KeyBanc raises DoorDash stock price target to $325 on consumer experience improvements

Published 07/08/2025, 16:48
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Investing.com - KeyBanc raised its price target on DoorDash Inc. (NASDAQ:DASH) to $325.00 from $295.00 on Thursday while maintaining its Overweight rating on the stock. The stock currently trades at $270.46, having delivered an impressive 112% return over the past year, according to InvestingPro data.

The firm cited DoorDash’s focus on improving the consumer experience, expanding its merchant base, and reducing average delivery times as key factors creating a "flywheel" effect that drove better-than-expected second-quarter results and guidance.

KeyBanc expects DoorDash to reinvest some of its upside, which should help drive at least high-teens revenue growth into 2027, according to the research note.

The new price target represents a multiple of 28 times the firm’s estimated 2027 enterprise value to EBITDA ratio for the food delivery company.

KeyBanc views DoorDash as a category leader with improving economics in the food delivery sector. For deeper insights into DoorDash’s valuation and growth prospects, including 14 additional ProTips, check out the comprehensive analysis available on InvestingPro.

In other recent news, DoorDash has seen a series of upward revisions in its stock price targets following its latest earnings reports. The company’s second-quarter results have been described as impressive, with Piper Sandler raising its price target to $290, noting accelerating orders and gross order value (GOV). RBC Capital increased its price target to $300, highlighting that DoorDash’s quarterly results exceeded expectations across nearly every metric, with third-quarter guidance surpassing Wall Street estimates. Cantor Fitzgerald set a new target of $330, citing strong growth driven by the core U.S. marketplace business, where GOV exceeded the high end of the company’s guidance. BTIG also raised its target to $315, pointing to strong topline growth and increases in order volume and average selling price. Stifel adjusted its price target to $239, acknowledging that DoorDash’s results exceeded expectations, particularly in GOV and EBITDA dollars. These developments reflect the positive momentum DoorDash has maintained in recent quarters.

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