11:43 AM EST, 02/19/2026 (MT Newswires) -- DoorDash ( DASH ) is offering greater visibility into its required level of investment in 2026, clearing investor concerns, Wedbush Securities said in a note Thursday.

The company plans to invest in creating a global technology platform, building new verticals and products, and scaling geographic expansion, the report said.

"In our view, downside is limited from here," it said.

While the elevated level of investment will weigh on margins in the near-term, Wedbush analysts said these initiatives are justified, as they expand its addressable market on a global scale and support more durable long-term growth.

The company also reported strong Q4 results and expects gross order value to exceed estimates in Q1 thanks to full contribution from recent acquisitions, the note said.

Wedbush kept its outperform rating with a $270 price target.

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