Why DoorDash (DASH) Stock Is Down Today on Instacart Deal Report

DoorDash shares fell as the WSJ reported the company is nearing a deal to buy Instacart, a rival delivery platform.

DoorDash (DASH) is down 6.68% at $167.39 as the Wall Street Journal reported the company is nearing a deal to buy delivery rival Instacart. The move came as the Journal's report, citing people familiar with the matter, indicated an agreement could be finalized within days.

DoorDash (DASH) today
MeasureValue
Price$167.39
Change from the prior close-6.68%
Prior close$179.38
Today's range$167.35 – $178.53
52-week range$143.30 – $269.00
Market value$72.53 billion

Source: Stock quote during the regular session · as of October 26, 2026 at 3:45 PM ET

What was reported

The Wall Street Journal reported that DoorDash is closing in on an acquisition of Instacart, citing people familiar with the matter who said a deal could be reached within the week.

Separately, traders on X were discussing the Instacart talks as the central topic tied to DoorDash's move, according to a summary of public posts. That discussion reportedly touched on how a purchase might be financed, the possibility of share dilution, regulatory scrutiny, and a separate claim that another potential suitor had already withdrawn from consideration. Traders were also said to be weighing how a grocery-delivery acquisition would fit alongside DoorDash's existing AI-related shopping partnerships and its upcoming quarterly earnings report. None of this is confirmed fact, only what the summarized posts described as under discussion.

Its suppliers and customers

Company filings list Visa, Kroger and PayPal as suppliers to DoorDash. Visa is trading down 1.00% today, Kroger is up 0.22%, and PayPal is down 4.24%. These moves are not evidence of any connection to DoorDash's share price action today.

Suppliers and customers of DoorDash, and how they are trading
CompanyRoleStockToday
Visa Inc.SupplierV-1.00%
KrogerSupplierKR+0.22%
PayPalSupplierPYPL-4.24%

Source: Relationships named in company filings (Earnings call transcript); stock quotes · as of October 26, 2026 at 3:45 PM ET · A supplier or customer moving the same day is not evidence that one move caused the other.

Sources

How this was made

Built from WiseView and market data, with reporting from the sources above. Drafted with AI assistance and reviewed by an editor before publishing. How this report is made

For information only, not investment advice.

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