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TickerTalks›$DASH
DADASH

DoorDash, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 33% YoYStreet coverage with positive forward estimatesConsistent chatter on X (978/wk), no spike
$DASH·$82B·Internet Content & Information·Communication Services
$191.71+0.2%YTD-16.5%1Y-31.8%
Price updated 4h ago·X counts updated 4d ago
DADASH
$DASHDoorDash, Inc.
$191.71+0.25%978 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $DASH on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

978X posts · last 7 days
Sep 21Oct 4
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $DASH's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 87% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data24 posts analyzed · as of 2026-10-02

The Dash crypto crowd is bullish after breaking $65 with calls for $120, $150, $285 and even $1,999 Wave-3 fantasies, framing the setup as a ZEC-style breakout out of a nine-year falling wedge. Promoters tie the move to Dash's 12-year payments track record and discounted-merchant utility. Pushback is thin: a reminder that an 8% Sunday pullback doesn't matter if you can't stomach a 50% candle.

Read what X is saying about $DASH

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $DASH — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Growing 33% at thin margins — but the stock is pricing a saturation that the top line doesn't yet confirm.

DoorDash is the US food-delivery and local-commerce platform expanding into retail, groceries, and drones — a business that keeps growing faster than the market's price action suggests. The stock sits in the lower third of its 52-week range despite the top-line momentum.

  • The P&L is still accelerating: revenue grew 33.1% YoY to $4.04B last quarter at 4.9% operating margin — the margin is still thin, but revenue growth in the 30s on a scaled $14B+ annual run-rate is unusual, and the ancillary businesses (NewCommerce, drone pilots, grocery pickup) are legitimate.
  • At 74x trailing earnings and 4.6x sales, this is a growth multiple on a hospitality-adjacent business — the market is skeptical the margin ever clears 10% on structural reasons (couriers, discount intensity), and that skepticism is what the chart is pricing.
  • Insider selling is persistent (CFO Adarkar and others into mid-180s) — not panic, but regular distribution against the chart; no meaningful insider buying to counter.

Breaking-down holds unless Nov 4 earnings re-accelerate marketplace orders above 20% YoY and segment profitability steps toward 6-7%. A soft order print, or any specific guidance that discount intensity is compressing contribution profit, is what seals the de-rating; a positive drone or grocery call-out is what could stabilize it.

What to watch: Nov 4 earnings — marketplace order growth (needs to clear 20% YoY) and contribution profit margin trajectory. A soft order print or discount-intensity commentary is what confirms the breaking-down tape toward the $160 support.

On the calendar: 2026-11-04 — Q3 FY26 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 continues to concentrate digital ad share in Google and Meta.

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.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+9.0%YTD
+4.1%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 32 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$17.8B$17.1B – $18.1B$2.61$2.21 – $3.0232
FY27$21.5B$20.6B – $21.9B$4.70$4.06 – $5.9332
FY28$25.5B$23.8B – $28.4B$7.22$5.28 – $10.3928
FY29$30.8B$29.6B – $32.1B$11.97$11.41 – $12.6722
FY30$35.3B$34.0B – $36.9B$15.05$14.34 – $15.9426

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.0.8×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.34%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.-7.1%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.+3.1%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 today0.9% 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.β1.895-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

SellOct 2Stanley TangDirector23.1K sh$4.3MSellOct 1Andy FangDirector5.0K sh$918KSellOct 1Keith YandellCOO2.2K sh$401KSellSep 28Prabir AdarkarCOO8.7K sh$1.6MSellSep 17Keith YandellCHIEF BUSINESS OFFICER2.2K sh$438KSellSep 4Gordon S LeeCHIEF ACCOUNTING OFFICER413 sh$91KSellSep 2Stanley TangDirector30.8K sh$7.0MSellSep 1Ravi InukondaCFO13.6K sh$3.1MSellSep 1Tony XuCEO16.7K sh$3.8MSellSep 1Andy FangDirector15.0K sh$3.4M
1–10 of 49
+ 44 other (18 others · 16 awards · 10 exempts) 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 · 1 routine 8-K · 1 PRE 14C) in window

Recent news

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

DoorDash (DASH) Price Forecast: Bullish Reversal Signals More Upside Aheadfxempire.com·10h agoDOORDASH, INC. INVESTOR ALERT: Scott+Scott Attorneys at Law LLP Investigates DoorDash, Inc.'s Directors and Officers for Breach of Fiduciary Duties – DASHbusinesswire.com·3d agoCOCO ROBOTICS AND DELIVEROO ANNOUNCE EXCLUSIVE PARTNERSHIP TO SCALE ROBOT DELIVERIES ACROSS THE UKprnewswire.com·4d agoDASH Investors Have Opportunity to Join DoorDash, Inc. Fraud Investigation with SBS Lawgurufocus.com·4d agoDASH Investors Have Opportunity to Join DoorDash, Inc. Fraud Investigation with SBS Lawbusinesswire.com·4d ago

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Voices on X · last 7 days

No standout posts about $DASH on X in the last 7 days.

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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