DoorDash holds advanced Instacart talks: what a USD 17 billion deal means for DoorDash stock
Published on 10/28/2026 at 11:37 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAcquisition scale and operating base
- Reuters reported advanced talks that could value Instacart at USD 17 billion on October 26, 2026.
- DoorDash reported USD 4.45 billion in second-quarter 2026 revenue, up 36 percent year over year.
- DoorDash stock traded at EUR 153.11 at 11:34 a.m. CET at Lang & Schwarz on October 28, 2026.
DoorDash, Inc. (ISIN US25809K1051) is in advanced talks to acquire Instacart in a transaction that could value the grocery platform at USD 17 billion, according to Reuters on October 26, 2026. The development moves the reported discussions beyond the preliminary stage previously described in DoorDash coverage and gives the potential deal a clearer strategic scale.
Instacart would add grocery scale
Reuters reported that the talks could be finalized as soon as October 28, 2026, while also stating that the negotiations might not produce a transaction. The proposed combination would give DoorDash access to Instacart's marketplace and retailer relationships alongside its own delivery network.
The USD 17 billion valuation would make the potential purchase a major capital-allocation decision. DoorDash's latest reported quarter provides the operating base against which investors can assess that ambition.
What does the operating base show?
In the second quarter of 2026, DoorDash revenue increased 36 percent year over year to USD 4.45 billion, while GAAP net income attributable to common stockholders fell 30 percent year over year to USD 200 million, according to DoorDash in its August 5, 2026 release. Adjusted EBITDA rose 40 percent year over year to USD 914 million, showing stronger adjusted operating earnings alongside the lower GAAP net income.
Three dated developments frame the story. On August 5, 2026, DoorDash reported USD 4.45 billion in second-quarter revenue. On October 9, 2026, it announced that third-quarter results would be released on November 4, 2026. On October 26, 2026, Reuters reported advanced Instacart acquisition talks with a potential USD 17 billion valuation.
Results arrive November 4
DoorDash's next scheduled results are due after the U.S. financial markets close on November 4, 2026, with the conference call at 4:30 p.m. ET, according to the company's investor-relations release. That date will give investors the next formal update on growth, profitability and the company's capacity to pursue strategic expansion.
DoorDash stock was trading at EUR 153.11 at Lang & Schwarz on October 28, 2026 at 11:34 a.m. CET. The further course of trading is shown by the continuously updated real-time quote of DoorDash stock.
DoorDash stock facts
- Company: DoorDash, Inc.
- ISIN: US25809K1051
- Ticker: DASH
- Primary exchange: NASDAQ
- Price Lang & Schwarz (as of October 28, 2026, 11:34 a.m. CET): EUR 153.11
- Sector / Industry: Communication Services / Internet Content and Information
Market context: Market report S&P 500.
