Private Wealth Partners LLC acquired a new position in shares of DoorDash, Inc. (NASDAQ:DASH – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 3,050 shares of the company’s stock, valued at approximately $560,000.
Other hedge funds also recently modified their holdings of the company. JCP Investment Management LLC bought a new stake in DoorDash in the first quarter valued at $991,000. Plato Investment Management Ltd acquired a new position in shares of DoorDash during the second quarter valued at about $1,024,000. Quantinno Capital Management LP grew its holdings in shares of DoorDash by 4.9% during the first quarter. Quantinno Capital Management LP now owns 655,095 shares of the company’s stock valued at $98,363,000 after buying an additional 30,881 shares during the last quarter. Godsey & Gibb Inc. increased its position in shares of DoorDash by 1,510,137.1% during the third quarter. Godsey & Gibb Inc. now owns 528,583 shares of the company’s stock worth $97,021,000 after acquiring an additional 528,548 shares in the last quarter. Finally, Monetta Financial Services Inc. bought a new stake in shares of DoorDash during the second quarter worth about $1,015,000. Institutional investors own 90.64% of the company’s stock.
DoorDash Stock Performance
NASDAQ:DASH traded down $6.56 during trading on Friday, reaching $179.38. The company’s stock had a trading volume of 2,702,995 shares, compared to its average volume of 3,420,697. The firm has a market cap of $77.73 billion, a price-to-earnings ratio of 93.92 and a beta of 1.90. DoorDash, Inc. has a 12 month low of $143.30 and a 12 month high of $269.00. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.37 and a current ratio of 1.37. The firm has a 50 day moving average of $202.18 and a 200-day moving average of $185.14.
DoorDash (NASDAQ:DASH – Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $0.46 earnings per share for the quarter, missing the consensus estimate of $0.47 by ($0.01). The company had revenue of $4.45 billion for the quarter, compared to the consensus estimate of $4.34 billion. DoorDash had a net margin of 5.29% and a return on equity of 8.48%. DoorDash’s quarterly revenue was up 35.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.65 EPS. Research analysts expect that DoorDash, Inc. will post 2.51 EPS for the current fiscal year.
Key Headlines Impacting DoorDash
Here are the key news stories impacting DoorDash this week:
- Positive Sentiment: Potential Instacart deal: DoorDash is reportedly among the companies discussing a possible acquisition of Instacart, which is valued at approximately $12 billion. A transaction could strengthen DoorDash’s position in grocery and local commerce, although the report does not indicate that a deal is imminent and any acquisition would carry financing, integration and regulatory risks. Instacart explores potential sale, holds talks with Uber and DoorDash
- Positive Sentiment: Analyst support: BTIG Research assigned DoorDash a Buy rating, providing a positive signal for investor sentiment and reinforcing the view that the company’s local-commerce expansion and growth prospects remain attractive. DoorDash earns Buy rating from BTIG Research
- Neutral Sentiment: Mixed consumer-stock comparison: An investor comparison described Airbnb as having a strong travel-market position while highlighting DoorDash’s rapid revenue growth and expansion beyond restaurant delivery. The article does not provide a new company-specific catalyst. Airbnb vs. DoorDash: Which Consumer Stock Is a Better Buy in 2026?
- Neutral Sentiment: Operational and reputational headlines: Reports described a DoorDash driver being killed in California, another driver and a family member being ambushed, and an unrelated criminal investigation in which cleaning supplies were allegedly ordered through DoorDash. These incidents could increase scrutiny of driver and platform safety, but they currently appear unlikely to materially affect financial results. Arrest made after California DoorDash driver found dead in Tesla trunk
- Negative Sentiment: Increasing competition: A new rival reportedly offers lower menu prices, while Grubhub’s co-founder has returned with a delivery service featuring a $1 fee. Lower pricing and aggressive fee competition could pressure DoorDash’s order volumes, merchant economics and margins. DoorDash and Uber Eats have a new rival offering lower menu prices
- Negative Sentiment: Delivery-worker dissatisfaction: Online debate over $1 and $2 tips highlights ongoing challenges around driver pay and service costs, issues that could affect driver retention, customer satisfaction and platform pricing. DoorDash driver calls low tips pathetic
Insiders Place Their Bets
In other news, COO Keith Yandell sold 2,183 shares of the stock in a transaction that occurred on Thursday, October 1st. The shares were sold at an average price of $183.69, for a total transaction of $400,995.27. Following the completion of the transaction, the chief operating officer directly owned 118,505 shares of the company’s stock, valued at $21,768,183.45. This represents a 1.81% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stanley Tang sold 23,125 shares of the firm’s stock in a transaction that occurred on Friday, October 2nd. The stock was sold at an average price of $186.19, for a total transaction of $4,305,643.75. Following the sale, the director owned 10,361 shares of the company’s stock, valued at approximately $1,929,114.59. The trade was a 69.06% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 393,998 shares of company stock valued at $85,861,330. Company insiders own 44.90% of the company’s stock.
Wall Street Analyst Weigh In
A number of research firms recently weighed in on DASH. Wedbush upped their target price on shares of DoorDash from $205.00 to $220.00 and gave the stock a “neutral” rating in a report on Thursday, August 20th. Raymond James Financial reissued a “buy” rating on shares of DoorDash in a report on Thursday, September 3rd. Deutsche Bank Aktiengesellschaft raised their target price on DoorDash from $255.00 to $260.00 and gave the company a “buy” rating in a report on Thursday, August 6th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of DoorDash in a research report on Thursday, September 3rd. Finally, Piper Sandler reiterated a “neutral” rating and set a $220.00 price target (up from $205.00) on shares of DoorDash in a report on Thursday, August 6th. Two analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $254.95.
Get Our Latest Stock Report on DoorDash
About DoorDash
DoorDash, Inc (NASDAQ:DASH) operates a local commerce platform that connects consumers with restaurants, grocery stores, convenience retailers and other merchants. Through its website and mobile applications, customers can browse products, place orders for delivery or pickup, and access related services.
The company provides merchants with ordering, delivery, logistics, marketing and payment tools. Its offerings include the DoorDash Marketplace, subscription programs such as DashPass, and delivery infrastructure that merchants can use through services including DoorDash Drive.
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