DoorDash, Inc. (NASDAQ:DASH) Given Average Rating of “Moderate Buy” by Brokerages

Shares of DoorDash, Inc. (NASDAQ:DASH) have been given a consensus rating of “Moderate Buy” by the thirty-six research firms that are currently covering the stock, MarketBeat Ratings reports. Nine research analysts have rated the stock with a hold recommendation, twenty-six have assigned a buy recommendation and one has given a strong buy recommendation to the company. The average 1-year target price among brokers that have updated their coverage on the stock in the last year is $263.8857.

A number of analysts have recently weighed in on DASH shares. Truist Financial raised their price target on shares of DoorDash from $330.00 to $340.00 and gave the company a “buy” rating in a report on Thursday. Stifel Nicolaus lowered their target price 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. KeyCorp lifted their price target on shares of DoorDash from $275.00 to $280.00 and gave the stock an “overweight” rating in a report on Thursday. Morgan Stanley reiterated an “overweight” rating and set a $275.00 price objective on shares of DoorDash in a report on Thursday. Finally, Roth Mkm reissued a “neutral” rating and issued a $200.00 price objective on shares of DoorDash in a research report on Thursday.

DoorDash Trading Up 0.1%

DASH opened at $176.29 on Friday. The firm has a market cap of $75.98 billion, a price-to-earnings ratio of 83.16 and a beta of 1.77. The company has a current ratio of 1.41, a quick ratio of 2.04 and a debt-to-equity ratio of 0.27. DoorDash has a 12 month low of $155.40 and a 12 month high of $285.50. The stock has a fifty day moving average price of $207.67 and a 200-day moving average price of $231.11.

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

Insiders Place Their Bets

In other news, Director Stanley Tang sold 45,410 shares of the business’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $209.01, for a total transaction of $9,491,144.10. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Tony Xu sold 16,667 shares of the company’s stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $230.00, for a total transaction of $3,833,410.00. Following the transaction, the chief executive officer owned 1,500 shares in the company, valued at approximately $345,000. This trade represents a 91.74% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 315,725 shares of company stock valued at $67,969,184. 5.83% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On DoorDash

Institutional investors and hedge funds have recently made changes to their positions in the stock. Vanguard Group Inc. raised its stake in DoorDash by 1.7% in the 4th quarter. Vanguard Group Inc. now owns 43,426,479 shares of the company’s stock worth $9,835,229,000 after acquiring an additional 713,571 shares during the last quarter. SC US Ttgp LTD. lifted its holdings in shares of DoorDash by 1.6% during the fourth quarter. SC US Ttgp LTD. now owns 31,686,624 shares of the company’s stock worth $7,176,387,000 after purchasing an additional 506,358 shares during the period. Morgan Stanley boosted its position in DoorDash by 2.3% in the fourth quarter. Morgan Stanley now owns 17,536,824 shares of the company’s stock valued at $3,971,741,000 after buying an additional 391,596 shares during the last quarter. State Street Corp raised its position in DoorDash by 3.0% during the 4th quarter. State Street Corp now owns 15,761,072 shares of the company’s stock worth $3,569,568,000 after buying an additional 464,448 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD lifted its stake in DoorDash by 32.8% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 13,958,114 shares of the company’s stock valued at $3,161,234,000 after acquiring an additional 3,447,754 shares during the period. 90.64% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about 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.