DASH DoorDash, Inc. Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
17:05
Sep 10
Sep 10
Walmart will begin delivering food orders from Papa John's as it expands into restaurant.
Walmart will begin delivering food orders from Papa John's as it expands into restaurant delivery, increasing competition with Uber and DoorDash.
20:59
Sep 07
Sep 07
"DoorDash autonomy acquisition easier path"
"Calacanis views autonomy-company acquisition as an easier path for DoorDash; no investment direction stated."
LOW
13:00
Aug 27
Aug 27
DG's delivery growth is increasingly driven by third-party partnerships, indicating strong order volume flowing through DoorDash's platform.
HIGH
12:00
Aug 20
Aug 20
Sub-30 minute delivery is now available in 38 markets, and unit volumes delivered in under 30 minutes doubled YoY, driving higher customer engagement and membership. — Walmart's expanding fast delivery network intensifies competition with Amazon Prime Now and third-party delivery platforms for last-mile share.
MED
11:38
Aug 18
Aug 18
Author sarcastically compares Uber and DoorDash over drone delivery news without taking.
Author sarcastically compares Uber and DoorDash over drone delivery news without taking a directional position on either stock.
LOW
11:27
Aug 15
Aug 15
The author lists a massive basket of tickers without any directional commentary or position.
The author lists a massive basket of tickers without any directional commentary or position disclosure, so all are indexed as
LOW
01:28
Aug 07
Aug 07
Jason frames DoorDash, Uber, Tesla, and autonomous players as competitive beneficiaries over.
Jason frames DoorDash, Uber, Tesla, and autonomous players as competitive beneficiaries over five years, but offers no explicit position or price call.
LOW
19:41
Aug 06
Aug 06
DoorDash's strong revenue and margin metrics support a Seeking Alpha Quant BUY rating.
DoorDash's strong revenue and margin metrics support a Seeking Alpha Quant BUY rating, but the tweet is a research summary rather than an explicit author position.
12:53
Aug 06
Aug 06
US pre-market movers show sharp declines for SNDK, WDC, DDOG, HUBS, HONA.
US pre-market movers show sharp declines for SNDK, WDC, DDOG, HUBS, HONA, and LZ on disappointing guidance or earnings, while CEG, MRNA, and DASH rise on beats or approvals, with GOOGL slightly down on a bond filing.
20:40
Aug 05
Aug 05
DoorDash issued a profit forecast that surpassed Wall Street expectations.
DoorDash issued a profit forecast that surpassed Wall Street expectations, citing a boom in paid subscribers ordering takeout and grocery more frequently.
20:16
Aug 05
Aug 05
DoorDash guides Q3 marketplace gross order value and adjusted EBITDA within analyst.
DoorDash guides Q3 marketplace gross order value and adjusted EBITDA within analyst expectations while announcing increased investment in land and air-based robots.
20:16
Aug 05
Aug 05
DoorDash beats revenue and adjusted EBITDA estimates but misses EPS expectations in its Q2.
DoorDash beats revenue and adjusted EBITDA estimates but misses EPS expectations in its Q2 report.
20:00
Aug 05
Aug 05
DoorDash is trading at a high Price-to-Earnings (PE) ratio of 90. Retail traders believe the valuation is unjustified, comparing it unfavorably to established tech giants like Apple and Tesla. Short DASH based on extreme overvaluation and poor fundamentals relative to its multiple. High PE stocks can remain irrational longer than expected, especially if forward guidance is strong.
LOW
00:10
Jul 30
Jul 30
DoorDash is expanding into drone delivery operations.
DoorDash is expanding into drone delivery operations, but the tweet is a factual news link without any author position or directional call.
LOW
20:31
Jul 29
Jul 29
DoorDash Air drone certification unlocks suburban delivery
Stanley Tang says DoorDash Air, its in-house drone delivery program, received FAA Part 135 air carrier certification, making commercial drone deliveries legal in the US. He argues advances in AI models, improved hardware such as Nvidia Thor-class chips, and DoorDash's end-to-end operational infrastructure combine to make this the right moment; drones work especially well in suburbs, and DoorDash is building a multimodal network across drones, robots, and human dashers.
HIGH
18:10
Jul 29
Jul 29
DoorDash has received FAA approval to operate its own delivery drones commercially but still.
DoorDash has received FAA approval to operate its own delivery drones commercially but still expects humans to handle most deliveries
21:00
Jul 28
Jul 28
Visa enabled Visa Direct payouts to DoorDash's new Crimson debit card, integrating gig worker payments directly onto Visa's real-time rail. — This deepens Visa's role in gig economy payments and creates a stickier, lower-cost flow that competes with direct ACH and prepaid alternatives.
HIGH
20:59
Jul 22
Jul 22
Autonomous delivery undercuts Uber Eats and DoorDash.
Travis's full-stack food automation includes robotic couriers that deliver food for about $0.75 per drop, compared with roughly $12 per drop he attributes to Uber Eats and DoorDash today, implying those incumbent delivery models are massively cost-disadvantaged if his autonomous system scales.
HIGH
16:30
Jul 22
Jul 22
DoorDash's partnership with Wing for drone delivery is a small-scale experiment; the 1M total deliveries across all partners indicates early stage, minimal near-term revenue impact.
LOW
08:30
Jul 20
Jul 20
Domino's views aggregator orders as 50% incremental, meaning half of those orders would not have occurred through its own channels, boosting system-wide order counts without cannibalizing core business. — The high incrementality makes third-party partnerships a pure growth lever for Domino's, validating the aggregator model and suggesting continued marketing spend on those platforms.
HIGH
06:11
Jul 13
Jul 13
Regulatory and union pressures will slow autonomous vehicle rollout.
Regulatory and union pressures will slow autonomous vehicle rollout, creating headwinds for ride-hailing and delivery platforms. No explicit trade recommendation.
MED
08:00
Jun 18
Jun 18
Kroger's e-commerce business turned profitable this quarter ahead of schedule, driven by store-based fulfillment and media growth, signaling a shift that may pressure pure-play grocery delivery models. — Improving e-commerce economics at a major grocer could intensify competition for third-party delivery platforms and reduce their long-term growth prospects.
HIGH
14:36
Jun 16
Jun 16
User reports indicate problems with DoorDash according to Downdetector.
User reports indicate problems with DoorDash according to Downdetector, suggesting a service outage or technical issue.
11:29
Jun 12
Jun 12
Buy DASH as a non-AI name trading at record-low valuations with double-digit growth.
Buy DASH as a non-AI name trading at record-low valuations with double-digit growth; the author argues AI crowding in the S&P 500 creates a generational outperformance opportunity in overlooked compounders.
MED
13:05
Jun 11
Jun 11
DoorDash is launching an in-app AI chatbot to help customers build grocery lists.
DoorDash is launching an in-app AI chatbot to help customers build grocery lists, order food delivery, and make restaurant reservations.
16:24
Jun 10
Jun 10
Buy DASH as a delivery platform benefiting from rising basket totals.
Buy DASH as a delivery platform benefiting from rising basket totals, passing costs to customers, while undervalued in current inflationary environment.
MED
15:14
Jun 10
Jun 10
Buy DASH as a multi-sided platform whose take-rate model automatically scales revenue.
Buy DASH as a multi-sided platform whose take-rate model automatically scales revenue with rising basket totals in a 4.2% CPI inflation environment; author views it as undervalued.
MED
13:24
Jun 08
Jun 08
Presents DASH as a quality stock with 29.6% revenue CAGR, P/E 28.
Presents DASH as a quality stock with 29.6% revenue CAGR, P/E 28, and 56% implied upside per consensus; no personal trade commitment.
MED
00:04
Jun 04
Jun 04
DoorDash too expensive, wait lower.
DoorDash is a great company with strong management but trades at 32x earnings; better to buy at $100–120.
MED
13:00
Jun 02
Jun 02
The company's digital delivery business is highly incremental, with larger basket sizes, and is expected to continue scaling, including a new subscription pilot later this year. — Dollar General's rapid scaling of a profitable, incremental delivery business in rural areas threatens the growth potential of other delivery-centric retailers and platforms by defining a new, convenient, and value-oriented channel.
MED
About DASH Analyst Coverage
Buzzberg tracks DASH (DoorDash, Inc.) across 30 sources. 16 bullish vs 5 bearish calls from 60 analysts. Sentiment: predominantly bullish (13%). 86 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: Bloomberg, Jason Calacanis, Todd Vasos.