On Nov 01, major Wall Street analysts update their ratings for $DoorDash (DASH.US)$, with price targets ranging from $160 to $200.
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.
Barclays analyst Ross Sandler maintains with a hold rating, and adjusts the target price from $120 to $163.
Evercore analyst Mark Mahaney maintains with a buy rating, and adjusts the target price from $155 to $200.
BMO Capital analyst Brian Pitz maintains with a buy rating, and adjusts the target price from $140 to $180.
Furthermore, according to the comprehensive report, the opinions of $DoorDash (DASH.US)$'s main analysts recently are as follows:
DoorDash has achieved its first instance of GAAP profitability since its public offering in the third quarter. With what can be described as 'best in class execution' among delivery companies and performance that exceeds expectations across both new and established user groups, the outlook appears positive from multiple perspectives. The possibility of inclusion in the S&P 500 Index may become a topic of discussion around 2025.
DoorDash's recent quarterly performance exhibited a strong top-line surpassing expectations, though with a marginal increase in margin. The analyst's projections for the company's gross order volume, revenue, and EBITDA in 2025 have been revised upwards, reflecting a slight improvement compared to previous estimates.
DoorDash reported solid third-quarter EBITDA and expects a robust fourth quarter. This is attributed to stable growth in its restaurant business, vigorous expansion in new sectors and international markets, along with advancements in unit economics.
DoorDash's Q3 earnings surpassed expectations, and the company's performance is highlighted by its consistent ability to drive 20% bookings growth, which is projected to continue into FY24. The increase in user frequency, spurred by ongoing product enhancements, remains a key factor in the company's value proposition. Additionally, DoorDash is capitalizing on the rising consumer trend of allocating more spending toward the convenience economy.
Following the 'Beat & Raise Q3 EPS results,' there has been an adjustment in expectations with GMV estimates for FY25 increasing approximately 3% and revenue projections also rising by about 4%, according to an analyst.
Here are the latest investment ratings and price targets for $DoorDash (DASH.US)$ from 18 analysts:
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美东时间11月1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200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。
巴克莱银行分析师Ross Sandler维持持有评级，并将目标价从120美元上调至163美元。
Evercore分析师Mark Mahaney维持买入评级，并将目标价从155美元上调至200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。
此外，综合报道，$DoorDash (DASH.US)$近期主要分析师观点如下：
doordash自公开发行以来，第三季度实现了首次GAAP盈利。在送货公司中可描述为'最优秀的执行力'，表现超出了新老用户群体的预期，从多个角度看，前景都显得积极。可能于2025年左右成为标准普尔500指数的讨论话题。
doordash最近一个季度的业绩表现强劲，超出预期的顶线，尽管利润率略有增加。分析师对该公司2025年的订单成交量、营业收入和EBITDA的预测已上调，与之前的估计相比略有改善。
doordash报告了强劲的第三季度EBITDA，并预计第四季度将表现强劲。这归因于其餐厅业务稳定增长，在新领域和国际市场的积极扩张，以及在单位经济方面取得的进展。
doordash的第三季度盈利超出预期，公司的表现突出在于其持续推动20%的订单增长，预计将持续到2024财年。用户频率的增加，由持续的产品增强推动，仍然是公司价值主张的关键因素。此外，doordash正在利用消费者趋势的上升，将更多支出用于便利经济。
根据一位分析师的说法，随着‘击败并提高第三季度EPS结果’，预计2025财年的GMV估计增加约3%，营业收入预测也上调约4%。
以下为今日18位分析师对$DoorDash (DASH.US)$的最新投资评级及目标价：
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