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    DoorDash (DASH) Is Up 9.4% After Third Profitable Quarter And Ecosystem Deals - Has The Bull Case Changed?

    Simply Wall St·12/08/2025 20:11:16
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    • In recent months, DoorDash has reported three consecutive profitable quarters, reinforced its estimated 68% share of the U.S. food delivery market, expanded via investments and acquisitions such as Deliveroo and SevenRooms, partnered with Waymo on autonomous deliveries, grew its high-end DoorDash Reservations offering in markets like Miami, and continued to resolve past regulatory issues including a US$16.75 million New York tip settlement.
    • Together, these developments suggest DoorDash is moving further beyond its core food delivery roots into a broader logistics, dining, and software ecosystem while still working to strengthen trust with workers, regulators, and consumers.
    • We’ll now examine how DoorDash’s third straight profitable quarter and expanding ecosystem of partnerships shape its existing investment narrative.

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    DoorDash Investment Narrative Recap

    To own DoorDash today, you need to believe it can turn its large US food delivery position and newer software, reservations, and logistics efforts into durable, profitable growth. The third straight profitable quarter supports that thesis, but the biggest near term catalyst remains whether DoorDash can keep improving unit economics as it expands, while the biggest risk is that rising labor and regulatory costs still pressure margins. Recent news does not materially change either, but it does slightly de risk regulatory overhang.

    Among the recent announcements, the autonomous delivery partnership with Waymo is most relevant. If DoorDash can scale automation across more markets, that could support its key catalyst of lowering fulfillment costs per order and improving operating leverage, even as it adds complexity through international and vertical expansion.

    Yet behind DoorDash’s profitability streak, investors should be aware of how rising labor and gig work regulations could still...

    Read the full narrative on DoorDash (it's free!)

    DoorDash's narrative projects $20.4 billion revenue and $3.2 billion earnings by 2028. This requires 19.6% yearly revenue growth and an earnings increase of about $2.4 billion from $781.0 million today.

    Uncover how DoorDash's forecasts yield a $276.17 fair value, a 23% upside to its current price.

    Exploring Other Perspectives

    DASH Community Fair Values as at Dec 2025
    DASH Community Fair Values as at Dec 2025

    Twelve members of the Simply Wall St Community currently estimate DoorDash’s fair value between US$194 and US$357, highlighting a wide spread of expectations. You can weigh these views against the belief that automation and broader logistics offerings might gradually improve margins and help support future earnings power.

    Explore 12 other fair value estimates on DoorDash - why the stock might be worth as much as 59% more than the current price!

    Build Your Own DoorDash Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your DoorDash research is our analysis highlighting 4 key rewards that could impact your investment decision.
    • Our free DoorDash research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate DoorDash's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.