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DoorDash

Communication Services Updated August 08, 2026
$216.13
52W $143.30 – $285.50
61/100
$94.23B
111.5
1.78
AI Committee Verdict
Buy
61/100
Conviction: Contested · 50% agreement · 6 analysts
+5.2%
-15.8%
0.33:1
Contested
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is DASH Bullish or Bearish?

Bullish. Innellis AI committee rates DoorDash (DASH) Buy with a composite score of 61/100 , based on 6 analysts with 50% agreement. Last updated August 08, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +13.89 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -6.11 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 33.6% yoy -- genuine top-line momentum. Value Analyst remains cautious — p/e of 111.4 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Revenue growing 33.6% YoY -- genuine top-line momentum — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
  • Low leverage (debt-to-equity 0.27) -- balance sheet can absorb a shock — Risk
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • P/E of 111.4 is expensive by classic value standards — Value
  • Price-to-book of 9.7x prices in significant intangible value — Value
  • RSI at 80 is in overbought territory — Technical
  • Bollinger bandwidth of 25.2% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 08, 2026
Overall Committee Score
61/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 25%
of 31 Communication Services peers
Value Analyst bearish
40 / 100 · Moderate confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
− P/E of 111.4 is expensive by classic value standards
Growth Analyst bullish
85 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 33.6% YoY -- genuine top-line momentum
Technical Analyst neutral
54 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− RSI at 80 is in overbought territory
Risk Analyst neutral
58 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.27) -- balance sheet can absorb a shock
− Bollinger bandwidth of 25.2% signals elevated volatility
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
60 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score moved marginally from 60.8 to 61.1.

Analyst-level changes:
  • News Analyst: stance neutral->bullish.
  • Risk Analyst: +1 bearish signal(s).
  • Technical Analyst: +1 bearish signal(s).

Comparing 2026-08-07 to 2026-08-08 (1 day apart).

Technical Analysis

RSI (14)
80.1
Overbought
MACD Histogram
2.446
Bullish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Hh Hl
Support
$182.07
Resistance
$227.40
Bollinger %B
1.00
Inside Bands
Price vs Moving Averages
EMA 9
$203.29 Above
EMA 21
$194.69 Above
EMA 50
$184.69 Above
EMA 200
$187.47 Above

Fundamental Analysis

Valuation
0
Growth
45
Profitability
50
Financial Health
74
Cash Flow
70
Valuation
P/E Ratio 111.5×
P/B Ratio 9.47×
PEG Ratio 25.92
Dividend Yield 0.00%
52W High $285.50
52W Low $143.30
Quality & Growth
ROE 931.9%
ROA 475.6%
Gross Margin 5141.3%
Operating Margin 633.7%
Revenue Growth YoY
Debt / Equity 0.33
AI Fundamental Assessment
P/E ratio of 111.5 (rich relative to a 15-40x range); Price-to-book of 9.5x; PEG ratio of 25.9 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 9.3%; Return on assets of 4.8%; Net margin of 5.3%; Gross margin of 51.4%; Current ratio of 1.37 (tight short-term liquidity); Debt-to-equity of 0.33; Free cash flow per share is positive (6.48); Most recent quarter missed estimates by 0.8%; EPS growth accelerating (-12.5% -> +9.5% QoQ); Average YoY EPS growth of -29.2%; Analyst estimates falling over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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