DoorDash Q4 Results Show Consumer Demand Strong, Oppenheimer Says

MT Newswires Live

Feb 12, 2025

DoorDash's (DASH) Q4 results showed that consumer demand continues to be strong, Oppenheimer said in a note e-mailed Wednesday.

Late Tuesday, the food delivery company swung to a smaller-than-expected Q4 profit and beat Wall Street's expectations for revenue. Marketplace gross order value -- the total value of all orders completed on its marketplaces, including taxes, tips and membership fees -- jumped 21% annually to $21.28 billion, also topping analyst expectations.

"Given DASH's historical [gross booking] outperformance vs. guidance, investors likely assuming stable or even accelerating underlying growth trends," Oppenheimer analysts, including Jason Helfstein, said in a note to clients.

Oppenheimer reduced the company's 2025 and 2026 EBITDA 3% on higher investment for "potentially longer term" gross booking upside, the analysts said.

The brokerage raised its price target on the DoorDash stock to $235 from $180, with an outperform rating.

The company's shares were up 2.7% in recent Wednesday trading.

Price: 196.24, Change: +3.15, Percent Change: +1.63

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Marketplace gross order value -- the total value of all orders completed on its marketplaces, including taxes, tips and membership fees -- jumped 21% annually to $21.28 billion, also topping analyst expectations.</p><p>\"Given DASH's historical [gross booking] outperformance vs. guidance, investors likely assuming stable or even accelerating underlying growth trends,\" Oppenheimer analysts, including Jason Helfstein, said in a note to clients.</p><p>Oppenheimer reduced the company's 2025 and 2026 EBITDA 3% on higher investment for \"potentially longer term\" gross booking upside, the analysts said.</p><p>The brokerage raised its price target on the DoorDash stock to $235 from $180, with an outperform rating.</p><p>The company's shares were up 2.7% in recent Wednesday trading.</p><p>Price: 196.24, Change: +3.15, Percent Change: +1.63</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"DASH","symbol_name":"DoorDash, Inc.","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2510306970","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2510306970","pubTimestamp":1739374203,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. 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