DoorDash, Inc., together with its subsidiaries, operates a commerce platform that connects merchants, consumers, and independent contractors in the United States and internationally. The company operates DoorDash Marketplace and Wolt Marketplace, which provide various services, such as customer acquisition, demand generation, order fulfillment, merchandising, payment processing, and customer support. It also offers membership products, including DashPass and Wolt+; DoorDash Drive and Wolt Drive, which are white-label delivery fulfillment services that enable merchants that have generated consumer demand through their channels to fulfill demand using its platform; DoorDash Storefront that enables merchants to offer consumers on-demand access to e-commerce; and Bbot, which offers merchants digital ordering and payment solutions for in-store and online channels. In addition, the company enables merchants to advertise and promote on its platform to acquire consumers. The company was formerly known as Palo Alto Delivery Inc. and changed its name to DoorDash, Inc. in 2015. DoorDash, Inc. was founded in 2013 and is headquartered in San Francisco, California.

DoorDash, Inc.

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Blackrock Inc (Symbol: BLK), where a total of 3,013 contracts have traded so far, representing approximately 301,300 underlying shares. That amounts to about 43.8% of BLK's average daily trading volume over the past month of 687,600 shares. Particularly high volume was seen for the $1140 strike put option expiring October 31, 2025, with 515 contracts trading so far today, representing approximately 51,500 underlying shares of BLK. Below is a chart showing BLK's trailing twelve month trading history, with the $1140 strike highlighted in orange:
DoorDash Inc (Symbol: DASH) options are showing a volume of 12,220 contracts thus far today. That number of contracts represents approximately 1.2 million underlying shares, working out to a sizeable 43.7% of DASH's average daily trading volume over the past month, of 2.8 million shares. Particularly high volume was seen for the $252.50 strike call option expiring October 24, 2025, with 3,023 contracts trading so far today, representing approximately 302,300 underlying shares of DASH. Below is a chart showing DASH's trailing twelve month trading history, with the $252.50 strike highlighted in orange:
And ServiceNow Inc (Symbol: NOW) options are showing a volume of 5,014 contracts thus far today. That number of contracts represents approximately 501,400 underlying shares, working out to a sizeable 43.6% of NOW's average daily trading volume over the past month, of 1.1 million shares. Particularly high volume was seen for the $1330 strike call option expiring October 31, 2025, with 219 contracts trading so far today, representing approximately 21,900 underlying shares of NOW. Below is a chart showing NOW's trailing twelve month trading history, with the $1330 strike highlighted in orange:
For the various different available expirations for BLK options, DASH options, or NOW options, visit StockOptionsChannel.com.
Also see:
Market Cap History
KREF YTD Return
XM Insider Buying
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable Friday Option Activity: BLK, DASH, NOW

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the First Trust Dow Jones Internet Index Fund (Symbol: FDN) where we have detected an approximate $154.1 million dollar outflow -- that's a 1.9% decrease week over week (from 28,300,002 to 27,750,002). Among the largest underlying components of FDN, in trading today Cisco Systems Inc (Symbol: CSCO) is up about 0.3%, DoorDash Inc (Symbol: DASH) is up about 0.9%, and Roblox Corp (Symbol: RBLX) is up by about 1.6%. For a complete list of holdings, visit the FDN Holdings page » The chart below shows the one year price performance of FDN, versus its 200 day moving average:
Looking at the chart above, FDN's low point in its 52 week range is $191.37 per share, with $287.81 as the 52 week high point — that compares with a last trade of $282.85. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Free Report: Top 8%+ Dividends (paid monthly)
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Also see:
Stocks Conducting Buybacks That Hedge Funds Are Selling
CWNR Insider Buying
Institutional Holders of MSGS
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

FDN, CSCO, DASH, RBLX: Large Outflows Detected at ETF

Investors in DoorDash Inc (Symbol: DASH) saw new options become available today, for the December 5th expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the DASH options chain for the new December 5th contracts and identified one put and one call contract of particular interest.
The put contract at the $250.00 strike price has a current bid of $14.80. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $250.00, but will also collect the premium, putting the cost basis of the shares at $235.20 (before broker commissions). To an investor already interested in purchasing shares of DASH, that could represent an attractive alternative to paying $252.23/share today.
Because the $250.00 strike represents an approximate 1% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 59%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 5.92% return on the cash commitment, or 50.20% annualized — at Stock Options Channel we call this the YieldBoost.
Below is a chart showing the trailing twelve month trading history for DoorDash Inc, and highlighting in green where the $250.00 strike is located relative to that history:
Turning to the calls side of the option chain, the call contract at the $260.00 strike price has a current bid of $15.70. If an investor was to purchase shares of DASH stock at the current price level of $252.23/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $260.00. Considering the call seller will also collect the premium, that would drive a total return (excluding dividends, if any) of 9.30% if the stock gets called away at the December 5th expiration (before broker commissions). Of course, a lot of upside could potentially be left on the table if DASH shares really soar, which is why looking at the trailing twelve month trading history for DoorDash Inc, as well as studying the business fundamentals becomes important. Below is a chart showing DASH's trailing twelve month trading history, with the $260.00 strike highlighted in red:
Considering the fact that the $260.00 strike represents an approximate 3% premium to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the covered call contract would expire worthless, in which case the investor would keep both their shares of stock and the premium collected. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 49%. On our website under the contract detail page for this contract, Stock Options Channel will track those odds over time to see how they change and publish a chart of those numbers (the trading history of the option contract will also be charted). Should the covered call contract expire worthless, the premium would represent a 6.22% boost of extra return to the investor, or 52.78% annualized, which we refer to as the YieldBoost.
The implied volatility in the put contract example is 57%, while the implied volatility in the call contract example is 54%.
Meanwhile, we calculate the actual trailing twelve month volatility (considering the last 250 trading day closing values as well as today's price of $252.23) to be 39%. For more put and call options contract ideas worth looking at, visit StockOptionsChannel.com.
Also see:
GHY Historical Stock Prices
Mosaic DMA
PFE Options Chain
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

December 5th Options Now Available For DoorDash (DASH)

Below is Validea's guru fundamental report for DOORDASH INC (DASH). Of the 22 guru strategies we follow, DASH rates highest using our Quantitative Momentum Investor model based on the published strategy of Wesley Gray. This momentum model looks for stocks with strong and consistent intermediate-term relative performance.
DOORDASH INC (DASH) is a large-cap growth stock in the Business Services industry. The rating using this strategy is 83% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
SEASONALITY
NEUTRAL
Detailed Analysis of DOORDASH INC
DASH Guru Analysis
More Information on Wesley Gray
Wesley Gray Portfolio
About Wesley Gray: Wesley Gray is the founder of Alpha Architect and the author (along with co-author Jack Vogel) of "Quantitative Momentum A Practitioner's Guide to Building a Momentum-Based Stock Selection System". He is also the author (along with co-author Tobias Carlisle) of "Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors". He is an industry recognized expert in the application of quantitative investing strategies. Wes is also a former Marine and has his Phd from the Univerisity of Chicago, where he studied under Nobel Prize winner Eugene Fama.
Additional Research Links
Dividend Aristocrats 2024
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

DASH Factor-Based Stock Analysis

Key Points
Lyft is growing at a double-digit rate as autonomous taxis have yet to put a dent into its expansion.
The company's profits are soaring thanks to changes in management.
California is called The Golden State. And from The Golden State comes a golden opportunity for investors. Those don't come around very often so it's important to not let this one slip by without at least considering it.
What should investors do when they get a golden opportunity? As investing great Warren Buffett said: "Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble."
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »
This was echoed by Buffett's late right-hand man Charlie Munger who said, "When you get a lollapalooza, for God's sakes, don't hang by like a timid little rabbit."
To be sure, shares of this California-based company are already up 55% year to date, so it was certainly a better opportunity for investors at the start of the year. But I believe it can still be a key component of a growth-investing portfolio. And I'm talking about none other than ride-sharing platform Lyft (NASDAQ: LYFT).
Why Lyft is a golden opportunity
I see a golden opportunity as a company with the following features: its profits are improving; its stock trades at a cheap valuation; and it's growing nicely. Lyft shows all three.
For growth, Lyft is growing at a double-digit rate. In the second quarter of 2025, rides on its platform increased 14% year over year to an all-time high, and key underpenetrated markets such as Nashville grew at an over-20% rate. Q2 bookings also grew by double digits, and management expects 13% to 17% bookings growth for the upcoming Q3.
In short, growth is great for Lyft, and it's continuing to plow ahead.
For profit improvement, Lyft's CEO David Risher took over in 2023, vowing better profitability, and he's delivered on that pledge. The company officially turned the corner with positive free cash flow on a trailing-12-month basis in 2024's Q2 and has delivered six straight quarters of positive results.
Some of the notable changes under Risher have been an increase in sales-and-marketing spend, which has paid off with higher revenue. But corporate expenses have been largely held in place, and research-and-development expenses actually declined. The payoff is better profitability.
Finally, concerning valuation, Lyft stock trades at a mere 8 times its free cash flow. Many comparable businesses trade at a valuation that is two to three times higher than this, highlighting the bargain here.
It's rare to find a company that's growing by double digits on the top line, making meaningful gains on the bottom line, and also trading at a discount to comparable companies. That's why Lyft is a golden opportunity in my book.
Why some call it fool's gold
Many investors recognize everything I've highlighted here but nevertheless are bearish on Lyft stock. They don't question present results, but they do question sustainability. It's believed that Lyft's industry is changing and will leave it behind sooner or later.
The main catalyst for change in the ride-sharing space could be autonomous vehicles, specifically autonomous taxis. The idea is that there will be millions of autonomous taxis on the road, making Lyft's business model irrelevant. But there are some important counterpoints to consider.
First, there could be a long road ahead before autonomous taxis fully displace the current ride-sharing model. It's already slower to roll out than some pundits predicted. Lyft could continue for some time before this competitive risk really materializes.
Moreover, it's premature to believe that autonomous taxis would make third-party, ride-sharing platforms obsolete. Consider that Domino's Pizza has excelled at delivering its own pizzas for decades, but it still partnered with DoorDash for incremental revenue. It's quite possible that autonomous taxis would still be hailed from Lyft's app in the future.
Finally, there are parts of Lyft's business that would directly benefit from a more autonomous future. For example, Lyft's Flexdrive business provides management tools for fleets of autonomous taxis. This is just a single example of how Lyft could pivot in a worst-case scenario.
Riding with Lyft
Personally, I believe that investors are overemphasizing the potential risks to Lyft's business and underappreciating the investment opportunity. There may be businesses that are growing faster, and have better profit margins or cheaper stocks. But I struggle to find a more attractive combination of these three traits than Lyft stock right now.
That's why I see it as a golden opportunity. And it's why I've personally made Lyft stock a big component of my growth stock portfolio.
Should you invest $1,000 in Lyft right now?
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Jon Quast has positions in Lyft. The Motley Fool has positions in and recommends Domino's Pizza and DoorDash. The Motley Fool recommends Lyft. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

This California-Based Company Could Be a Key Player for Growth Portfolios

In early trading on Friday, shares of CSX topped the list of the day's best performing components of the Nasdaq 100 index, trading up 2.4%. Year to date, CSX registers a 14.2% gain.
And the worst performing Nasdaq 100 component thus far on the day is Arm Holdings, trading down 3.1%. Arm Holdings is showing a gain of 34.4% looking at the year to date performance.
Two other components making moves today are DoorDash, trading down 2.6%, and Gilead Sciences, trading up 2.0% on the day.
VIDEO: Nasdaq 100 Movers: ARM, CSX
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Nasdaq 100 Movers: ARM, CSX

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in DoorDash Inc (Symbol: DASH), where a total of 13,168 contracts have traded so far, representing approximately 1.3 million underlying shares. That amounts to about 44.4% of DASH's average daily trading volume over the past month of 3.0 million shares. Particularly high volume was seen for the $280 strike call option expiring October 24, 2025, with 1,047 contracts trading so far today, representing approximately 104,700 underlying shares of DASH. Below is a chart showing DASH's trailing twelve month trading history, with the $280 strike highlighted in orange:
Alkermes plc (Symbol: ALKS) options are showing a volume of 8,021 contracts thus far today. That number of contracts represents approximately 802,100 underlying shares, working out to a sizeable 43.4% of ALKS's average daily trading volume over the past month, of 1.8 million shares. Particularly high volume was seen for the $29 strike call option expiring October 17, 2025, with 4,000 contracts trading so far today, representing approximately 400,000 underlying shares of ALKS. Below is a chart showing ALKS's trailing twelve month trading history, with the $29 strike highlighted in orange:
And MongoDB Inc (Symbol: MDB) saw options trading volume of 7,595 contracts, representing approximately 759,500 underlying shares or approximately 43.1% of MDB's average daily trading volume over the past month, of 1.8 million shares. Particularly high volume was seen for the $315 strike put option expiring October 17, 2025, with 437 contracts trading so far today, representing approximately 43,700 underlying shares of MDB. Below is a chart showing MDB's trailing twelve month trading history, with the $315 strike highlighted in orange:
For the various different available expirations for DASH options, ALKS options, or MDB options, visit StockOptionsChannel.com.
Also see:
Institutional Holders of RMP
SURF Videos
SBB Historical Stock Prices
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Noteworthy Thursday Option Activity: DASH, ALKS, MDB

Tuesday, October 14, 2025
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Broadcom Inc. (AVGO), Exxon Mobil Corp. (XOM) and ServiceNow, Inc. (NOW), as well as two micro-cap stocks Stratus Properties Inc. (STRS) and Rave Restaurant Group, Inc. (RAVE). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.
These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
You can see all of today’s research reports here >>>
Ahead of Wall Street
The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.
You can read today's AWS here >>> Pre-markets Volatile as Q3 Bank Earnings Come Out
Today's Featured Research Reports
Broadcom’s shares have outperformed the Zacks Electronics - Semiconductors industry over the year-to-date period (+48.6% vs. +42.5%). The company is experiencing strong momentum fueled by growth in AI semiconductors and continued success with its VMware integration. Strong demand for its networking products and custom AI accelerators (XPUs) has been noteworthy.
Broadcom’s AI segment benefits from custom accelerators and advanced networking technology that supports large-scale AI deployments with improved performance and efficiency. Broadcom expects fourth-quarter fiscal 2025 AI revenues to jump 66% year over year to $6.2 billion.
The acquisition of VMware has benefited Infrastructure software solutions. As of the fiscal third quarter, roughly more than 90% of Broadcom’s largest 10,000 customers have adopted VCF. However, gross margin in the fiscal fourth quarter is expected to contract sequentially. High debt levels are a headwind.
(You can read the full research report on Broadcom here >>>)
Shares of Exxon Mobil have gained +6.6% over the year-to-date period against the Zacks Oil and Gas - Integrated - International industry’s gain of +7.5%. The company is advancing key oil projects in the Permian Basin and offshore Guyana, boosting production and efficiency. Its recent merger with Pioneer enhances its U.S. operations, while Guyana remains a major growth driver.
Exxon Mobil is also expanding into cleaner energy, with a major low-carbon hydrogen and ammonia plant in Texas and progress in advanced plastic recycling plants that turn old plastic into new raw materials. The company’s low debt exposure positions it to navigate different commodity cycles with ease.
However, the Chemicals Division remains a weak spot, with global oversupply leading to margin compression. Moreover, its upstream business is highly vulnerable to commodity price volatility. Ongoing tariff uncertainty is further weighing on the energy giant’s chemicals business. As such the stock warrants a cautious stance.
(You can read the full research report on Exxon Mobil here >>>)
ServiceNow’s shares have declined -2.9% over the past year against the Zacks Computers - IT Services industry’s decline of -13.9%. The company has been benefiting from the rising adoption of workflows by enterprises undergoing digital transformation. In the second quarter of 2025, it had 11 deals greater than $5 million in net new annual contract value (ACV) and closed 89 deals greater than $1 million in net new ACV.
Gen AI deals continue to gain traction. NOW is extensively leveraging AI and machine learning technologies to boost the potency of its solutions. ServiceNow is riding on an expanding partner base and acquisitions.
For 2025, ServiceNow raised subscription revenues guidance by $125 million at the mid-point to $12.775-$12.795 billion, suggesting 19.5-20% on a non-GAAP constant currency (cc) basis. ServiceNow remains on track to surpass $15 billion in subscription revenues in 2026.
(You can read the full research report on ServiceNow here >>>)
Shares of Stratus Properties have underperformed the Zacks Real Estate - Operations industry over the past year (-10.4% vs. +15.7%). This microcap company with a market capitalization of $160.85 million faces several headwinds, a $2.4 million net loss and $5.1 million operating cash outflow in H1 2025, rising interest costs on $112.7 million in largely floating-rate debt, and a challenging Austin real estate market that has delayed key asset sales. The stock trades at a discount to peers on price/book metrics.
Nevertheless, Stratus Properties is well-positioned to capitalize on Texas’ strong demographic and economic tailwinds, with around 1,500 acres of development-ready land across Austin and other growth markets. Recent monetizations — $13.3 million from West Killeen Market and $47.8 million from the Holden Hills JV — have enhanced liquidity.
Stratus Properties’ focus on stabilized retail and mixed-use leasing generates recurring cash flow, while avoiding exposure to the challenged office sector. The expanded $25 million share repurchase program reflects disciplined capital allocation.
(You can read the full research report on Stratus Properties here >>>)
Rave Restaurant’s shares have outperformed the Zacks Retail - Restaurants industry over the past year (+7.8% vs. -10.4%). This microcap company with a market capitalization of $39.37 million offers a value-driven opportunity anchored by Pizza Inn’s steady growth in underserved markets. Comparable store sales rose 1.9% in fiscal 2025 with four years of net buffet unit growth, supported by the successful “I$8” promotion and 31 new stores under contract.
Rave Restaurant posted its 21st consecutive profitable quarter, with fiscal 2025 adjusted EBITDA up 13.5% to $3.6 million and total expenses down 7.1%. Backed by $9.9 million in liquidity and no debt, RAVE maintains flexibility for growth and buybacks.
Yet, Pie Five remains a drag, with sales down 8.4% and ongoing unit closures. Flat revenue in fiscal 2025 underscores scale challenges, though cost discipline sustains profitability. RAVE’s asset-light model drives profitability and flexibility. The valuation reflects both Pizza Inn’s momentum and Pie Five’s structural headwinds.
(You can read the full research report on Rave Restaurant here >>>)
Other noteworthy reports we are featuring today include DoorDash, Inc. (DASH), Vulcan Materials Co. (VMC) and Western Digital Corp. (WDC).
Mark Vickery
Senior Editor
Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
Today's Must Read
Featured Reports
Infrastructure Spending Benefits Vulcan (VMC), Housing Weakness Ails
Per the Zacks analyst, Vulcan is gaining from increased public infrastructure funding, alongside pricing discipline and business efforts. However, housing market weakness is hurting growth.
Ralph Lauren (RL) Gains From Digital Strength & Global Expansion
Per Zacks analyst, Ralph Lauren is focused on digital transformation through enhanced personalization, data-driven insights and seamless omnichannel experience, and expanding in high-growth markets.
Summit (SMMT) Rides on Upbeat Lung Cancer Study Data
The Zacks Analyst is encouraged by Summit's late-stage data which show that treatment with its experimental cancer drug bested Merck's blockbuster drug Keytruda in certain lung cancer patients.
Turbocharger Business to Aid BorgWarner (BWA) Amid Rising Debt
Per the Zacks analyst, BorgWarner's turbocharger business remains a key growth driver, supported by several new contract wins. However, rising debt remains a concern.
Expanding Solar Market & Strong Solvency Aid Enphase Energy (ENPH)
According to the Zacks analyst, Enphase Energy being a leading U.S. microinverter maker benefits from the solar boom. It holds a solid solvency position backed up by $1.53B cash and cash equivalents.
Improved Supply Chain Aids Kennametal (KMT) Amid Forex Woes
Per the Zacks analyst, Kennametal will benefit from improved supply chain and increasing original equipment manufacturer build rates in the aerospace market. Forex woes are an added concern.
Hartford (HIG) Rides On Growing Premium, High Expenses Ail
Per the Zacks analyst, growth in earned premiums will lead to higher profits for Hartford Financial. However, rising operating expenses remain a concern.
New Upgrades
Strong Orders & Marketplace GOV Benefits DoorDash (DASH)
Per the Zacks analyst, DoorDash is benefiting from strong total orders and Marketplace GOV, alongside enhanced logistics efficiency and an increasing contribution from advertising.
Western Digital (WDC) Gains From Uptick in HDD Demand
Per the Zacks analyst, Western Digital is gaining from strong HDD demand, adoption of 26TB CMR & 32TB UltraSMR, and advances in ePMR & HAMR tech, which are expected to drive top-line growth ahead.
Acquisitions, Robust AUM Balance Aid SEI Investments (SEIC)
Per the Zacks analyst, SEI Investments' diversified products and revenue mix, a strong global presence, strategic acquisitions and solid assets under management balance reflect improving prospects.
New Downgrades
Antero Resources (AR) Faces Earnings Risk from Price Swings
Per the Zacks analyst, Antero Resources' earnings are highly vulnerable to sharp swings in oil and gas prices, with limited geographic diversity intensifying the company's exposure.
Schneider (SNDR) Grapples With Challenging Macro-Economic Scenario
Per the Zacks Analyst, Schneider is weighed down by the current macroeconomic environment, which is leading to declining consumer sentiment and increasing shipper uncertainty.
QuidelOrtho (QDEL) Faces Solvency Issues, Competition & Policy Risk
Per the Zacks Analyst, QuidelOrtho (QDEL) faces competition and financial risks, though strong product sales and lab segment's potential are some positive signs.
Zacks Names #1 Semiconductor Stock
This under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.
See This Stock Now for Free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
ServiceNow, Inc. (NOW) : Free Stock Analysis Report
DoorDash, Inc. (DASH) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Top Analyst Reports for Broadcom, Exxon Mobil & ServiceNow

The AI App Store Moment

Key Points
Nvidia and Uber became Serve Robotics investors between 2020 and 2022.
Uber continues to have a 12% stake in the company, and is making its own luck by making Serve's largest order.
Nvidia cashed out a year ago, but it's still hoping the food delivery robots pay off.
The next time you see a food robot on wheels navigating its way across a cracked sidewalk or a challenging pedestrian-heavy crosswalk, look harder. There might be some big backers behind that little rolling automaton trying to get a lamb gyro to a hungry customer a few blocks away.
Nvidia (NASDAQ: NVDA) and Uber (NYSE: UBER) were early financial backers of Serve Robotics (NASDAQ: SERV), a pioneer in delivery robotics. But it's not the only player in this niche, and there are other companies with lofty ambitions hoping to nail the last mile in urban delivery with a fleet of high-tech bots. Serve Robotics generated a mere $1.8 million in revenue for all of last year, and it had just 57 daily active robots in service heading into 2025.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »
Still, don't dismiss Serve Robotics just yet. It has a fun origin story, elite backers, a recurring role in a popular Netflix comedy special last year, and impressive deals that should help it scale quickly.
Hailing a fast ride
Uber's path to a stake in Serve Robotics is easy to explain: It inherited the platform. When the ride-hailing leader acquired Postmates five years ago in a $2.65 billion all-stock transaction, it was hoping to grow its reach -- for both drivers and customers -- for its fast-growing Uber Eats business. The popularity of ordering food and groceries through third-party delivery apps spiked in the wake of the pandemic, and Postmates was another weapon in the arms race.
Buried in the Postmates portfolio was a fledgling high-tech side bet on driverless deliveries: Serve Robotics. Uber thought it would be more of a distraction, so it spun the company off in 2021. Today, Uber investors have just a 12% stake in Serve Robotics.
Nvidia's entry into Serve Robotics was more conventional. The two were collaborating to incorporate Nvidia's artificial intelligence tools into Serve's autonomous delivery machines. Nvidia invested just $12 million in Serve Robotics in 2022, but that was enough for an 8% stake two years later.
That's a small price to pay for what is now the world's most valuable company by market cap, but Nvidia is known for helping finance companies that will drum up incremental business. And in any event, the stake didn't last. Nvidia cashed out its entire position -- at a healthy return -- in the fourth quarter of last year.
Waiter, there's a robot in my soup
"Why deliver 2-pound burritos in 2-ton cars?" That's a question Serve Robotics asks on its website's homepage.
"Why invest in a $900 million profitless company that couldn't break $2 million in revenue last year?" That's a question investors may be asking.
Wall Street has an answer: It thinks Serve Robotics should be worth more. Even after taking a 16% spill in Friday's market sell-off, Serve Robotics is up nearly 60% over the past year. Nvidia hasn't appreciated as much since cutting Serve Robotics late last year, but it's probably not giving that tactical decision a second thought. It locked in a big gain on a small company in a short amount of time. Nvidia will be fine.
Uber is making sure its remaining stake will continue to appreciate in value. Remember those 57 Serve Robotics rolling around busy sidewalks at the end of last year? Uber Eats alone has put another 1,000 of them on the road in 2025, including 380 just last month. It expects to have 2,000 of the delivery robots in action by the end of this year.
Even Uber rival DoorDash (NASDAQ: DASH) decided to roll with the enemy. Last week it entered into a multiyear partnership with Serve Robotics to start fulfilling deliveries. Profitability may be elusive for Serve for some time, but top-line growth should be explosive through at least the next few years.
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Rick Munarriz has positions in Netflix. The Motley Fool has positions in and recommends DoorDash, Netflix, Nvidia, Serve Robotics, and Uber Technologies. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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