Czech National Bank Grows Position in DoorDash, Inc. $DASH

Czech National Bank boosted its position in shares of DoorDash, Inc. (NASDAQ:DASH) by 4.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 98,572 shares of the company’s stock after buying an additional 4,557 shares during the period. Czech National Bank’s holdings in DoorDash were worth $22,325,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. DAVENPORT & Co LLC grew its position in shares of DoorDash by 12.1% during the fourth quarter. DAVENPORT & Co LLC now owns 1,410 shares of the company’s stock worth $319,000 after acquiring an additional 152 shares during the last quarter. E. Ohman J or Asset Management AB purchased a new stake in DoorDash in the 4th quarter valued at $2,362,000. SG Americas Securities LLC boosted its stake in DoorDash by 20.9% during the 4th quarter. SG Americas Securities LLC now owns 350,504 shares of the company’s stock worth $79,382,000 after purchasing an additional 60,631 shares during the period. Assenagon Asset Management S.A. boosted its stake in DoorDash by 85.7% during the 4th quarter. Assenagon Asset Management S.A. now owns 643,096 shares of the company’s stock worth $145,648,000 after purchasing an additional 296,765 shares during the period. Finally, Fulton Bank N.A. grew its position in DoorDash by 8.3% during the 4th quarter. Fulton Bank N.A. now owns 3,273 shares of the company’s stock worth $741,000 after purchasing an additional 251 shares during the last quarter. Hedge funds and other institutional investors own 90.64% of the company’s stock.

Insider Activity

In other news, COO Prabir Adarkar sold 10,000 shares of DoorDash stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $158.97, for a total transaction of $1,589,700.00. Following the completion of the sale, the chief operating officer directly owned 843,678 shares in the company, valued at approximately $134,119,491.66. This trade represents a 1.17% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Tony Xu sold 16,667 shares of the business’s stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $230.00, for a total value of $3,833,410.00. Following the sale, the chief executive officer directly owned 1,500 shares in the company, valued at $345,000. This trade represents a 91.74% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 167,317 shares of company stock valued at $35,720,931 in the last quarter. Insiders own 5.83% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on the stock. Barclays dropped their price objective on shares of DoorDash from $238.00 to $220.00 and set an “equal weight” rating on the stock in a research note on Thursday, February 19th. Mizuho lowered their price target on DoorDash from $320.00 to $255.00 and set an “outperform” rating on the stock in a report on Tuesday, March 3rd. Cantor Fitzgerald dropped their price target on DoorDash from $285.00 to $230.00 and set an “overweight” rating on the stock in a research report on Thursday, February 19th. Roth Mkm reaffirmed a “neutral” rating and set a $200.00 price objective on shares of DoorDash in a research note on Thursday, February 19th. Finally, Citigroup decreased their price objective on DoorDash from $283.00 to $280.00 and set a “buy” rating for the company in a research report on Friday, February 20th. One 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. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $262.82.

More DoorDash News

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: DoorDash rolled out emergency gas‑relief payments for U.S. and Canadian drivers — a targeted cost‑support measure that can help preserve Dasher supply and maintain delivery capacity during fuel spikes, supporting order fulfilment and revenue. Read More.
• Positive Sentiment: Analysts and industry notes highlight DoorDash’s push into e‑commerce/fulfillment that is lifting GOV and order growth — this diversification beyond restaurant delivery is a growth driver that could justify higher revenue multiple if execution continues. Read More.
• Positive Sentiment: Local data show more Dashers delivering by bike in dense cities (example: Philadelphia), which reduces fuel sensitivity and can lower per‑delivery costs in urban cores — marginally helpful to unit economics. Read More.
• Neutral Sentiment: Human‑interest coverage (e.g., large GoFundMe for an elderly Dasher) improves PR and brand goodwill but has limited direct financial impact. Read More.
• Neutral Sentiment: Third‑party guides and comparisons (ShiftTracker’s DoorDash vs. Uber Eats guide) increase transparency for drivers/consumers but are unlikely to change fundamentals materially. Read More.
• Negative Sentiment: COO Prabir Adarkar sold 10,000 shares (~$1.59M) this week; while insiders still hold large stakes, the disclosed sale and related reporting has contributed to negative sentiment and selling pressure. Read More.
• Negative Sentiment: Coverage notes DoorDash hit a new 1‑year low following the insider sale — a technical/psychological trigger that can accelerate short‑term declines and draw attention from momentum/short sellers. Read More.
• Negative Sentiment: Two recent high‑profile shooting cases involving DoorDash drivers (Chester and Hudson Valley trials) raise reputational and safety concerns; recurring negative headlines can pressure demand or require additional driver protections/costs. Read More. Read More.

DoorDash Price Performance

DoorDash stock opened at $151.96 on Friday. The company has a market cap of $66.02 billion, a P/E ratio of 71.68 and a beta of 1.82. DoorDash, Inc. has a one year low of $149.22 and a one year high of $285.50. The business has a fifty day moving average of $179.82 and a two-hundred day moving average of $217.46. 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 posted its quarterly 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 company had revenue of $3.96 billion for the quarter, compared to analyst estimates of $3.98 billion. DoorDash had a return on equity of 10.15% and a net margin of 6.82%.The business’s revenue for the quarter was up 37.7% compared to the same quarter last year. During the same period last year, the company earned $0.33 earnings per share. As a group, analysts predict that DoorDash, Inc. will post 2.22 earnings per share for the current fiscal year.

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.