Shona Brown Sells 1,250 Shares of DoorDash (NASDAQ:DASH) Stock

DoorDash, Inc. (NASDAQ:DASH) Director Shona Brown sold 1,250 shares of DoorDash stock in a transaction on Friday, January 9th. The shares were sold at an average price of $222.33, for a total transaction of $277,912.50. Following the completion of the sale, the director directly owned 33,502 shares of the company’s stock, valued at approximately $7,448,499.66. The trade was a 3.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink.

DoorDash Stock Performance

DASH opened at $213.13 on Thursday. DoorDash, Inc. has a 1-year low of $155.40 and a 1-year high of $285.50. The company has a market cap of $91.86 billion, a price-to-earnings ratio of 108.19 and a beta of 1.70. The company’s fifty day moving average price is $216.21 and its two-hundred day moving average price is $240.85. The company has a current ratio of 2.04, a quick ratio of 2.04 and a debt-to-equity ratio of 0.29.

DoorDash (NASDAQ:DASH) last issued its quarterly earnings data on Wednesday, November 5th. The company reported $0.55 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.68 by ($0.13). DoorDash had a net margin of 6.83% and a return on equity of 9.97%. The business had revenue of $3.45 billion for the quarter, compared to analyst estimates of $3.35 billion. During the same quarter in the prior year, the business earned $0.38 earnings per share. The firm’s quarterly revenue was up 27.3% compared to the same quarter last year. On average, analysts expect that DoorDash, Inc. will post 2.22 EPS for the current fiscal year.

Analysts Set New Price Targets

Several analysts have recently commented on DASH shares. Morgan Stanley increased their price objective on DoorDash from $300.00 to $330.00 and gave the stock an “overweight” rating in a research note on Monday, October 20th. Weiss Ratings reissued a “hold (c)” rating on shares of DoorDash in a research report on Wednesday, October 8th. Guggenheim restated a “buy” rating and set a $280.00 price objective on shares of DoorDash in a research note on Wednesday, November 19th. The Goldman Sachs Group reduced their target price on shares of DoorDash from $315.00 to $279.00 and set a “buy” rating for the company in a research note on Friday, November 7th. Finally, UBS Group lowered their target price on shares of DoorDash from $316.00 to $241.00 and set a “neutral” rating for the company in a report on Thursday, November 6th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $278.05.

Key Stories Impacting DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Analyst initiation — BNP Paribas Exane began coverage with an “Outperform” rating and a $280 price target (roughly +31% vs. current price), providing a notable institutional bullish vote that could support the stock if followed by others or if DoorDash meets growth/margin targets.
• Positive Sentiment: Operational execution — Coverage of DoorDash’s scalable tech and cost discipline (no costly ERP overhaul) highlights improving unit economics and margin leverage that support long‑term profitability. How DoorDash scaled without a costly ERP overhaul
• Positive Sentiment: Brand/PR moments — Local stories where first‑responders delivered orders after driver incidents (Round Rock, Covington) are small but positive PR signals about service continuity and brand goodwill. ‘No pizza left behind’: Round Rock police deliver food after DoorDash driver’s arrest Covington police officer delivers order after DoorDash driver gets into wreck
• Neutral Sentiment: Valuation take — A recent Seeking Alpha piece frames DoorDash as attractive long‑term but “too expensive” today; useful for investor context but not new company data. DoorDash: Too Expensive To Buy, But Too Good To Turn Bearish On
• Neutral Sentiment: Operational risk flagged — DoorDash shut down a driver after an AI deepfake was used as fake proof‑of‑delivery; an operational/ fraud risk to monitor but currently isolated. AI deepfake crosses into food delivery — DoorDash shuts down driver over fake proof
• Negative Sentiment: Major regulatory/alleged labor issue — New York City regulators claim DoorDash (with Uber Eats) shortchanged drivers by roughly $550M in tips; this is a material allegation that could lead to fines, remediation payments, and heightened regulatory scrutiny that would pressure costs and margins. NYC Says DoorDash, Uber Tip Changes Cut Driver Income by $550 Million Regulators say DoorDash and Uber Eats chiseled NYC delivery workers out of $550M in tips
• Negative Sentiment: Tipping practice allegations — Multiple reports allege DoorDash and UberEats blocked tipping flows for drivers; persistent negative publicity and possible policy or legal remedies could raise effective labor costs or require platform changes. UberEats and DoorDash allegedly blocked tipping for delivery drivers – update
• Negative Sentiment: Safety and insider signal — Coverage of a driver fatality in Nashville raises reputational and safety concerns; director Shona L. Brown sold 1,250 shares (Form 4 filed), a small insider sale that may be perceived as mildly negative absent further context. SEC Form 4 — Shona L. Brown

Institutional Trading of DoorDash

A number of large investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its position in shares of DoorDash by 3.7% during the 3rd quarter. Vanguard Group Inc. now owns 42,712,908 shares of the company’s stock valued at $11,617,484,000 after acquiring an additional 1,522,823 shares during the period. State Street Corp raised its holdings in shares of DoorDash by 6.3% in the 3rd quarter. State Street Corp now owns 15,296,624 shares of the company’s stock worth $4,160,529,000 after purchasing an additional 909,125 shares during the period. Capital World Investors lifted its stake in DoorDash by 0.9% in the third quarter. Capital World Investors now owns 10,865,927 shares of the company’s stock valued at $2,955,424,000 after purchasing an additional 95,278 shares during the last quarter. Geode Capital Management LLC grew its holdings in DoorDash by 2.9% during the second quarter. Geode Capital Management LLC now owns 7,951,230 shares of the company’s stock valued at $1,950,711,000 after purchasing an additional 223,188 shares during the period. Finally, Invesco Ltd. increased its position in DoorDash by 18.2% in the third quarter. Invesco Ltd. now owns 6,355,628 shares of the company’s stock worth $1,728,667,000 after buying an additional 980,148 shares during the last quarter. Hedge funds and other institutional investors own 90.64% of the company’s stock.

DoorDash Company Profile

DoorDash, Inc operates a technology-driven logistics and food-delivery marketplace that connects consumers, merchants and independent delivery contractors. The company’s core service enables customers to order from local restaurants and retailers through its app and website while DoorDash handles last-mile fulfillment via its network of drivers, known as “Dashers.” Over time the platform has broadened beyond restaurant deliveries to include groceries, convenience items and retail deliveries, positioning DoorDash as a broader on-demand logistics provider for consumer goods.

In addition to its marketplace, DoorDash offers a suite of products and services for consumers and businesses.