US · Consumer Cyclical · Internet Retail
EPS came in at 1.06 against a street estimate of 0.82 — a beat of 29.3%.
Analysts rate DoorDash, Inc. Class A Common Stock a buy (34 buy, 9 hold, 0 sell out of 43) with an average price target of $251.35.
CONFIDENT DoorDash reported strong core growth and outlined an aggressive Instacart strategy, targeting $500 million or more in annual net synergies over three years while reinvesting early gains. Q3 FY26 Management said international properties accelerated from Q2 to Q3, while U.S. restaurants also accelerated. Analysts focused on Instacart’s strategic rationale, synergies, grocery adoption, regulation, replatforming and AI. Management emphasized strong organic performance, reinvestment and operational readiness. 2026-10-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| SC US (TTGP), LTD. | 7.29% |
| BlackRock Inc | 6.20% |
| Vanguard Capital Management, LLC | 5.64% |
| Vanguard Portfolio Management, LLC | 4.03% |
| State Street Corp | 3.72% |
| T. Rowe Price Associates, Inc. | 3.40% |
| Morgan Stanley - Brokerage Accounts | 3.35% |
| JPMorgan Chase & Co | 3.10% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $4,616 million, up from $3,446 million in Q3 2025. • Nine-month 2026 revenue was $13,106 million, | 2026-10-30 |
| Material agreement · Q4 2026 MERGER HEADLINE • On October 28, 2026, DoorDash entered into an agreement to acquire Instacart. • Instacart will become a wholly owned DoorDash subs | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 set quarterly records for Marketplace GOV, revenue, and net income. • Total Orders increased 28% year over year to 993 mi | 2026-10-29 |
| Company announcement · Q3 2026 DOORDASH, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Reincorporation Date: September 18, 2026, 12:02 a.m. Pacific Time • Stock Symbol: Continues tra | 2026-09-18 |
| Shareholder vote results · Q3 2026 DOORDASH, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • DoorDash is reincorporating from Delaware to Nevada, approved by stockholders holding 54.2% of | 2026-08-11 |
| Quarterly report · Q2 2026 DOORDASH, INC. – Q2 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Q2 2026 Revenue: $4,454 million (vs. $3,284 million in Q2 2025) — 35.6% year-over-year | 2026-08-05 |
| Results announced · Q3 2026 DOORDASH Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Total Orders: 970 million in Q2 2026, up 27% year-over-year (17% excluding Deliveroo a | 2026-08-05 |
| Shareholder vote results · Q2 2026 DOORDASH, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual meeting of stockholders held June 10, 2026 • Four Class III directors elected to serve u | 2026-06-12 |
Readable in the app.
| Announcement | Date |
|---|---|
| DoorDash agreed to acquire Instacart through a cash-and-stock merger DoorDash agreed to acquire Instacart in a merger announced October 28, 2026. Instacart shareholders can elect to receive $65.00 cash per share, 0.3372 DoorDash Class A shares per share, or a | 2026-10-29 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for DoorDash, Inc. Class A Common Stock — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.