[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  DonCorleone77 [@CorleoneDon77](/creator/twitter/CorleoneDon77) on x 5376 followers Created: 2025-07-15 03:11:30 UTC $DASH Attached is page X of a 9-page Roth analyst report on DASH issued today entitled: "DASH: 2Q Preview: Raising PT; Premium Asset + Premium Valuation = Narrow Margin of Error" Roth has a 'Neutral' rating on DASH with a $XXX price target. Roth's summary statement regarding DASH in the report includes the following: "DASH will report its 2Q earnings on Wednesday, August X (after market close). Similar to our expectations for UBER (Buy), we see upside potential in 2Q bookings, but pending acquisitions of SevenRooms and Deliveroo (ROO-NC) might lead to a noisy earnings print. We are tweaking our model and raising our PT to $XXX as we shift our valuation framework to 2026E. Our expert checks indicate DASH continues to maintain/gain share in Retail & Grocery. International expansion and Advt. revs remain marginal growth drivers. Maintain Neutral. -- Valuation: Our price target of $XXX is based on 25.0x ‘26E EBITDA. There are always risks that the target price for any security will not be realized. Factors that would cause the stock to deviate from our target price could come from sales and profits materially above or below forecasts, the relative success of other competitive products, and volatility related to consumer behavior trends on ride-sharing and food delivery platforms. -- Risks: • Impact of changes in consumer spending habits on the demand for food delivery services, as well as the potential for pricing inflation to affect customer acquisition and retention. • The effect of supply constraints on DoorDash's take rate and overall unit economics, including the availability of drivers and the strength of restaurant partnerships. • The competitive landscape in the non-restaurant delivery space, as DoorDash faces off against rivals such as Uber, Instacart, and other regional players. • The evolving regulatory environment for food delivery companies, with potential changes to labor laws, data privacy regulations, and other legislative factors that could impact DoorDash's operations and growth prospects. • The implications of DoorDash's multi-class share structure, which may result in unequal voting power among shareholders and potential governance issues." (Page X is not available here as X does not allow me to post pages from reports on this platform) XXX engagements  **Related Topics** [$dash](/topic/$dash) [coins pow](/topic/coins-pow) [coins made in usa](/topic/coins-made-in-usa) [coins pos](/topic/coins-pos) [coins privacy](/topic/coins-privacy) [coins dao](/topic/coins-dao) [doordash](/topic/doordash) [stocks communication services](/topic/stocks-communication-services) [Post Link](https://x.com/CorleoneDon77/status/1944957973018587439)
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DonCorleone77 @CorleoneDon77 on x 5376 followers
Created: 2025-07-15 03:11:30 UTC
$DASH
Attached is page X of a 9-page Roth analyst report on DASH issued today entitled:
"DASH: 2Q Preview: Raising PT; Premium Asset + Premium Valuation = Narrow Margin of Error"
Roth has a 'Neutral' rating on DASH with a $XXX price target.
Roth's summary statement regarding DASH in the report includes the following:
"DASH will report its 2Q earnings on Wednesday, August X (after market close). Similar to our expectations for UBER (Buy), we see upside potential in 2Q bookings, but pending acquisitions of SevenRooms and Deliveroo (ROO-NC) might lead to a noisy earnings print.
We are tweaking our model and raising our PT to $XXX as we shift our valuation framework to 2026E. Our expert checks indicate DASH continues to maintain/gain share in Retail & Grocery. International expansion and Advt. revs remain marginal growth drivers. Maintain Neutral.
-- Valuation:
Our price target of $XXX is based on 25.0x ‘26E EBITDA. There are always risks that the target price for any security will not be realized. Factors that would cause the stock to deviate from our target price could come from sales and profits materially above or below forecasts, the relative success of other competitive products, and volatility related to consumer behavior trends on ride-sharing and food delivery platforms.
-- Risks:
• Impact of changes in consumer spending habits on the demand for food delivery services, as well as the potential for pricing inflation to affect customer acquisition and retention.
• The effect of supply constraints on DoorDash's take rate and overall unit economics, including the availability of drivers and the strength of restaurant partnerships.
• The competitive landscape in the non-restaurant delivery space, as DoorDash faces off against rivals such as Uber, Instacart, and other regional players.
• The evolving regulatory environment for food delivery companies, with potential changes to labor laws, data privacy regulations, and other legislative factors that could impact DoorDash's operations and growth prospects.
• The implications of DoorDash's multi-class share structure, which may result in unequal voting power among shareholders and potential governance issues."
(Page X is not available here as X does not allow me to post pages from reports on this platform)
XXX engagements
Related Topics $dash coins pow coins made in usa coins pos coins privacy coins dao doordash stocks communication services