DoorDash Q4 Revenue Rises 37.7% to $3.96 B, Orders Up 32%, GOV +39%
DoorDash posted FQ4 2025 revenue of $3.96 billion, up 37.7% year-over-year, missing estimates by $31 million, with EPS of $1.27, $0.02 below consensus, while total orders jumped 32% to 903 million and Marketplace GOV reached $29.7 billion. Guidance targets Q1 Marketplace GOV of $31.0–31.8 billion and EBITDA of $675–775 million, and Jim Cramer labels it 'powerful.'
1. Q4 Earnings Results
DoorDash reported fiscal Q4 2025 revenue of $3.96 billion, a 37.7% increase from a year ago, but missed consensus by $31 million. EPS reached $1.27, falling short of the $1.29 consensus.
2. Growth Metrics
Total orders in the quarter rose 32% year-over-year to 903 million. Marketplace gross order value climbed 39% to $29.7 billion as the company extended its restaurant, grocery and retail partnerships.
3. Q1 Guidance and Market Reaction
The company guided Q1 Marketplace GOV of $31.0 billion to $31.8 billion and EBITDA of $675 million to $775 million. Following the release, analysts from UBS, Guggenheim and Stifel adjusted price targets to $245, $275 and $224 respectively, while Jim Cramer described DoorDash as 'powerful.'