DoorDash stock declined 0.4% amid multiple market developments. The company released fourth quarter 2025 financial results showing total orders increased 32% year-over-year to 903 million, marketplace GOV increased 39% to $29.7 billion, and revenue increased 38% to $4.0 billion. Truist Financial raised its price target from $330 to $340 with a buy rating. However, broader market pressures affected the stock. An AI-focused bearish report from Citrini Research published over the weekend outlined potential risks to delivery services, causing DoorDash shares to fall 6.5% on that day. Additionally, a 15% tariff announcement on imported goods sparked investor concerns about rising costs for consumer-facing companies. DoorDash also extended its operational pause in New York City due to a blizzard.
Read full analysisDoorDash stock declined 0.4% amid multiple market developments. The company released fourth quarter 2025 financial results showing total orders increased 32% year-over-year to 903 million, marketplace GOV increased 39% to $29.7 billion, and revenue increased 38% to $4.0 billion. Truist Financial raised its price target from $330 to $340 with a buy rating. However, broader market pressures affected the stock. An AI-focused bearish report from Citrini Research published over the weekend outlined potential risks to delivery services, causing DoorDash shares to fall 6.5% on that day. Additionally, a 15% tariff announcement on imported goods sparked investor concerns about rising costs for consumer-facing companies. DoorDash also extended its operational pause in New York City due to a blizzard.
DoorDash is the largest U.S. food and grocery delivery platform, connecting consumers with local restaurants and retailers through its app. The company recently acquired UK-based Deliveroo and reported record engagement with 56 million monthly active users and 3.2 billion orders in 2025, though its plan to spend several hundred million dollars rebuilding its tech stack in 2026 has weighed on near-term profitability expectations. Today's marginal decline follows Monday's sharp selloff triggered by an AI disruption scenario report from Citrini Research that specifically modeled delivery apps being displaced by AI-coded alternatives.