DoorDash Reports Disappointing Q3 Earnings, Alongside elf Beauty, Duolingo, HubSpot, and Other Major Stocks Declining in Thursday's Pre-Market Trading
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 06 2025
0mins
Source: Benzinga
Mixed U.S. Stock Futures: U.S. stock futures showed mixed results, with Nasdaq futures up by 0.1% on Thursday.
DoorDash Financial Results: DoorDash's shares fell 10.5% in pre-market trading after reporting third-quarter earnings of 55 cents per share, missing estimates, despite revenue of $3.44 billion exceeding expectations.
Other Stocks Declining: Several companies, including ACV Auctions and Porch Group, saw significant declines in their stock prices due to lowered sales guidance and missed earnings estimates.
Wider Market Impact: Other notable declines included elf Beauty, Duolingo, and American Superconductor, all of which reported disappointing financial results, contributing to a generally negative pre-market trading environment.
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Analyst Views on DASH
Wall Street analysts forecast DASH stock price to rise
30 Analyst Rating
24 Buy
6 Hold
0 Sell
Strong Buy
Current: 161.140
Low
205.00
Averages
282.32
High
360.00
Current: 161.140
Low
205.00
Averages
282.32
High
360.00
About DASH
DoorDash, Inc. is engaged in providing services that reduce friction in local commerce and help merchants connect with consumers in their communities. The Company's primary offerings include the DoorDash Marketplace and the Wolt Marketplace (together, the Marketplaces), and its Commerce Platform. The Company's Marketplaces operate in over 30 countries across the globe and provide an integrated suite of services that help merchants establish an online presence, connect with consumers in their communities, and solve mission-critical challenges, such as customer acquisition, demand generation, order fulfillment, merchandising, payment processing, and customer support. It also offers advertising as a value-added service through its Marketplaces to help merchants and consumer packaged goods companies increase consumer engagement. The Company also has offsite advertising capabilities. Its white-label delivery fulfillment services include DoorDash Drive On-Demand and Wolt Drive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Significant Revenue Growth: DoorDash reported Q4 revenue of $3.45 billion, a 27% year-over-year increase that surpassed Wall Street expectations, indicating strong performance and growth potential in the market.
- Surge in Order Volume: Total orders reached 776 million, up 21% from the previous year, reflecting sustained consumer demand for delivery services and further solidifying DoorDash's market leadership.
- Strategic Investment Focus: Although the earnings per share of $0.55 missed consensus, the deliberate spending on delivery robots, fulfillment infrastructure, and the Deliveroo integration signals the company's commitment to future growth and confidence in market demand.
- Global Expansion and Partnerships: DoorDash completed its nearly $4 billion acquisition of Deliveroo, entering 45 global markets, and is partnering with Waymo to pilot autonomous deliveries, showcasing its strategic focus on global market expansion and future technologies.
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- Significant Revenue Growth: DoorDash reported fourth-quarter 2025 revenue of $3.45 billion, reflecting a 27% year-over-year increase that surpassed Wall Street expectations, indicating strong performance in international markets.
- Surge in Order Volume: Total orders reached 776 million, up 21% year-over-year, demonstrating sustained market demand for DoorDash's services, despite a slight miss in earnings per share.
- Strategic Investment Focus: The company has invested nearly $4 billion in delivery robots, fulfillment infrastructure, and the integration of Deliveroo, aiming to enhance long-term growth potential rather than cutting back due to declining demand.
- Global Market Expansion: With the acquisition of Deliveroo, DoorDash has expanded into 45 global markets, and the global online food delivery market is projected to reach $473 billion by 2026, further solidifying DoorDash's market position.
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See More
DoorDash Reports Strong Q4 Earnings Amid Stock Decline
- Significant Revenue Growth: DoorDash reported Q4 revenue of $3.45 billion, a 27% year-over-year increase that surpassed Wall Street expectations, indicating strong performance and growth potential in the market.
- Surge in Order Volume: Total orders reached 776 million, up 21% from the previous year, reflecting sustained consumer demand for delivery services and further solidifying DoorDash's market leadership.
- Strategic Investment Focus: Although the earnings per share of $0.55 missed consensus, the deliberate spending on delivery robots, fulfillment infrastructure, and the Deliveroo integration signals the company's commitment to future growth and confidence in market demand.
- Global Expansion and Partnerships: DoorDash completed its nearly $4 billion acquisition of Deliveroo, entering 45 global markets, and is partnering with Waymo to pilot autonomous deliveries, showcasing its strategic focus on global market expansion and future technologies.
See More
DoorDash's Global Expansion and Earnings Outlook
- Significant Revenue Growth: DoorDash reported fourth-quarter 2025 revenue of $3.45 billion, reflecting a 27% year-over-year increase that surpassed Wall Street expectations, indicating strong performance in international markets.
- Surge in Order Volume: Total orders reached 776 million, up 21% year-over-year, demonstrating sustained market demand for DoorDash's services, despite a slight miss in earnings per share.
- Strategic Investment Focus: The company has invested nearly $4 billion in delivery robots, fulfillment infrastructure, and the integration of Deliveroo, aiming to enhance long-term growth potential rather than cutting back due to declining demand.
- Global Market Expansion: With the acquisition of Deliveroo, DoorDash has expanded into 45 global markets, and the global online food delivery market is projected to reach $473 billion by 2026, further solidifying DoorDash's market position.
See More
Key Companies to Monitor This Week: PCE, Walmart, Palo Alto, Analog Devices, Deere, and Others
- Market Performance: Equities experienced a decline last week, with all three major indexes falling by at least 1.2%.
- Economic Indicators: This downturn occurred despite a better-than-expected jobs report from the Bureau of Labor Statistics and a relatively stable inflation report.
See More
AI Turbulence Impacts Market Performance
- Increased Market Volatility: Last week, stocks in software, real estate, financial services, and logistics faced selling pressure due to concerns over AI-related disruptions, with the Nasdaq Composite falling 0.2% and a weekly loss of 2.1%, indicating market sensitivity to AI impacts.
- Consumer Spending Data Focus: This week's highlight will be the Personal Consumption Expenditures (PCE) report on Friday, which will provide insights into consumer spending in December and inflation trends, especially following last week's unexpected slowdown in the Consumer Price Index (CPI).
- Corporate Earnings in Spotlight: Walmart (WMT) is set to release its fourth-quarter earnings on Thursday, marking the first report under new CEO John Furner, making it a key indicator of consumer spending that the market is eagerly anticipating.
- Ongoing AI Impact: As AI tools' potential effects intensify across various sectors, software stocks like Salesforce (CRM) and ServiceNow (NOW) have seen significant declines, reflecting the market's heightened vigilance regarding AI disruptions, necessitating close monitoring of future industry developments.
See More
Market Sell-Off Triggers Tech Stock Pullback
- Tech Stock Pullback: The three major U.S. stock averages declined this week due to fears surrounding rapid AI developments, with software giants like Netflix and Fox dropping 6.5% and 11.6% respectively, indicating market concerns over the profitability of streaming platforms.
- Oversold Status: According to CNBC Pro, Fox Class A shares have a 14-day RSI of nearly 18.6, while Netflix's RSI is about 24, suggesting these stocks are technically oversold and may rebound in the near term.
- DoorDash Performance: DoorDash shares, with an RSI of 16.45, fell over 12% this week; however, Bank of America reiterated its buy rating, suggesting that a strong first-quarter outlook could serve as a clearing event, reflecting confidence in its future performance.
- Overbought Real Estate Stocks: Equinix and Texas Pacific Land are considered overbought with RSI levels around 85 and 82, respectively, with Equinix rising 12.7% this week after providing strong first-quarter guidance and increasing its dividend for the 11th consecutive year, highlighting robust demand for data centers.
See More
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- Walmart Earnings Expectations: Analysts anticipate Walmart will report its fourth-quarter earnings on Thursday, with net sales expected to rise approximately 4% and operating income potentially increasing by 11%, further solidifying its status as a trillion-dollar company.
- Consumer Health Insights: Investors will closely monitor Walmart's commentary on consumer health and its 2026 financial guidance to assess future market trends and corporate strategy.
- FOMC Meeting Minutes Release: The minutes from the January FOMC meeting will be released on Wednesday, providing insights into policymakers' views on the path of interest rates, especially after holding rates steady at the start of the year, which has generated significant market interest.
- Personal Consumption Expenditures Data: On Friday, the Personal Consumption Expenditures (PCE) data will be released, which is the Fed's preferred inflation gauge, and the market will be keen to see if it confirms that inflation is steadily cooling or prompts the Fed to maintain a cautious stance.
See More
