DoorDash (DASH) Projected to Release Quarterly Earnings on Wednesday

Key Points

• DoorDash is expected to report Q3 2026 results on November 4 after the market closes, with analysts forecasting $0.811 in earnings per share and $4.56 billion in revenue.
• The company’s previous quarter included 35.6% year-over-year revenue growth to $4.45 billion, although EPS of $0.46 slightly missed estimates. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $254.95.
• DoorDash is reportedly in advanced talks to acquire Instacart for roughly $17 billion, potentially expanding its grocery-delivery scale but raising concerns about financing, integration, dilution and antitrust risks; shares reportedly fell more than 6% after the reports.

DoorDash (NASDAQ:DASH - Get Free Report) is projected to issue its Q3 2026 results after the market closes on Wednesday, November 4th. Analysts expect the company to post earnings of $0.8110 per share and revenue of $4.56 billion for the quarter. Interested persons can check the company's upcoming Q3 2026 earnings overview page for the latest details on the call scheduled for Wednesday, November 4, 2026 at 4:30 PM ET.

DoorDash (NASDAQ:DASH - Get Free Report) last posted its earnings results on Wednesday, August 5th. The company reported $0.46 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.47 by ($0.01). The firm had revenue of $4.45 billion for the quarter, compared to analysts' expectations of $4.34 billion. DoorDash's quarterly revenue was up 35.6% on a year-over-year basis. During the same period last year, the firm posted $0.65 EPS. On average, analysts expect DoorDash to post $2.51 EPS for the current fiscal year and $4.42 EPS for the next fiscal year.

DoorDash Price Performance

Shares of DASH stock opened at $170.56 on Wednesday. The firm has a 50-day moving average of $200.47 and a 200-day moving average of $183.75. The company has a market cap of $73.90 billion, a P/E ratio of 89.30 and a beta of 1.90. DoorDash has a one year low of $143.30 and a one year high of $268.00.

Insider Activity

In related news, Director Stanley Tang sold 72,367 shares of the business's stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $225.16, for a total value of $16,294,153.72. Following the sale, the director directly owned 10,361 shares in the company, valued at approximately $2,332,882.76. The trade was a 87.48% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Andy Fang sold 15,000 shares of the company's stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $228.31, for a total transaction of $3,424,650.00. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 393,998 shares of company stock worth $85,861,330. 44.90% of the stock is owned by company insiders.

Analyst Ratings Changes

DASH has been the topic of several analyst reports. TD Cowen restated a "buy" rating on shares of DoorDash in a report on Tuesday. JPMorgan Chase & Co. lifted their target price on shares of DoorDash from $250.00 to $262.00 in a research report on Wednesday, August 5th. Piper Sandler restated a "neutral" rating and issued a $220.00 target price (up from $205.00) on shares of DoorDash in a research note on Thursday, August 6th. Moffett Nathanson reduced their target price on DoorDash from $280.00 to $278.00 and set a "buy" rating for the company in a report on Thursday, August 6th. Finally, Rosenblatt Securities assumed coverage on DoorDash in a report on Tuesday, September 1st. They issued a "buy" rating and a $270.00 target price for the company. Two research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat.com, DoorDash has an average rating of "Moderate Buy" and a consensus price target of $254.95.

DoorDash News Summary

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: A combination would give DoorDash greater scale in grocery delivery, add Instacart’s retailer relationships and customer base, and strengthen its ability to compete with Amazon and Walmart. The deal could also create cross-selling opportunities across restaurant, grocery and other convenience-delivery services. Wall Street Breakfast Podcast: Dash-Cart In The Making
• Neutral Sentiment: The reports describe advanced negotiations, with a deal potentially closing as soon as this week, but no agreement has been announced and terms could change or talks could end. The reported valuation is about $17 billion, while Instacart’s earlier discussions with Uber are reportedly no longer active. DoorDash reportedly in advanced talks to acquire Instacart
• Negative Sentiment: DoorDash investors have focused on the potential risks of paying a large premium for an acquisition, including added debt or equity dilution, integration challenges and possible antitrust scrutiny in an already concentrated delivery market. Reports that shares fell more than 6% after the initial announcement indicate that near-term deal costs are outweighing the strategic benefits in the market’s view. DoorDash’s upcoming earnings report, expected November 4, may provide more insight into its financial capacity and acquisition plans. DoorDash Is Close to Buying Instacart for $17 Billion After Uber Walked Away

DoorDash Company Profile

DoorDash, Inc NASDAQ: DASH operates a local commerce platform that connects consumers with restaurants, grocery stores, convenience retailers and other merchants. Through its website and mobile applications, customers can browse products, place orders for delivery or pickup, and access related services.

The company provides merchants with ordering, delivery, logistics, marketing and payment tools. Its offerings include the DoorDash Marketplace, subscription programs such as DashPass, and delivery infrastructure that merchants can use through services including DoorDash Drive.

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