DASH rises 4.82% over the past week amid analyst upgrades and growth in retail presence

Jefferies Upgrades DoorDash, Lifts Price Target to $260

John Colantuoni, an analyst at Jefferies, has upgraded

(DASH) from "Hold" to "Buy" and increased the price target from $220 to $260, citing greater confidence in the company’s strategy and financial prospects. This adjustment is in line with a recent trend among analysts, who have made several changes to ratings and price targets. Experts have observed that DoorDash’s 2026 outlook, which includes plans for substantial capital spending, has moderated expectations and may position the company to surpass consensus estimates.

Jefferies emphasized the opportunity for improved margins, largely due to rising high-margin advertising revenue, which is expected to help balance out some of the planned additional investments. The firm also pointed to operational efficiencies and cost advantages in the U.S. restaurant division as key drivers for profitability. Furthermore, the analyst highlighted the increasing popularity of DashPass and greater participation from older users as indicators of untapped growth potential in the delivery sector.

Partnership with Family Dollar Expands Retail Delivery Reach

To broaden its presence in retail delivery, DoorDash has formed a partnership with Family Dollar, a leading discount retailer in the U.S. Now, around 7,000 Family Dollar locations are available through the DoorDash platform, allowing customers to order groceries, household items, and more for quick delivery. This partnership is designed to boost convenience and affordability, especially during the busy holiday season.

This initiative is part of DoorDash’s ongoing strategy to expand its delivery network and reinforce its position in the retail and grocery markets. Adding Family Dollar to DashPass, DoorDash’s subscription delivery service, further increases the value for customers seeking fast and cost-effective delivery solutions.

Analysts See Strong Long-Term Prospects

Financial analysts on Wall Street remain optimistic about DoorDash’s future, with 41 analysts currently setting an average one-year price target of $278.16. The targets range from a high of $360 to a low of $205, indicating a consensus expectation of more than 30% upside from the current share price. Jefferies’ recent upgrade follows similar actions by Wedbush and Mizuho, both of which have raised their price targets lately, reflecting increasing confidence in DoorDash’s ability to deliver on its strategic plans.

Stock Performance Mirrors Analyst Optimism

As of November 19, 2025,

was trading at $77.03, marking a 0.3% increase over the previous 24 hours. The stock has climbed 4.82% in the past week and surged 47.45% over the last month. Since the start of the year, DASH has gained 105.75%. The recent upgrades from analysts and the expansion into retail delivery have likely fueled this momentum, making the stock more attractive to investors focused on growth.