DoorDash stock just had its steepest drop ever, amid spending worries. Some analysts are OK with that.
1. DoorDash shares fell 17.5% post-announcement of new spending initiatives for 2026. 2. Analysts defended DoorDash's strategy, citing long-term growth potential despite margin concerns. 3. Investments aim to improve tech infrastructure, expand internationally, and develop AI-driven services. 4. Management expects slight margin improvements at existing businesses despite elevated investments. 5. DoorDash shares remain 17.1% higher year-to-date despite recent drop.