DoorDash Seen With Solid Entry Point for Long-Term Investors -- Market Talk

Dow Jones

03/04

1104 ET - DoorDash's low share price represents a good entry point for investors willing to hold the stock long-term, Mizuho analysts write in a note, cutting their price target to $255. Shares have fallen on the company's plans for increased investment in 2026, as well as a name-drop in the viral Citrini Research memo sparking fears of AI disintermediation. "We recognize it may take time for shares to work given muted prospects for near-term estimate upside as the company invests heavily in 2026 and even into 2027," the analysts write. "Nonetheless, with consensus modeling significantly more investment, masking the underlying earnings power of the business, we believe further downside risk to estimates is unlikely." (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

March 03, 2026 11:04 ET (16:04 GMT)

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Shares have fallen on the company's plans for increased investment in 2026, as well as a name-drop in the viral Citrini Research memo sparking fears of AI disintermediation. \"We recognize it may take time for shares to work given muted prospects for near-term estimate upside as the company invests heavily in 2026 and even into 2027,\" the analysts write. \"Nonetheless, with consensus modeling significantly more investment, masking the underlying earnings power of the business, we believe further downside risk to estimates is unlikely.\" (elias.schisgall@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 03, 2026 11:04 ET (16:04 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DoorDash Seen With Solid Entry Point for Long-Term Investors -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDoorDash Seen With Solid Entry Point for Long-Term Investors -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-04 00:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  1104 ET - DoorDash's low share price represents a good entry point for investors willing to hold the stock long-term, Mizuho analysts write in a note, cutting their price target to $255. Shares have fallen on the company's plans for increased investment in 2026, as well as a name-drop in the viral Citrini Research memo sparking fears of AI disintermediation. \"We recognize it may take time for shares to work given muted prospects for near-term estimate upside as the company invests heavily in 2026 and even into 2027,\" the analysts write. \"Nonetheless, with consensus modeling significantly more investment, masking the underlying earnings power of the business, we believe further downside risk to estimates is unlikely.\" (elias.schisgall@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 03, 2026 11:04 ET (16:04 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4535","symbol_name":"淡马锡持仓","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2616337322","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2616337322","pubTimestamp":1772553840,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1104 ET - DoorDash's low share price represents a good entry point for investors willing to hold the stock long-term, Mizuho analysts write in a note, cutting their price target to $255. 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Shares have fallen on the company's plans for increased investment in 2026, as well as a name-drop in the viral Citrini Research memo sparking fears of AI disintermediation. \"We recognize it may take time for shares to work given muted prospects for near-term estimate upside as the company invests heavily in 2026 and even into 2027,\" the analysts write. \"Nonetheless, with consensus modeling significantly more investment, masking the underlying earnings power of the business, we believe further downside risk to estimates is unlikely.\" (elias.schisgall@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  March 03, 2026 11:04 ET (16:04 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}