William Blair Has Bearish Forecast for DoorDash Q4 Earnings

DoorDash, Inc. (NASDAQ:DASH) – Investment analysts at William Blair lowered their Q4 2025 earnings per share estimates for DoorDash in a note issued to investors on Thursday, August 7th. William Blair analyst R. Schackart now anticipates that the company will post earnings per share of $0.64 for the quarter, down from their prior forecast of $0.66. The consensus estimate for DoorDash’s current full-year earnings is $2.22 per share. William Blair also issued estimates for DoorDash’s Q1 2026 earnings at $0.74 EPS, Q3 2026 earnings at $1.09 EPS and Q4 2026 earnings at $1.18 EPS.

DASH has been the topic of a number of other research reports. KeyCorp reaffirmed an “overweight” rating and set a $325.00 price target (up previously from $295.00) on shares of DoorDash in a research report on Thursday. Loop Capital reiterated a “buy” rating on shares of DoorDash in a report on Tuesday, July 15th. Piper Sandler increased their target price on DoorDash from $210.00 to $290.00 and gave the stock a “neutral” rating in a report on Thursday. Royal Bank Of Canada increased their target price on DoorDash from $230.00 to $300.00 and gave the stock an “outperform” rating in a report on Thursday. Finally, Cantor Fitzgerald reiterated an “overweight” rating and set a $260.00 target price (up previously from $210.00) on shares of DoorDash in a report on Wednesday, June 25th. Twelve research analysts have rated the stock with a hold rating, twenty-three have assigned a buy rating and one has assigned a strong buy rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $259.18.

DoorDash Trading Down 4.4%

NASDAQ DASH opened at $259.19 on Friday. The firm has a market cap of $109.83 billion, a P/E ratio of 144.00 and a beta of 1.70. The company has a debt-to-equity ratio of 0.30, a current ratio of 2.07 and a quick ratio of 1.72. The stock’s 50-day moving average is $236.11 and its 200-day moving average is $206.65. DoorDash has a one year low of $121.44 and a one year high of $278.15.

DoorDash (NASDAQ:DASH) last released its quarterly earnings results on Wednesday, August 6th. The company reported $0.65 EPS for the quarter, topping analysts’ consensus estimates of $0.42 by $0.23. The company had revenue of $3.28 billion for the quarter, compared to analyst estimates of $3.16 billion. DoorDash had a return on equity of 9.56% and a net margin of 6.57%. DoorDash’s revenue was up 24.9% compared to the same quarter last year. During the same quarter last year, the firm posted ($0.38) earnings per share.

Institutional Investors Weigh In On DoorDash

Hedge funds have recently bought and sold shares of the stock. GFG Capital LLC acquired a new stake in DoorDash during the second quarter worth approximately $30,000. Saudi Central Bank acquired a new stake in shares of DoorDash in the first quarter valued at approximately $25,000. WPG Advisers LLC acquired a new stake in shares of DoorDash in the first quarter valued at approximately $26,000. Pacific Center for Financial Services acquired a new stake in shares of DoorDash in the first quarter valued at approximately $27,000. Finally, Harbour Investments Inc. raised its position in shares of DoorDash by 55.6% in the first quarter. Harbour Investments Inc. now owns 196 shares of the company’s stock valued at $36,000 after buying an additional 70 shares in the last quarter. 90.64% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other DoorDash news, CFO Ravi Inukonda sold 1,425 shares of the firm’s stock in a transaction that occurred on Friday, July 25th. The shares were sold at an average price of $244.78, for a total transaction of $348,811.50. Following the completion of the sale, the chief financial officer directly owned 244,905 shares in the company, valued at $59,947,845.90. This trade represents a 0.58% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Tony Xu sold 4,042 shares of the firm’s stock in a transaction that occurred on Monday, July 28th. The stock was sold at an average price of $250.28, for a total transaction of $1,011,631.76. Following the sale, the chief executive officer owned 520,450 shares of the company’s stock, valued at $130,258,226. This trade represents a 0.77% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 583,537 shares of company stock valued at $133,720,004. Company insiders own 5.83% of the company’s stock.

About DoorDash

DoorDash, Inc, together with its subsidiaries, operates a commerce platform that connects merchants, consumers, and independent contractors in the United States and internationally. The company operates DoorDash Marketplace and Wolt Marketplace, which provide various services, such as customer acquisition, demand generation, order fulfillment, merchandising, payment processing, and customer support.