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Stock impact report

KeyBanc Maintains Overweight Rating on DoorDash (DASH) While Raising 2026 EBITDA Estimates [Yahoo! Finance]

DoorDash, Inc. (DASH) 
Company Research Source: Yahoo! Finance
KeyBanc raised its 2026 EBITDA estimates across the mobility and delivery sector following a survey that showed rising adoption rates for ridesharing, food, and grocery services. The firm highlighted that DoorDash is capturing market share in both food and grocery delivery while expanding its DashPass subscriber base. Ultimately, while the firm views the current industry environment as favorable, it is lowering the price targets for a conservative valuation approach. Earlier on January 14, BNP Paribas initiated coverage of DoorDash Inc. (NASDAQ:DASH) with an Outperform rating and a $280 price target, identifying the company as a key player within the food delivery sector. The firm acknowledged that while DoorDash's current valuation is elevated, the company is well-positioned for growth through consistent operational execution. The firm's optimistic outlook is driven by three main factors: increasing order frequency among US users, successful international expansion, and a steady Show less Read more
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