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DoorDash Rebound Signal: Analysts See Double-Digit Upside From Here
Written by Thomas Hughes. Date Posted: 2/22/2026.
Key Points
- DoorDash’s guidance reset the narrative, with analysts and institutions pointing to a rebound setup and meaningful upside from key support levels.
- Management is leaning into growth in 2026, raising spend while still targeting EBITDA margin expansion over time.
- Q4 headline misses didn’t derail core momentum, but competition and regulation remain the main risks to monitor.
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DoorDash (NASDAQ: DASH) triggered a rebound after its 2026 guidance update, and analysts see double-digit upside. Based on their forecasts, the low end implies roughly 20% upside, while the consensus target sits more than 40% above a key support level. Post-release reaction was mixed — including three price-target cuts to the range's low end — but the 36-analyst consensus remains a Moderate Buy, and not all analysts reduced their targets. Analysts at Bank of America even raised their target to an above-consensus $72, suggesting continued conviction in the outlook.
DoorDash's institutional activity also aligns with a market bottom. MarketBeat data shows institutions own more than 90% of the shares, have been net buyers for seven consecutive quarters, and ramped activity sequentially to record highs in early 2026. The group may slow purchases as the quarter progresses and the share price advances, but a return to distribution seems unlikely. The price setup is resilient, and there is room for an upgrade cycle to develop.
DoorDash Accelerates Spending to Accelerate Growth in 2026
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Details from the fiscal Q4 2025 earnings release and guidance point to stronger-than-expected results alongside increased spending. Investments will target technology rollouts, marketing, new verticals, and density initiatives to sustain and accelerate growth. In this environment, outperformance is likely — if not early in the year, then as it progresses — and should support longer-term sentiment. The trade-off is that higher spending will pressure near-term profits; the upside is that EBITDA margins are expected to expand, positioning the company for further margin improvement in the coming years.
The technical outlook is bullish. DASH, which has fallen considerably from its peak, appears to have had time to reset. Indicators show oversold conditions and a strong chance of a bounce: stochastic indicators are forming bullish crossovers at their lows, and the MACD is bullishly diverging from recent price lows. Given the institutional buying and improving analyst sentiment, follow-through is likely, though the rally may be volatile. Key price targets are near $190 and $215 and could be reached before mid-year.
DASH Analysts Look Past Tepid Q4 Results to a More Robust Year Ahead
DoorDash reported a quarter that missed the analysts' consensus, but the results remain strong. Revenue and earnings fell short of MarketBeat's reported consensus, yet the company generated $3.96 billion in net revenue, up nearly 40% year over year, supported by a 32% increase in order volume and a 39% increase in order value. Growth was broad-based across core markets, with International standing out by outperforming the U.S. as acquisition integration accelerated growth faster than expected.
Margin trends were positive. The company widened its GAAP margin and sustained operational quality, with net income up 51% year over year and adjusted EBITDA margin roughly in line with revenue at 38%. Free cash flow grew more slowly, up 17.6%, but that softness is being offset by revenue growth and increased investment aimed at driving future cash flow.
The year-end balance sheet shows no red flags and instead offers reasons for confidence. Cash and assets rose while debt and liabilities increased, but leverage remains modest: total liabilities were about twice cash and less than equity. The company is well-capitalized, generating solid cash flow and building equity (up 28% year over year), and it is returning capital to shareholders. Capital returns are currently all buybacks, which reduce share count and provide shareholders with additional per-share leverage each quarter.
DoorDash Risks Don't Offset the Potential
Risks for DoorDash include competition, regulatory pressure, and shifting consumer trends, though none appear to be an immediate existential threat. Competition is intense, but DoorDash continues to execute and lead in growth. Regulatory issues, such as potential driver reclassification, are more consequential, but meaningful legislative changes are likely years away. Meanwhile, consumer trends remain resilient and could strengthen further; early reports show 2025 tax refunds were about 10% larger than the prior year, which is a consumer tailwind nationwide.
Hycroft Mining: A High-Risk Mining Play With a Huge Potential Payoff
Written by Nathan Reiff. Date Posted: 2/26/2026.
Key Points
- Hycroft Mining recently revealed a massive 55% increase in its measured and indicated mineral resources for silver and gold at its Nevada mine, sending shares upward by about a quarter.
- While the upgraded mineral resource estimate is very promising for the small mining firm, it still faces challenges, including a lack of revenue and profitability, cash flow concerns, and more.
- This makes Hycroft a highly risky play, but one that may appeal to investors believing the company can successfully extract some $50 billion in mineral reserves.
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The mining industry is dominated by major players with the capital and geographic reach to produce on a massive scale. Still, despite a recent cooling of the red-hot silver and gold rally, a substantial rise in precious-metal prices over recent months may have opened opportunities for smaller companies as well.
One such firm is Hycroft Mining PLC (NASDAQ: HYMC). With a market capitalization of about $3.5 billion, Hycroft is only a fraction of the size of $100-billion-plus rivals like Agnico Eagle Mines Ltd. (NYSE: AEM) and Newmont Corp. (NYSE: NEM). A potential catalyst for the company is a recent technical report—an updated mineral resource estimate (MRE)—that indicates Hycroft's Nevada operations may contain significantly more gold and silver than previously estimated.
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Despite the encouraging MRE, investors should remain cautious. Concerns include the firm's revenue, its production profile, and its profitability. That combination makes Hycroft a high-risk mining play, though one that could pay off substantially if the company executes.
Digging Into Hycroft's Updated MRE
From a bullish perspective, Hycroft's updated MRE shows roughly 55% growth in measured and indicated mineral resources for both gold and silver at its Nevada mine. The report also increases inferred resources—estimates with lower confidence—by about 50% for gold and 38% for silver. Based on current prices, the updated footprint could represent $50 billion or more in in-ground metal value.
How valuable a mine is depends not only on contained ounces but on recoverability and costs. The MRE shows about 83% of the gold and 78% of the silver are recoverable using conventional processing methods—favorable compared with many peers—suggesting a reasonably strong extraction profile.
Investors reacted to the mid-February 2026 report. HYMC shares rose roughly 24% in the days after the announcement.
Reasons for Caution Remain
Even if Hycroft sits on substantial, reasonably recoverable resources, extracting them will take time and capital. Recoverable ounces do not automatically translate into cheap or quick production; permitting, infrastructure, and scale-up typically require years and significant investment.
Capital is the immediate constraint. Hycroft remains unprofitable, reporting earnings per share of -$0.22 in the latest quarter (slightly better than analysts had expected). Its limited revenue reflects a focus on exploration rather than commercial production—meaning the company still has considerable work before it can scale operations to realize the value suggested by the MRE.
Hycroft is also exposed to metal-price volatility. Like most single-asset miners, its fortunes are closely tied to gold and silver prices, which could correct after months of strong gains. And without diversified operations across regions, Hycroft faces concentrated operational risk if its Nevada site encounters permitting, environmental, or technical setbacks.
A Play for Those With Tolerance for Risk
That said, Hycroft's enlarged resource base may attract investors willing to accept the risks. Notably, major mining investor Eric Sprott—already a significant shareholder—bought $6.3 million of HYMC shares in late February after the MRE was released.
The company also raised about $235 million in the most recent quarter through public equity offerings, a private placement, and other measures, giving it additional runway to advance development. But with weak cash flow and continuing losses, Hycroft faces a race to convert resources into steady production and positive cash flow. The metals appear to be there—the key question is how efficiently the company can extract them and turn them into profitable revenue.
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