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$179.92 -18.67 (-9.40%) At close · Nov 5
S&P 500 member Nasdaq-100 member Russell 1000 member Rebalance outlook locked
Market Cap
$86.58B
Shares
435.98M
Volume · Nov 5 18.84M Avg daily vol (3M) 4.6M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$179.92 Open$190.71 Day$167.39–192.50 52W close$146.60–238.00 Avg vol 30d4.9M Short int16.6M · 3.8% of shares · 5.6d Short vol43% Last earningsOct 29, 2026 DataDec 2020–Nov 2026 Filing10-Q · Oct 30

Up next

Next earnings call
Jan 24, 2027 Est · unconfirmed · in 11 wks
Q3 2026 earnings call transcript
call held Oct 29, 2026
Play latest call

Latest documents

2026
Oct 30
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Quarterly report for FY2026 Q3

DoorDash reported third-quarter 2026 Total Orders of 993 million, up 28%, Marketplace GOV of $33.9 billion, up 36%, and revenue up 34%. Adjusted EBITDA increased to $1.1 billion from $754 million.

Revenue $4.62B ▲ 34.0% Net income $466M ▲ 91.0% Diluted EPS $1.06 ▲ 92.7%
Read from the MD&A section
Oct 29
Earnings call
Q3 2026 earnings call

DoorDash plans to reinvest in its pending acquisition of Instacart, targeting $500 million of incremental bottom-line synergies in year three; its new tech stack is expected to be completed by the first half of 2027.

Oct 29
Current report 8-K
Financial results, Regulation FD disclosure

DoorDash reported revenue of $4.6 billion, GAAP net income of $466 million and Adjusted EBITDA of $1,060 million for the quarter ended September 30, 2026. It agreed to acquire Instacart for $65.00 per share, valuing Instacart at approximately $17 billion.

Read from the first part of this long document
Sep 18
Current report 8-K
Other events AI summary on its way
All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$17.06B
Trailing 12 months
Net income (TTM)
$1.06B
Trailing 12 months
Revenue growth YoY
+34.0%
Year over year
Operating margin
5.3%
Trailing 12 months
P / E (TTM)
81.7
Trailing earnings · reciprocal yield 1.2%
FCF yield
3.1%
TTM · current market cap
Return on invested capital
10.3%
Trailing 12 months
Net cash
$2.33B
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-0.3%
Year over year · fewer shares
Price change (1Y)
-17.2%
Trailing year
Short interest
3.8%
Latest settlement · 5.6 days to cover
View all 122 metrics

Quarterly results

Revenue Net income Net loss
▲24.8% $2.87B $141.00M '24 Q4* ▲20.7% $3.03B $193.00M '25 Q1 ▲24.9% $3.28B $285.00M '25 Q2 ▲27.3% $3.45B $244.00M '25 Q3 ▲37.7% $3.96B $213.00M '25 Q4* ▲33.1% $4.04B $184.00M '26 Q1 ▲35.6% $4.45B $200.00M '26 Q2 LATEST ▲34% $4.62B $466.00M '26 Q3

* Q4 derived as the full year minus Q1 to Q3.

AI Brief

Q2 FY26 earnings call · Aug 5, 2026
Q2 FY26

TL;DR. DoorDash posted Q2 2026 revenue up 36% Y/Y to $4.5B and Adjusted EBITDA of $914M, up 40% Y/Y and "well above our expectation," guiding Q3 Adjusted EBITDA to $950M-$1.1B. International growth accelerated at Deliveroo and U.S. DashPass added more paid members in the last year than the prior two years combined, while GAAP net income fell 30% Y/Y due to higher legal/regulatory expenses.

Bullish
  • + Q2 Adjusted EBITDA of $914M, up 40% Y/Y, "well above our expectation"
  • + Q3 2026 Adjusted EBITDA guidance of $950M-$1.1B
  • + Deliveroo growth accelerated with the highest Y/Y volume, MAU, and subscription growth seen in the last couple of years
  • + U.S. paid DashPass membership growth accelerated, adding more members in the last 12 months than the prior 24 months combined
  • + Merchant services revenue grew over 40% Y/Y and SevenRooms new signed venues grew over 100% Y/Y
Bearish
  • − GAAP net income fell 30% Y/Y to $200M in Q2
  • − Q4 2026 Adjusted EBITDA margin expected to decline Q/Q on seasonal Dasher cost increases, insurance step-up, and higher investments
  • − 2026 year-end timing of merchant payments expected to reduce reported Free Cash Flow by $700M-$800M

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Neutral Momentum Neutral Sentiment Neutral Fundamentals Excellent Quant / Vol Very High
Market backdrop VIX 16.6 · calm Equity put/call 0.44
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −1%
below
Price vs 50-day avg −7%
below
RSI (14) 46
neutral
MACD trend Positive
52-week position 36%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Neutral
1-month return −6%
trailing
6-month return +13%
trailing
YTD return −21%
this year
Relative strength +14%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $194 › 200d $182 — 50d above 200d
Institutional flow Accumulating
476 of 1,064 funds reported for Sep 30 · net +3.1M sh shares · +78 new
Insider flow Distributing
Net -$12.5M over 90 days · 100% sells
Short interest Rising
3.81% of shares out · ▲ +5.5% MoM · 5.6 days cover
Volume signal Reversal watch
High volume on a down day — possible exhaustion
Institution breadth Steady
1,064 holders — mid 3-yr range
Squeeze score 87
high risk · 0–100
Fundamentals
Excellent
Revenue growth +28%
Y/Y
EPS growth +634%
Y/Y
Free cash flow $2.2B
Valuation P/E 81.7
rich
Buyback $4.0B
remaining
Balance sheet $1.7B
net cash
Quant / Vol
risk profile
Very High
Volatility 51%
annualized · 1-yr
Max drawdown −38%
past year
ATR 6.2%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the 8-K filed Oct 29, 2026
Q4 2026
Marketplace GOV $35.4B – $36.4B
Adjusted EBITDA Non-GAAP $900M – $1.1B
2026
2026 stock-based compensation expense Lowered $1.2B
Aug 5, 2026 $1.2B – $1.3B changed to Oct 29, 2026 $1.2B
2026 depreciation and amortization expense Raised $1.2B
Aug 5, 2026 $1.1B – $1.2B changed to Oct 29, 2026 $1.2B
Amortization of acquired intangible assets Maintained $450M
Aug 5, 2026 $450M changed to Oct 29, 2026 $450M
Previous outlook earlier release · from the 8-K filed Aug 5, 2026

Still-open targets the latest release did not restate under the same label.

Reduction in reported 2026 Free Cash Flow from 2026 year-end tim · 2026 $700M – $800M
Prior guidance period ended · from the 8-K filed Aug 5, 2026
Marketplace GOV · Q3 2026 $33B – $34B
Adjusted EBITDA · Q3 2026 $950M – $1.1B
Guided vs delivered · last 1 settled
Revenue Q4
guided $13.9B – $14.2B
$1.82B Miss −87.1%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Neutral
1 · 5 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−1% Neutral
Price vs 50-day avg
−7% Bearish
RSI (14)
46 Neutral
MACD trend
Positive Bullish
52-week position
36% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $194 › 200d $182 — 50d above 200d
Institutional flow Accumulating
476 of 1,064 funds reported for Sep 30 · net +3.1M sh shares · +78 new
Insider flow Distributing
Net -$12.5M over 90 days · 100% sells
Short interest Rising
3.81% of shares out · ▲ +5.5% MoM · 5.6 days cover
Volume signal Reversal watch
High volume on a down day — possible exhaustion
Institution breadth Steady
1,064 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $147 Now $180 · 36% Range high $238
vs 200-day avg -1% vs 50-day avg -7%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Adjusted cost of revenue non-GAAP $2.04B Q2 2026 —
GAAP → non-GAAP reconciliation
GAAP Cost of revenue, exclusive of depreciation and amortization 2.11B
-48M Stock-based compensation expense and certain payroll tax expense
-21M Allocated overhead
= Adjusted cost of revenue 2.04B
Adjusted EBITDA non-GAAP $914M Q2 2026 —
GAAP → non-GAAP reconciliation
GAAP Net income including redeemable non-controlling interests 199M
+98M Certain legal, tax, and regulatory settlements, reserves, and expenses
+13M Transaction-related costs
+1M Office lease impairment expenses
+2M Restructuring charges
+8M Provision for (benefit from) income taxes
-35M Interest income, net
-16M Other (income) expense, net
+349M Stock-based compensation expense and certain payroll tax expense
+295M Depreciation and amortization expense
= Adjusted EBITDA 914M
Adjusted EBITDA as a % of Marketplace GOV non-GAAP 2.8% Q2 2026 —
Adjusted general and administrative non-GAAP $391M Q2 2026 —
GAAP → non-GAAP reconciliation
GAAP General and administrative 538M
-77M Stock-based compensation expense and certain payroll tax expense
-98M Certain legal, tax, and regulatory settlements, reserves, and expenses
-13M Transaction-related costs
-1M Office lease impairment expenses
+42M Allocated overhead from cost of revenue, sales and marketing, and research and development
= Adjusted general and administrative 391M
Adjusted Gross Margin non-GAAP 54.2% Q2 2026 —
Adjusted Gross Profit non-GAAP $2.42B Q2 2026 —
GAAP → non-GAAP reconciliation
GAAP Gross profit 2.22B
+124M Depreciation and amortization related to cost of revenue
+48M Stock-based compensation expense and certain payroll tax expense included in cost of revenue
+21M Allocated overhead included in cost of revenue
= Adjusted Gross Profit 2.42B
Adjusted research and development non-GAAP $336M Q2 2026 —
GAAP → non-GAAP reconciliation
GAAP Research and development 535M
-189M Stock-based compensation expense and certain payroll tax expense
-10M Allocated overhead
= Adjusted research and development 336M
Adjusted sales and marketing non-GAAP $775M Q2 2026 —
GAAP → non-GAAP reconciliation
GAAP Sales and marketing 821M
-35M Stock-based compensation expense and certain payroll tax expense
-11M Allocated overhead
= Adjusted sales and marketing 775M
Contribution Margin non-GAAP 36.8% Q2 2026 —
Contribution Profit $1.64B Q2 2026 —
GAAP → non-GAAP reconciliation
GAAP Gross profit 2.22B
-821M Less: Sales and marketing
+124M Add: Depreciation and amortization related to cost of revenue
+83M Add: Stock-based compensation expense and certain payroll tax expense included in cost of revenue and sales and marketing
+32M Add: Allocated overhead included in cost of revenue and sales and marketing
= Contribution Profit 1.64B
Contribution Profit as a % of Marketplace GOV 5% Q2 2026 —
Free Cash Flow non-GAAP $742M Q2 2026 —
GAAP gross profit as a % of Marketplace GOV 6.7% the three months ended June 30, 2026 filing —
GAAP net income attributable to DoorDash, Inc. common stockholders as a % of Marketplace GOV 0.6% the three months ended June 30, 2026 filing —
Marketplace GOV 33.1B Q2 2026 —
Marketplace GOV Y/Y growth 36% Q2 2026 —
Net Revenue Margin 13.5% Q2 2026 —
Revenue, excluding Deliveroo non-GAAP $4.07B Q2 2026 —
GAAP → non-GAAP reconciliation
GAAP Revenue 4.45B
-383M Revenue attributable to Deliveroo
= Revenue, excluding Deliveroo 4.07B
Total Orders 970M Q2 2026 —
Total Orders Y/Y growth 27% the three months ended June 30, 2026 filing —
Weighted-average diluted shares outstanding 439M the three months ended June 30, 2026 filing —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Internet Retail — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
DASH
DoorDash, Inc.
this stock
$86.58B -20.6% +27.9% 81.7 3.8%
AMZN
Amazon Com Inc
 $2.81T +12.7% +12.4% 21.0 0.9%
BABA
Alibaba Group Holding Ltd
 $261.93B -26.3% +8.1% — 0.0%
PDD
PDD Holdings Inc.
 $117.84B -26.0% +14.5% — 2.3%
MELI
Mercadolibre Inc
 $88.21B -24.0% +39.1% 46.7 2.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
1,116
% held
92.3%
Reported
476 of 1,064
Top holder
SC US (TTGP), LTD.
Held Float
View
Held by Funds
Fund positions
957
View
Short & Settlement
Short Interest Rising
Shares short
16.6M
Days to cover
5.6d
Change
+873.1K sh
View
Short Volume
Short vol %
43%
As of
Nov 5, 2026
Short Total
View
Fails to Deliver
FTD shares
7.4K
Value
$1.4M
As of
Sep 30, 2026
View
Off-Exchange
Off-exchange %
46.4%
Week of
Sep 28, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$12.5M
Buyers / Sellers
0 / 6
Buyers Sellers
View
Congressional Trades Sell
Member
Gilbert Cisneros
Amount
$1.0K–$15.0K
Traded
Aug 28, 2026
View
Financials
Financials
Revenue (FY)
$13.7B
Net income (FY)
$935.0M
EPS diluted
$2.13
View
Buybacks
Authorized
$5.0B
Remaining
$4.0B
Spent Remaining
View
Filings
SEC Filings
Latest
10-Q
Filed
Oct 30, 2026
This year
17

DoorDash reported third-quarter 2026 Total Orders of 993 million, up 28%, Marketplace GOV of $33.9 billion, up 36%, and revenue up 34%. Adjusted EBITDA increased to $1.1 billion from $754 million.

View
Proposed Sales
Value
$400.7K
Shares
2.2K
Filed
Oct 1, 2026
View
Earnings & Events
Webcasts
Last webcast
Nov 4, 2026
View
Investor Relations
Latest news
DoorDash CEO to Participate in Fi…
Published
Nov 4, 2026
Upcoming events
1
View

Performance

5D 20D 120D MTD YTD
DASH +0.5% -6.2% +13.0% +0.5% -20.6%
SPY -4.7% -5.3% -0.8% -3.0% +7.5%
vs SPY +5.2% -0.9% +13.9% +3.5% -28.1%

Capital returns

Buyback program · as of Jun 30, 2026
Authorized
$5.00B
Spent (derived)
$1.00B
Remaining
$4.00B
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1792789 CUSIP 25809K105 13F (30d) 482 filings 442 filers Visit website Investor relations