Key Points
- COO Prabir Adarkar sold 30,000 shares on Dec. 22 at an average price of $234.57 for proceeds of about $7.04 million, leaving him with 874,130 shares (a 3.32% reduction in his position).
- Insiders have been selling in cluster (CEO, COO and CFO recent disposals and multiple prior Adarkar sales), a pattern the report says likely contributed to near‑term stock weakness.
- Operational context: DoorDash missed quarterly EPS ($0.55 vs. $0.68) but revenue rose 27.3% to $3.45B; the stock has a market cap of ~$100.3B and a Street consensus of "Moderate Buy" with an average price target of $275.74.
DoorDash, Inc. (NASDAQ:DASH - Get Free Report) CFO Ravi Inukonda sold 1,425 shares of the firm's stock in a transaction on Friday, December 19th. The shares were sold at an average price of $231.97, for a total value of $330,557.25. Following the transaction, the chief financial officer owned 184,037 shares in the company, valued at approximately $42,691,062.89. This represents a 0.77% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website.
Ravi Inukonda also recently made the following trade(s):
- On Monday, October 20th, Ravi Inukonda sold 1,425 shares of DoorDash stock. The stock was sold at an average price of $263.86, for a total transaction of $376,000.50.
- On Wednesday, September 24th, Ravi Inukonda sold 1,425 shares of DoorDash stock. The stock was sold at an average price of $266.16, for a total transaction of $379,278.00.
DoorDash Trading Down 0.9%
NASDAQ DASH opened at $232.70 on Wednesday. DoorDash, Inc. has a one year low of $155.40 and a one year high of $285.50. The company has a debt-to-equity ratio of 0.29, a quick ratio of 2.04 and a current ratio of 2.04. The company has a market capitalization of $100.29 billion, a price-to-earnings ratio of 118.12 and a beta of 1.72. The company's 50-day simple moving average is $226.45 and its two-hundred day simple moving average is $240.91.
DoorDash (NASDAQ:DASH - Get Free Report) last released its quarterly earnings data on Wednesday, November 5th. The company reported $0.55 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.68 by ($0.13). The business had revenue of $3.45 billion for the quarter, compared to the consensus estimate of $3.35 billion. DoorDash had a net margin of 6.83% and a return on equity of 9.97%. DoorDash's revenue for the quarter was up 27.3% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.38 earnings per share. Equities analysts forecast that DoorDash, Inc. will post 2.22 EPS for the current fiscal year.
Institutional Investors Weigh In On DoorDash
Several institutional investors and hedge funds have recently made changes to their positions in the stock. Sherman Porfolios LLC grew its holdings in shares of DoorDash by 5.0% during the third quarter. Sherman Porfolios LLC now owns 1,487 shares of the company's stock valued at $404,000 after buying an additional 71 shares during the last quarter. AIA Group Ltd lifted its position in DoorDash by 23.2% during the 3rd quarter. AIA Group Ltd now owns 3,824 shares of the company's stock worth $1,040,000 after acquiring an additional 720 shares during the period. Keel Point LLC grew its stake in DoorDash by 4.3% during the 3rd quarter. Keel Point LLC now owns 1,393 shares of the company's stock valued at $379,000 after purchasing an additional 58 shares during the last quarter. Strategic Investment Solutions Inc. IL purchased a new stake in DoorDash during the 3rd quarter valued at about $49,000. Finally, Allworth Financial LP increased its holdings in shares of DoorDash by 69.2% in the third quarter. Allworth Financial LP now owns 2,287 shares of the company's stock valued at $622,000 after purchasing an additional 935 shares during the period. 90.64% of the stock is currently owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades
Several research analysts have recently commented on DASH shares. Stifel Nicolaus reduced their price target on DoorDash from $255.00 to $253.00 and set a "hold" rating for the company in a research report on Thursday, November 6th. KeyCorp reiterated an "overweight" rating and issued a $280.00 target price on shares of DoorDash in a research note on Friday, November 21st. The Goldman Sachs Group reduced their target price on shares of DoorDash from $315.00 to $279.00 and set a "buy" rating for the company in a report on Friday, November 7th. Morgan Stanley raised their price target on shares of DoorDash from $300.00 to $330.00 and gave the company an "overweight" rating in a report on Monday, October 20th. Finally, Wall Street Zen downgraded shares of DoorDash from a "buy" rating to a "hold" rating in a research report on Saturday, November 1st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and ten have given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $275.74.
Read Our Latest Analysis on DoorDash
Key DoorDash News
Here are the key news stories impacting DoorDash this week:
- Positive Sentiment: CEO Tony Xu received the 2025 Singleton Next Generation CEO Prize — positive PR that highlights management recognition and can support longer‑term brand confidence. LA Times: Tony Xu Award
- Positive Sentiment: DoorDash partnered with the Midcoast Youth Center to deliver meals to vulnerable families — positive community engagement that can bolster local goodwill and merchant/consumer relations. Press Herald: Partnership
- Neutral Sentiment: Analyst and peer comparisons are mixed: a Zacks piece contrasts DoorDash’s strong order and GOV growth with Shopify’s enterprise push, while several broker target revisions (some lower, some higher) leave Street sentiment a “Moderate Buy” consensus — useful context but not a definitive catalyst. Zacks: DASH vs SHOP MarketBeat: Analyst Notes
- Negative Sentiment: Heavy insider selling: CEO Tony Xu sold 16,667 shares (leaving a very small reported stake), COO Prabir Adarkar sold 30,000 shares, and CFO Ravi Inukonda sold 1,425 shares in recent days. Large officer sales — especially when clustered — often prompt investor concern about valuation or near‑term outlook and are likely the main driver of today’s weakness. SEC filings: CEO Read More., COO Read More., CFO Read More.. InsiderTrades alert
- Negative Sentiment: Seeking Alpha published a downgrade/valuation critique calling DoorDash “back to extreme overvaluation,” which can amplify selling pressure from value‑focused funds and traders. Seeking Alpha: Downgrade
About DoorDash
(
Get Free Report)
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.
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