On Oct 31, major Wall Street analysts update their ratings for $DoorDash (DASH.US)$, with price targets ranging from $160 to $190.
Morgan Stanley analyst Brian Nowak maintains with a buy rating, and adjusts the target price from $150 to $160.
BofA Securities analyst Mike McGovern maintains with a buy rating, and sets the target price at $172.
BMO Capital analyst Brian Pitz maintains with a buy rating, and adjusts the target price from $140 to $180.
Loop Capital analyst Rob Sanderson maintains with a buy rating, and maintains the target price at $170.
Needham analyst Bernie McTernan maintains with a buy rating, and adjusts the target price from $145 to $180.
Furthermore, according to the comprehensive report, the opinions of $DoorDash (DASH.US)$'s main analysts recently are as follows:
Following a solid quarter that surpassed revenue expectations but offered less margin growth, analysts maintain a positive outlook on DoorDash. Projections for 2025 now anticipate higher gross order value, revenue, and EBITDA than previously forecasted.
DoorDash has demonstrated robust Q3 EBITDA and anticipates a vigorous Q4, propelled by consistent expansion in the restaurant sector, ongoing substantial growth in new verticals and international markets, coupled with enhanced unit economics.
DoorDash's Q3 results were impressive, showcasing robust gross order value guidance and EBITDA that was marginally below buy-side forecasts. Notably, the company's sustained order growth is being fueled by rising order frequency, unprecedented customer loyalty which is further enhanced by new partnerships, an upswing in gross profit suggesting reduced profit impact from emerging verticals, and an uptick in advertising revenue.
DoorDash reported Q3 gross order values that surpassed expectations, accompanied by EBITDA improvements. These enhancements were a result of gross margin leverage paired with reduced legal fees. Additionally, DoorDash achieved a record high in order frequency, which can be attributed to the enhanced variety of product offerings.
Expectations were high leading into the quarterly earnings report, yet DoorDash delivered with strong growth, increased margins, and its initial positive net income on a GAAP basis.
Here are the latest investment ratings and price targets for $DoorDash (DASH.US)$ from 14 analysts:
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美东时间10月31日，多家华尔街大行更新了$DoorDash (DASH.US)$的评级，目标价介于160美元至190美元。
摩根士丹利分析师Brian Nowak维持买入评级，并将目标价从150美元上调至160美元。
美银证券分析师Mike McGovern维持买入评级，目标价172美元。
BMO资本市场分析师Brian Pitz维持买入评级，并将目标价从140美元上调至180美元。
Loop Capital分析师Rob Sanderson维持买入评级，维持目标价170美元。
Needham分析师Bernie McTernan维持买入评级，并将目标价从145美元上调至180美元。
此外，综合报道，$DoorDash (DASH.US)$近期主要分析师观点如下：
在一个实现了高于营收预期但提供较少毛利率增长的季度后，分析师们对doordash保持乐观态度。2025年的预测现在预计比之前预测的更高，包括更高的订单价值、营收和EBITDA。
doordash展示了强劲的第三季度EBITDA，并预计第四季度将充满活力，受到餐饮行业持续扩张、新垂直领域和国际市场持续大幅增长、以及增强的单元经济的推动。
doordash的第三季度业绩令人印象深刻，展示了强劲的毛利率指导和略低于买方预测的EBITDA。特别值得注意的是，公司持续的订单增长源于订单频率上升、空前的客户忠诚度，这在新合作伙伴关系的进一步增强、毛利润的增长暗示新兴垂直领域减少了利润影响、以及广告营收的增加推动下。
doordash报告了超出预期的第三季度毛利率价值，伴随着EBITDA改善。这些增长是毛利率杠杆效应和减少的法律费用的结果。此外，doordash实现了订单频率的创纪录高点，这可以归因于产品种类的增加。
市场对季度收益报告的预期很高，但doordash取得了强劲增长，提高了利润率，并在美国通用会计原则基础上首次实现了正净利润。
以下为今日14位分析师对$DoorDash (DASH.US)$的最新投资评级及目标价：
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