 1 new, 1 added, 1 reduced, 1 unchanged.
- Analysts: Buy (mean 2.00 on a 1–5 scale) (45 analysts), mean target USD 257.37 (range 172–350).
- Total return with dividends: 1Y -27.0% vs S&P 500 +14.9%; 5Y -13.0% vs S&P 500 +80.3%.
- Next earnings: 2026-11-04, EPS estimate USD 0.81, revenue estimate $4.56B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (DASH)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $4.89B | $6.58B | $8.63B | $10.7B | $13.7B | $15.9B |
| Operating income | -$452M | -$1.12B | -$579M | -$38.0M | $723M | $712M |
| Net income | -$468M | -$1.36B | -$558M | $123M | $935M | $841M |
| EPS (diluted) | -$1.39 | -$3.68 | -$1.42 | $0.29 | $2.13 | — |
| Free cash flow | $563M | $191M | $1.55B | $2.03B | $2.17B | $2.60B |
| Operating margin | -9.2% | -17.1% | -6.7% | -0.4% | 5.3% | 4.5% |
| Net margin | -9.6% | -20.7% | -6.5% | 1.1% | 6.8% | 5.3% |
| Revenue growth | +69.4% | +34.7% | +31.2% | +24.2% | +27.9% | — |
| Cash + short-term investments | $3.76B | $3.52B | $4.08B | $5.34B | $5.51B | — |
| Total debt | — | — | — | $0K | $2.72B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (DASH)
P/E 95.8x · P/S 5.1x · EV/EBITDA 45.5x · EV/Sales 4.9x · P/FCF 31.0x · P/B 8.1x · FCF yield 3.22% · Earnings yield 1.04% · Buyback yield (TTM) 1.30% · Net cash $2.62B · EV $77.9B
P/E at fiscal year-ends: Dec 2025 106.5x, Dec 2024 586.8x.
Superinvestors (SEC 13F-HR, Q2 2026) (DASH)
4 of 80 tracked investors hold DASH. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Henry Ellenbogen | Durable Capital Partners | 7.46% | $767M | Reduced -2.9% |
| Triple Frond Partners | 4.94% | $55.4M | New position | |
| Thomas Russo | Gardner Russo & Quinn | 2.45% | $219M | Added +18.5% |
| Chase Coleman | Tiger Global Management | 0.02% | $4.7M | Unchanged |
Analysts (DASH)
Consensus Buy (mean 2.00 on a 1–5 scale), 45 analysts; mean target USD 257.37 (low 172, high 350).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-21 | BTIG | Reiterated | Buy | $225 |
| 2026-10-14 | Guggenheim | Reiterated | Buy | $255 |
| 2026-10-12 | Cantor Fitzgerald | Target lowered | Overweight | $260 → $240 |
| 2026-10-05 | Wells Fargo | Target raised | Equal-Weight | $225 → $230 |
| 2026-09-09 | Scotiabank | Initiated | Sector Outperform | $275 |
| 2026-09-08 | StoneX | Reiterated | Buy | $295 |
| 2026-09-01 | Rosenblatt | Initiated | Buy | $270 |
| 2026-08-20 | Wedbush | Target raised | Neutral | $205 → $220 |
| 2026-08-10 | Roth Capital | Target raised | Neutral | $200 → $220 |
| 2026-08-07 | Wells Fargo | Target raised | Equal-Weight | $199 → $225 |
| 2026-08-07 | Susquehanna | Target raised | Positive | $225 → $250 |
| 2026-08-06 | Citigroup | Target raised | Buy | $250 → $255 |
Total return (dividends reinvested) (DASH)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -27.0% | -13.0% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -27.0% | -2.8% |
| Volatility (annualized) | 49.3% | 51.3% |
| Max drawdown | -44.9% (Oct 2025→Mar 2026) | -82.5% (Nov 2021→Oct 2022) |
DASH revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $3.46B | 77.6% | +22.2% |
| International | $997.0M | 22.4% | +119.1% |
| Total revenue | $4.45B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
DASH suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Deliveroo | “We also generate revenue from membership fees paid by consumers for DashPass, Wolt+, and Deliveroo Plus, and our advertising products, which are recognized as part of our Marketplaces revenue.” |
| Competitor | Amazon (AMZN) | “Globally, we compete with other local on-demand delivery companies, including Amazon, Uber Eats, Prosus, Delivery Hero, and other local incumbents.” |
| Competitor | Uber (UBER) | “Globally, we compete with other local on-demand delivery companies, including Amazon, Uber Eats, Prosus, Delivery Hero, and other local incumbents.” |
Quoted from the company's 10-K filed Feb 18, 2026.
Companies that name DASH in their SEC reports
| Relationship to DASH | Company | Filing | Sentence |
|---|---|---|---|
| partner | BRINKER INTERNATIONAL, INC (EAT) | 10-K Aug 19, 2026 | “Our To-Go menu is available through the Chili's mobile app, chilis.com, our delivery partners DoorDash, Uber Eats, and Grubhub, Google Food Ordering or by calling the restaurant directly.” |
| partner | Ibotta, Inc. (IBTA) | 10-K Feb 26, 2026 | “This growth was driven primarily by the launch of new partners, namely Instacart and DoorDash, and growth at certain existing third-party publishers.” |
| supplier | DOMINOS PIZZA INC (DPZ) | 10-K Feb 23, 2026 | “We have multinational agreements with Uber Technologies, Inc. and DoorDash, Inc. to allow customers to order Domino's products through their respective marketplaces.” |
DASH company outlook (results filed Aug 5, 2026)
- “Period Marketplace GOV Adjusted EBITDA Q3 2026 $33.0 billion - $34.0 billion $950 million - $1,100 million In H2 2026, we expect Adjusted EBITDA as a percentage of Marketplace GOV to follow a similar pattern to H2 2025, with a Q/Q increase in Q3 2026 followed by a Q/Q decline in Q4 2026.”
- “We expect the Q/Q decline in Adjusted EBITDA as a percentage of Marketplace GOV in Q4 2026 to be driven primarily by a seasonal increase in Dasher costs, an annual increase in insurance expenses, and an increase in investments in our global technology platform and our autonomy initiatives, among other areas.”
- “Our outlook assumes that aggregate consumer demand and key foreign currency rates remain relatively stable at current levels.”
Quoted word-for-word from the SEC 8-K results press release.
DASH analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.81 | $0.73 | +10.4% | $4.56B | 32 |
| Next quarter (ends Dec 2026) | $0.84 | $0.82 | +2.1% | $4.78B | 31 |
| Current fiscal year (ends Dec 2026) | $2.57 | $2.54 | +1.5% | $17.84B | 37 |
| Next fiscal year (ends Dec 2027) | $4.49 | $4.41 | +1.9% | $21.54B | 36 |
Key Statistics (as of October 23, 2026 at 09:22 UTC)
| Price | USD 185.94 |
|---|---|
| Change | ▲ 0.81% (up) |
| Previous Close | USD 184.45 |
| Open | USD 182.37 |
| Day Range | USD 181 – 187.46 |
| 52-Week Range | USD 143.3 – 269 |
| Volume | 4,112,337 shares |
| Market Cap | $80.57B |
| Exchange | NMS |
Technical Analysis (DASH)
Nexqual's technical model rates DASH "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:22 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 41.78 (neutral) |
| vs SMA50 | Below (USD 203.02) |
| MACD | -2.85 (negative) |
Analyst Ratings (DASH)
Wall Street analysts rate DASH "Buy" based on 45 analysts, with a mean price target of USD 257.37 (range USD 172–350), per Nexqual as of October 23, 2026 at 09:22 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 45 |
| Mean Target | USD 257.37 |
| High Target | USD 350 |
| Low Target | USD 172 |
| Buy / Hold / Sell | 36 / 9 / 0 |
Earnings (DASH)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD 1.54 |
| Revenue Estimate | $4.56B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.46 vs est 0.47 ▼ miss |
| 2026-03-31 | USD 0.42 vs est 0.36 ▲ beat |
| 2025-12-31 | USD 0.48 vs est 0.58 ▼ miss |
| 2025-09-30 | USD 0.55 vs est 0.68 ▼ miss |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
Financials & Fundamentals (DASH)
| Total Revenue | $15.89B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +35.60% |
| Gross Margin | +52.23% |
| Operating Margin | +3.86% |
| Profit Margin | +5.29% |
| ROE | +8.89% |
| Debt / Equity | 0.33 |
| Current Ratio | 1.37 |
| Total Cash | $5.35B |
| Total Debt | $3.30B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $2.60B (16.3% of revenue) |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
Financial Health Score (DASH)
Nexqual rates DoorDash, Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:22 UTC.
| Growth | Strong — Revenue +28% YoY (annual) |
|---|---|
| Profitability | Solid — Gross margin 52%, operating 4% (last 12 months) |
| Balance Sheet | Solid — $5.35B cash and investments vs $2.73B debt (Jun 2026, SEC), net cash |
| Cash Flow | Strong — FCF $2.60B (last 4 quarters to Jun 2026, SEC), 16% margin |
| Efficiency | Mixed — ROE 9%, ROA 3.0% |
Ownership (DASH)
| Insider Ownership | +0.59% |
|---|---|
| Institutional Ownership | +95.68% |
| Shares Outstanding | 409.08M |
| Float | 382.21M |
| Short % of Float | +3.87% |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
Leadership (DASH)
DoorDash, Inc. is led by Tony Xu, Co-Founder, CEO & Chair, per Nexqual as of October 23, 2026 at 09:22 UTC.
| Co-Founder, CEO & Chair | Tony Xu |
|---|---|
| President & COO | Prabir Adarkar |
| Chief Financial Officer | Ravi Inukonda |
| Head of LaunchPad & Director | Andy Fang |
| Head of DoorDash Labs & Director | Stanley Tang |
Major Backers & Investors (DASH)
Notable institutional backers of DoorDash, Inc. include Sc Us (ttgp), Ltd., Price (T.Rowe) Associates Inc, Morgan Stanley, according to Nexqual as of October 23, 2026 at 09:22 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Sc Us (ttgp), Ltd. | 8.64% |
| Price (T.Rowe) Associates Inc | 4.02% |
| Morgan Stanley | 3.97% |
| JPMorgan | 3.67% |
| Invesco | 3.57% |
| Capital Group | 2.99% |
| Growth Fund of America | 2.64% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 11.46% |
| BlackRock | 7.34% |
| State Street | 4.4% |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
From DoorDash, Inc.'s Latest SEC 10-K Filing (filed 2026-02-18)
Key Strengths & Strategy (as disclosed to the SEC)
- Our Marketplaces operate in over 40 countries, including the United States, and account for the vast majority of our revenue today.
- We rely on trademarks, patents, copyrights, trade secrets, license agreements, intellectual property assignment agreements, confidentiality procedures, non-disclosure agreements, and employee non-disclosure and invention assignment agreements to establish and protect our proprietary rights.
- We typically pay Dashers based on the amount of time they are active on our platform or the number of tasks they complete and the time, distance, and desirability associated with each task.
- People who qualify to become Dashers are often eligible to begin generating income within a day of signing up. 4 Based on the number of Dasher accounts that have delivered an order through our platform in 2025. •Flexibility: Once Dashers qualify, they generally choose whether to dash, where to dash, when to dash, how long to dash for, and how frequently to dash.
Legal & Regulatory Risks (Item 1A, quoted)
- Our business is subject to a variety of laws and regulations globally, many of which are unsettled and still developing, and any of which could subject us to legal claims, increased costs, operational burdens, or otherwise adversely affect our business, financial condition, or results of operations.
- Any failure to comply with applicable laws and regulations could also subject us to claims and other legal and regulatory proceedings, fines, or other penalties, criminal and civil proceedings, forfeiture of significant assets, and other enforcement actions.
- We may be subject to various regulations relating to payment processing.
- Changes in laws or regulations relating to privacy or the protection, transfer of data, or other processing of data relating to individuals, or any actual or perceived failure by us to comply with such laws and regulations or any other obligations relating to privacy or the protection, transfer of data, or other processing of data relating to individuals, could adversely affect our business.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| MELI | MercadoLibre, Inc. | USD 1,824.95 | ▼ 1.61% |
| PDD | PDD Holdings Inc. | USD 79.17 | ▲ 0.57% |
| EBAY | eBay Inc. | USD 122.04 | ▼ 0.7% |
| SE | Sea Limited | USD 75.69 | ▼ 2.89% |
| JD | JD.com, Inc. | USD 25.68 | ▼ 0.43% |
| CPNG | Coupang, Inc. | USD 13.99 | ▲ 0.87% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:22 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt