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Further Reading from MarketBeat Media DoorDash's Recent Stock Dip Equals 60% UpsideWritten by Sam Quirke. Published 11/23/2025. 
Key Points - DoorDash has been selling off since missing on earnings and announcing plans for increased spending.
- Shares are currently holding key support near $198 after a 30% drop.
- Analysts see the selloff as overdone, with up to 60% upside going forward.
Shares of DoorDash Inc. (NASDAQ: DASH) traded just under $200 on Thursday, down more than 30% from October highs but holding near support around $198. The sharp pullback followed the company’s earnings earlier this month, which missed expectations on earnings per share (EPS) and unveiled heavy FY26 spending across robotics, fulfillment, and Deliveroo expansion—a plan investors feared would pressure near-term profits. They were quick to signal their skepticism, and shares sank as concerns about short-term profitability grew. I turned a $1.20 Nvidia option into a 108% gain in just eight days — without needing a big stock move — and now I'm revealing the counterintuitive options method that makes it possible to target 100%+ gains on popular stocks like Apple, Google, and Nvidia. See the full breakdown of this dirt-cheap options strategy here With the selloff erasing several months of gains, many analysts now see an opportunity. After weeks of heavy selling, the stock showed signs of rebounding, jumping more than 10% earlier this week as buyers stepped back in. As we enter the final weeks of 2025, could DoorDash offer one of the stronger comeback stories for Q4? Let's take a closer look. Fundamentals Still Support the Story Although the company missed EPS expectations, its latest revenue beat consensus, and the core business remains healthy. Orders and revenue continue to grow at reasonable rates, DoorDash still dominates the U.S. delivery market, and it is expanding into grocery and retail. Even in a tougher consumer environment, user engagement has held up and the platform's scale supports operational efficiency. Importantly, management's new investment push appears strategic rather than reactive. The emphasis on automation, logistics, and international growth through Deliveroo should help extend the company's lead and improve profitability once the initial spending is absorbed. In short, these are growth-sustaining investments, not signs of fundamental weakness. Analysts See the Selloff as an Opportunity The pullback has created what several analysts call a textbook buying setup. Needham reiterated its Buy rating last week, viewing the roughly 30% decline as excessive given DoorDash's consistent execution. The firm highlights that the company has more than doubled its gross order value in four years, a strong signal the model is working. Needham expects adjusted EBITDA to continue growing, with organic sales and Deliveroo's contribution offsetting near-term cost pressures. Their view is that the current investments are necessary to maintain DoorDash's long-term trajectory, even if they temporarily weigh on results. Mizuho Securities also reaffirmed a bullish stance, keeping an Outperform rating and a $320 price target, implying roughly 60% upside from current levels. Like Needham, Mizuho argues the company's long-term strategy remains intact and the shares look materially discounted. Taken together, these analyst views suggest the recent drop was driven more by sentiment than by a change in underlying fundamentals, and the move appears to be a short-term correction rather than the start of a sustained downtrend. Technicals Point to Early Accumulation The chart is beginning to support that narrative. Shares have found support around $198, and the relative strength index (RSI) has dipped into oversold territory. This week's bounce indicates buyers are stepping back in, and the selling pressure may be easing. Continued consolidation into next week would further suggest the worst of the selling is behind the stock. Risks to Watch DoorDash is not out of the woods. Critics argue the timing of the increased spending is risky: a missed EPS print plus elevated costs can make investors skittish, particularly given valuation questions. Competition from Uber Eats and emerging grocery-delivery rivals could also keep pricing pressure high. That said, DoorDash's market-leading position and its ability to scale offer a compelling counterpoint. The key question for investors is how quickly the company can turn growth into free cash flow. For those willing to look past near-term noise, this dip could present a meaningful opportunity.
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