Not all delivery heroes wear capes — some come bearing record profits. DoorDashDASH

delivered a feast of strong Q4 results, with revenue, orders, and projections beating expectations amid the delivery platform’s first-ever profitable year. Shares jolted up to 6.94% post-earnings as analysts raced to upgrade price targets.

• Q4 revenue surged 25% year-over-year to $2.87B (vs. $2.84B estimates), while total orders jumped 19% to 685M (vs. 673M estimates) — swinging DoorDash to a $141M profit from a $154M loss last year.
• The company unveiled an ambitious $5B share buyback program for 2025, eclipsing 2024’s $1.1B — while doubling down on new categories like beauty, convenience, and international market expansion.

All gas, no brakes: Analysts are rallying behind DoorDash, with CitiC

, JPMorganJPM

, UBSUBS

, Bank of AmericaBOA

, and others boosting price targets to as high as $245 — a 22.5% upside fromDASH

’s ~$200 price. Citi calls DoorDash a “top pick” in the internet sector, citing its 42M monthly active users and growing DashPass adoption. UBS, however, maintains a neutral stance, favoring UberUBER

for its clearer EBITDA trajectory and potential Waymo partnership. For now, DoorDash is proving it can deliver more than just dinner — it’s delivering dominance.