DASH +4.82% in 7 Days on Analyst Upgrades and Retail Expansion

DoorDash Upgraded by Jefferies, Price Target Raised to $260

Jefferies analyst John Colantuoni upgraded DoorDash (DASH) from "Hold" to "Buy" and raised its price target from $220 to $260, reflecting increased confidence in the company’s strategic direction and financial outlook. This move aligns with broader analyst sentiment that has seen multiple rating and price target adjustments in recent weeks. Analysts have noted that DoorDash’s 2026 business outlook—anticipating significant capital investment—has helped temper expectations, potentially setting the stage for the company to outperform consensus forecasts.

The firm highlighted the potential for margin expansion driven by growing high-margin advertising revenue, which is projected to offset a portion of the anticipated incremental investment. Additionally, Jefferies noted the efficiency gains and cost leverage in the U.S. restaurant segment as factors supporting profitability. The analyst also pointed to the growing adoption of DashPass and increased engagement from older demographics as signs of untapped growth in the delivery market.

Strategic Expansion with Family Dollar Enhances Service Offering

In a move to expand its retail delivery footprint, DoorDash announced a partnership with Family Dollar, one of the nation’s most trusted discount retailers. Approximately 7,000 Family Dollar stores are now accessible via the DoorDash app, enabling customers to order household essentials, groceries, and more for on-demand delivery. The collaboration aims to provide greater convenience and affordability, particularly during the busy holiday season.

This strategic move supports DoorDash’s broader efforts to diversify its delivery network and strengthen its presence in the retail and grocery sectors. Family Dollar’s inclusion on DashPass, the company’s subscription-based delivery service, further enhances the value proposition for consumers seeking fast, affordable delivery options.

Analysts Highlight Long-Term Growth Potential

Wall Street analysts continue to project robust long-term potential for DoorDash, with 41 analysts currently offering one-year price targets averaging $278.16. The range extends from a high of $360 to a low of $205, suggesting a consensus of over 30% upside from the current market price. The Jefferies upgrade follows similar moves from Wedbush and Mizuho, both of which have increased their price targets in recent weeks, underscoring growing optimism about the company’s ability to execute on its strategic initiatives.

Market Performance Reflects Analyst Confidence

On November 19, 2025, DASH traded at $77.03, up 0.3% in the past 24 hours. Over the last seven days, the stock has risen by 4.82%, and over the past month, it has gained 47.45%. Year-to-date, DASH is up 105.75%. The recent analyst upgrades and strategic retail expansion have likely contributed to this upward trend, reinforcing the stock’s appeal to growth-focused investors.