AI brief of an SEC Form 8-K · DoorDash (DASH)

DoorDash Reports Q3 2026 Results and Agreement to Acquire Instacart

Positive Impact 5 of 5 m&a

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

CompanyDoorDash (DASH)
Form8-K, current report
Filed with the SECOct 29, 2026, 7:21 AM ET
Accession number0001792789-26-000062

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

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.