Updated: December 12, 2025 — DoorDash, Inc. (NASDAQ: DASH) ended Friday at $227.49, up 1.32% on the day, with a market value of roughly $99.6 billion. [1]
It was a volatile week for DoorDash stock: shares slid hard midweek as investors repriced the competitive outlook in online grocery and “instant” delivery, then stabilized as attention turned back to DoorDash’s scale, expansion strategy, and a fresh round of analyst updates. [2]
Below is a comprehensive, publication-ready look at what moved DoorDash stock this week, the latest DoorDash news, and the key catalysts for the week ahead (Dec. 15–19).
DoorDash stock price today: where DASH stands into the weekend
DoorDash shares closed $227.49 on Friday, December 12, extending a 30-day gain of about 15.77% and a trailing 12-month total return of about 29.24%. Year-to-date, the stock is up roughly 35.61%. [3]
For longer-term context, DASH’s 52-week range is $155.40 to $285.50, leaving the stock about 20% below its 52-week high (set October 16) while still materially above its spring low (April 7). [4]
What happened to DoorDash stock this week: a 5-day timeline (Dec. 8–12)
DoorDash stock finished the week modestly higher, but the path mattered:
- Monday (Dec. 8): Closed $225.43 (+0.19%). [5]
- Tuesday (Dec. 9): Jumped to $229.99 (+2.02%), hitting an intraday high near $232.63. [6]
- Wednesday (Dec. 10): Dropped to $220.30 (-4.21%), the week’s biggest down day, with volume rising to about 6.95M shares. [7]
- Thursday (Dec. 11): Rebounded to $224.52 (+1.92%). [8]
- Friday (Dec. 12): Climbed to $227.49 (+1.32%), as the market digested analyst notes and DoorDash-specific headlines. [9]
The week’s intraday low was about $216.30 (Dec. 11) and the intraday high was about $232.63 (Dec. 9), a trading range of roughly 7%+ in just a few sessions—evidence that sentiment is still headline-sensitive. [10]
The biggest DoorDash stock news from the last few days
1) Amazon’s grocery delivery expansion rattled the sector—and hit DASH midweek
The week’s sharpest move came after Amazon said it expanded same-day perishable grocery delivery to 2,300+ U.S. cities and towns, with plans to keep expanding in 2026. Amazon also said that in areas where perishables are available for same-day delivery, nine of the top ten bestselling items are now perishables, and that perishable grocery sales have grown 30x since January as more customers adopt the service. [11]
Markets treated this as a meaningful escalation in “fast grocery,” and delivery/grocery-adjacent stocks sold off. Barron’s specifically noted DoorDash shares fell about 4.2% on the day of the announcement, consistent with Wednesday’s -4.21% close in the trading tape. [12]
Why it matters for DoorDash: grocery and convenience are central to DoorDash’s “new verticals” growth story. More intensity from Amazon (and the broader push into ultrafast/instant commerce) can pressure take rates and raise customer acquisition and promotional costs across the category—even for platforms that still have restaurants as their core. [13]
2) DoorDash and Uber sued NYC over tipping-prompt rules
On the regulatory front, DoorDash and Uber Eats filed a federal lawsuit challenging New York City rules that would require delivery apps to present tipping prompts before checkout. The companies argue the requirements compel speech and effectively force platforms to present specified tip amounts. [14]
DoorDash’s own policy post framed the rule as raising costs for consumers, saying the law “turn[s] tipping into essentially an added tax” and asserting delivery operating costs per order are far higher in NYC than the national average. DoorDash also pointed to NYC’s minimum pay floor for delivery workers, citing $21.44 per hour while on delivery. [15]
Why it matters for investors: NYC is a bellwether. Regulatory outcomes there often foreshadow policy risk in other dense urban markets, and policy shifts can directly affect order economics (fees, tips, demand elasticity, courier supply). [16]
3) Woolworths and DoorDash announced a grocery partnership in Australia
DoorDash also logged a notable international/retail headline: Woolworths Group announced a new partnership with DoorDash to expand “ultra convenient” grocery delivery services in Australia. Woolworths said the partnership would begin soon and noted that “On Demand” grocery now represents about 40% of all ecommerce orders for the supermarket. [17]
Why it matters: DoorDash’s longer-term bull case increasingly rests on (1) grocery/convenience scale and (2) international expansion—both of which support order frequency and help diversify away from pure restaurant delivery cycles. A partnership with a major grocer can also strengthen selection and reduce friction for consumers. [18]
4) Analyst updates: Argus trims target, while Street consensus stays bullish
On Friday, Argus lowered its DoorDash price target to $260 from $275, while maintaining a Buy rating, citing continued expansion into new categories and international growth (including the Deliveroo acquisition). [19]
Separately, compiled analyst data shows multiple recent updates, including a Jefferies adjustment to $270 from $260 dated Dec. 11. [20]
At the consensus level, a widely followed compilation shows DoorDash carries a “Strong Buy” consensus with an average price target around $280.41 (with a reported low of about $220 and high of about $360). [21]
DoorDash fundamentals: what the company is actually delivering
While this week’s trading was headline-driven, investors are still anchoring to DoorDash’s most recent reported fundamentals and forward outlook.
In its Q3 2025 update, DoorDash reported (among other metrics):
- Total Orders:776 million (+21% YoY)
- Marketplace GOV:$25.0B (+25% YoY)
- Revenue:$3.4B (+27% YoY)
- GAAP net income:$244M
- Adjusted EBITDA:$754M [22]
DoorDash also attributed margin improvement in part to increased contribution from advertising revenue, along with fewer credits/refunds and lower Dasher costs as a percentage of GOV. [23]
The key strategic overhang: a bigger 2026 investment cycle
DoorDash has been explicit that it plans to keep investing aggressively. In its Q3 communication, management said it expects to invest “several hundred million dollars more” in 2026 than in 2025 for new initiatives and platform development—part of a multi-year effort that includes building a global technology platform. [24]
That message is central to the current debate around DASH:
- Bull view: reinvestment compounds long-term free cash flow per share and strengthens product + logistics moats. [25]
- Bear view: near-term margin pressure and execution risk increase—especially as competitors push faster grocery delivery and “instant commerce.” [26]
Deliveroo integration remains a major 2026 narrative
DoorDash said it closed the Deliveroo acquisition on Oct. 2 for an equity value of £2.8B, including estimated £690M of cash and short-term investments acquired. It also said that, including Deliveroo, DoorDash now serves 50M+ MAUs, 30M+ membership consumers, works with 1M+ merchants, and generates $100B+ annualized Marketplace GOV across 40+ countries. [27]
Importantly for forward modeling, DoorDash expects Deliveroo to contribute about $45M to Adjusted EBITDA in Q4 2025 and about $200M in 2026, while noting accounting-definition alignment could reduce reported 2026 Adjusted EBITDA contribution by about $32M–$40M versus what Deliveroo would have reported under prior definitions. [28]
DoorDash stock forecast: what Wall Street models imply
Analyst forecast compilations as of Dec. 12 show expectations for continued rapid expansion:
- Average price target: about $280.41 (roughly low-$220 to $360 range)
- Consensus rating:Strong Buy [29]
Estimates cited by one compilation also show forecasts for:
- Revenue (FY 2025): about $14.05B
- Revenue (FY 2026): about $18.26B
- EPS (FY 2025): about 2.29
- EPS (FY 2026): about 3.32 [30]
These figures should be treated as directional (they vary by provider and can shift quickly after analyst revisions), but the overall message is consistent: the Street is still modeling strong topline growth, even as it debates the timing of margin expansion. [31]
Technical read on DASH: levels traders are watching into next week
DoorDash doesn’t need technicals to move (news often dominates), but near-term levels can matter when volatility rises:
- Near-term resistance zone: around $230–$233, where the stock topped on Dec. 9 (intraday high near $232.63). [32]
- Near-term support zone: around $216–$220, where buyers stepped in on Dec. 10–11 (intraday lows $216.72 and $216.30). [33]
- Watch volume: Dec. 10’s selloff coincided with the week’s biggest volume (about 6.95M shares), suggesting the Amazon headline was not a small, low-liquidity move. [34]
A clean break above the early-week highs would likely require either (a) more constructive competitive news, or (b) a broader market tailwind that improves sentiment toward growth equities. [35]
Week ahead: what could move DoorDash stock next week (Dec. 15–19, 2025)
1) Macro data could swing consumer and growth-stock sentiment
Next week’s U.S. calendar includes several potentially market-moving releases, including Retail Sales and CPI (and additional items like Empire State manufacturing and consumer sentiment). [36]
Why this matters for DoorDash: delivery demand is tied to discretionary spending, and the stock’s valuation sensitivity tends to rise when rates and inflation expectations are moving. Even if DoorDash’s fundamentals don’t change in a single week, the multiple investors are willing to pay can. [37]
2) Rate backdrop: the Fed just cut, but the market is parsing “what next”
This week, the Federal Reserve cut rates by a quarter point, bringing the policy rate to about 3.6%, while signaling it may keep rates steady in coming months. [38]
Separately, the Fed also indicated it would begin short-dated Treasury bill buying for reserve management and liquidity control—framed as technical rather than a change in monetary policy stance. [39]
Why it matters for DASH: high-growth, high-expectation stocks can react sharply to shifting assumptions about the pace of rate cuts and overall liquidity, even when company-specific news is light. [40]
3) Competitive headlines: grocery and “instant” delivery remain the risk factor
After Amazon’s move, investors will be on alert for any follow-on competitive announcements—especially around pricing, delivery fees, membership perks, and expansion into new cities. Amazon has also been testing “Amazon Now,” aiming for ~30-minute delivery in select markets, underscoring the race toward faster fulfillment. [41]
For DoorDash, the key question into 2026 is less “can it grow orders?” (it has) and more “can it grow profitably while defending share in grocery and convenience?”—particularly as management plans increased investment spending. [42]
Bottom line: DoorDash stock outlook into next week
DoorDash enters the week ahead with three cross-currents:
- Competitive pressure is rising in fast grocery and instant commerce—highlighted by Amazon’s rapid expansion. [43]
- Regulatory risk remains real, with NYC again acting as a focal point for policy that can reshape unit economics. [44]
- The fundamental growth story is still intact, but investors are actively repricing the near-term margin path as DoorDash ramps investment for 2026 and integrates Deliveroo. [45]
With DASH closing at $227.49 and the Street’s compiled average price target around $280, optimism is still embedded in forecasts—but so is the assumption that DoorDash can execute through a tougher competitive landscape. [46]
References
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