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Graded daily on value D, growth B+, profitability C+, momentum C+, revisions C. Sector-relative, identical for every user.
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Key events, in time order
Multiple outlets confirm DoorDash is in advanced talks to buy Instacart parent Maplebear for ~$17B; Uber has walked away from the deal.
New services cover in-app text ordering and drone delivery, expanding use cases
Adds AI ordering atop sports partnership, enhancing user reach
Partnership tests DoorDash's expansion into drone delivery, though still in pilot phase
NYC probe found DoorDash underpaid 264K+ delivery workers; over $115M in settlement goes directly to workers
Costco items now live on DoorDash Marketplace across the US, expanding on-demand delivery reach
Acquisition covers campus dining at 450+ colleges, strengthening university market presence
Sept 1: multiple brokers initiate coverage with Buy, PT $270, signaling institutional optimism
Motley Fool questions valuation; Benzinga highlights driver's low 401(k)
Insider reduces holdings by 25%, drawing market attention
Company cites more predictable, statute-based legal environment
Record Q2 revenue of $4.454B, raised Q3 guidance, adjusted EBITDA of $914M
CEO says AI drives efficiency, but agentic traffic still low
U.S. lawmakers request details on DoorDash's use of Chinese AI models, raising data security and compliance concerns.
DoorDash highlights self-built system, drawing market attention; aligns with prior event.
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Facts and opinions separated · All items sourced · Not investment advice