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DoorDash, Inc. (DASH)’s Buy Rating Upheld as Investments Signal Long-Term Growth Potential

We recently published an article titled 12 High Growth E-commerce Stocks To Buy. 

On January 29, Guggenheim lowered its price target on DoorDash, Inc. (NASDAQ:DASH) to $275 from $280 while reiterating a Buy rating ahead of the company’s Q4 earnings report scheduled for February 18. The modest reduction reflects expectations that elevated investment spending will continue to weigh on margins into 2027. However, the maintained Buy rating underscores confidence that these investments are strategic in nature and designed to strengthen DoorDash’s long-term competitive position rather than signal any deterioration in core demand or execution.

DoorDash, Inc. (NASDAQ:DASH) continues to build toward its ambition of becoming a leading global local commerce platform. During its Q3 earnings call in November, management outlined plans to accelerate expansion across Europe, leveraging the acquisition of Deliveroo alongside its prior success with Wolt. These assets give DoorDash an established footprint, local market expertise, and operational scale that would be difficult and costly to replicate organically. Over time, this international expansion meaningfully increases the company’s total addressable market beyond food delivery alone. At the same time, DoorDash, Inc. (NASDAQ:DASH) is investing aggressively in next-generation capabilities, including DashMart Fulfillment Services, autonomous delivery initiatives, and a new global technology platform. These investments are expected to improve efficiency, expand selection, and enhance unit economics over the long run. While near-term profitability may be pressured, they position the company to capture a greater share of local commerce spending as consumer behavior continues to shift online.

Founded in 2013 and headquartered in San Francisco, DoorDash, Inc. (NASDAQ:DASH) is the largest food delivery platform in the U.S., commanding roughly 56% market share. With category leadership, expanding international reach, and a clear roadmap to broaden its ecosystem, DoorDash remains an attractive long-term growth story for investors willing to look through near-term investment drag. DoorDash’s average five-year revenue growth of over 64% places it among the high-growth e-commerce stocks to buy.

While we acknowledge the potential of DASH as an investment, 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 a 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 8 Up and Coming Streaming Companies and Services and 9 High Growth Canadian Stocks to Buy

Disclosure: None.

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

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

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…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Wall Street calls this $3 stock a “Melting Ice Cube.” They said the same thing about BTI before it returned 90%.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

My name is Inan Dogan. I’m the co-founder and Research Director of Insider Monkey. I have an important message for you today.

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We alerted our subscribers, and BTI returned 90% in just 16 months.

Now if you had invested just $10,000 in BTI in June 2024, you’d be sitting on $19,000 in October 2025.

Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

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This pattern is a hallmark of our 16.5% annual return track record. The current opportunity offers a 400% upside potential—dwarfing even our 90% BTI return.

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