Bitget App
Trade smarter
Buy cryptoMarketsTradeFuturesEarnSquareMore
DoorDash (DASH) Still Citi's Top Pick in Internet Sector, Following Q4 Beat

DoorDash (DASH) Still Citi's Top Pick in Internet Sector, Following Q4 Beat

FinvizFinviz2026/02/23 15:00
By:Finviz

DoorDash Inc. (NASDAQ:DASH) is one of the 14 Best Consumer Discretionary Stocks to Buy Right Now.

Citi analyst Ronald Josey, on February 20, trimmed his target price on DoorDash by 1.1% to $280 (from $283). Despite the slight adjustment in the target price, Ronald retained his Buy recommendation for the stock. He also reiterated that DoorDash remains the firm’s top pick in the internet sector, citing better-than-expected 4th-quarter performance that Ronald expects to improve throughout 2026.

This update comes on the heels of the release of DoorDash’s Q4 2025 earnings on February 18, which were headlined by rapid earnings growth across all profitability measures. GAAP attributable net income grew 51.1% YoY to $213 million (from $141 million). On a per diluted share basis, GAAP earnings grew 45.5% YoY to $0.48 (from $0.33). Adjusted EBITDA increased 37.8% YoY to $780 million (from $566 million).

The rapid earnings growth was driven primarily by 37.7% YoY revenue growth to $4.0 billion (from $2.9 billion), as a larger user base led to higher order volume and slightly larger average order sizes.

Total orders grew 31.8% YoY to 903 million (from 685 million), as monthly active users grew 33.3% to 56 million (from 42 million). Average basket size, meanwhile, saw a slight increase of 5.9% YoY to $32.9 per order (from $31.06 per order). Combined, these two factors led to a 39.5% YoY growth in marketplace gross order value to $29.7 billion (from $21.3 billion).

Management also provided its guidance for the 1

st
 quarter. They expect the marketplace gross order value to reach $31.0 billion to $31.8 billion, which would yield $675 million to $775 million in adjusted EBITDA.

DoorDash (DASH) Still Citi's Top Pick in Internet Sector, Following Q4 Beat image 0
Copyright: bialasiewicz / 123RF Stock Photo

DoorDash Inc. (NASDAQ:DASH) operates a food delivery and logistics platform, serving consumers in the US, Canada, and Australia. The company is based in San Francisco, California, and was founded in January 2013 by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore.

While we acknowledge the potential of DASH as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT:
30 Stocks That Should Double in 3 Years
 and
11 Hidden AI Stocks to Buy Right Now
.

Disclosure: None. This article is originally published at 

Insider Monkey
.

0
0

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

Understand the market, then trade.
Bitget offers one-stop trading for cryptocurrencies, stocks, and gold.
Trade now!

You may also like

VIPStrategy (MSTR) Deep Dive & STRC Leveraged Financing Strategy

1. Global markets broadly declined last week. Silver (-9.0%), ETH (-8.5%), WTI crude oil (-6.1%), and BTC (-6.0%) led the losses, while only natural gas (+1.1%), the U.S. Dollar Index (+0.3%), and the Japanese yen (+0.3%) posted gains. Overall market sentiment shifted toward risk aversion, with safe-haven assets outperforming. 2. This issue examines Strategy's (MSTR) capital structure and the valuation framework for STRC. STRC currently trades at $75 (a 25% discount to par) with a 15.33% current yield, compared with a 2.56% USDT financing rate on Bitget, creating a 12.77 percentage point carry spread. A 1x financing strategy (2x gross leverage) delivers an estimated 28.1% annual net carry yield. June 30 is the ex-dividend date, and Bitget supports rSTRC collateralized lending within the same account. 3. Continued capital inflows into AI, recent net outflows from U.S. spot Bitcoin ETFs, and expectations of ongoing Federal Reserve quantitative tightening suggest the crypto market may be entering a medium-term range-bound phase. A backtest covering July 2022 to September 2023 (during which BTC returned 28.4%) evaluated 25 quantitative strategies. Only Net Flow Trend outperformed Buy & Hold, returning 32.1% with a maximum drawdown of 8.06%, while 13 strategies generated negative returns. This week's focus: U.S. Nonfarm Payrolls and Unemployment Rate will both be released on Thursday (July 2), with the unemployment rate currently at 4.3%, near a two-year high. Nike (NKE) reports earnings after the close on June 30. Key assets to watch: BTC, ETH, SOL, MSTR, and rSTRC.

Bitget2026/06/29 07:15
Strategy (MSTR) Deep Dive & STRC Leveraged Financing Strategy