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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Shweta Khajuria | Wolfe Research | 12 | 0% |
| Youssef Squali | Truist Securities | 12 | 25% |
| Deepak Mathivanan | Cantor Fitzgerald | 11 | 9% |
| Nikhil Devnani | Bernstein | 10 | 0% |
| Mike Morton | MoffettNathanson | 9 | 22% |
| Andy Boone | Citizens JMP Securities | 8 | 0% |
| Brian Nowak | Morgan Stanley | 7 | 14% |
| Ross Sandler | Barclays | 5 | 0% |
| Ken Gawrelski | Wells Fargo | 5 | 0% |
| Jason Helfstein | Oppenheimer | 5 | 20% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Truist Securities | 1 | 12 | 25% |
| Wolfe Research | 1 | 12 | 0% |
| Cantor Fitzgerald | 1 | 11 | 9% |
| Bernstein |
| 1 |
| 10 |
| 0% |
| MoffettNathanson | 1 | 9 | 22% |
| Citizens JMP Securities | 1 | 8 | 0% |
| Bank of America | 2 | 7 | 0% |
| Morgan Stanley | 1 | 7 | 14% |
DoorDash delivered exceptional Q1 FY2026 revenue growth of approximately 33% year-over-year across all geographies, growing at near historical highs. Grocery and new verticals approached profitability, while the advertising business reached record levels. Margin compression occurred despite revenue scale due to the gas rewards program and investment cycle. The global tech replatforming for AI-native architecture was on track, and about 30% of monthly active users ordered from categories outside of restaurants.
Innovation & R&D | Margin | Demand | Product Launch | Revenue Growth | Cloud & AI | Competitive Dynamics | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 4 | 6 | 4 | 3 | 2 | 2 | 2 |
| 2025Q1 | 4 | 4 | 6 | 2 | 2 | 2 | 3 | 1 |
| 2025Q2 | 7 | 5 | 7 | 3 | 3 | 3 | 1 | |
| 2025Q3 | 5 | 7 | 3 | 5 | 2 | 2 | 3 | 5 |
| 2025Q4 | 8 | 8 | 6 | 5 | 4 | 4 | 3 | 4 |
| 2026Q1 | 6 | 3 | 3 | 1 | 6 | 5 | 4 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Innovation & R&D | 4 | 4 | 7 | 5 | 8 | 6 |
| Margin | 4 | 4 | 5 | 7 | 8 | 3 |
| Demand | 6 | 6 | 7 | 3 | 6 | 3 |
| Product Launch | 4 | 2 | 3 | 5 | 5 | 1 |
| Revenue Growth | 3 | 2 | 3 | 2 | 4 | 6 |
| Cloud & AI | 2 | 2 | 3 | 2 | 4 | 5 |
| Competitive Dynamics | 2 | 3 | 1 | 3 | 3 | 4 |
| Capex Investment | 2 | 1 | 5 | 4 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DASH DoorDash | 7 | +33.1% | |
| EVER EverQuote, Inc. | 8 | +14.5% | |
| GOOGL Alphabet Inc. | 9 | +21.8% | |
| META Meta Platforms, Inc. | 8 | +33.1% |