DoorDash earns strong-buy rating, partners with Circana for ad validation

Rosenblatt Securities upgraded DoorDash to a strong-buy rating on September 2, 2026.

DoorDash partnered with Circana to provide CPG brands with independent validation of ad performance. This collaboration tracks incremental sales and new-buyer growth generated on the platform.

The Alliance for Audited Media (AAM) also granted DoorDash an incrementality certification. This certification applies to ad measurement for Sponsored Products and Brands.