DoorDash

DASH

Market cap $69.4B

DoorDash is undervalued after a 45% decline from 2025 highs, despite accelerating revenue growth and record free cash flow. DASH beat Q1 2026 EPS and EBITDA estimates, with GOV up 37% and contribution profit up 35%, indicating robust core business health. International expansion and high-margin advertising drive future margin upside, while grocery segment profitability and Deliveroo EBITDA are key upcoming catalysts.

Retail stocks have had a tough year, but a great week. Investors should be selective when deciding to chase the rally.

The global food delivery market has entered a consolidation phase, a high-stakes endgame where regional players are absorbed by highly capitalized platforms. This structural shift now centers on Berlin-based Delivery Hero OTCMKTS: DLVHF, which has become the focal point of a strategic bidding war between U.S. giants Uber Technologies NYSE: UBER and DoorDash NASDAQ: DASH.

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash, Deliveroo and Wolt Debut First-Ever International Campaign Celebrating the FIFA World Cup 2026™.

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash (NASDAQ: DASH), the local commerce platform, and Dollar Tree, Inc. (NASDAQ: DLTR), one of North America's largest value retailers, today announced a new partnership to offer on-demand delivery from Dollar Tree's full U.S. store footprint on DoorDash. With more than 9,000 stores available across 48 states, consumers can now shop more than 10,000 products from Dollar Tree on DoorDash, making it easier than ever to find everything from affordable essentials.

“Last year I invested in this stock, and I am currently down 30%, patiently waiting on a rebound.

Jefferies has raised its target price on Delivery Hero (XETRA:DHER, OTCQX:DLVHF) from €29 to €42.50, arguing that the scramble by Uber Technologies Inc (NYSE:UBER, XETRA:UT8)and DoorDash to acquire the German food delivery group is just the beginning of an endgame that should push the shares higher still. Uber tabled an indicative offer of €33 per share last week, valuing Delivery Hero at around €10 billion, but the approach was swiftly rebuffed.

Uber and DoorDash have ​held exploratory ‌talks with investors in Delivery ​Hero ahead ​of a possible ⁠takeover bid, ​the Financial Times ​reported on Saturday.

Two stocks both labeled “delivery” have produced opposite results this year.

Uber stock and DoorDash stock have slumped his year despite strong overall demand for food-ordering and app-based rides.