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

DoorDash Inc. (NASDAQ:DASH) is 1 of the 14 Best Consumer Discretionary Stocks to Buy Right Now.

Citi expert Ronald Josey, connected February 20, trimmed his people terms connected DoorDash by 1.1% to $280 (from $283). Despite the flimsy accommodation successful the people price, Ronald retained his Buy proposal for the stock. He besides reiterated that DoorDash remains the firm’s apical prime successful the net sector, citing better-than-expected 4th-quarter show that Ronald expects to amended passim 2026.

This update comes connected the heels of the merchandise of DoorDash’s Q4 2025 net connected February 18, which were headlined by accelerated net maturation crossed each profitability measures. GAAP attributable nett income grew 51.1% YoY to $213 cardinal (from $141 million). On a per diluted stock basis, GAAP net grew 45.5% YoY to $0.48 (from $0.33). Adjusted EBITDA accrued 37.8% YoY to $780 cardinal (from $566 million).

The accelerated net maturation was driven chiefly by 37.7% YoY gross maturation to $4.0 cardinal (from $2.9 billion), arsenic a larger idiosyncratic basal led to higher bid measurement and somewhat larger mean bid sizes.

Total orders grew 31.8% YoY to 903 cardinal (from 685 million), arsenic monthly progressive users grew 33.3% to 56 cardinal (from 42 million). Average handbasket size, meanwhile, saw a flimsy summation of 5.9% YoY to $32.9 per bid (from $31.06 per order). Combined, these 2 factors led to a 39.5% YoY maturation successful marketplace gross bid worth to $29.7 cardinal (from $21.3 billion).

Management besides provided its guidance for the 1^st quarter. They expect the marketplace gross bid worth to scope $31.0 cardinal to $31.8 billion, which would output $675 cardinal to $775 cardinal successful adjusted EBITDA.

Copyright: bialasiewicz / 123RF Stock Photo

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

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.