Arkadios Wealth Advisors Takes Position in DoorDash, Inc. $DASH

Arkadios Wealth Advisors bought a new position in DoorDash, Inc. (NASDAQ:DASH) in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 5,289 shares of the company’s stock, valued at approximately $1,439,000.

Several other large investors have also added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of DoorDash during the second quarter worth about $1,185,576,000. Vanguard Group Inc. raised its position in DoorDash by 4.6% during the 2nd quarter. Vanguard Group Inc. now owns 41,190,085 shares of the company’s stock worth $10,153,768,000 after buying an additional 1,792,799 shares during the last quarter. Scge Management L.P. purchased a new position in DoorDash during the 2nd quarter worth approximately $267,463,000. Ninety One UK Ltd acquired a new stake in DoorDash during the 3rd quarter valued at approximately $259,154,000. Finally, AQR Capital Management LLC boosted its holdings in shares of DoorDash by 43.5% in the 2nd quarter. AQR Capital Management LLC now owns 2,633,971 shares of the company’s stock valued at $643,084,000 after acquiring an additional 797,849 shares during the last quarter. Hedge funds and other institutional investors own 90.64% of the company’s stock.

DoorDash News Roundup

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: DoorDash says it applied AI across chat and calls to detect and defuse unsafe interactions, cutting reported incidents by ~50% — a meaningful operational improvement that can reduce liability, lower driver churn and improve marketplace trust. DoorDash Applies AI to Safety Across Chat and Calls, Cutting Incidents by 50%
• Positive Sentiment: Hibbett launched on DoorDash nationwide, expanding DoorDash’s retail assortment beyond food and groceries — a distribution win that supports revenue diversification and incremental GMV. Hibbett Launches on DoorDash
• Neutral Sentiment: Severe weather coverage warns consumers/drivers to avoid driving during a D-FW winter storm — a temporary drop in delivery activity in affected regions but not a company-specific structural issue. Should you Uber, Lyft, Doordash during D-FW winter storm?
• Negative Sentiment: A federal judge rejected DoorDash and Uber’s bid to block New York City’s tipping rules and related mandates (including a required 10% tip prompt) — a legal setback that increases the chance of changes that could boost customer tips but pressure platform commissions and take-rates in a major market. Judge rejects DoorDash, Uber bid to block NYC tipping laws Doordash, Uber fail to stop NYC law requiring 10% tip prompt
• Negative Sentiment: COO Prabir Adarkar sold 15,000 shares (~1.7% reduction of his recent position) — an insider sale that can weigh on sentiment even though his remaining stake remains large. SEC filing and coverage noted the trade. DoorDash COO Prabir Adarkar Sells 15,000 Shares
• Negative Sentiment: KeyCorp cut its price target to $275 — a downward analyst revision that can temper buy-side enthusiasm and price momentum. KeyCorp Lowers DoorDash Price Target
• Negative Sentiment: Recent reports of assaults and a knife threat against DoorDash drivers highlight ongoing safety risks that tie back to liability, insurance and retention costs despite the company’s AI safety push. Police look for man accused of flashing a knife at a DoorDash driver DoorDash driver reports armed robbery during delivery

Insider Buying and Selling at DoorDash

In related news, Director Stanley Tang sold 45,410 shares of DoorDash stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $222.53, for a total value of $10,105,087.30. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Shona L. Brown sold 1,250 shares of the stock in a transaction that occurred on Friday, January 9th. The shares were sold at an average price of $222.33, for a total value of $277,912.50. Following the transaction, the director directly owned 33,502 shares of the company’s stock, valued at $7,448,499.66. The trade was a 3.60% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 632,885 shares of company stock valued at $133,222,817. Corporate insiders own 5.83% of the company’s stock.

DoorDash Stock Down 0.2%

Shares of DASH opened at $207.23 on Friday. The firm has a market cap of $89.32 billion, a P/E ratio of 105.19 and a beta of 1.70. DoorDash, Inc. has a 12 month low of $155.40 and a 12 month high of $285.50. The stock’s 50 day moving average is $217.08 and its two-hundred day moving average is $239.18. 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 announced its earnings results 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 analysts’ expectations of $3.35 billion. During the same quarter last year, the business earned $0.38 EPS. The company’s quarterly revenue was up 27.3% on a year-over-year basis. Analysts predict that DoorDash, Inc. will post 2.22 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on DASH. Weiss Ratings reissued a “hold (c)” rating on shares of DoorDash in a report on Wednesday, October 8th. Royal Bank Of Canada reduced their price objective on DoorDash from $300.00 to $270.00 and set an “outperform” rating for the company in a research note on Thursday, November 6th. UBS Group raised DoorDash from a “buy” rating to a “mixed” rating in a report on Tuesday. Bank of America dropped their target price on DoorDash from $325.00 to $305.00 and set a “buy” rating on the stock in a report on Thursday, November 6th. Finally, Guggenheim reissued a “buy” rating and issued a $280.00 price target on shares of DoorDash in a report on Wednesday, November 19th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $281.26.

About DoorDash

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.