1 research call since Sep 29. Latest view: Lean bullish
Last close
$169.49 2026-10-28
1 week
-8.1%
1 month
-5.0%
3 months
-12.4%
1 year
-35.2%
Latest call vs SPY
-10.5% since 2026-09-29
Technical scan
Strong Sell rank 102 of 127
Price, last 12 months daily close · markers are published calls
Current technical signals nightly scan, 2026-10-28
MACD: Bearish MomentumOBV: Confirmed Downtrend
What would change the latest view
Ex-Deliveroo organic GOV growth falls below ~18-20% in Q3 or Q4 2026 prints — confirms the de-rating is fundamental, not sentiment
FY27 EPS consensus stops drifting up and begins meaningful downward revisions while the stock is already de-rated — signals estimate risk, not just multiple risk
Adjusted EBITDA guidance for Q4 2026 / FY2027 comes in below the implied ~$4B annualized run-rate
A second major labor settlement or an adverse gig-classification ruling in CA or the EU materially above the NYC precedent in cost terms
Insider selling accelerates into weakness rather than stabilizing
DoorDash has completed a real fundamental inflection — revenue up ~180% since 2021, operating margin from -17% to +5.3%, TTM FCF of $2.1B — while the stock has fallen 37% from its high on multiple compression, not deterioration. Organic growth ex-Deliveroo of ~23-24% GOV with upward EPS revisions (FY27 consensus drifting to $4.48-4.70) supports the long-term case. The bear…
Entry $187.10 (2026-09-29)1m vs SPY: -10.5%so far
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