| DASH |
Report |
Marketplace GOV |
IN-LINE |
pred ~$33.05B vs. cons $32.92B |
MEDIUM |
| DASH |
Report |
Revenue |
IN-LINE |
pred ~$4.36B vs. cons $4.35B |
MEDIUM |
| DASH |
Report |
Adjusted EBITDA |
BEAT |
pred ~$855M vs. cons $843M |
MEDIUM |
| DASH |
Guide |
Marketplace GOV (Q3 2026) |
BETTER |
guide midpoint ~$33.80B vs. cons $33.34B |
MEDIUM |
| DASH |
Guide |
Adjusted EBITDA (Q3 2026) |
UNCHANGED |
guide midpoint ~$980M vs. cons $984M |
MEDIUM |
| DASH |
Guide |
FY EBITDA/GOV margin ex-Deliveroo (FY2026) |
UNCHANGED |
reaffirm slightly higher vs. quantitative consensus UNVERIFIED |
LOW |
| DASH |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
LOW |
| DASH |
Return |
5-day cumulative residual |
-5.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — limited forward EBITDA upside versus a high stock setup |
LOW |