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Feb 19, 2026 4:30 PM

DoorDash Stock Gives Q4 Whiplash, Analysts Defend Bull Case

DoorDash, Inc. (NASDAQ:DASH) shares were volatile Thursday as investors weighed top and bottom line Q4 misses against robust growth in Marketplace Gross Order Volume (GOV). 

DASH stock is moving. See the chart and price action here. 

The delivery giant reported quarterly earnings of 48 cents per share, missing the analyst consensus of 60 cents. Revenue reached $3.96 billion, marking a 38% year-over-year increase, yet fell short of the $3.99 billion anticipated by Wall Street.

DoorDash stock fell immediately following the report on Wednesday, recovered by double-digits Thursday morning and then slid again throughout the trading session.

Expert Ideas

Both Guggenheim and BofA Securities maintained a Buy rating on DoorDash, but the firms offered differing perspectives on the stock’s valuation and focus areas. 

Despite the headline misses, analyst reports from Guggenheim and BofA Securities highlighted underlying strength in ...