DoorDash, Inc. Class A Common Stock DASH

The Motley Fool 14 nov

The article compares Alibaba and Uber Technologies as investment options for 2027. Alibaba trades at a lower valuation multiple (P/E 20.96) and focuses on e-commerce and AI cloud services in China, but faces regulatory risks and intense domestic competition. Uber trades at a higher multiple (P/E 41.33) with strong profitability and global growth prospects, but faces regulatory challenges around driver classification. The analyst recommends Uber as the better buy for 2027, citing lower volatility compared to Alibaba's exposure to Chinese market uncertainties and AI volatility.

The Motley Fool 13 nov

Bill Ackman's Pershing Square Capital Management holds $1.9 billion (14% of portfolio) in Uber Technologies. Despite the stock being down 29% from its peak due to autonomous vehicle concerns, Ackman believes Uber is positioned to be a major beneficiary of self-driving technology. Uber's existing infrastructure, 215 million monthly active users, and partnerships with autonomous vehicle developers give it significant advantages. With a P/S ratio of 2.6 versus its historical average of 4, Uber appears undervalued compared to peers and the broader tech market.

The Motley Fool 8 nov

Serve Robotics raised its 2026 revenue guidance to $12 million following strong Q3 results with $2.8 million in revenue (up 300% YoY). The company achieved significant margin improvements through 75% reduction in daily deployment expenses and expanded platform partnerships with DoorDash and Grubhub, tripling daily deliveries. Management is also launching software licensing services to create capital-light recurring revenue streams.

The Motley Fool 7 nov

The article compares Booking Holdings and DoorDash as investment options for 2027. Booking operates a global travel reservation platform with strong profitability (20.1% net margin), generates $9.1B in free cash flow, and trades at an attractive forward P/E of 16.1x. DoorDash is a rapidly growing local delivery platform (28% revenue growth) expanding into groceries and retail, but trades at a premium forward P/E of 65.0x. The author recommends Booking for long-term investors due to its superior valuation, strong financial position, and cash generation despite both companies executing well.

The Motley Fool 7 nov

Lyft reported 17% year-over-year gross bookings growth to $5.6 billion in Q3 2026. The company launched Lyft Go, a membership program integrated with DoorDash to boost rider frequency and reduce customer acquisition costs. Lower insurance costs from safety improvements are funding competitive rider incentives, while Lyft positions itself for autonomous vehicle deployments through deep technical partnerships.