GrubHub's New Fee Policy Challenges DoorDash's Market Share
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 11 2025
0mins
Should l Buy DASH?
Source: SeekingAlpha
DoorDash Inc. saw its stock decline by 3.00% as it hit a 20-day low amid competitive pressures in the food delivery market. GrubHub announced a new policy eliminating delivery fees on orders over $50, aiming to attract customers from DoorDash and Uber Eats. This strategic move is designed to enhance customer loyalty and increase order sizes, posing a challenge to DoorDash's significant market share of 71% as GrubHub seeks to reverse its declining market position.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy DASH?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on DASH
Wall Street analysts forecast DASH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DASH is 282.32 USD with a low forecast of 205.00 USD and a high forecast of 360.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
30 Analyst Rating
24 Buy
6 Hold
0 Sell
Strong Buy
Current: 183.860
Low
205.00
Averages
282.32
High
360.00
Current: 183.860
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.
Costco Reports Strong January Sales Growth
- Significant Sales Growth: Costco's January sales rose 9.3% year-over-year, with same-store sales increasing by 7.1%, demonstrating the company's strong resilience in an uncertain market environment and further solidifying its leadership position in retail.
- Accelerated Digital Sales: Costco's digitally enabled sales surged 33.1% year-over-year in January, significantly up from 18.3% in December, indicating that the company's efforts to enhance digital engagement are yielding impressive results and improving the online shopping experience for customers.
- Membership Model Advantage: With a high proportion of sales from everyday essentials and a membership model, Costco has attracted consumers even amid market volatility, as evidenced by a 15% year-to-date stock price increase, reflecting investor confidence in its stable business model.
- Valuation Risk Warning: Despite Costco's strong business performance, its current price-to-earnings ratio of 53 may already price in expectations for robust earnings growth of 15%, prompting investors to be cautious of valuation risks that could lead to potential losses due to overvaluation.
See More
Costco's Steady Sales Growth Faces Significant Valuation Risks
- Strong Sales Growth: Costco's retail sales in January 2026 rose 9.3% year-over-year, with same-store sales increasing by 7.1%, demonstrating the company's ability to sustain growth in uncertain environments, which boosts investor confidence.
- Accelerated Digital Sales: Excluding gasoline prices and foreign exchange impacts, Costco's digital sales surged 33.1% year-over-year, significantly up from 18.3% in December, indicating the effectiveness of the company's digital engagement initiatives in driving overall revenue growth.
- Membership Model Advantage: Costco's membership model and high sales of everyday essentials enhance its competitiveness amid market volatility, with a 15% stock price increase in 2026 reflecting investor recognition of its stable business model, despite market risks.
- Valuation Risk Warning: Despite Costco's strong business performance, its current price-to-earnings ratio of 53 suggests a need for sustained 15% earnings growth, while actual growth in fiscal 2025 was only 10%, prompting investors to carefully assess valuation risks.
See More
Nvidia's $2 Billion Investment in CoreWeave Highlights AI Infrastructure Needs
- Significant Investment: Nvidia's announcement of a $2 billion investment in CoreWeave, purchasing shares at approximately $87 each, represents a 6.5% discount from last Friday's closing price, resulting in a more than 10% surge in CoreWeave's stock, indicating strong market demand for AI infrastructure.
- Deepening Strategic Partnership: The collaboration between Nvidia and CoreWeave aims to meet the extraordinary demand for Nvidia's AI factories, with plans to build 5 gigawatts of AI factories by 2030, and this investment will accelerate that process, further solidifying Nvidia's leadership in the AI sector.
- Liquidity Crisis Concerns: While Nvidia's investment is seen as support for CoreWeave, critics note that CoreWeave may be facing cash flow shortages and debt burdens, suggesting that Nvidia's investment could be a move to mitigate the risk of its partner's potential bankruptcy.
- Market Outlook Analysis: As AI technology rapidly evolves, Nvidia's investment is not only a lifeline for CoreWeave but also a strategic positioning within the entire AI ecosystem, reflecting the company's forward-thinking approach in future market competition.
See More
NVIDIA Invests $2 Billion in CoreWeave to Boost AI Infrastructure
- Investment Scale: NVIDIA announced a $2 billion investment in CoreWeave, purchasing shares at approximately $87 each, reflecting a 6.5% discount from Friday's closing price, aimed at supporting CoreWeave's expansion of AI data center infrastructure to meet growing market demand.
- Market Reaction: Following the announcement, CoreWeave's shares surged over 10%, indicating a positive market response to NVIDIA's investment and reflecting investor optimism regarding the demand for AI infrastructure.
- Strategic Significance: NVIDIA's investment not only supports CoreWeave but also signifies its long-term strategic positioning in the AI sector, with plans to build 5 gigawatts of AI factories by 2030 to address future technological needs.
- Risk Consideration: While the investment is seen as a support for CoreWeave, analysts express concerns that NVIDIA may be overly reliant on CoreWeave financially, especially as it faces liquidity crises and debt pressures, which could impact NVIDIA's long-term investment returns.
See More
Ciena Returns to S&P 500, Stock Rises
- Return to S&P 500: Ciena re-enters the S&P 500 after a 17-year absence, replacing Dayforce, which was acquired for $12.3 billion, marking a significant recovery and recognition in the market.
- Strong Stock Performance: Ciena's stock rose in extended trading, reflecting investor optimism about its future growth potential, particularly amid soaring demand for data center infrastructure.
- Revenue Growth Expectations: Ciena anticipates a revenue increase of approximately 24% in the 2026 fiscal year, the fastest growth rate since 2011, driven by the rising demand for generative AI models.
- Supply Chain Management: Ciena's finance chief noted that the company is working closely with key suppliers to secure the supply of critical components like optical parts and memory, despite challenges of rising prices and shortages in the market.
See More
Ciena Returns to S&P 500, Stock Soars
- Return to S&P 500: Ciena is set to replace Dayforce in the S&P 500, marking its return to the index after being removed in 2009, which signifies a significant recovery and growth trajectory for the company in the market.
- Revenue Growth Driver: With soaring demand for hardware that supports generative AI workloads, Ciena anticipates a revenue growth of approximately 24% in the 2026 fiscal year, representing the fastest growth rate since 2011 and highlighting the company's strong performance in emerging markets.
- Market Performance Rebound: Ciena's market capitalization has nearly tripled over the past year, and its stock closed at the highest price since 2001 on Tuesday, reflecting strong investor confidence in its future growth potential.
- Supply Chain Management: Ciena's CFO Marc Graff stated that the company is working closely with key suppliers to secure the supply of optical components, despite rising prices driven by increased demand for memory and optical parts in the market.
See More
Costco Reports Strong January Sales Growth
- Significant Sales Growth: Costco's January sales rose 9.3% year-over-year, with same-store sales increasing by 7.1%, demonstrating the company's strong resilience in an uncertain market environment and further solidifying its leadership position in retail.
- Accelerated Digital Sales: Costco's digitally enabled sales surged 33.1% year-over-year in January, significantly up from 18.3% in December, indicating that the company's efforts to enhance digital engagement are yielding impressive results and improving the online shopping experience for customers.
- Membership Model Advantage: With a high proportion of sales from everyday essentials and a membership model, Costco has attracted consumers even amid market volatility, as evidenced by a 15% year-to-date stock price increase, reflecting investor confidence in its stable business model.
- Valuation Risk Warning: Despite Costco's strong business performance, its current price-to-earnings ratio of 53 may already price in expectations for robust earnings growth of 15%, prompting investors to be cautious of valuation risks that could lead to potential losses due to overvaluation.
See More
Costco's Steady Sales Growth Faces Significant Valuation Risks
- Strong Sales Growth: Costco's retail sales in January 2026 rose 9.3% year-over-year, with same-store sales increasing by 7.1%, demonstrating the company's ability to sustain growth in uncertain environments, which boosts investor confidence.
- Accelerated Digital Sales: Excluding gasoline prices and foreign exchange impacts, Costco's digital sales surged 33.1% year-over-year, significantly up from 18.3% in December, indicating the effectiveness of the company's digital engagement initiatives in driving overall revenue growth.
- Membership Model Advantage: Costco's membership model and high sales of everyday essentials enhance its competitiveness amid market volatility, with a 15% stock price increase in 2026 reflecting investor recognition of its stable business model, despite market risks.
- Valuation Risk Warning: Despite Costco's strong business performance, its current price-to-earnings ratio of 53 suggests a need for sustained 15% earnings growth, while actual growth in fiscal 2025 was only 10%, prompting investors to carefully assess valuation risks.
See More
Nvidia's $2 Billion Investment in CoreWeave Highlights AI Infrastructure Needs
- Significant Investment: Nvidia's announcement of a $2 billion investment in CoreWeave, purchasing shares at approximately $87 each, represents a 6.5% discount from last Friday's closing price, resulting in a more than 10% surge in CoreWeave's stock, indicating strong market demand for AI infrastructure.
- Deepening Strategic Partnership: The collaboration between Nvidia and CoreWeave aims to meet the extraordinary demand for Nvidia's AI factories, with plans to build 5 gigawatts of AI factories by 2030, and this investment will accelerate that process, further solidifying Nvidia's leadership in the AI sector.
- Liquidity Crisis Concerns: While Nvidia's investment is seen as support for CoreWeave, critics note that CoreWeave may be facing cash flow shortages and debt burdens, suggesting that Nvidia's investment could be a move to mitigate the risk of its partner's potential bankruptcy.
- Market Outlook Analysis: As AI technology rapidly evolves, Nvidia's investment is not only a lifeline for CoreWeave but also a strategic positioning within the entire AI ecosystem, reflecting the company's forward-thinking approach in future market competition.
See More
NVIDIA Invests $2 Billion in CoreWeave to Boost AI Infrastructure
- Investment Scale: NVIDIA announced a $2 billion investment in CoreWeave, purchasing shares at approximately $87 each, reflecting a 6.5% discount from Friday's closing price, aimed at supporting CoreWeave's expansion of AI data center infrastructure to meet growing market demand.
- Market Reaction: Following the announcement, CoreWeave's shares surged over 10%, indicating a positive market response to NVIDIA's investment and reflecting investor optimism regarding the demand for AI infrastructure.
- Strategic Significance: NVIDIA's investment not only supports CoreWeave but also signifies its long-term strategic positioning in the AI sector, with plans to build 5 gigawatts of AI factories by 2030 to address future technological needs.
- Risk Consideration: While the investment is seen as a support for CoreWeave, analysts express concerns that NVIDIA may be overly reliant on CoreWeave financially, especially as it faces liquidity crises and debt pressures, which could impact NVIDIA's long-term investment returns.
See More
Ciena Returns to S&P 500, Stock Rises
- Return to S&P 500: Ciena re-enters the S&P 500 after a 17-year absence, replacing Dayforce, which was acquired for $12.3 billion, marking a significant recovery and recognition in the market.
- Strong Stock Performance: Ciena's stock rose in extended trading, reflecting investor optimism about its future growth potential, particularly amid soaring demand for data center infrastructure.
- Revenue Growth Expectations: Ciena anticipates a revenue increase of approximately 24% in the 2026 fiscal year, the fastest growth rate since 2011, driven by the rising demand for generative AI models.
- Supply Chain Management: Ciena's finance chief noted that the company is working closely with key suppliers to secure the supply of critical components like optical parts and memory, despite challenges of rising prices and shortages in the market.
See More
Ciena Returns to S&P 500, Stock Soars
- Return to S&P 500: Ciena is set to replace Dayforce in the S&P 500, marking its return to the index after being removed in 2009, which signifies a significant recovery and growth trajectory for the company in the market.
- Revenue Growth Driver: With soaring demand for hardware that supports generative AI workloads, Ciena anticipates a revenue growth of approximately 24% in the 2026 fiscal year, representing the fastest growth rate since 2011 and highlighting the company's strong performance in emerging markets.
- Market Performance Rebound: Ciena's market capitalization has nearly tripled over the past year, and its stock closed at the highest price since 2001 on Tuesday, reflecting strong investor confidence in its future growth potential.
- Supply Chain Management: Ciena's CFO Marc Graff stated that the company is working closely with key suppliers to secure the supply of optical components, despite rising prices driven by increased demand for memory and optical parts in the market.
See More
