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Earlier this month, DoorDash introduced “Ask DoorDash,” an AI-powered conversational assistant and a revamped ads suite that uses first-party data, automation, and new formats like Spotlight to personalize ordering and optimize campaigns across food, grocery, and retail. Together with offsite reach via Symbiosys and privacy-centric measurement from LiveRamp, these tools highlight DoorDash’s push to build a higher-margin commerce media and AI services layer on top of its logistics platform. We’ll now examine how Ask DoorDash’s AI-powered personalization and monetization tools could influence DoorDash’s existing investment narrative around margin expansion.

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DoorDash Investment Narrative Recap

To own DoorDash, you have to buy into it becoming a broad local commerce platform where higher margin advertising and AI services sit on top of logistics. In the near term, the key catalyst is whether these newer revenue streams can support margin expansion, while the biggest risk is that heavy AI and product investment inflates costs faster than profit scales. The Ask DoorDash launch and upgraded ad suite both directly plug into that margin story.

The recent expansion of DoorDash Ads, including the Spotlight format, Symbiosys offsite reach, and LiveRamp measurement, is especially relevant here. These tools deepen DoorDash’s ability to monetize its first party data and order volume, which ties directly into the same thesis as Ask DoorDash: using software, targeting, and automation to shift more of the business toward higher margin media and AI layers rather than pure delivery economics.

Yet beneath this improving margin story, investors should also be aware of growing concerns around labor regulation and fee fatigue that could...

Read the full narrative on DoorDash (it's free!)

DoorDash’s narrative projects $26.2 billion revenue and $3.3 billion earnings by 2029.

Uncover how DoorDash's forecasts yield a $245.99 fair value, a 59% upside to its current price.

Exploring Other PerspectivesDASH 1-Year Stock Price Chart

Compared with the consensus story, the lowest analysts sounded more cautious, even before this news, assuming about US$23.7 billion of 2029 revenue and US$2.3 billion of earnings, and worrying that rising labor regulation and fee pushback could blunt the impact of AI and ads growth, so it is worth weighing how Ask DoorDash and the new ads suite might challenge or reinforce that view.

Explore 10 other fair value estimates on DoorDash - why the stock might be worth over 2x more than the current price!

Story Continues

Decide For Yourself

Don't just follow the ticker - dig into the data and build a conviction that's truly your own.

A great starting point for your DoorDash research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Our free DoorDash research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate DoorDash's overall financial health at a glance.

No Opportunity In DoorDash?

These stocks are moving-our analysis flagged them today. Act fast before the price catches up:

The future of work is here. Discover the 33 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 14 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. Find 46 companies with promising cash flow potential yet trading below their fair value.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include DASH.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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1 Cash-Producing Stock with Impressive Fundamentals and 2 We Avoid

While strong cash flow is a key indicator of stability, it doesn't always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

Luckily for you, we built StockStory to help you separate the good from the bad. That said, here is one cash-producing company that reinvests wisely to drive long-term success and two best left off your watchlist.

Two Stocks to Sell:

Lindsay (LNN)

Trailing 12-Month Free Cash Flow Margin: 11.3%

A pioneer in the field of center pivot and lateral move irrigation, Lindsay (NYSE:LNN) provides a variety of proprietary water management and road infrastructure products and services.

Why Are We Wary of LNN?

Flat sales over the last two years suggest it must find different ways to grow during this cycle Falling earnings per share over the last two years has some investors worried as stock prices ultimately follow EPS over the long term Waning returns on capital imply its previous profit engines are losing steam

Lindsay's stock price of $114.74 implies a valuation ratio of 18.4x forward P/E. Read our free research report to see why you should think twice about including LNN in your portfolio, it's free.

ICU Medical (ICUI)

Trailing 12-Month Free Cash Flow Margin: 4.2%

Founded in 1984 and named for its initial focus on intensive care units, ICU Medical (NASDAQ:ICUI) develops and manufactures medical products for infusion therapy, vascular access, and vital care applications used in hospitals and other healthcare settings.

Why Are We Cautious About ICUI?

Sales tumbled by 1.6% annually over the last two years, showing market trends are working against it during this cycle Performance over the past five years shows its incremental sales were less profitable, as its 2.9% annual earnings per share growth trailed its revenue gains ROIC of 0.9% reflects management's challenges in identifying attractive investment opportunities

At $142.82 per share, ICU Medical trades at 16.8x forward P/E. Check out our free in-depth research report to learn more about why ICUI doesn't pass our bar.

One Stock to Buy:

DoorDash (DASH)

Trailing 12-Month Free Cash Flow Margin: 11.9%

Founded by Stanford students with the intent to build "the local, on-demand FedEx", DoorDash (NASDAQ:DASH) operates an on-demand food delivery platform.

Why Is DASH a Good Business?

Orders have grown by 22.9% annually, allowing for more profitable cross-selling opportunities if it can build complementary products and features Expected revenue growth of 25.6% for the next year suggests its market share will rise Additional sales over the last three years increased its profitability as the 179% annual growth in its earnings per share outpaced its revenue

Story Continues

DoorDash is trading at $154.56 per share, or 16.7x forward EV/EBITDA. Is now a good time to buy? Find out in our full research report, it's free.

Stocks We Like Even More

ONE MORE THING: Top 6 Stocks for This Week. This market is separating quality stocks from expensive ones fast. AI is taking down whole sectors with no warning. In a rotation this fast, you need more than a list of good companies.

Our AI system flagged Palantir before it ran 1,662%. AppLovin before it ran 753%. Nvidia before it ran 1,178%. Each week it produces 6 new names that pass the same tests. Get Our Top 6 Stocks for Free HERE.

Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today.

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AT&T Inc. (NYSE:T) is one of the top large cap value stocks to buy now. On June 3, AT&T expanded its partnership with Rivian to provide 5G connectivity for the upcoming R2 vehicle platform in the US and Canada. This integration supports a software-defined driving experience by enabling seamless over-the-air updates, improved infotainment, and real-time access to digital services and AI-powered features.

The collaboration builds on an existing relationship established in 2023, positioning AT&T Inc. (NYSE:T) as the primary connectivity provider for Rivian's entire vehicle lineup. By using 5G's speed and low latency, the R2 will be able to evolve its capabilities and performance throughout the vehicle's lifecycle, long after it leaves the factory.Is DoorDash (DASH) the Best Depressed Stock to Buy in 2026?

TunedIn by Westend61/Shutterstock.com

Both companies emphasized that connectivity is central to the future of automotive design and innovation. The initiative allows R2 owners to benefit from a continuously improving machine that supports advanced applications, such as streaming services and the Rivian Assistant, through a more responsive and reliable network infrastructure.

AT&T Inc. (NYSE:T) is a telecom and tech services company that operates through the Communications and Latin America segments. The Communications segment offers wireline telecom, wireless, and broadband services in the US and globally, while the Latin America segment manages services in Mexico.

While we acknowledge the potential of T as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on thebest short-term AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.

Disclosure: None. Follow Insider Monkey on Google News.

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Key Points

Alphabet’s Waymo and Amazon’s Zoox look like the most credible AV rivals to Uber’s ride-hailing business. Investor outcomes hinge on whether AV fleets plug into Uber-like apps or try to replace them outright.10 stocks we like better than Uber Technologies ›

Autonomous vehicles are reshaping ride-share competition, with Alphabet(NASDAQ: GOOGL)(NASDAQ: GOOG) and Amazon(NASDAQ: AMZN) emerging as pivotal players. Discover why platform control, partnerships, and unit economics may matter more than the tech itself in the video below.

*This video was published on May 29, 2026.

Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »

Should you buy stock in Uber Technologies right now?

Before you buy stock in Uber Technologies, consider this:

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Uber Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.

Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $442,220! Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,230,114!

Now, it’s worth noting Stock Advisor’s total average return is 926% — a market-crushing outperformance compared to 203% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.

See the 10 stocks »

*Stock Advisor returns as of June 11, 2026.

Dan Caplinger has positions in Alphabet, Amazon, and Uber Technologies. Lou Whiteman has no position in any of the stocks mentioned. Toby Bordelon has positions in Alphabet and Amazon. The Motley Fool has positions in and recommends Alphabet, Amazon, DoorDash, and Uber Technologies. The Motley Fool has a disclosure policy.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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Is DASH a good stock to buy? We came across a bullish thesis on DoorDash, Inc. on Nikhs's Substack. In this article, we will summarize the bulls' thesis on DASH. DoorDash, Inc.'s share was trading at $155.67 as of June 9th. DASH's trailing and forward P/E were 73.78 and 51.81 respectively according to Yahoo Finance.Grab Holdings (GRAB) Drops 3.5% on Rating Downgrade, Stretched Valuation

Photo by Brett Jordan on Unsplash

DoorDash, Inc., together with its subsidiaries, operates a commerce platform that connects merchants, consumers, and dashers in the United States and internationally. DASH is increasingly being viewed not as a traditional delivery company, but as a platform building two layered businesses simultaneously: a logistics network and a high-margin retail media ecosystem.

While first-quarter 2026 revenue of $4.04 billion missed expectations and profitability metrics softened modestly, investors focused instead on accelerating order growth, expanding GOV, improving EBITDA scale, and early evidence that grocery advertising is beginning to work.

The company processed 933 million orders during the quarter, with GOV rising 37% year-over-year to $31.6 billion, while management guided second-quarter GOV above Wall Street expectations. More importantly, management indicated that DoorDash has "cracked the code" on CPG advertising, signaling that grocery may evolve into a much larger monetization engine than restaurant delivery alone. Unlike restaurants, where advertising budgets are fragmented across small businesses, grocery connects DoorDash to global consumer brands such as Coca-Cola, Procter & Gamble, and Unilever, whose advertising budgets collectively exceed hundreds of billions annually.

The thesis is that grocery delivery itself only needs to achieve break-even economics, after which fulfillment becomes the infrastructure supporting a significantly higher-margin advertising business similar to Amazon's retail media model. DoorDash's investments in DashMart and grocery reliability are therefore strategically critical because accurate fulfillment determines whether the company can successfully monetize digital shelf intent. If management executes successfully, DoorDash could ultimately be reclassified by the market as a retail media platform with logistics attached, creating substantial upside through both revenue growth and valuation multiple expansion.

Previously, we covered a bullish thesis on DoorDash, Inc. (DASH) by Sabar Capital in May 2025, which highlighted the company's dominant food delivery market share, expanding logistics ecosystem, merchant-first strategy, and growth across non-food verticals. DASH's stock price has depreciated by approximately 24.09% since our coverage. Nikh shares a similar view but emphasizes on DoorDash's evolution into a retail media and CPG advertising platform.

Story Continues

DoorDash, Inc. is on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 117 hedge fund portfolios held DASH at the end of the first quarter which was 108 in the previous quarter. While we acknowledge the risk and potential of DASH as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than DASH and that has 10,000% upside potential, check out our report about this cheapest AI stock.

Disclosure: None.

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Thursday, June 11th, 2026

This morning, pre-market futures are in the green, though slashed from where they were ahead of the latest wholesale inflation report. This follows a deep selloff on Wednesday, where the Nasdaq alone shed -2%. At this hour, the blue-chip Dow is +160 points, the S&P 500 +15 and the Nasdaq +103 points. The small-cal Russell 2000 is +17 points.

PPI Inflation Highest in 3+ Years: +6.5%

After yesterday's retail inflation numbers from the Consumer Price Index (CPI) for May demonstrated relatively manageable levels of price gains, this morning's Producer Price Index (PPI) — the wholesale version of inflation — suggests something decidedly more thorny: +1.1% month over month, +6.5% year over year. These have reached their highest levels since March and November of 2022, respectively.

Revisions to the prior month moved in the right direction, -30 basis points (bps) for both — +1.1% month over month (now matched with the May print) and +5.7% year over year — but these are still significantly above target inflation rates for the previous regime at the Federal Reserve. Headline core PPI — stripping out volatile food and energy prices — came in as expected month over month at +0.4%, 30 bps below the upwardly revised +0.7% from April. This counts as the sole good news in this morning's report.

Core PPI year over year reached +4.9%, and was revised up half a percentage point to +4.9% the prior month as well. This is important because we know global oil prices have increased since the start of the war on Iran, but stripped out of the core print we're still looking at bedrock wholesale inflation at its highest level since January of 2023, when these numbers were coming down drastically month over month.

Further parsing these numbers, ex-food, energy and trade adds even more nuance: +0.8% month over month, +5.1% year over year. This illustrates that trade, especially over the past month (-1.1%), was sopping up a decent amount of this inflation. The +0.8% has not been this high since March of 2022 and year over year since October of that year. These are Great Reopening numbers that were largely cured by interest rate increases month after month. We're in a very different situation today: what will it mean going forward?

One rather unnerving aspect here is when we compare the relatively benign core CPI numbers from yesterday — +0.2% month over month and +2.9% year over year — we can see that producers must have been absorbing a good deal of this inflation. How long can this be expected to last? Energy prices alone rose +10.7%; can energy companies continue to trim their margins to keep inflation under control on the retail side? Will they do so if the Strait of Hormuz remains closed for the next month or three? More questions than answers, most certainly.

Story Continues

Jobless Claims Creep Higher: +229K, +1.795M

Meanwhile, normal Thursday morning Weekly Jobless Claims are out this morning, coming in warmer on Initial Claims from expectations to +229K, up 4K from an unrevised +225K last week. These are the first levels this high since the +230K reported in subsequent months back in February of this year. We had been as low as +190K in the last week of April. Are higher energy prices moving Americans from a side gig with DoorDash DASH or Uber UBER to simply claiming unemployment benefits?

Continuing Claims remained historically low at 1.795 million (anything below 2 million longer-term jobless claims per week demonstrates a coping labor force), but up from the 1.771 million reported last week. These longer-term claims also report a week in arrears, so based on today's new claims we might expect these numb ers to tick up on the long end, as well.

European Central Bank (ECB) Raises Rates +0.25%

The first major central bank to raise interest rates since the onset of the Iran war in late February is the European Central Bank (ECB), and it has done so by a quarter-point, +0.25%. This may have an odd counter-ring to it, especially with so many Americans (including President Trump) looking for a reduction in interest rates, but Zacks Chief Economist John Blank earlier this week that this move is expected to be "insurance," rather than the start of a big hiking cycle.

"With the memory of 2022's energy crisis still fresh, Frankfurt is keen to not miss the boat this time," Blank said in his Global Week Ahead article on Monday morning. "Policymakers have a tightrope to walk as they try to hike without exacerbating the growth hit already underway from the crisis. That's why markets reckon the ECB will only hike rates two or three times this year, with the next move most likely in September." To read the full report, click here.

Questions or comments about this article and/or author? Click here>>

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

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This article originally published on Zacks Investment Research (zacks.com).

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(Bloomberg) -- DoorDash Inc. introduced an in-app artificial intelligence chatbot to help customers make restaurant and grocery orders, and suggested the technology could also be used to unlock new enterprise revenue streams.

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Users can launch the new Ask DoorDash tool via the "Ask" button in the app's search bar, where they can interact with the chatbot using voice, written prompts or visual inputs. In addition to text responses, the answers include buttons that let users directly add items to their cart.

Recommendations are based on DoorDash customers' past purchase behavior, as well as internet sources like social media reviews and blog posts. For grocery-related inquiries, the chatbot confirms with the user what pantry staples they already have before adding ingredients to the cart. It works on Apple Inc.'s iOS and is available in select markets. Initially, Ask DoorDash will be set up for restaurant search and grocery shopping. In the coming weeks, the assistant will expand to more users in the US and gain the ability to make restaurant reservations.

Early user tests of the chatbot point to tangible business gains, according to co-founder Andy Fang. "We're seeing customers trying out new restaurants much more frequently through this experience than anything else we've tried to do in the app when it comes to ordering from restaurants," he said in an interview. Nearly half of all takeout orders made with the tool were from a place the customer had never ordered from before, the company said.

"On the grocery side, we're seeing significant increases in subtotals and that customers are actually able to build their cart five times faster using this experience than through the app," Fang added. Grocery baskets built with the tool are more than 35% larger than typical grocery orders, DoorDash said.

Fang suggested the company is ready to sell its AI technology, including the chatbot, for corporate customers to use under their own brands. That sets up DoorDash for further competition with Instacart, which has been adding enterprise offerings for grocers like Kroger and Costco.

"Given all the technology that we've invested to making this work well, we're also really excited to partner directly with grocers, restaurants, retailers to help them power their own agentic experiences as well," Fang said.

Story Continues

DoorDash, the biggest food delivery app by US market share, is the latest among its peers to leverage existing data on restaurant menus, grocery items, stock levels and customer order history to better identify what users are likely to need. In April, Uber Technologies Inc. introduced an updated search bar that can interpret natural language and more flexibly show rides and takeout options, rather than defaulting to ride destinations.

Uber Eats also has an AI-based Cart Assistant to help people build their grocery carts through text or image queries. Instacart similarly accepts natural language search in its app, and its conversational cart-building product is available within the ChatGPT and Claude apps, as well as on other grocery sites.

DoorDash began working on a chatbot as early as 2023, Bloomberg previously reported. But the company didn't release any such tool then because AI models at the time "weren't capable enough" to make conversational ordering compelling for customers, Fang said. Today's models have gotten a lot better, he added. "We just feel good now about the experience both in terms of the responsiveness of the product and also its ability to understand what you're talking about and give you compelling suggestions."

Ask DoorDash uses a combination of AI models from OpenAI, Anthropic PBC and Alphabet Inc.'s Google, as well as some open-source models to help reduce costs, according to Fang. "We feel confident it is going to pay for itself over time," he said.

DoorDash's other artificial intelligence experiment, the standalone social app Zesty, allowed the company to understand the types of questions that customers ask, while testing "the latest models in a way that was much faster" than if done within the flagship app, Fang said. DoorDash wound down Zesty in April, as it began integrating the chat features into the main app.

There is still merit in keeping the traditional keyword search, not least because it's where DoorDash is using sponsored listings to boost its advertising business.

Searching using simple phrases is still an adequate experience for people who know exactly what they want, but Fang said "we're going to work towards a solution where you don't have to think about it ideally as a customer." He added that users are already typing longer queries into the search box with the expectation that it can process their questions like AI chatbots, which can handle more nuanced queries.

"Certainly, we need to think about how ads fit into this ecosystem," Fang said, addressing the tension between advertisers and customers using the ad-free AI search. "It is a complicated set of things for us to navigate, to be honest. The internet is changing underneath our feet, so we're just trying to figure out how to move to where the puck's going."

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Consumer internet businesses are redefining how people engage with the world by giving them instant connectivity and convenience. Despite the tailwinds, their demand largely hinges on consumer spending habits, which investors believe are weakening. As a result, the industry has pulled back by 20% over the past six months. This drawdown is a noticeable divergence from the S&P 500’s 6.9% return.

Despite the lackluster result, a few diamonds in the rough can produce earnings growth no matter what, and we started StockStory to help you find them. With that said, here are two internet stocks boasting durable advantages and one we’re swiping left on.

One Consumer Internet Stock to Sell:

Shutterstock (SSTK)

Market Cap: $503.3 million

Originally featuring a library that included many of founder Jon Oringer’s photos, Shutterstock (NYSE:SSTK) is now a digital platform where customers can license and use hundreds of millions of pieces of content.

Why Is SSTK Risky?

Customer spending has dipped by 87.9% on average as it focused on growing its requests Forecasted revenue decline of 19% for the upcoming 12 months implies demand will fall off a cliff Performance over the past three years shows its incremental sales were much less profitable, as its earnings per share fell by 6.3% annually

Shutterstock’s stock price of $13.67 implies a valuation ratio of 1x forward price-to-gross profit. Read our free research report to see why you should think twice about including SSTK in your portfolio, it’s free.

Two Consumer Internet Stocks to Buy:

Netflix (NFLX)

Market Cap: $345.3 billion

Launched by Reed Hastings as a DVD mail rental company until its famous pivot to streaming in 2007, Netflix (NASDAQ: NFLX) is a pioneering streaming content platform.

Why Should You Buy NFLX?

Global Streaming Paid Memberships are rising, meaning the company can increase revenue without incurring additional customer acquisition costs if it can cross-sell additional products and features Performance over the past three years was turbocharged by share buybacks, which enabled its earnings per share to grow faster than its revenue Free cash flow margin jumped by 16.2 percentage points over the last few years, giving the company more resources to pursue growth initiatives, repurchase shares, or pay dividends

Netflix is trading at $81.70 per share, or 19.6x forward EV/EBITDA. Is now a good time to buy? Find out in our full research report, it’s free.

DoorDash (DASH)

Market Cap: $65.79 billion

Founded by Stanford students with the intent to build “the local, on-demand FedEx", DoorDash (NASDAQ:DASH) operates an on-demand food delivery platform.

Story Continues

Why Is DASH a Top Pick?

Orders have increased by an average of 22.9% annually, giving it the potential for margin-accretive growth if it can develop valuable complementary products and features Expected revenue growth of 25.6% for the next year suggests its market share will rise Incremental sales significantly boosted profitability as its annual earnings per share growth of 179% over the last three years outstripped its revenue performance

At $151.56 per share, DoorDash trades at 17.3x forward EV/EBITDA. Is now the time to initiate a position? See for yourself in our comprehensive research report, it’s free.

Stocks We Like Even More

WHILE YOU’RE HERE: Top 9 Market-Beating Stocks. The best stocks don’t just beat the market once. They do it again. And again. Robust revenue growth, rising free cash flow, returns on capital that leave their competition in the dust. The market has already rewarded these businesses.

But our AI platform says the party isn’t over. Find out which 9 stocks made the cut this week — FREE. Get Our Top 9 Market-Beating Stocks for Free HERE.

Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today.

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[Uber car service in New York City] nycshooter

Uber Technologies (UBER [https://seekingalpha.com/symbol/UBER]) is pushing back on a recently enacted New York City law that it argues would weaken safeguards for rider safety, limit its ability to remove high-risk drivers, and restrict the company’s business judgment pertaining to qualified drivers.

Enacted by the New York City Council, Local Law 52 [https://intro.nyc/local-laws/2026-52]aims to provide job security to gig workers by preventing employers from deactivating or dismissing drivers without “just cause” (fraud, egregious misconduct, harassment) or a “bona fide economic reason.”

However, in its lawsuit, Uber (UBER [https://seekingalpha.com/symbol/UBER]) says each driver agrees to the Platform Access Agreement, which delineates either party’s rights to terminate the employment agreement. The PAA “explicitly” incorporates Uber’s standards and policies and states that a violation of the agreement can lead to deactivation.

“The following provisions of [Local Law 52] would force Uber to keep drivers on its platform even if Uber has determined that they have violated its standards, agreements, and policies, and to provide them with specific information that Uber is not contractually required to provide.”

Furthermore, Uber (UBER [https://seekingalpha.com/symbol/UBER]) argues that a consequence of [Local Law 52] “would require Uber to connect riders with drivers even if Uber believes in good faith that those drivers pose a risk to rider or public safety, or have engaged in fraudulent activity.”

By impeding Uber’s (UBER [https://seekingalpha.com/symbol/UBER]) ability to exercise its business judgment, Local Law 52 “unconstitutionally interferes with Uber’s contractual agreements and violates Uber’s rights guaranteed by the United States Constitution.”

Local Law 52 takes effect July 28.

Uber (UBER [https://seekingalpha.com/symbol/UBER]) is seeking a permanent injunction plus costs.

Related tickers: Lyft (LYFT [https://seekingalpha.com/symbol/LYFT]), DoorDash (DASH [https://seekingalpha.com/symbol/DASH])

MORE ON UBER

* Uber Technologies, Inc. (UBER) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript [https://seekingalpha.com/article/4909825-uber-technologies-inc-uber-presents-at-bernstein-42nd-annual-strategic-decisions-conference]
* Uber: Scaling For Profitability And Consolidation In Deliveries [https://seekingalpha.com/article/4909075-uber-scaling-for-profitability-and-consolidation-in-deliveries]
* Uber Technologies: The Orchestrator Of The Autonomous Revolution [https://seekingalpha.com/article/4907885-uber-the-orchestrator-of-the-autonomous-revolution]
* Uber commits nearly $500M to self-driving startup Nuro to boost robotaxi fleet [https://seekingalpha.com/news/4600522-uber-commits-nearly-500m-to-self-driving-startup-nuro-to-deploy-35k-robotaxis]
* Uber reins in AI use after depleting budget [https://seekingalpha.com/news/4599931-uber-reins-in-ai-use-after-depleting-budget]

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

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DoorDash has added Dollar Tree to its nationwide delivery platform, bringing more than 9,000 stores and thousands of low cost items onto the app across 48 states. The company has also renewed key restaurant partnerships with Craveable Brands and KFC in Australia, extending its reach in a competitive food delivery market.

For investors tracking NasdaqGS:DASH, these moves show DoorDash working to deepen its presence in both discount retail and restaurant delivery at the same time. The stock trades at $155.67, with the share price down 29.2% year to date and down 27.6% over the past year, while still showing a very large 3 year return.

Bringing Dollar Tree onto the platform could change how frequently customers think of DoorDash for everyday essentials, not just restaurant orders. At the same time, renewing relationships with large Australian restaurant groups such as Craveable Brands and KFC helps keep DoorDash plugged into an important international market where competition for consumer loyalty remains intense.

Stay updated on the most important news stories for DoorDash by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on DoorDash.NasdaqGS:DASH Earnings & Revenue Growth as at Jun 2026

3 things going right for DoorDash that this headline doesn't cover.

Investor Checklist

Quick Assessment

✅ Price vs Analyst Target: At US$155.67, the stock trades about 36.7% below the US$245.99 analyst price target range midpoint. ✅ Simply Wall St Valuation: The shares are described as trading 64.4% below an estimated fair value, which points to a large valuation gap. ❌ Recent Momentum: The stock is down 5.0% over the last 30 days, so the news has not translated into short term share price strength yet.

There's only one way to know the right time to buy, sell or hold DoorDash. Head to Simply Wall St's company report for the latest analysis of DoorDash's Fair Value.

Key Considerations

📊 Adding Dollar Tree and renewing KFC and Craveable Brands suggests DoorDash is leaning further into both everyday essentials and restaurant delivery across multiple geographies. 📊 Investors may want to track order frequency, active users, and take rate in future updates to see if these partnerships translate into stronger revenue and earnings per share. ⚠️ One flagged risk is significant insider selling over the past 3 months, which some investors may weigh against the current valuation and growth profile.

Dig Deeper

For the full picture including more risks and rewards, check out the complete DoorDash analysis. Alternatively, you can check out the community page for DoorDash to see how other investors believe this latest news will impact the company's narrative.

Story Continues

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include DASH.

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