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TickerTalks›$DASH
DADASH

DoorDash, Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normStrong bullish X conversationBacked by solid revenue growth
$DASH·$94B·Internet Content & Information·Communication Services
$229.06+2.5%YTD-11.9%1Y-8.8%
Mentions · last 7 days
2026-08-16: 44 posts2026-08-17: 80 posts2026-08-18: 78 posts2026-08-19: 59 posts2026-08-20: 133 posts2026-08-21: 111 posts2026-08-22: 224 posts732+13%
Price updated 11m ago·X counts updated 2d ago
DADASH
$DASHDoorDash, Inc.
$229.06+2.49%732 posts+13%
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 2026-08-23

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

Category leader is grabbing new verticals; the inside-bar setup at $222 is the breakout tell.

DoorDash is the US food-delivery leader that spent the last two years quietly expanding beyond restaurants into groceries, retail, and now full-line retailers like Gap, Barnes & Noble, and Kohl's. The core is compounding; the vertical expansion is the growth-story extension the market is starting to price.

  • Growth is broad-based and clean: Q1 revenue $4.04B up 33% YoY, Q4 up 38%, gross margin 51% — this is a marketplace business at scale that continues to grow faster than the underlying category, which is the mark of a real leader.
  • The vertical expansion is real, not decorative: Gap and Gap Factory landing on the platform, plus back-to-school partnerships with Barnes & Noble, Carter's, and Kohl's — these add high-frequency non-food SKUs that increase order frequency without adding CAC.
  • Insider tape has one flag to note: co-founder Lin Alfred filed a J-Other for 8.3M shares (typically a trust transfer, not a market sale), and CEO Xu also filed a small J-Other — these usually don't hit float directly but are worth watching if follow-on 4s appear.
  • The Delaware-to-Nevada reincorporation is administrative but signal-adjacent: the majority-shareholder-consent approval is standard for founder-controlled tech companies looking for less-litigious corporate-law regimes — no operational impact but changes the shareholder-suit dynamics.

The inside-bar close below the $222.5 trendline resistance is a legitimate breakout setup — a confirmed break above $225 with volume opens the recent highs at $240+. The November earnings with a raised FY26 revenue guide near $17.6B and any color on the vertical-expansion take-rate is what extends the trend. Invalidator: a competitive re-acceleration by Uber Eats or Instacart in the retail verticals, a Serve Robotics-style miss that signals macro consumer softness, or any material margin compression from the vertical mix.

Agrees with X sentimentThe X view on the equity is well-supported — the inside-bar-at-$222.5 technical setup is coherent, the PT-upgrade and vertical-expansion catalysts are documented, and DASH's positioning in the software-base cohort is reasonable. Dash crypto chatter is unrelated to the equity.

What to watch: The November 4 earnings for a raised FY26 revenue guide and vertical-take-rate commentary. Beat + raise = the breakout confirms; in-line = the range holds.

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

reincorporation pending

X sentiment

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

Bullish sentiment50 posts analyzed · as of 2026-08-22

The $DASH window mixes DoorDash equity and Dash cryptocurrency and both lean bullish. On the equity, posters cite an inside-bar close below trendline resistance at $222.5, PT upgrade + earnings beat setup, and DASH included in a strong software base cohort. On the crypto side, Dash shielded transactions live on Evolution Mainnet, +16.5% breakouts from the $29-30 base, an inverse H&S targeting $42+ and technicians calling for a 50MA-monthly reclaim as the 2021 trend-changer. There is no active bear voice.

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

Neutral — Largest US food delivery marketplace connecting restaurants to consumers via a gig-driver network, expanding internationally into grocery and retail; limited read-through from internet content & information macro dynamics to this specific revenue mix.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+6.4%YTD
+7.0%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 $0.81

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.0.9×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.56%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.+16.7%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.+19.2%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 today1.0% 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 13Ravi InukondaCFO1.0K sh$217KSellAug 6Andy FangDirector15.0K sh$3.2MSellAug 3Stanley TangDirector69.4K sh$13.9MSellAug 3Andy FangDirector20.0K sh$4.0MSellJul 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$179K
1–10 of 30
+ 37 other (16 awards · 13 others · 7 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
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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.

+ 9 other (2 10-Qs · 2 13Gs · 2 proxys · 1 PRE 14C) in window

Recent news

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

Breakfast News: Week in Reviewfool.com·4d agoPhilly Fed Hits 5-Year Highzacks.com·4d agoServe Robotics Sinks 7% as Guidance Cut Overshadows Grubhub Deal; Symbotic Drops 5%, DoorDash Ticks Up247wallst.com·6d agoGap and Gap Factory Land on DoorDash Just in Time for First-Day Fitsgurufocus.com·6d agoDoorDash Makes Back-to-School Shopping Easier with Barnes & Noble, Carter's, and Kohl'sbusinesswire.com·6d 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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