Key Points
- Shona Brown sold 1,250 shares of DoorDash on January 9 at an average $222.33 per share for proceeds of $277,912.50, trimming her stake by 3.6% to 33,502 shares (worth about $7.45M).
- In its most recent quarter DoorDash reported $0.55 EPS (missing the $0.68 consensus) while revenue rose to $3.45 billion, up 27.3% year-over-year, leaving the stock with a market cap around $93.7 billion and a P/E near 110.
- Regulatory and reputational risks are rising: New York City alleges DoorDash (and Uber Eats) erased about $550M in delivery worker tips, and the company is facing ongoing scrutiny over tipping practices, fraud incidents, and driver safety coverage.
DoorDash, Inc. (NASDAQ:DASH - Get Free Report) Director Shona Brown sold 1,250 shares of the business's stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $222.33, for a total value of $277,912.50. Following the sale, the director directly owned 33,502 shares in the company, valued at $7,448,499.66. This trade represents a 3.60% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link.
DoorDash Stock Performance
NASDAQ DASH opened at $217.40 on Wednesday. The business has a 50 day moving average price of $216.71 and a 200 day moving average price of $241.05. The company has a market capitalization of $93.70 billion, a P/E ratio of 110.36 and a beta of 1.70. DoorDash, Inc. has a 1-year low of $155.40 and a 1-year 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.
DoorDash (NASDAQ:DASH - Get Free Report) last posted its earnings results on Wednesday, November 5th. The company reported $0.55 EPS for the quarter, missing analysts' consensus estimates of $0.68 by ($0.13). DoorDash had a return on equity of 9.97% and a net margin of 6.83%.The firm had revenue of $3.45 billion for the quarter, compared to analysts' expectations of $3.35 billion. During the same quarter in the previous year, the firm posted $0.38 earnings per share. The firm's revenue for the quarter was up 27.3% compared to the same quarter last year. Sell-side analysts expect that DoorDash, Inc. will post 2.22 EPS for the current fiscal year.
Institutional Trading of DoorDash
Several hedge funds and other institutional investors have recently bought and sold shares of DASH. Mather Group LLC. raised its holdings in DoorDash by 21.5% in the 4th quarter. Mather Group LLC. now owns 1,522 shares of the company's stock valued at $345,000 after acquiring an additional 269 shares during the last quarter. Czech National Bank boosted its holdings in shares of DoorDash by 4.8% during the fourth quarter. Czech National Bank now owns 98,572 shares of the company's stock worth $22,325,000 after purchasing an additional 4,557 shares during the last quarter. DAVENPORT & Co LLC grew its position in shares of DoorDash by 12.1% in the fourth quarter. DAVENPORT & Co LLC now owns 1,410 shares of the company's stock valued at $319,000 after purchasing an additional 152 shares during the period. E. Ohman J or Asset Management AB acquired a new position in DoorDash in the fourth quarter valued at $2,362,000. Finally, SG Americas Securities LLC increased its stake in DoorDash by 20.9% in the fourth quarter. SG Americas Securities LLC now owns 350,504 shares of the company's stock valued at $79,382,000 after purchasing an additional 60,631 shares during the last quarter. 90.64% of the stock is owned by hedge funds and other institutional investors.
Analyst Ratings Changes
A number of equities analysts have issued reports on DASH shares. Bank of America cut their target price on shares of DoorDash from $325.00 to $305.00 and set a "buy" rating for the company in a research report on Thursday, November 6th. Barclays dropped their price objective on shares of DoorDash from $272.00 to $238.00 and set an "equal weight" rating for the company in a research note on Thursday, November 6th. Cantor Fitzgerald lifted their price objective on DoorDash from $270.00 to $285.00 and gave the stock an "overweight" rating in a research report on Thursday, January 8th. JPMorgan Chase & Co. lowered their target price on DoorDash from $325.00 to $300.00 and set an "overweight" rating on the stock in a report on Thursday, November 6th. Finally, Wells Fargo & Company raised their price target on DoorDash from $239.00 to $251.00 and gave the stock an "equal weight" rating in a research report on Thursday, January 8th. One investment analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $277.94.
Read Our Latest Stock Analysis on DoorDash
DoorDash News Roundup
Here are the key news stories impacting DoorDash this week:
- Positive Sentiment: Venture/tech execution — DoorDash describes how it scaled operations without a costly ERP overhaul, highlighting technology and cost discipline that can support margins and long-term unit economics. How DoorDash scaled without a costly ERP overhaul
- Positive Sentiment: Brand & demand boost — High-visibility placements (Golden Globes food available on DoorDash) help drive orders and consumer awareness, a modest positive for topline growth. Golden Globes Food Stuns Fans As It’s Revealed You Can Order It On DoorDash
- Positive Sentiment: Service resilience / PR moment — Local news of a Covington police officer delivering an order after a DoorDash driver crashed underscores service continuity and community goodwill, small but favorable for brand perception. Covington police officer delivers order after DoorDash driver gets into wreck
- Neutral Sentiment: Short-interest reporting anomaly — Data shows a purported large short-interest increase but the published numbers read as 0 shares (likely a reporting/data error). This appears informational only unless confirmed by exchanges.
- Neutral Sentiment: Fraud/security incident — DoorDash shut down a driver after an AI deepfake was used as fake proof of delivery, highlighting fraud risk and moderation needs; operationally manageable but worth monitoring for escalation. AI deepfake crosses into food delivery — DoorDash shuts down driver over fake proof
- Negative Sentiment: Regulatory / legal risk — New York City alleges DoorDash and Uber Eats erased roughly $550M in delivery worker tips, a major claim that could trigger fines, remediation costs, and sustained regulatory scrutiny. DoorDash, Uber Eats erased $550M in delivery worker tips in NYC, Mamdani administration alleges Uber and DoorDash delivery workers missed $550 million worth of tips in New York City, a city report estimates
- Negative Sentiment: Tipping practices scrutiny — Separate report alleges UberEats and DoorDash blocked tipping flows for drivers; ongoing negative publicity and potential policy or legal remedies could increase labor costs or require platform changes. UberEats and DoorDash allegedly blocked tipping for delivery drivers - update
- Negative Sentiment: Safety/operational risk — Coverage of a DoorDash driver killed in a South Nashville shooting raises concerns about driver safety and potential reputational/legal exposure in markets where driver protections are scrutinized. Family still searching for answers after DoorDash driver killed in South Nashville shooting
- Negative Sentiment: Insider selling — Director Shona L. Brown sold 1,250 shares (Form 4 filed), a modest insider sale; typically neutral-to-negative depending on context and follow-up filings. SEC Form 4 — Shona L. Brown
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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