| DASH |
Report |
Marketplace GOV (Q2 2026) |
BEAT |
pred ~$33.5B vs. cons $32.92B |
MEDIUM |
| DASH |
Report |
Adjusted EBITDA (Q2 2026) |
BEAT |
pred ~$870M vs. cons $843M |
MEDIUM |
| DASH |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$1.40 vs. cons $1.343 |
MEDIUM |
| DASH |
Guide |
Q3 2026 GOV |
LOWER |
guide ~$34.3B midpoint vs. implied cons ~$34.5B |
MEDIUM |
| DASH |
Guide |
Q3 2026 Adj. EBITDA |
BETTER |
guide ~$910M midpoint vs. implied cons ~$900M |
MEDIUM |
| DASH |
Guide |
FY 2026 EBITDA Margin |
UNCHANGED |
reaffirmed 'slightly higher vs. 2025' vs. cons 20.5% |
HIGH |
| DASH |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| DASH |
Return |
5-day cumulative residual |
+4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — EBITDA estimate revisions upward drive modest continuation; GOV guide trim limits magnitude |
MEDIUM |