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TickerTalks›$DASH
DADASH

DoorDash, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 33% YoYStreet coverage with positive forward estimatesConsistent chatter on X (814/wk), no spike
$DASH·$84B·Internet Content & Information·Communication Services
$185.67-0.4%YTD-18.9%1Y-20.5%
Mentions · last 7 days
2026-07-09: 121 posts2026-07-10: 91 posts2026-07-11: 82 posts2026-07-12: 96 posts2026-07-13: 151 posts2026-07-14: 123 posts2026-07-15: 146 posts814+1%
Price updated 2m ago·X counts updated 2d ago
DADASH
$DASHDoorDash, Inc.
$185.67-0.37%814 posts+1%
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 numbersWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Marketplace flywheel accelerating at 33% growth — the tape is coiled at the 200DMA/50DMA test into August 5.

DoorDash is the local-delivery marketplace whose 2026 tape has been -17% YTD despite continued top-line acceleration. The stock is coiled at 31% of the 52-week range with earnings on August 5.

  • The core business is genuinely accelerating: Q1 2026 revenue grew 33% YoY to $4.0B, gross margin held at 51%, and operating margin was 3.7% — the marketplace flywheel is intact, and the incremental profitability is showing up in FCF trajectory.
  • The competitive concern is genuinely priced: DoorDash approaching its 200DMA and resistance trendline with rejection back to support at 50DMA + VPoC is what bears watch, and Rep. Tim Moore's $1K-$15K DASH sale is a specific insider signal — real setup tension.
  • Insider action is heavy: 10 insider events in the quarter (mix of grants and specific sales) and 2.6% FCF yield gives real cushion for the buyback thesis — the setup is a compounder-into-catalyst rather than a chased breakout.

The August 5 Q2 earnings are the near-term arbiter — Q2 gross-order-value trajectory, marketplace take-rate stability, and any specific Grocery + New Verticals commentary extend the coiling setup toward $220. A GOV deceleration or Restaurant-take-rate compression stalls the tape near current levels.

What to watch: The August 5 Q2 earnings. Watch Q2 gross-order-value trajectory, marketplace take-rate stability, and Grocery + New Verticals commentary. GOV deceleration or Restaurant-take-rate compression stalls the tape sub-$180; steady growth + New Verticals traction extends toward $220.

On the calendar: 2026-08-05 — Q2 earnings

ticker collision

X sentiment

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

Mixed sentiment⚠17 posts analyzed · as of 2026-07-15 · top-engagement diverged

DoorDash chatter is mixed. The equity thread flags DASH approaching its 200DMA and resistance trendline, with rejection back to support at 50DMA + VPoC as a bearish setup. Rep. Tim Moore disclosed selling $DASH DoorDash $1k-$15k. A separate community thread discusses $DASH the crypto token: Dash Payments launching a July 12 private-tx mainnet with enhanced privacy features, plus MiCA Europe compliance discussion. Community frames it as 'trying hard to escape our 8-month accumulation.' Both threads read as patient-mixed rather than decisively bullish or bearish.

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

No material change from last week — AI-enhanced ad targeting sustains META and GOOGL digital advertising pricing while LLM-based search agents remain a medium-term displacement risk to search revenue. Digital advertising continues to outperform traditional media as brand budgets follow eyeballs to social and search platforms.

What this means for $DASH

Partial — Largest US food delivery marketplace connecting restaurants to consumers via a gig-driver network, expanding internationally into grocery and retail; this segment overlaps with the AI-enhanced digital advertising repricing but is not the dominant revenue driver.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+0.9%YTD
+2.8%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
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%
Q2 2025Aug 6, 2025$0.65$0.44+48.3%
Next earningsWed, Aug 5·consensus EPS $0.50

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 – $18.2B$2.54$2.06 – $3.4332
FY27$21.3B$19.5B – $22.0B$4.47$3.55 – $5.7933
FY28$25.2B$25.2B – $25.3B$7.08$5.34 – $9.0322
FY29$30.2B$27.9B – $31.4B$10.45$9.40 – $11.0115
FY30$34.9B$32.2B – $36.3B$13.56$12.20 – $14.2911

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.0.6×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.31%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.+11.5%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.-4.5%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.β1.785-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

SellJul 8Ravi InukondaCFO19.1K sh$3.6MSellJul 2Stanley TangDirector23.1K sh$4.4MSellJul 1Andy FangDirector5.0K sh$925KSellJun 26Shona L BrownDirector582 sh$103KSellJun 24Andy FangDirector5.0K sh$900KSellJun 10Ashley StillDirector1.2K sh$179KSellJun 2Stanley TangDirector23.1K sh$3.6MSellMay 26Keith YandellCHIEF BUSINESS OFFICER1.9K sh$300KSellMay 26Prabir AdarkarCOO21.7K sh$3.4MSellMay 22Tia SherringhamGENERAL COUNSEL AND SECRETARY2.7K sh$441K
1–10 of 27
+ 30 other (16 awards · 7 others · 6 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 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.

8-KPress release / Reg FDFeb 188-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
3New insider — initial holdingsJan 213
8-KOfficer or director changeJan 208-K — Item 5.02: Officer or director change
+ 9 other (2 10-Ks · 2 13Gs · 2 proxys · 1 10-Q) in window

Recent news

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

Yes, you can now order DoorDash from the command linetechcrunch.com·1d agoUber to Buy Germany's Delivery Hero: Major Expansion on the Cards?zacks.com·1d agoMove over DoorDash, Uber's latest deal would make it the world's largest food delivery player outside Chinabusinessinsider.com·1d agoArtisan Mid Cap Fund Q2 2026 Performance Reviewseekingalpha.com·2d agoServe Robotics vs. DoorDash: Which Autonomous Delivery Stock Wins?zacks.com·2d 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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