DoorDash shares jump as delivery demand fuels growth forecast

DoorDash shares jump as delivery demand fuels growth forecast

Reuters

Thu, February 19, 2026 at 9:09 PM GMT+9 2 min read

In this article:

  •                                       StockStory Top Pick 
    

    DASH

    +6.80%

Feb 19 (Reuters) - Food delivery firm DoorDash’s shares surged about 11% premarket on Thursday following a strong forecast for first-quarter marketplace gross order ‌value, betting on steady demand and aggressive expansion across businesses.

Demand for ‌online grocery and food delivery is rising as budget-conscious shoppers prioritize convenience, even for essentials, a ​trend DoorDash has capitalized on with steady gains in recent quarters.

Its fourth-quarter total orders were up 32%, after rising 19% a year ago.

“Beyond restaurants, the US grocery and retail categories showed strength, with DASH attracting more new consumers in 4Q25 than ‌in any prior quarter ⁠and driving improved initial engagement among newer cohorts,” RBC Capital Markets analysts said in a note.

DoorDash now expects marketplace GOV, or ⁠the total dollar value of orders placed through its platform, to be between $31 billion and $31.8 billion in the current quarter, beating estimates of $29.61 billion, according to data compiled ​by ​LSEG.

Fierce competition in the online food-delivery market ​is pushing firms such as DoorDash, ‌Instacart and UberEats to step up partnerships and promotions to capture more market share.

DoorDash also said it plans to rebuild its tech system in 2026 to bring brands such as DoorDash, Wolt and Deliveroo onto a single platform, supported by several hundred million dollars of investment in new products and technology spending.

These ‌investments, however, are expected to weigh on its ​profitability, with the first-quarter adjusted EBITDA target between $675 ​million to $775 million falling short ​of the $798.22 million estimates.

“DASH has a long runway for growth; ‌reinvestment is in the company’s DNA, ​and this is not ​the last time we will end up debating an investment cycle — but there is merit to the strategy,” said Nikhil Devnani, analyst with Bernstein.

DoorDash’s ​forward price-to-earnings ratio for ‌the next 12 months, a common benchmark for valuing stocks, was ​50.87, compared with Instacart’s 14.66 and Uber’s 20.75.

(Reporting by Anuja Bharat ​Mistry in Bengaluru; Editing by Vijay Kishore)

條款 及 私隱政策

Privacy Dashboard

More Info

DASH1.78%
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pin