Jefferies downgrades DoorDash stock rating to Hold despite price target increase

Published 15/07/2025, 06:34
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Investing.com - Jefferies downgraded DoorDash Inc. (NASDAQ:DASH) from Buy to Hold on Tuesday, while simultaneously raising its price target to $250.00 from $235.00. According to InvestingPro data, the stock is currently trading near its 52-week high of $248.74, with a remarkable 130% return over the past year.

The research firm acknowledged DoorDash’s strong profit potential and industry-leading EBITDA growth but suggested these factors may not be sufficient to justify continued stock outperformance without applying optimistic valuations to the company’s non-core business segments. InvestingPro analysis indicates the stock is trading at elevated multiples, with an EV/EBITDA ratio of 183x and a P/E ratio of 298x, suggesting potential overvaluation relative to peers.

Jefferies expressed concern that DoorDash’s recent increase in affordability initiatives could potentially limit upside to the company’s take rate, affecting future revenue growth.

The downgrade comes as DoorDash shares have appreciated approximately 45% year-to-date, with the stock’s valuation now standing at a 120% premium compared to the broader Internet sector.

Despite the rating reduction, Jefferies recognized DoorDash’s "strong execution and growth algorithm" but concluded these positive attributes appear to be fully reflected in the current stock price.

In other recent news, DoorDash has seen significant developments across various fronts. BTIG raised its price target for DoorDash to $265, citing growth momentum with a focus on order volume and advertising revenue, while Raymond (NSE:RYMD) James upgraded its stock rating to Strong Buy, highlighting synergies from the Deliveroo (OTC:DROOF) acquisition. Meanwhile, Citizens JMP increased its price target to $235, following DoorDash’s launch of AI-powered advertising tools and its acquisition of Symbiosys, emphasizing the company’s strategic focus on advertising revenue. DoorDash’s advertising business has reached a $1 billion run rate, and analysts see potential for further growth in this area. Additionally, DoorDash and Flytrex have launched a drone delivery service in the Dallas-Fort Worth metroplex, aiming to expand their reach and delivery capabilities. The drone service, which can carry significant payloads, marks a step forward in autonomous delivery solutions. JMP Securities maintained its Market Outperform rating, noting untapped potential in DoorDash’s data monetization strategy for advertising revenue. These recent developments reflect DoorDash’s ongoing efforts to innovate and expand its service offerings.

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