DASH Rises 8.18% Amid Optimistic Forecast, Jefferies Rating Boost, and Investments in AI Technology

Jefferies Upgrade Sparks Positive Sentiment for DASH
On November 19, 2025, Jefferies analyst John Colantuoni raised his rating on

(DASH) from Hold to Buy, increasing the price target to $260 from the previous $220. This upgrade signals faith in DASH’s strategic adaptability, especially as the company’s 2026 forecast falls short of expectations, leaving space for future investments. Jefferies anticipates that full-year 2026 revenue will reach about $17.87 billion, with projected earnings per share (EPS) of $6.32.

Impressive Q3 Results Drive Continued Growth
During the third quarter of 2025, DoorDash posted net sales of $3.45 billion, marking a 27.35% increase year over year and surpassing estimates by $89.10 million. The company also beat its earnings forecast, reporting Q3 EPS of $1.28, which was $0.03 higher than anticipated. These outcomes highlight DASH’s robust financial performance and its effectiveness in executing its expansion plans.

AI-Powered Technology Revamp Sets Stage for Future Success
A cornerstone of DASH’s approach is a significant investment in a new global technology platform, planned for 2026. The project is designed to standardize DoorDash’s tech infrastructure worldwide and incorporate AI-driven systems to optimize operations and cut expenses. Moving to a unified platform is considered a strategic step to speed up the launch of global features and boost long-term productivity. Experts see this as a major driver for future profit growth and scalability.

Order Volume and User Growth Strengthen Market Position

DASH’s total orders for Q3 2025 climbed 21% from the previous year to 776 million, fueled by effective customer acquisition and a rise in monthly active users (MAUs). Growth in subscription offerings like DashPass and Wolt+ also played a role. Collaborations with leading retailers and grocery stores, such as Kroger, have expanded the company’s reach and order numbers. Further advancements in rapid delivery and autonomous delivery pilots with Waymo are helping stand out in the competitive on-demand delivery sector.

Labor Deal Highlights Focus on Sustainable Operations
DASH has also secured a tentative agreement with Australia’s transport union to boost delivery worker pay by 25%, bringing hourly wages to $20.19. The agreement includes compulsory accident insurance and demonstrates the company’s commitment to meeting local labor requirements. This step is viewed as beneficial for long-term workforce stability and enhancing the company’s reputation, especially in a challenging market.

DASH Retains Competitive Advantage Amidst Market Rivals
Although competition from companies like Uber Eats and Amazon’s delivery services is intensifying, DASH continues to set itself apart through investments in technology and customer engagement. The company’s focus on AI-based solutions and autonomous delivery supports its ambition for operational excellence and industry leadership.

With DASH gaining 8.18% in the last 24 hours to reach $63.17 and rising 63.55% over the past year, its strong financials, strategic initiatives, and positive analyst outlook have fostered an environment that encourages ongoing investor interest.