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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美東時間11月1日，多家華爾街大行更新了$DoorDash (DASH.US)$的評級，目標價介於160美元至200美元。
摩根士丹利分析師Brian Nowak維持買入評級，並將目標價從150美元上調至160美元。
美銀證券分析師Mike McGovern維持買入評級，目標價172美元。
巴克萊銀行分析師Ross Sandler維持持有評級，並將目標價從120美元上調至163美元。
Evercore分析師Mark Mahaney維持買入評級，並將目標價從155美元上調至200美元。
BMO資本市場分析師Brian Pitz維持買入評級，並將目標價從140美元上調至180美元。
此外，綜合報道，$DoorDash (DASH.US)$近期主要分析師觀點如下：
doordash自首次公開上市以來實現了GAAP盈利，被描述爲交付公司中執行最佳，在新老用戶群體中表現超出預期，未來前景從多個角度看都十分積極。可能會在2025年左右成爲被納入標普500指數討論的話題。
doordash最近一個季度的表現強勁，營收高於預期，儘管利潤率略有增加。分析師對公司在2025年的總訂單成交量、營業收入和EBITDA的預測已上調，相比以往的估計略有改善。
doordash報告了穩固的第三季度EBITDA，並預計第四季度強勁。這歸因於其餐廳業務的穩定增長，新領域和國際市場的大力拓展，以及單元經濟學的進展。
doordash的第三季度業績超出預期，公司的表現以其始終推動20%訂單增長能力爲亮點，預計將持續到2024財年。用戶頻率的增加，受持續產品增強的推動，仍然是公司價值主張的關鍵因素。此外，doordash正在利用消費者將更多支出分配給便利經濟的上升趨勢。
根據分析師的說法，緊隨着'超預期Q3每股收益成績'，對2025財年GMV的估計增加約3%，營業收入預測也增長約4%。
以下爲今日18位分析師對$DoorDash (DASH.US)$的最新投資評級及目標價：
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