Headquartered in San Francisco, CA Fiscal year ends December NASDAQ: DASH doordash.com
DoorDash, Inc. operates local commerce marketplaces that connect consumers, merchants, and independent couriers (Dashers) for on-demand delivery.
- **Categories:** restaurants, grocery, retail and, in some cities, restaurant reservations.
- **Brands:** DoorDash in the U.S., plus international marketplaces under the Wolt and Deliveroo brands. Deliveroo was acquired in 2025.
- **Revenue model:** fees on Marketplace GOV, including membership programs (DashPass, Wolt+, Deliveroo Plus), advertising and merchant services.
- **Commerce Platform:** offers merchants first-party ordering and fulfillment services.
- **Other operations:** DashMart warehouses that manage inventory for third-party grocers such as Giant Eagle and Albertsons.
- **Technology investments:** autonomous delivery and AI agents, including Ask DoorDash, Text DoorDash and a Model Context Protocol interface for external AI agents.
In October 2026, DoorDash agreed to acquire Instacart for about $17 billion in equity value to expand its grocery delivery scale and enterprise software capabilities. The deal is expected to close at the end of 2027 or in the first half of 2028. Updated
A 10.12% intraday drop to $172.11 from a $191.49 open erases about $7 billion of market value in a single session, a rare magnitude for a $70.9 billion name. Keep an eye on whether the stock stabilizes before the close.
A 9.9% intraday drop to $172.50 knocks roughly $7 billion off a $71 billion delivery leader in a single session. Moves this size are rare here, and where it closes sets the near-term tone.
Guidance is gone and the earnings call is cancelled: Instacart is now a deal story, with DoorDash acquiring it in a cash-and-stock transaction valued near $17 billion. Revenue beat expectations while EPS came in missing expectations, and merger arithmetic now drives the stock.
DoorDash doubled net income to $466 million, topping expectations on both lines, proof it can fund the roughly $17 billion Instacart acquisition from a position of strength.
Two companies now clear more than $200 billion in annual food orders between them, a duopoly scale that turns every point of share shift into real money for Uber and DoorDash holders.
Uber Eats v. DoorDash The leading food delivery providers now process more than $200B in combined annual orders. $UBER $DASH https://t.co/4OGdZauc0e
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A 5.2% slide to $179.77 knocks roughly $4 billion off DoorDash's $73.5 billion market cap in a single session. Moves this size are rare for the name outside earnings, so the close is worth watching.
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DoorDash, Inc. operates local commerce marketplaces that connect consumers, merchants, and independent couriers (Dashers) for on-demand delivery. - **Categories:** restaurants, grocery, retail and, in some cities, restaurant reservations. - **Brands:** DoorDash in the U.S., plus international marketplaces under the…
24/7 Wall St.'s 12-month price target for DASH is $204.96, rated Buy. The Wall Street consensus target is $248.72. DASH price prediction →
