New York, Feb 17, 2026, 19:36 EST — After-hours.
- Shares of DoorDash added 1.3% after hours, changing hands at $162.34.
- The company is set to release its fourth-quarter and full-year 2025 results Wednesday, right after U.S. markets shut.
- Order growth, gross order value, and 2026 guidance are what Wall Street will be watching.
After-hours, DoorDash jumped 1.3% to $162.34. Earlier, the stock ranged from $158.48 to $164.23. Traders are setting up ahead of the company’s quarterly numbers, expected Wednesday.
DoorDash plans to report its fourth-quarter and full-year 2025 numbers after the closing bell on Feb. 18, with a conference call scheduled for 5 p.m. ET.
The number’s important—investors are still figuring out just what “steady” means for DoorDash. Sure, order growth’s been robust, but the Street wants to see profits line up too, especially with delivery players moving into groceries, convenience, and other parts of local retail. Usually, it’s the guidance that really moves the needle, up or down.
Wall Street’s looking for DoorDash to post earnings of 58 cents per share on $3.97 billion in revenue, per Zacks’ consensus cited by Nasdaq.com. The company itself projects Q4 Marketplace GOV between $28.9 billion and $29.5 billion. Zacks’ consensus? $29.22 billion for Marketplace GOV.
DoorDash pointed to another round of increased spending last quarter in its pursuit of expansion—despite rising costs. “DoorDash may have delivered strong results, but its big spending plans are stealing the spotlight,” eMarketer analyst Zak Stambor commented after the third-quarter numbers came out. Reuters
When DoorDash reports, investors zero in on total orders and Marketplace GOV. The take rate comes next—the chunk of order value DoorDash pockets as revenue. Even a slight dip might signal pricing pressure, stepped-up promos, or a combination.
They’re keeping an ear out for any details on advertising and other higher-margin segments that might balance out those delivery costs. Adjusted EBITDA is another key point—this profit metric, which excludes interest, taxes, and non-cash items, is a common tool for lining up operating results.
Competition doesn’t let up. DoorDash battles Uber’s Uber Eats for food delivery dollars. In the grocery and retail space, the landscape’s packed—speed and fees end up tipping the scales on who lands the next customer.
But there’s a flip side: any hint of a softer outlook, sluggish orders, or rising costs can reignite questions about the price of growth. Regulatory pushback on gig work, plus city-specific rules, can materialize as extra fees, bigger payouts, or even softer demand.
Next up, DoorDash reports after the bell Wednesday, with the 5 p.m. ET call front and center. Investors will be watching for guidance and any discussion of 2026 investment plans—those details could drive the stock’s direction into Thursday.
