DoorDash当前偏低的股价水平，正为秉持长期投资理念的投资者提供了理想的入场时机。瑞穗证券分析师在最新报告中指出这一观点，同时将目标股价下调至255美元。该公司股价近期承压，主要源于两方面因素：其一是2026年度扩大投资计划的公布，其二是病毒式传播的Citrini研究报告提及该公司名称，引发市场对人工智能可能颠覆其商业模式的担忧。
分析师在报告中坦言："我们认识到，由于DoorDash正积极投入2026年甚至2027年的业务布局，短期盈利预期上调空间有限，股价回升可能需要时间酝酿。但值得注意的是，当前市场共识模型已计入大规模投资预期，这反而掩盖了企业真实的盈利潜力。我们认为，盈利预测进一步下修的风险已基本释放。"
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