Jefferies Upgrades DoorDash to Buy After 20% Pullback
Jefferies upgrades DoorDash to Buy with a new $260 price target, citing stronger growth, underappreciated execution, and improved long-term flexibility.
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Serve Robotics Targets 10x Revenue Growth in 2026 After 2025 Miss
Serve Robotics CEO Ali Kashani believes ads on its autonomous delivery robots could one day cover full operational costs, even as Q3 results miss.
DoorDash Stock Plunges Despite Record Growth as Investment Plans Spook Investors
DoorDash reports 25% growth in Q3 orders but stock plunges 11% as company announces plans to invest "hundreds of millions" more in 2026 on new products and AI tools.
Waymo Robotaxis Start Delivering Groceries for DoorDash DashMart Customers
DoorDash and Waymo partner for self-driving deliveries in Phoenix, AZ, starting tests now.
DoorDash Teams Up with Serve Robotics for Autonomous Delivery Across America
DoorDash partners with Serve Robotics to expand autonomous sidewalk robot deliveries nationwide, building on 100,000+ successful deliveries in major U.S. cities.
DoorDash Challenges Instacart with Kroger Partnership Expansion
DoorDash is launching 2,700 Kroger stores on its app (Oct 1). This challenges Instacart, which handles 10%+ of Kroger’s delivery sales. Instacart risks losing its top spot with Kroger and losing market share to rivals.