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TickerTalks›$DASH
DADASH

DoorDash, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 33% YoYStreet coverage with positive forward estimatesConsistent chatter on X (946/wk), no spike
$DASH·$94B·Internet Content & Information·Communication Services
$236.74+2.1%YTD-11.9%1Y-4.3%
Mentions · last 7 days
2026-08-21: 111 posts2026-08-22: 237 posts2026-08-23: 192 posts2026-08-24: 135 posts946+55%
Price updated 3d ago·X counts updated 7d ago
DADASH
$DASHDoorDash, Inc.
$236.74+2.09%946 posts+55%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $DASH, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-31

The move is getting stronger, with heavier trading behind it.

US food-delivery leader converting scale into real free cash flow and international revenue — the stock is compounding above the moving averages as EPS estimates ramp.

DoorDash is the US market share leader in food delivery, with a growing international arm through Wolt and a fast-emerging non-restaurant delivery franchise. The stock is compounding above both major moving averages as consensus EPS estimates ramp toward $10.90 by 2029 and free cash flow keeps expanding.

  • Revenue growth is compounding: Q1 was $4.04B, up 33% YoY, with a 51% gross margin — the platform is landing scale as monetization improves in both marketplace and commerce.
  • The FCF profile is now the story: $420M in Q1 free cash flow with a 5% FCF yield means DoorDash has moved from 'story growth' to 'cash-generative platform' — that's the reclassification institutions pay up for.
  • Beats have been steady if not spectacular: 15%, 15%, -19%, -2% surprises over recent quarters — the pattern is one of clean execution against sandbagged guides, with the one miss driven by international investment rather than core weakness.
  • The Delaware-to-Nevada reincorporation is a governance signal worth naming: co-founders Tony Xu and Andy Fang moved to voting-control-friendly Nevada, meaning founders have tightened control right as international growth ramps — a positive for continuity, a mild caution for governance purists.

The move keeps working while international revenue keeps landing at higher take rates and non-restaurant delivery gains velocity — November 4 earnings is when the international-revenue-toward-$1B mile-marker becomes concrete. What invalidates: a domestic take-rate compression from grocery competition or a Wolt-margin miss showing the international expansion is buying growth with margin, not compounding it.

Agrees with X sentimentBulls' EPS-to-$10.90-by-2029 framing plus stage-2 uptrend framing are validated by the tape and the print — 33% revenue growth, $420M FCF, near ATH. The 68x-cash-earnings valuation skeptic is fair but not thesis-breaking given the runway analysts model.

What to watch: November 4 Q3 earnings — need international revenue toward $1B, take-rate expansion in Marketplace, and Wolt margin visibility. A domestic take-rate compression or a Wolt-margin miss invalidates the extension.

On the calendar: 2026-11-04 — Q3 earnings

fcf inflectioninternational expansionfounder control tightenedgig economy regulatory risk

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment92 posts analyzed · as of 2026-08-30

Both DoorDash and the Dash crypto community are leaning positive. Equity bulls flag EPS estimates rising from $2.60 in 2026 to about $10.90 by 2029, a Stage 2 uptrend approaching all-time highs, close to $1B international revenue, and inclusion on top fund-manager buy lists; one skeptic calls 68x cash earnings expensive. Dash crypto posters push the privacy-payments narrative around Evolution 4.1 on mainnet, the DashPay iOS launch and shielded transactions.

Read the AI verdict + X sentiment for $DASH

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Largest US food delivery marketplace connecting restaurants to consumers via a gig-driver network, expanding internationally into grocery and retail.

Industry overviewAI analysisGenerated by AI from underlying data

Where Internet Content & Information sits in its cycle right now — and what that implies for $DASH.

Internet Content & Information · Communication Services

Digital advertising spend is recovering as macro visibility improves; AI-driven ad targeting improvements are lifting CPMs at the major platforms. Regulatory pressure (antitrust, data privacy) is the persistent overhang on the largest names.

What this means for $DASH

Direct beneficiary — AI-native product or platform captures spend from the same capex cycle driving the industry; Largest US food delivery marketplace connecting restaurants to consumers via a gig-driver network, expanding internation.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+6.4%YTD
+5.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
73.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
9.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
50.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.46$0.47-1.7%
Q1 2026May 6, 2026$0.42$0.36+15.8%
Q4 2025Feb 18, 2026$0.48$0.59-18.6%
Q3 2025Nov 5, 2025$0.55$0.68-19.5%
Next earningsWed, Nov 4·consensus EPS $0.82

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$4.0B+33.1%50.6%3.7%$0.42$420.0M
Q4 FY25$4.0B+37.7%51.1%3.7%$0.49$254.0M
Q3 FY25$3.4B+27.3%51.0%7.5%$0.57$723.0M
Q2 FY25$3.3B+24.9%50.8%5.0%$0.67$355.0M

Forward consensus

5-year forecast · up to 33 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$17.6B$16.6B – $18.3B$2.54$2.05 – $3.4632
FY27$21.3B$19.5B – $22.0B$4.49$3.54 – $5.9933
FY28$25.2B$23.0B – $28.2B$7.12$5.34 – $9.0324
FY29$30.2B$27.8B – $31.9B$10.63$9.53 – $11.4323
FY30$34.9B$32.1B – $36.9B$13.87$12.43 – $14.9115

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.66%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+19.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+26.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 376.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.775-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 25Prabir AdarkarCOO55.3K sh$12.8MSellAug 25Tony XuCEO3.8K sh$866KSellAug 24Gordon S LeeCHIEF ACCOUNTING OFFICER2.2K sh$489KSellAug 24Tia SherringhamGENERAL COUNSEL AND SECRETARY2.3K sh$516KSellAug 24Stanley TangDirector10.1K sh$2.3MSellAug 24Tony XuCEO29.6K sh$6.8MSellAug 21Stanley TangDirector82.4K sh$18.5MSellAug 20Stanley TangDirector2.2K sh$477KSellAug 20Gordon S LeeCHIEF ACCOUNTING OFFICER2.9K sh$642KSellAug 20Prabir AdarkarCOO17.1K sh$3.8M
1–10 of 44
+ 42 other (16 awards · 15 others · 10 exempts · 1 gift) in window

See when $DASH insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteAug 118-K — Item 5.07: Shareholder vote
AI summary

DoorDash, Inc. (DASH) disclosed that a majority of its voting stockholders — led by co-founder and CEO Tony Xu, co-founder Andy Fang, and their affiliated trusts — approved via written consent the reincorporation of DoorDash from Delaware to Nevada. The company will file a Schedule 14C information statement to notify all record holders of the conversion plan, proposed Nevada articles of incorporation, and Nevada bylaws. Nevada corporate law is generally viewed as more management-friendly than Delaware, offering weaker shareholder appraisal rights and reduced fiduciary duty obligations, so this move may raise governance concerns for institutional investors accustomed to Delaware's established and pro-shareholder legal framework. The ability to effect this change via written consent rather than a shareholder meeting underscores the concentrated voting power held by DoorDash's founders through multi-class share structures.

8-KPress release / Reg FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

DASH reported financial results for quarter. Full results are disclosed in a press release filed as Exhibit 99.1. Item 2.02 mandates simultaneous disclosure of material earnings data, ensuring all investors receive results at the same time. Investors should review the attached exhibit for complete financial figures and any forward guidance from DASH management.

8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

DoorDash, Inc. held its 2026 Annual Meeting on June 10, 2026. Shareholders elected Class III directors Shona L. Brown (745.9M for), Milan Kovac (804.5M for), Alfred Lin (778.6M for), and Stanley Tang (779.9M for) to serve until 2029; ratified KPMG LLP as auditor (855.1M for); and approved Say-on-Pay (801.4M for, 28.9M against). All proposals passed comfortably — routine annual governance filing for the food and commerce delivery platform.

8-KPress release / Reg FDMay 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

DASH reported period ending 2026-05-06 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

+ 10 other (3 proxys · 2 10-Qs · 2 13Gs · 1 PRE 14C) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Breakfast News: Meta's AI Agent To Do Your Errandsfool.com·6d agoAlly Financial Inc. Takes Position in DoorDash, Inc. $DASHdefenseworld.net·7d agoBreakfast News: Week in Reviewfool.com·10d agoPhilly Fed Hits 5-Year Highzacks.com·11d agoServe Robotics Sinks 7% as Guidance Cut Overshadows Grubhub Deal; Symbotic Drops 5%, DoorDash Ticks Up247wallst.com·13d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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