DoorDash stock draws a Moderate Buy consensus at USD 257.47

Published on 10/06/2026 at 18:11 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

DoorDash stock posted USD 4.45 billion in Q2 revenue, up 35.6 percent year over year. Its USD 0.46 EPS missed the USD 0.47 consensus.

DoorDash, US25809K1051, Illustration mit AI erstellt.

DoorDash stock (ISIN US25809K1051) was trading at USD 193.48 on NASDAQ on October 6, 2026, up 0.89 percent from the previous close, with a market capitalization of USD 84.3 billion. The latest analyst consensus gives the shares a Moderate Buy rating and an average 12-month target of USD 257.47, according to MarketBeat on October 5, 2026.

Q2 revenue rose 35.6 percent

DoorDash generated USD 4.45 billion in revenue in Q2 2026, an increase of 35.6 percent from the same quarter a year earlier. According to Zacks on September 25, 2026, total orders increased 27 percent to 970 million and Marketplace GOV advanced 36 percent to USD 33.08 billion. The quarter also showed a split result: diluted EPS was USD 0.46, below the USD 0.47 consensus, while revenue exceeded the USD 4.34 billion estimate.

Analysts see a higher target

The consensus target of USD 257.47 stands 33.1 percent above the NASDAQ price of USD 193.48 on October 6, 2026. MarketBeat counted 36 analysts, including 26 Buy ratings, 8 Hold ratings, 1 Strong Buy rating and 1 Sell rating.

Wells Fargo raised its DoorDash target to USD 230 from USD 225 while keeping an Equal Weight rating, as Markets Insider reported on October 5, 2026. The firm highlighted Q4 Marketplace GOV guidance and modeled 2027 GOV growth at 18 percent, below the Street estimate of 20 percent.

AI expansion adds a second growth test

DoorDash is broadening its platform beyond delivery. In its September 30, 2026 Dash Forward announcement, DoorDash introduced text ordering, DashOS restaurant software, DoorDash Air drone delivery and new AI tools for Dashers.

The operating question is whether these initiatives improve economics as quickly as they expand the addressable market. DoorDash said DashBuddy had already been used by more than 200,000 Dashers as of September 2026, while DashOS tests lifted reservations by more than 15 percent, according to the company announcement.

DoorDash stock holds above USD 193

DoorDash stock was last at USD 193.48 on NASDAQ at 12:10 p.m. ET on October 6, 2026. The session range was USD 190.82 to USD 193.68, while the 52-week range stood at USD 143.30 to USD 285.50.