New York, Feb 17, 2026, 19:36 EST — After-hours.
- DoorDash shares were up 1.3% in after-hours trading at $162.34.
- The company reports fourth-quarter and full-year 2025 results on Wednesday after the U.S. market close.
- Wall Street will focus on order growth, gross order value and 2026 guidance.
DoorDash shares rose 1.3% to $162.34 in after-hours trading on Tuesday, after moving between $158.48 and $164.23 earlier in the session. Traders are positioning for the company’s quarterly report due on Wednesday.
DoorDash is set to release fourth-quarter and full-year 2025 results after U.S. financial markets close on Feb. 18, and it will host a conference call at 5 p.m. ET. (DoorDash)
That print matters because the market is still trying to pin down what a “steady” DoorDash looks like: strong order growth, yes, but also cleaner profit trends as delivery firms push beyond restaurant meals into groceries, convenience and other local retail. Guidance tends to do most of the damage, or the repair.
Zacks’ consensus estimate puts earnings at 58 cents a share on revenue of $3.97 billion, according to a report carried by Nasdaq.com. DoorDash has said it expects fourth-quarter Marketplace GOV — the total dollar value of orders placed on its platform — to come in at $28.9 billion to $29.5 billion, while the Zacks consensus pegs Marketplace GOV at $29.22 billion. (Nasdaq)
DoorDash last quarter flagged higher spending again as it chases growth, even as costs climb. “DoorDash may have delivered strong results, but its big spending plans are stealing the spotlight,” eMarketer analyst Zak Stambor said after the company’s third-quarter report. (Reuters)
When DoorDash reports, investors will go straight to total orders and Marketplace GOV, then check the take rate — the slice of order value the company keeps as revenue. A small wobble there can read as price pressure, promotions, or both.
They will also listen for updates on advertising and other higher-margin lines that can offset delivery costs. Another focus is adjusted EBITDA, a profit measure that strips out interest, taxes and non-cash charges and is often used to compare operating performance.
Competition remains a constant headwind. DoorDash goes up against Uber’s Uber Eats in food delivery and faces a crowded field in grocery and retail fulfillment, where speed and fees often decide who wins the next order.
But the setup cuts both ways: a soft outlook, slower order growth or a step-up in costs can quickly bring back the debate over how expensive growth has to be. Regulatory friction around gig work and city-level rules is another risk that can show up as fees, higher payouts, or demand weakness.
The next catalyst is straightforward: DoorDash’s results after the close on Wednesday and management’s comments on the 5 p.m. ET call, with guidance and any talk of 2026 investment plans likely to set the tone for the stock into Thursday’s session.
