DoorDash Reports Q3 2026 Results and Agreement to Acquire Instacart
DoorDash reported third-quarter 2026 financial results with marketplace GOV of $33.9 billion and GAAP net income of $466 million. Additionally, the company announced a definitive agreement to acquire Instacart for $65.00 per share, representing an equity value of approximately $17 billion. DoorDash also issued financial guidance for the fourth quarter of 2026.
Key points
- Total orders increased 28% year-over-year to 993 million in Q3 2026.
- GAAP net income attributable to common stockholders reached $466 million in Q3 2026.
- DoorDash agreed to acquire Instacart for $65.00 per share in a transaction valued at approximately $17 billion.
- Q4 2026 marketplace GOV is projected to be between $35.4 billion and $36.4 billion.
The filing
Written by AI (Google Gemini, gemini-3.5-flash-lite) on Oct 29, 2026, 8:17 AM ET, from the text of the filing and its press-release exhibits only.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.