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DoorDash (DASH) Still Citi’s Top Pick in Internet Sector, Following Q4 Beat

DoorDash Inc. (NASDAQ:DASH) is one of the 14 Best Consumer Discretionary Stocks to Buy Right Now.

Citi analyst Ronald Josey, on February 20, trimmed his target price on DoorDash by 1.1% to $280 (from $283). Despite the slight adjustment in the target price, Ronald retained his Buy recommendation for the stock. He also reiterated that DoorDash remains the firm’s top pick in the internet sector, citing better-than-expected 4th-quarter performance that Ronald expects to improve throughout 2026.

This update comes on the heels of the release of DoorDash’s Q4 2025 earnings on February 18, which were headlined by rapid earnings growth across all profitability measures. GAAP attributable net income grew 51.1% YoY to $213 million (from $141 million). On a per diluted share basis, GAAP earnings grew 45.5% YoY to $0.48 (from $0.33). Adjusted EBITDA increased 37.8% YoY to $780 million (from $566 million).

The rapid earnings growth was driven primarily by 37.7% YoY revenue growth to $4.0 billion (from $2.9 billion), as a larger user base led to higher order volume and slightly larger average order sizes.

Total orders grew 31.8% YoY to 903 million (from 685 million), as monthly active users grew 33.3% to 56 million (from 42 million). Average basket size, meanwhile, saw a slight increase of 5.9% YoY to $32.9 per order (from $31.06 per order). Combined, these two factors led to a 39.5% YoY growth in marketplace gross order value to $29.7 billion (from $21.3 billion).

Management also provided its guidance for the 1st quarter. They expect the marketplace gross order value to reach $31.0 billion to $31.8 billion, which would yield $675 million to $775 million in adjusted EBITDA.

DoorDash Inc. (NASDAQ:DASH) operates a food delivery and logistics platform, serving consumers in the US, Canada, and Australia. The company is based in San Francisco, California, and was founded in January 2013 by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore.

While we acknowledge the potential of DASH to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than DASH and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

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In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

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