DoorDash Q4 Revenue +40% and 51% Net Income Growth, Shares Tumble 5.6%
DoorDash shares fell 5.6% on a viral ‘2028 Global Intelligence Crisis’ report warning AI-driven gains could sink the S&P 500 to 3,500 and disrupt its friction-economy model. Analysts bullish after Q4 2025 revenue grew 40% and net income 51% year-over-year, projecting 20–40% upside to $190 and $215 targets by mid-2026.
1. Viral AI Crash Report Impacts Shares
A viral ‘2028 Global Intelligence Crisis’ report modelled an AI-driven productivity surge that could crater the S&P 500 to 3,500 by 2028, triggering a 5.6% drop in DoorDash shares on February 23.
2. Q4 2025 Financial Performance
DoorDash posted Q4 2025 revenue growth of 40% and net income growth of 51% year-over-year, reflecting robust order volume gains and improved delivery efficiency.
3. Analyst Upside Projections and Technical Signals
Analysts project 20–40% upside based on the guidance update, setting price targets of $190 and $215 for mid-2026, while noting seven consecutive quarters of institutional buying and bullish technical indicators.