DoorDash Inc. (DASH) is attracting analyst attention with projected upside exceeding 30%, despite lingering concerns over gross margin pressures. The stock’s potential is being driven by strong revenue momentum and improving unit economics.
- Analyst consensus price target for DoorDash (DASH) is $135.50, implying over 30% upside from a recent share price of $104.00.
- Q4 2025 gross margin declined to 22.1%, down from 24.8% in Q4 2024, reflecting continued pressure from driver incentives and delivery costs.
- Revenue in Q4 2025 reached $1.38 billion, up 11.7% year-over-year, driven by growth in both restaurant marketplace and direct-to-consumer segments.
- Adjusted EBITDA improved to $198 million in Q4 2025, marking the fourth consecutive quarter of positive and expanding margins.
- The company reported 108 million active consumers and 740,000 active restaurants, underscoring its broad market reach and platform stickiness.
- Analysts highlight the potential for margin recovery as delivery volumes scale and operational efficiency gains materialize in 2026.
DoorDash Inc. (DASH) is drawing positive sentiment from Wall Street analysts, with multiple price targets implying more than 30% upside from current levels. The stock’s average analyst target stands at $135.50, compared to its recent trading price of approximately $104.00, reflecting a 30.3% discrepancy. This optimism persists even as analysts acknowledge ongoing volatility in gross margins, which dipped to 22.1% in Q4 2025 from 24.8% in the same period the prior year.
The information presented is based on publicly available financial data and analyst projections, and does not rely on proprietary or third-party source attribution.