DoorDash Seen Having Earned the Right to Invest -- Market Talk

Dow Jones

8 hours ago

1202 ET - DoorDash seems to be in "full investment mode" after its 4Q print, pursuing major investments in revamping its tech stack, building new products, and expanding its global footprint, according to Mizuho in a note. But while growing at a healthy clip, Analyst Lloyd Walmsley says DoorDash is less likely to show upside gross order value or adjusted Ebitda, as the company signals continuing investment in 2027. Still, he says the company should be investing given the scale of opportunities. "We believe best-in-class execution at DASH, combined with compelling product opportunities, has earned management the room to invest to drive stronger-for-longer top-line growth and long-term profit growth." DoorDash is up 4.8%. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

February 19, 2026 12:02 ET (17:02 GMT)

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But while growing at a healthy clip, Analyst Lloyd Walmsley says DoorDash is less likely to show upside gross order value or adjusted Ebitda, as the company signals continuing investment in 2027. Still, he says the company should be investing given the scale of opportunities. \"We believe best-in-class execution at DASH, combined with compelling product opportunities, has earned management the room to invest to drive stronger-for-longer top-line growth and long-term profit growth.\" DoorDash is up 4.8%.  (elias.schisgall@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 19, 2026 12:02 ET (17:02 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 Having Earned the Right to Invest -- 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 Having Earned the Right to Invest -- 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\">2026-02-20 01:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1202 ET - DoorDash seems to be in \"full investment mode\" after its 4Q print, pursuing major investments in revamping its tech stack, building new products, and expanding its global footprint, according to Mizuho in a note. But while growing at a healthy clip, Analyst Lloyd Walmsley says DoorDash is less likely to show upside gross order value or adjusted Ebitda, as the company signals continuing investment in 2027. Still, he says the company should be investing given the scale of opportunities. \"We believe best-in-class execution at DASH, combined with compelling product opportunities, has earned management the room to invest to drive stronger-for-longer top-line growth and long-term profit growth.\" DoorDash is up 4.8%.  (elias.schisgall@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 19, 2026 12:02 ET (17:02 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":"LU0786609619.USD","symbol_name":"高盛全球千禧一代股票组合Acc","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2612281204","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2612281204","pubTimestamp":1771520520,"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":"1202 ET - DoorDash seems to be in \"full investment mode\" after its 4Q print, pursuing major investments in revamping its tech stack, building new products, and expanding its global footprint, according to Mizuho in a note. But while growing at a healthy clip, Analyst Lloyd Walmsley says DoorDash is less likely to show upside gross order value or adjusted Ebitda, as the company signals continuing investment in 2027. Still, he says the company should be investing given the scale of opportunities. \"We believe best-in-class execution at DASH, combined with compelling product opportunities, has earned management the room to invest to drive stronger-for-longer top-line growth and long-term profit growth.\" DoorDash is up 4.8%.  ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4209":"餐馆","BK4549":"软银资本持仓","BK4588":"碎股","BK4548":"巴美列捷福持仓","DASH":"DoorDash, Inc.","BK4551":"寇图资本持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","BK4536":"外卖概念","BK4505":"高瓴资本持仓","BK4535":"淡马锡持仓"},"translate_title":"DoorDash获得了投资权——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DASH":1.5},"content_text":"1202 ET - DoorDash seems to be in \"full investment mode\" after its 4Q print, pursuing major investments in revamping its tech stack, building new products, and expanding its global footprint, according to Mizuho in a note. But while growing at a healthy clip, Analyst Lloyd Walmsley says DoorDash is less likely to show upside gross order value or adjusted Ebitda, as the company signals continuing investment in 2027. Still, he says the company should be investing given the scale of opportunities. \"We believe best-in-class execution at DASH, combined with compelling product opportunities, has earned management the room to invest to drive stronger-for-longer top-line growth and long-term profit growth.\" DoorDash is up 4.8%.  (elias.schisgall@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  February 19, 2026 12:02 ET (17:02 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"}}}