DoorDash stock: Rosenblatt cuts target to 210 US dollars

Published on 11/13/2026 at 16:49 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

DoorDash stock faces a more cautious Rosenblatt view as Amazon's Uber Eats tie-up raises competition. The Buy rating remains in place.

Analyst view turns more cautious

Rosenblatt kept its Buy rating while taking a more measured view of DoorDash's long-term outlook.
Amazon's Uber Eats partnership is increasing competitive pressure on DashPass.
The pending Instacart transaction remains a long-dated execution and regulatory issue.

DoorDash, US25809K1051, Illustration mit AI erstellt.

Rosenblatt lowered its DoorDash price target to 210 US dollars from 225 US dollars while retaining a Buy rating, according to Investing.com in a report published Friday, November 13. The research house has adopted a more measured view as competition around restaurant delivery changes.

Competition weighs on the outlook

Rosenblatt cited Amazon's partnership with Uber Eats and the pending Instacart acquisition as reasons for increased competitive risk. Amazon's offer gives Uber Eats access to more than 200 million US Prime members and puts pressure on DashPass, which Rosenblatt had previously regarded as a core competitive advantage for DoorDash.

The analyst is discounting its outer-year forecasts to reflect greater uncertainty around DoorDash's long-term growth and margin path. Its 2026 and 2027 estimates remain unchanged, while further revisions could follow as the effect of the shifting competitive landscape becomes clearer.

Instacart remains a long-term test

Rosenblatt expects the Instacart transaction to close no earlier than late 2027 or the first half of 2028. Until then, the deal remains an execution and regulatory matter rather than an immediate operating change. For investors, the combination of near-term membership competition and a long integration timetable keeps attention on customer retention, order growth and margins.