DoorDash, Inc. (NASDAQ:DASH) Receives Consensus Rating of “Moderate Buy” from Brokerages

DoorDash, Inc. (NASDAQ:DASH) has been given a consensus rating of “Moderate Buy” by the thirty-six brokerages that are presently covering the firm, MarketBeat reports. One equities research analyst has rated the stock with a sell rating, seven have issued a hold rating, twenty-five have assigned a buy rating and three have assigned a strong buy rating to the company. The average twelve-month price objective among analysts that have covered the stock in the last year is $280.4286.

Several research firms have recently issued reports on DASH. Argus decreased their price objective on DoorDash from $275.00 to $260.00 and set a “buy” rating on the stock in a report on Friday, December 12th. Zacks Research downgraded DoorDash from a “hold” rating to a “strong sell” rating in a research report on Monday, January 5th. Mizuho lowered their price target on DoorDash from $350.00 to $320.00 and set an “outperform” rating for the company in a report on Wednesday, November 12th. Wells Fargo & Company upped their price objective on shares of DoorDash from $239.00 to $251.00 and gave the company an “equal weight” rating in a research note on Thursday, January 8th. Finally, DA Davidson reissued a “neutral” rating and issued a $260.00 target price on shares of DoorDash in a research report on Thursday, November 6th.

Insider Activity at DoorDash

In related news, Director Andy Fang sold 30,000 shares of the stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $244.39, for a total value of $7,331,700.00. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Tony Xu sold 288,410 shares of DoorDash stock in a transaction on Thursday, November 20th. The shares were sold at an average price of $196.04, for a total value of $56,539,896.40. Following the completion of the transaction, the chief executive officer owned 232,040 shares in the company, valued at $45,489,121.60. The trade was a 55.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 632,885 shares of company stock valued at $133,222,817 over the last 90 days. 5.83% of the stock is currently owned by insiders.

Hedge Funds Weigh In On DoorDash

Large investors have recently modified their holdings of the company. Greenland Capital Management LP raised its stake in shares of DoorDash by 637.5% in the 2nd quarter. Greenland Capital Management LP now owns 23,572 shares of the company’s stock valued at $5,811,000 after acquiring an additional 20,376 shares in the last quarter. Geode Capital Management LLC boosted its position in DoorDash by 2.9% during the second quarter. Geode Capital Management LLC now owns 7,951,230 shares of the company’s stock worth $1,950,711,000 after purchasing an additional 223,188 shares during the period. Williamson Legacy Group LLC acquired a new position in DoorDash during the second quarter valued at approximately $1,264,000. Brighton Jones LLC raised its position in shares of DoorDash by 24.0% in the fourth quarter. Brighton Jones LLC now owns 9,336 shares of the company’s stock valued at $1,566,000 after purchasing an additional 1,807 shares during the period. Finally, Summit Global Investments acquired a new stake in shares of DoorDash in the second quarter worth $830,000. 90.64% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: KeyBanc kept an Overweight rating and raised its 2026 EBITDA estimates, supporting a more favorable earnings outlook for DoorDash and likely helping sentiment among growth-focused investors. Article Title
• Positive Sentiment: New merchant partnerships (example: a tie-up with Hibbett) are being framed as incremental distribution and merchandising opportunities that could improve same-store economics and long‑term growth. Article Title
• Neutral Sentiment: Reported January short-interest figures appear to be a data glitch (mentions a “large increase” but shows zero shares / NaN), so there’s no clear signal of increased short pressure or forced covering at this time.
• Neutral Sentiment: Weather-related service disruptions: DoorDash suspended NYC service during a snowstorm and has been working to resume deliveries as recovery continues; these are short-term operational interruptions rather than structural issues. Article Title Article Title
• Negative Sentiment: Regulatory/legal headwind: a failed court bid means DoorDash will be subject to NYC’s new tipping laws, which could alter tipping/fee mechanics, affect take rates, and raise operating complexity or costs in a major market. Article Title
• Negative Sentiment: PR and price integrity concerns: a sharp storm-related delivery price spike prompted questions (DoorDash called it an error), and the company was criticized for a “distasteful” social post — both raise short‑term reputational risk and regulatory scrutiny. Article Title Article Title

DoorDash Price Performance

DoorDash stock opened at $207.36 on Wednesday. The stock has a market capitalization of $89.37 billion, a P/E ratio of 105.26 and a beta of 1.70. DoorDash has a 12-month low of $155.40 and a 12-month high of $285.50. The company has a debt-to-equity ratio of 0.29, a current ratio of 2.04 and a quick ratio of 2.04. The firm’s 50-day moving average is $216.96 and its two-hundred day moving average is $238.68.

DoorDash (NASDAQ:DASH) last posted its quarterly earnings data on Wednesday, November 5th. The company reported $0.55 earnings per share 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 firm had revenue of $3.45 billion during the quarter, compared to analyst estimates of $3.35 billion. During the same period in the prior year, the firm earned $0.38 EPS. The business’s quarterly revenue was up 27.3% on a year-over-year basis. Equities analysts predict that DoorDash will post 2.22 earnings per share for the current year.

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.