DoorDash

DASH

Market cap $76.1B

It can seem like a nothing-to-buy market. But there are solid stocks out there.

The sudden sell-offs for both IBM stock and DoorDash have a common culprit.

DoorDash fell out of the market's good graces after the Q3 print, when management flagged a higher investment cycle as it penetrates European markets and launches a tech overhaul. Late last week, DoorDash reported Q4 results, missing on top and bottom lines but reviving market confidence in potential pay-offs to the investment cycle. Total orders for the quarter were up 32%, and GOV was up 39% from the year-ago winter quarter, outpacing expectations and fueling a post-earnings stock rebound.

The battle to bring restaurant reservations online has been brewing for more than a decade between Resy and OpenTable. Now DoorDash, UberEats and credit card partnerships are ramping up the market share grab.

The delivery giant said it will wind down delivery services across Qatar, Singapore, Japan and Uzbekistan.

SAN FRANCISCO & HELSINKI & LONDON--(BUSINESS WIRE)--DoorDash, Inc. (NASDAQ: DASH) today announced it is exiting four countries across its Deliveroo and Wolt brands: Qatar, Singapore, Japan, and Uzbekistan. The company will begin an orderly wind-down process in each country and will work closely with local teams and partners to support employees, merchants, consumers, riders, and couriers through the transition. These decisions follow a multi-month review of country-specific conditions and refle.

DoorDash stock stock slid after viral post described the food-delivery company as a "poster child" for risks from AI.

DoorDash extended its pause on operations in New York City until 2 pm Eastern time on Monday. Grubhub, meanwhile, said Monday that it had resumed deliveries in the city.

DoorDash's business is humming along nicely despite its steep decline. ServiceNow is a victim of the "SaaSpocalypse," but its sell-off appears to be way overdone.

DoorDash NASDAQ: DASH triggered a rebound with its 2026 guidance update, and the upside will run into double-digits. Based on analysts' forecasts, the minimum is 20% at the low end of their range, and the consensus level is more than 40% above the critical support target.