DoorDash shares surge as strong delivery demand boosts growth outlook

DoorDash, Inc. DASH forecasted on Thursday that its first-quarter marketplace gross order value will reach between $31.0 billion and $31.8 billion, a range that comfortably exceeds the LSEG consensus estimate of $29.61 billion. The announcement triggered an immediate reaction in the financial markets, with the company's shares jumping about 11% premarket. This stronger-than-expected guidance is attributed to rising demand across both food and grocery categories.

The company's optimistic outlook is supported by significant operational momentum observed in the final months of the previous year. Total orders up 32% in the fourth quarter, and the platform attracted more new consumers in the fourth quarter of 2025 than in any prior quarter in its history. These metrics indicate a visible acceleration in customer acquisition and engagement within the US US market.