Key Points
- Insider selling: CEO Tony Xu sold 16,667 shares on Jan. 5 at $230 (~$3.83M), leaving him with 1,500 shares (a 91.74% reduction), and directors Andy Fang and Stanley Tang also disclosed multi‑million‑dollar sales, signaling notable insider liquidation.
- Recent results show top‑line strength—revenue of $3.45B (+27.3% YoY)—but an EPS miss ($0.55 vs. $0.68 consensus), indicating revenue growth amid margin pressure.
- Shares trade near $230 with a market cap of about $99.35B and a P/E of 117; analysts carry an average Moderate Buy rating and $277.17 price target, and DoorDash will report Q4/FY2025 results on Feb. 18, 2026 as a near‑term catalyst.
DoorDash, Inc. (NASDAQ:DASH - Get Free Report) CEO Tony Xu sold 16,667 shares of the company'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 transaction, the chief executive officer directly owned 1,500 shares of the company's stock, valued at approximately $345,000. This trade represents a 91.74% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink.
Tony Xu also recently made the following trade(s):
- On Thursday, December 18th, Tony Xu sold 16,667 shares of DoorDash stock. The shares were sold at an average price of $230.00, for a total transaction of $3,833,410.00.
- On Tuesday, December 9th, Tony Xu sold 16,667 shares of DoorDash stock. The stock was sold at an average price of $230.00, for a total transaction of $3,833,410.00.
- On Thursday, November 20th, Tony Xu sold 288,410 shares of DoorDash stock. The shares were sold at an average price of $196.04, for a total transaction of $56,539,896.40.
DoorDash Stock Up 0.5%
Shares of DASH stock opened at $230.52 on Thursday. The firm's fifty day moving average price is $219.08 and its two-hundred day moving average price is $241.53. The company has a current ratio of 2.04, a quick ratio of 2.04 and a debt-to-equity ratio of 0.29. DoorDash, Inc. has a 1 year low of $155.40 and a 1 year high of $285.50. The firm has a market capitalization of $99.35 billion, a P/E ratio of 117.02 and a beta of 1.70.
DoorDash (NASDAQ:DASH - Get Free Report) last posted its quarterly earnings data on Wednesday, November 5th. The company reported $0.55 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 analyst estimates of $3.35 billion. DoorDash had a return on equity of 9.97% and a net margin of 6.83%.The company's quarterly revenue was up 27.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.38 earnings per share. On average, equities analysts predict that DoorDash, Inc. will post 2.22 EPS for the current fiscal year.
Wall Street Analysts Forecast Growth
A number of equities research analysts have recently issued reports on the company. Truist Financial upped their price objective on DoorDash from $326.00 to $340.00 and gave the stock a "buy" rating in a research note on Thursday, October 23rd. Wells Fargo & Company lowered their target price on shares of DoorDash from $301.00 to $239.00 and set an "equal weight" rating on the stock in a report on Thursday, November 6th. Wall Street Zen cut shares of DoorDash from a "buy" rating to a "hold" rating in a research note on Saturday, November 1st. The Goldman Sachs Group lowered their price objective on shares of DoorDash from $315.00 to $279.00 and set a "buy" rating on the stock in a research note on Friday, November 7th. Finally, Mizuho dropped their target price on shares of DoorDash from $350.00 to $320.00 and set an "outperform" rating on the stock in a report on Wednesday, November 12th. One analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $277.17.
Check Out Our Latest Research Report on DoorDash
Key Headlines Impacting DoorDash
Here are the key news stories impacting DoorDash this week:
- Positive Sentiment: Management publicly and forcefully rebutted a viral hoax alleging a driver “desperation score,” reducing some regulatory and PR uncertainty. Article Title
- Positive Sentiment: DoorDash banned a driver accused of using AI-generated images to fake a delivery, signaling active fraud controls that protect marketplace integrity. Article Title
- Neutral Sentiment: DoorDash set its Q4 & full‑year 2025 earnings release for Feb. 18, 2026 and will host a conference call — a near‑term catalyst that could move the stock when results and guidance arrive. Article Title
- Neutral Sentiment: Market commentary is questioning valuation after a strong one‑year run and comparing DoorDash to more profitable peers — relevant for positioning but not an immediate company-specific development. Article Title
- Negative Sentiment: Zacks Research gave DoorDash a "Strong Sell" and issued mixed estimate moves: several near‑term EPS cuts (Q1/Q3 2026, Q1 2027) and a small FY2026 downgrade, though it nudged FY2027 higher — the maintained negative rating and lowered near‑term forecasts are a clear headwind. Zacks Research
- Negative Sentiment: Significant insider selling: Directors Andy Fang (30,000 shares) and Stanley Tang (45,410 shares) disclosed multi‑million dollar sales in early Jan., and CEO Tony Xu also sold shares — investors often view large insider sales as a near‑term negative signal. Fang Form 4 Tang Form 4
- Negative Sentiment: Serious safety/PR risk: reports that a DoorDash driver allegedly assaulted a 75‑year‑old veteran leaving him in a coma raise potential liability, reputational damage, and driver‑screening questions for investors. Article Title
Hedge Funds Weigh In On DoorDash
Several institutional investors and hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. boosted its holdings in shares of DoorDash by 3.7% during the 3rd quarter. Vanguard Group Inc. now owns 42,712,908 shares of the company's stock worth $11,617,484,000 after buying an additional 1,522,823 shares during the period. State Street Corp lifted its position in DoorDash by 6.3% during the third quarter. State Street Corp now owns 15,296,624 shares of the company's stock worth $4,160,529,000 after acquiring an additional 909,125 shares during the last quarter. Capital World Investors lifted its position in DoorDash by 0.9% during the third quarter. Capital World Investors now owns 10,865,927 shares of the company's stock worth $2,955,424,000 after acquiring an additional 95,278 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of 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 acquiring an additional 223,188 shares during the period. Finally, Invesco Ltd. grew its position in shares of DoorDash by 18.2% in the third quarter. Invesco Ltd. now owns 6,355,628 shares of the company's stock valued at $1,728,667,000 after purchasing an additional 980,148 shares during the last quarter. 90.64% of the stock is currently owned by institutional investors and hedge funds.
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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