UBS analyst Stephen Ju has lowered DoorDash's price target to $196 from $197 while maintaining a Neutral stance, citing potential delays in EBITDA improvements due to new cost centers from upcoming deals. Analysts project an average target price of $216.37 for DoorDash, indicating a 13.81% upside from its current price of $190.11, with a consensus recommendation of "Outperform." However, GuruFocus estimates a fair value of $133.79, suggesting a 29.62% downside. DoorDash is expanding internationally with the Deliveroo acquisition, experiencing growth in grocery verticals, and focusing on improving unit economics and customer retention. The DashPass program is also seeing increased subscriber growth and order frequency.