DOORDASH INC.

Jim Cramer said investors who shorted DoorDash because of overlap with Uber made a bad trade after DoorDash was well received in earnings season. DoorDash reported strong Q2 results with revenue up 36% to $4.45 billion, orders of 970 million, GOV up 36% to $33 billion, and operating/free cash flow rising sharply. GAAP net income fell 30% to $200 million and R&D rose 52% to $535 million, while regulatory risks and inflation could pressure discretionary spending as DoorDash invests in automation. DoorDash trades at a higher forward P/E and higher short interest than Uber, reflecting differing market views and risk profiles. » More on finance.yahoo.com

Director Andy Fang sold 15,000 DoorDash Class A shares on August 6, 2026 for a weighted average price of $215.00, netting about $3.2 million. The sale, executed under a Rule 10b5-1 plan established five months earlier, involved exercising 15,000 options and converting Class B to Class A shares from the AF Living Trust. Fang retains 44,189 shares directly (about 75% of his prior direct holdings), indicating the transaction was pre-scheduled rather than a discretionary exit. » More on finance.yahoo.com

Cantor Fitzgerald keeps DoorDash at "Overweight" and raises the price target from $230 to $260, based on a 24x EV/EBITDA multiple for 2027. DoorDash beat second-quarter expectations on gross order value (+1% vs. estimates) and EBITDA (+9%), driven by acceleration in the US restaurant business and improvements internationally. For Q3 the company expects an EBITDA margin of about 3.05% of gross order value, but sees seasonal margin pressure in Q4 and plans to roll out a new global technology platform in H1 2027. DoorDash warns that the timing of merchant payments is expected to reduce free cash flow in 2026 by about $700–800 million. » More on de.investing.com