DoorDash, Inc. earnings overview

DASH FY2026 Q1 · Calendar Q2 2026

DoorDash, Inc.

DoorDash reported Q1 2026 EPS of $0.42 versus a $0.36 consensus estimate (a 16% beat), while revenue of $4.04 billion came in 2.8% below the $4.15 billion estimate. The stock's initial reaction was positive — an abnormal move of +2.3% relative to SPY on the event-to-next-session window — but shares subsequently drifted 8.5% lower, consistent with investor caution over a stepped-up investment cycle. Management committed $100 million to replatform the global tech stack, pushed AI-driven agentic commerce as a central 12-to-24-month priority, and reported early scaling of the Dot autonomous delivery fleet. Full-year guidance was reaffirmed for the second consecutive quarter, with management citing record advertising revenue and grocery delivery volumes on a path to gross-profit positivity in H2 2026. At $195.52, shares trade at a meaningful discount to the $248.50 consensus target.