Lansforsakringar Fondforvaltning AB publ Purchases 3,329 Shares of DoorDash, Inc. $DASH

Lansforsakringar Fondforvaltning AB publ boosted its position in shares of DoorDash, Inc. (NASDAQ:DASH) by 3.1% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 111,757 shares of the company’s stock after purchasing an additional 3,329 shares during the quarter. Lansforsakringar Fondforvaltning AB publ’s holdings in DoorDash were worth $30,397,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently added to or reduced their stakes in the business. Norges Bank bought a new stake in shares of DoorDash during the second quarter worth approximately $1,185,576,000. Vanguard Group Inc. grew its holdings 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 acquiring an additional 1,792,799 shares during the period. Scge Management L.P. acquired a new stake in DoorDash during the 2nd quarter worth $267,463,000. Ninety One UK Ltd bought a new stake in shares of DoorDash during the 3rd quarter valued at $259,154,000. Finally, AQR Capital Management LLC lifted its stake in DoorDash by 43.5% in the second quarter. AQR Capital Management LLC now owns 2,633,971 shares of the company’s stock valued at $643,084,000 after buying an additional 797,849 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

Insiders Place Their Bets

In other DoorDash news, CFO Ravi Inukonda sold 1,017 shares of the firm’s stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $215.14, for a total transaction of $218,797.38. Following the transaction, the chief financial officer directly owned 208,412 shares in the company, valued at approximately $44,837,757.68. This trade represents a 0.49% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Shona L. Brown sold 1,250 shares of the stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $181.28, for a total value of $226,600.00. Following the sale, the director directly owned 32,252 shares of the company’s stock, valued at $5,846,642.56. The trade was a 3.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 291,236 shares of company stock worth $63,380,925 over the last three months. Insiders own 5.83% of the company’s stock.

DoorDash Price Performance

DASH stock opened at $176.29 on Monday. The company has a market capitalization of $75.98 billion, a P/E ratio of 83.16 and a beta of 1.78. DoorDash, Inc. has a 52-week low of $155.40 and a 52-week high of $285.50. The company has a fifty day moving average price of $207.67 and a 200-day moving average price of $230.92. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.41 and a current ratio of 1.41.

DoorDash (NASDAQ:DASH) last announced its earnings results 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). The firm had revenue of $3.96 billion for the quarter, compared to the consensus estimate of $3.98 billion. DoorDash had a return on equity of 10.15% and a net margin of 6.82%.DoorDash’s quarterly revenue was up 37.7% on a year-over-year basis. During the same period in the prior year, the business earned $0.33 EPS. As a group, equities analysts expect that DoorDash, Inc. will post 2.22 EPS for the current year.

Analyst Upgrades and Downgrades

Several research firms have weighed in on DASH. Bank of America lifted their target price on DoorDash from $260.00 to $272.00 and gave the stock a “buy” rating in a report on Thursday. Cantor Fitzgerald lowered their price target on shares of DoorDash from $285.00 to $230.00 and set an “overweight” rating on the stock in a research note on Thursday. Piper Sandler reiterated a “neutral” rating and set a $220.00 price objective (down previously from $230.00) on shares of DoorDash in a research note on Thursday. BNP Paribas Exane assumed coverage on DoorDash in a report on Wednesday, January 14th. They set an “outperform” rating and a $280.00 price target for the company. Finally, Guggenheim decreased their price objective on shares of DoorDash from $275.00 to $255.00 and set a “buy” rating on the stock in a report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $263.89.

DoorDash 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.