DoorDash stock: Q3 revenue hits USD 4.6 billion, Instacart deal signed
Published on 10/29/2026 at 17:52 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSGrowth, acquisition and outlook
- Total orders rose 28 percent year over year to 993 million in the third quarter.
- GAAP net income attributable to common stockholders increased 91 percent to USD 466 million.
- DoorDash guided for fourth-quarter Marketplace GOV of USD 35.4 billion to USD 36.4 billion.
DoorDash reported strong third-quarter results and announced a definitive agreement to acquire Instacart on October 29, 2026. According to the DoorDash investor release, revenue increased 34 percent year over year to USD 4.616 billion, while adjusted EBITDA rose 41 percent to USD 1.060 billion. At Lang & Schwarz, the stock stood at EUR 162.38 at 16:10 Berlin time on October 29, up 6.06 percent from EUR 153.11 at 11:34 CET on October 28, the quote recorded in the previous relevant report.
Record quarter supports expansion
Total orders increased 28 percent year over year to 993 million, and Marketplace GOV rose 36 percent to USD 33.941 billion. GAAP net income attributable to DoorDash common stockholders reached USD 466 million, compared with USD 244 million in the year-earlier quarter.
Adjusted EBITDA was USD 1.060 billion, up from USD 914 million in the second quarter. Free cash flow reached USD 787 million, while operating cash flow was USD 994 million. The reported figures include Deliveroo; excluding its impact, revenue growth was 23 percent.
Instacart adds grocery scale
Under the definitive agreement announced by DoorDash and Instacart, DoorDash will pay USD 65.00 per Instacart share, valuing the equity at approximately USD 17 billion. At least 75 percent of the consideration will be cash, with the remaining portion potentially paid in DoorDash shares. Completion is expected at the end of 2027 or in the first half of 2028, subject to shareholder, antitrust and other regulatory approvals.
DoorDash expects the combination to produce a path to at least USD 500 million in annual synergies, net of investments. The company plans to fund the cash component with cash on hand and debt financing, including a committed 364-day senior unsecured bridge facility.
Fourth-quarter checkpoint
For the fourth quarter, DoorDash forecast Marketplace GOV of USD 35.4 billion to USD 36.4 billion and adjusted EBITDA of USD 900 million to USD 1.100 billion. Management also expects 2026 stock-based compensation of approximately USD 1.2 billion and warned that year-end merchant-payment timing could reduce reported 2026 free cash flow by USD 700 million to USD 800 million.
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DoorDash, Inc. stock facts
- Company: DoorDash, Inc.
- ISIN: US25809K1051
- Ticker: DASH
- Primary exchange: Nasdaq
- Lang & Schwarz price: EUR 162.38 on October 29, 2026 at 16:10 Berlin time
- Change since previous relevant report: 6.06 percent from EUR 153.11 on October 28, 2026
- Sector / industry: Communication Services / Internet Content and Information
