DoorDash (DASH) Expected to Announce Earnings on Wednesday

DoorDash (NASDAQ:DASH) is projected to post its Q4 2025 results after the market closes on Wednesday, February 18th. Analysts expect the company to announce earnings of $0.58 per share and revenue of $3.9840 billion for the quarter. Investors can check the company’s upcoming Q4 2025 earning summary page for the latest details on the call scheduled for Wednesday, February 18, 2026 at 5:00 PM ET.

DoorDash Stock Performance

Shares of DoorDash stock opened at $185.64 on Wednesday. The company has a debt-to-equity ratio of 0.29, a quick ratio of 2.04 and a current ratio of 2.04. The business’s 50 day moving average price is $216.69 and its 200 day moving average price is $235.58. The company has a market cap of $80.01 billion, a price-to-earnings ratio of 94.23 and a beta of 1.77. DoorDash has a one year low of $155.40 and a one year high of $285.50.

Insiders Place Their Bets

In related news, Director Stanley Tang sold 45,410 shares of DoorDash stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $222.53, for a total value of $10,105,087.30. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Tony Xu sold 288,410 shares of the company’s stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $196.04, for a total transaction of $56,539,896.40. Following the sale, the chief executive officer directly owned 232,040 shares in the company, valued at approximately $45,489,121.60. The trade was a 55.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 602,885 shares of company stock valued at $124,282,480. 5.83% of the stock is owned by company insiders.

Institutional Investors Weigh In On DoorDash

A number of institutional investors and hedge funds have recently bought and sold shares of DASH. State Street Corp increased its position in DoorDash by 6.3% during the third quarter. State Street Corp now owns 15,296,624 shares of the company’s stock worth $4,160,529,000 after buying an additional 909,125 shares during the period. Northern Trust Corp grew its position in shares of DoorDash by 3.0% during the third quarter. Northern Trust Corp now owns 3,348,168 shares of the company’s stock worth $910,668,000 after acquiring an additional 96,012 shares during the last quarter. Marshall Wace LLP increased its holdings in shares of DoorDash by 24.0% in the 3rd quarter. Marshall Wace LLP now owns 2,025,660 shares of the company’s stock valued at $550,959,000 after acquiring an additional 392,048 shares during the period. Amundi raised its position in DoorDash by 66.8% in the 3rd quarter. Amundi now owns 1,700,112 shares of the company’s stock valued at $478,990,000 after purchasing an additional 681,058 shares during the last quarter. Finally, Durable Capital Partners LP raised its position in DoorDash by 62.8% in the 3rd quarter. Durable Capital Partners LP now owns 1,671,659 shares of the company’s stock valued at $454,675,000 after purchasing an additional 645,010 shares during the last quarter. 90.64% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Partnership tailwind — Market commentary highlights Kroger’s pivot to store-based fulfillment and lists DoorDash as a strategic last‑mile partner, which supports DoorDash’s grocery delivery growth and potential margin improvement.
• Positive Sentiment: Analyst interest — UBS nudged its price target slightly higher and Goldman Sachs added DoorDash to a US Conviction List, showing continued institutional conviction that the business can scale profitably. What Does the Street Say About DoorDash (DASH)?
• Neutral Sentiment: Fraud enforcement — Several defendants were sentenced in a $2.5M “phantom orders” conspiracy that targeted DoorDash. Sentencing reduces ongoing fraud risk but highlights platform exposure to criminal schemes. Hayward resident among 5 sentenced in $2.5M DoorDash phantom orders scam
• Neutral Sentiment: Marketing moves — Promotional push (50% off in New England after the Super Bowl) is aimed at short‑term order growth and retention in a key region but will compress near‑term margins. DoorDash offering 50% off orders in New England following Super Bowl loss
• Neutral Sentiment: Market microstructure note — Published short‑interest data appears meaningless/erroneous (shows 0 shares and NaN changes), so there’s no clear short‑squeeze signal from these reports.
• Neutral Sentiment: Misc. PR items — Isolated delivery mishaps and quirky customer complaints are getting social attention but are not material to fundamentals. Florida man orders $35 worth of DoorDash. Then he immediately has to throw it away
• Negative Sentiment: Serious litigation and safety risk — A family has sued DoorDash after an alleged “unvetted” driver was involved in a fatal hit‑and‑run; separate civil claims allege significant harm from a driver being tased. These cases raise potential liability, regulatory scrutiny, and reputational damage. Family Sues DoorDash After “Unvetted” Driver Kills College Student in Hit-and-Run Lawyer: DoorDash driver tased has had ‘profound negative mental and emotional effect’
• Neutral Sentiment: Head‑to‑head survey — A comparative survey piece mentions DoorDash vs. peers; interesting for sentiment tracking but not an immediate catalyst. DoorDash (NASDAQ:DASH) vs. ZKH Group (NYSE:ZKH) Head-To-Head Survey

Analyst Ratings Changes

Several brokerages have recently weighed in on DASH. JPMorgan Chase & Co. lowered their price target on shares of DoorDash from $325.00 to $300.00 and set an “overweight” rating on the stock in a research report on Thursday, November 6th. The Goldman Sachs Group set a $267.00 target price on shares of DoorDash in a research note on Monday, February 2nd. Bank of America dropped their price target on shares of DoorDash from $325.00 to $305.00 and set a “buy” rating for the company in a research note on Thursday, November 6th. BTIG Research reiterated a “buy” rating and issued a $315.00 price objective on shares of DoorDash in a report on Thursday, November 6th. Finally, Zacks Research lowered DoorDash from a “hold” rating to a “strong sell” rating in a research report on Monday, January 5th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, DoorDash has a consensus rating of “Moderate Buy” and a consensus target price of $279.09.

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.