Cantor Fitzgerald Lowers DoorDash (NASDAQ:DASH) Price Target to $230.00

DoorDash (NASDAQ:DASH) had its price target cut by research analysts at Cantor Fitzgerald from $285.00 to $230.00 in a note issued to investors on Thursday, Marketbeat Ratings reports. The brokerage presently has an “overweight” rating on the stock. Cantor Fitzgerald’s target price suggests a potential upside of 30.47% from the company’s previous close.

A number of other analysts have also weighed in on the stock. Stifel Nicolaus lowered their price objective on shares of DoorDash from $253.00 to $224.00 and set a “hold” rating for the company in a research note on Tuesday, January 27th. Wall Street Zen cut shares of DoorDash from a “buy” rating to a “hold” rating in a research report on Saturday, November 1st. Morgan Stanley reissued an “overweight” rating and set a $275.00 price objective on shares of DoorDash in a report on Thursday. Wolfe Research set a $270.00 target price on DoorDash in a report on Monday, January 5th. Finally, Bank of America lifted their price target on DoorDash from $260.00 to $272.00 and gave the company a “buy” rating in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $263.89.

DoorDash Stock Performance

DoorDash stock opened at $176.29 on Thursday. The company has a 50 day moving average price of $207.67 and a 200-day moving average price of $231.28. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.04 and a current ratio of 1.41. DoorDash has a fifty-two week low of $155.40 and a fifty-two week high of $285.50. The company has a market capitalization of $75.98 billion, a PE ratio of 83.16 and a beta of 1.77.

DoorDash (NASDAQ:DASH) last announced its quarterly earnings data on Wednesday, February 18th. The company reported $0.48 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.58 by ($0.10). DoorDash had a return on equity of 10.15% and a net margin of 6.82%.The firm had revenue of $3.96 billion during the quarter, compared to the consensus estimate of $3.98 billion. During the same period last year, the company earned $0.33 EPS. The firm’s revenue for the quarter was up 37.7% compared to the same quarter last year. As a group, equities analysts forecast that DoorDash will post 2.22 earnings per share for the current year.

Insider Activity at DoorDash

In related news, Director Alfred Lin acquired 389,047 shares of the firm’s stock in a transaction that occurred on Tuesday, November 25th. The stock was purchased at an average cost of $193.81 per share, with a total value of $75,401,199.07. Following the transaction, the director directly owned 389,047 shares of the company’s stock, valued at $75,401,199.07. This trade represents a ∞ increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, COO Prabir Adarkar sold 30,000 shares of DoorDash stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $234.57, for a total transaction of $7,037,100.00. Following the completion of the sale, the chief operating officer owned 874,130 shares of the company’s stock, valued at $205,044,674.10. This trade represents a 3.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 315,725 shares of company stock worth $67,969,184 over the last ninety days. Corporate insiders own 5.83% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Physician Wealth Advisors Inc. increased its position in shares of DoorDash by 284.0% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 96 shares of the company’s stock valued at $26,000 after acquiring an additional 71 shares during the period. Eastern Bank lifted its holdings in shares of DoorDash by 714.3% during the fourth quarter. Eastern Bank now owns 114 shares of the company’s stock worth $26,000 after purchasing an additional 100 shares during the period. Sunbelt Securities Inc. boosted its position in DoorDash by 124.1% in the third quarter. Sunbelt Securities Inc. now owns 121 shares of the company’s stock valued at $33,000 after buying an additional 67 shares during the last quarter. Swiss RE Ltd. acquired a new position in DoorDash in the 4th quarter worth approximately $28,000. Finally, ST Germain D J Co. Inc. acquired a new stake in DoorDash during the 4th quarter valued at approximately $29,000. Hedge funds and other institutional investors own 90.64% of the company’s stock.

Key Headlines Impacting DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Robust growth and guidance — Q4 revenue of $3.96B (+~38% Y/Y) and a 32% jump in orders underpin optimism that delivery demand and new verticals will sustain growth. Zacks: Q4 Earnings
• Positive Sentiment: Analyst bullishness persists — Truist raised its target to $340 (buy) and Bank of America lifted its target to $272; several analysts still see double‑digit upside on the guidance update. Benzinga: Analyst Moves
• Positive Sentiment: Institutional buying and rebound thesis — MarketBeat highlights sustained institutional accumulation and a technical rebound setup tied to increased FY26 spending to accelerate growth. MarketBeat: Rebound Signal
• Positive Sentiment: Unusual bullish options flow — Traders bought ~34,908 call contracts on Friday (≈+101% vs. typical daily volume), signaling speculative bullish positioning that can amplify short‑term upside.
• Neutral Sentiment: Retail promotions — DoorDash gift‑card deals are running (15% off), which can support order activity but has limited strategic impact. Android Authority: Gift Card Deal
• Neutral Sentiment: Short‑interest reporting appears anomalous (entries show zero/NaN), so there’s no meaningful short squeeze signal from the provided short‑interest data.
• Negative Sentiment: Earnings & guidance concerns — Q4 EPS missed ( $0.48 vs. $0.58 est.) and revenue slightly missed consensus; the company flagged rising costs and storm impacts that produced a weaker near‑term profit outlook. Seeking Alpha: Investment Intensity
• Negative Sentiment: Analyst target cuts — Several firms trimmed price targets (Cantor Fitzgerald, Needham, DA Davidson, Citizens Jmp reduced their targets), reflecting concern that increased spending will compress near‑term margins even as growth continues. Benzinga: Price Target Moves
• Negative Sentiment: Margin and investment scrutiny — Commentators and some analysts warn that the intensified investment cycle (tech, marketing, new verticals) could weigh on profitability before benefits materialize. CNBC: Investment Cycle

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.