With US equities hovering near record levels and economics indicators flashing warning signs – Morgan Stanley is urging investors to seek shelter in companies with robust free cash flows. According to... ...

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Enovix Corp (Symbol: ENVX), where a total volume of 35,118 contracts has been traded thus far today, a contract volume which is representative of approximately 3.5 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 58.1% of ENVX's average daily trading volume over the past month, of 6.0 million shares. Especially high volume was ...

DA Davidson将DoorDash的目标价从190美元上调至260美元，维持"中性"评级。(格隆汇) ...

DoorDash, Inc. (NASDAQ:DASH) ranks among the most active stocks to buy according to Wall Street analysts. With a price target of $335, Citizens JMP reaffirmed its Market Outperform rating for DoorDash, Inc. (NASDAQ:DASH) on August 25. The firm emphasized the potential impact of autonomous delivery technologies on its operations while retaining its optimistic view of the food delivery platform. Pixabay/Public Domain JMP stated that “Autonomy could significantly lower the variable cost of delivery, which ...

The European Commission has approved DoorDash’s plan to purchase rival food delivery platform Deliveroo.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.As Reuters reported Tuesday (Sept. 9), the approval clears the ...

The EU Commission on Tuesday said it had approved the takeover of Deliveroo by U.S. meal delivery firm DoorDash. ...

Good morning. Automation, AI agents, and M&A are top of mind for the on-demand delivery platform and tech company DoorDash. During Fortune Brainstorm Tech, which kicked off on Monday in Park City, Utah, DoorDash CEO Tony Xu spoke with Fortune’s Jason Del Rey about M&A, noting he has learned the importance of partnering with operating teams that share DoorDash’s values. “That’s what we found when we met Wolt in 2021—a team with very shared values, which to me is probably the hardest thing to get right in ...

US-based restaurant chain Waffle House has extended its collaboration with DoorDash, enabling all-night delivery across the country from 9pm through to 8am. The initiative allows customers to receive menu items from the 24/7 diner directly at their homes. Select Waffle House locations in Atlanta, Charleston, Cincinnati, Columbus, Nashville, and New Orleans are participating in the 24/7 delivery service via the DoorDash app. Orders can be placed through the Waffle House website or the app, which integrat ...

公司业绩表现 - 第二季度财报季中不同公司的宏观驱动命运出现显著分化 [1] - DoorDash尽管面临餐厅销售疲软但实际受影响程度与预期存在差异 [1] 分析师背景 - 分析师在华尔街覆盖科技公司并拥有硅谷工作经验 同时为多家种子轮初创公司提供外部顾问服务 [1] - 分析师自2017年起成为Seeking Alpha定期撰稿人 观点被多家网络媒体引用并同步至Robinhood等交易应用 [1]

行业市场前景 - 全球即时配送市场规模预计从2025年的324.4亿美元增长至2030年的548亿美元，年复合增长率达11.45% [2] DoorDash业务表现 - 第二季度总订单量达7.61亿，同比增长20%，平台总交易额(GOV)达242亿美元，同比增长23% [4][10] - 年内股价累计上涨46.5%，显著超越亚马逊4.5%的涨幅 [10][11] - 与CUB、Eataly等零售商合作扩大即时杂货配送覆盖范围 [3] - 2025年5月新增260家东北地区超市接入平台，包括Price Chopper、Tops Friendly Markets等品牌 [4] Amazon业务表现 - 第二季度Prime会员当日/次日达配送量同比增长30%，创全球速度纪录 [5] - perishables生鲜试点项目中75%用户为首次购买生鲜产品，20%用户首月内复购多次 [7] - 计划在2025年底前将生鲜即时配送覆盖范围从1000+城镇扩展至2300+城镇 [8] - Prime Day活动创销售纪录，年底前将覆盖美国4000+社区的数千万用户 [6] 财务估值对比 - DoorDash远期市销率为7.05倍，高于亚马逊的3.24倍 [15] - DoorDash 2025年每股收益预期2.39美元，过去30天上调10.6%，预示724.14%的同比增长 [17] - 亚马逊2025年每股收益预期6.73美元，过去30天上调6.1%，预示21.70%的同比增长 [17] - DoorDash过去四个季度盈利超预期三次，平均超出预期35.69% [18] - 亚马逊连续四个季度盈利超预期，平均超出预期22.98% [18] 核心竞争优势 - DoorDash通过餐厅合作和杂货配送扩张巩固食品配送领域主导地位 [1] - 亚马逊依托电商生态和Prime体系拓展即时杂货与餐饮配送服务 [1] - 亚马逊通过AWS生成式AI服务和Alexa+创新提升客户参与度 [12]