UBS lowered the firm’s price target on DoorDash (DASH) to $240 from $245 and keeps a Neutral rating on the shares. Improving International and Grocery margins alongside 2H26 profit contribution from Deliveroo could support stronger exit-rate profit growth into 2026, the analyst tells investors in a research note. However, uncertainty around 2027 cost centers-including potential scaling of DashMart and autonomy initiatives, ongoing data center and platform retooling expenses, and unclear Deliveroo reinvestment needs-reduces conviction in longer-term estimates, UBS says.
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Read More on DASH:
- DoorDash: Strong Operating Outperformance and Growth Investments Support Attractive Risk‑Reward and Buy Rating
- Balanced View on DoorDash: Near-Term Profit Momentum Offset by Post-2026 Investment and Competitive Uncertainty
- DoorDash price target raised to $280 from $275 at KeyBanc
- DoorDash price target lowered to $255 from $275 at Guggenheim
- DoorDash price target lowered to $220 from $230 at Piper Sandler
