Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$87.5B
433M shares
52-week range
$143.30 – $285.50
41% from low
Sector
SERVICES-BUSINESS SERVICES, NEC
Exchange
NASDAQ
CS
P/S (TTM)
5.6
EV / FCF (TTM)
36.4
DoorDash is an online delivery demand aggregator. Consumers can use its app to order food on demand for delivery or in-store pickup from participating merchants. After acquiring Wolt in 2022, the firm expanded beyond the US to offer this service in Europe and Asia. DoorDash creates a marketplace that lets merchants build an online presence, market their offerings, and meet demand through delivery. The firm provides similar services to non-restaurant businesses, such as grocery, retail, and pet supplies. DoorDash is also rolling out emerging technologies, such as drone delivery, to continually innovate and deliver the best possible service to both supply-side and demand-side participants in its marketplace.
www.doordash.comNo one on the platform currently holds DASH.
| Institution | Shares | Reported |
|---|---|---|
| The Baupost Groupas of 2025-12-31 | 2,529,879 | $573.0M |
| Renaissance Technologiesas of 2026-03-31 | 1,426,355 | $214.2M |
No one on the platform has traded DASH yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 8.0% | — | — | — | ||
| Rev. Growth % | 27.9% | 36.6% | ||||
| Profit Margin % | 6.8% | -5.8% | ||||
| Free Cash Flow Margin % | 15.8% | 11.6% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +34.4% on the P/E track.
At today's price, your expected annual return is +41.7% on the P/E track.
At today's price, your expected annual return is +48.7% on the P/E track.
| 27,116 |
| $4.1M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $17.8B | +29.6% | $2.61 | $2.19–$3.00 | 76.9× | 29 |
| 2027 | $21.5B | +20.7% | $4.70 | $4.03–$5.88 | 42.8× | 28 |
| 2028 | $25.5B | +18.6% | $7.22 | $5.28–$10.40 | 27.8× | 22 |
| 2029 | $30.8B | +20.4% | $11.82 | $11.36–$12.49 | 17.0× | 13 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $0.47 | $0.46 | -1.7% |
| 2026-05-06 | $0.36 | $0.42 | +15.8% |
| 2026-02-18 | $0.59 | $0.48 | -18.6% |
| 2025-11-05 | $0.68 | $0.55 | -19.5% |
| 2025-08-06 | $0.44 | $0.65 | +48.3% |
| 2025-05-06 | $0.39 | $0.44 | +12.4% |
| 2025-02-11 | $0.34 | $0.33 | -2.1% |
| 2024-10-30 | $0.22 |
| $0.38 |
| +72.7% |
| $50.9B |
| — |
| RDDTReddit, Inc. | $162.37 | +2.92% | $31.3B | — |
| RELXRELX Plc | $35.72 | +5.70% | $62.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
Swings $CELH Out of the falling wedge 4.67% today $DASH Out of the falling wedge 191.74 to 203.30 $COCO Big breakout long 7.29%(Special 4 horsemen play) $SHLD Bullish move after a month going down. 2.02%(Special 4 horsemen play)
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$DASH Beautiful Cup and Handle on the daily - 9 months in formation (long time frame duration for formation, like this one, are more reliable). Measured move (vertical red line from bottom of cup to rim) is approximately 95 points (Daily chart 1). I see the break out point on the handle as currently being right around $205 (Daily chart 2 - white diagonal line). This would take the stock to right around $300. Would wait and watch for this break.
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$DASH long Trade Target 1: 226.97 Profit: 12.4% Stop/Trailing Stop: 194.97 Loss: 3.5% P/L ratio: 3.5 : 1 - Good Target 2: 233.69 Profit: 15.7% P/L ratio: 4.5 : 1 - Excellent Extreme rally
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$DASH $ETN $PWR Rep. Gilbert Cisneros just disclosed (reports to Sep 10) selling DoorDash (~8K, Aug 28) days after buying Eaton and Quanta Services (~32.5K each, Aug 27) - both power/grid infrastructure names. Out of food delivery, into electrification and AI-datacenter power buildout in the same week. Reading a theme into the timing, or just normal rebalancing?
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$DASH since i love this setup (new position today) im sure the market will make me say uncle quickly. But if it doesnt, the power here can carry it for a long time (see dell from earlier this year).
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NUGS @Bigmatt89 @Bigmatt89 https://www.linkedin.com/in/victor-castrol-5b062b3?utm_source=share_via&utm_content=profile&utm_medium=member_ios https://music.apple.com/us/album/who-are-you/1463359184?i=1463359189 Need to update resume for $DASH
View on StockTwits ↗$DASH Called the falling wedge Right at trendline.
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Walmart Expands Restaurant Delivery With Papa John’s Deal – What Investors Need To Know $WMT $PZZA $UBER $DASH https://stocktwits.com/news/equity/markets/walmart-expands-restaurant-delivery-with-papa-john-s-deal-what-investors-need-to-know/cZtaLRWRJ6e
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.