DoorDash (NASDAQ:DASH) Stock Price Down 4.2% – What’s Next?

DoorDash, Inc. (NASDAQ:DASH) was down 4.2% during trading on Friday . The company traded as low as $212.51 and last traded at $214.7150. Approximately 2,168,048 shares were traded during mid-day trading, a decline of 41% from the average daily volume of 3,692,964 shares. The stock had previously closed at $224.10.

DoorDash News Summary

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Company action on fraud and platform integrity — DoorDash has banned a driver for using AI images to fake deliveries, showing active controls that protect marketplace reliability. Article Title
• Positive Sentiment: Management publicly rebutted a viral hoax about a driver “desperation score,” which reduces some regulatory/PR uncertainty. Article Title
• Neutral Sentiment: Near‑term catalyst: DoorDash set its Q4 & full‑year 2025 results release for Feb. 18, 2026 and will hold a conference call — results and guidance could move the stock. Article Title
• Neutral Sentiment: CES / marketing momentum: DoorDash highlighted commerce‑media and intent‑to‑purchase initiatives at CES — positive for longer‑term GMV/ads upside but not an immediate earnings driver. Article Title
• Negative Sentiment: Zacks Research maintains a “Strong Sell” on DASH and issued mixed estimate changes — several near‑term EPS downgrades (Q1/Q3 2026, Q1 2027, FY2026 trimmed) despite some upward nudges to FY2027 — the persistent negative analyst stance and trimmed near‑term forecasts are a headwind for sentiment. Zacks Research
• Negative Sentiment: Significant insider selling: CEO Tony Xu disclosed multiple recent sales (including a 16,667‑share sale at ~$230) and directors reported multi‑million dollar disposals — large insider exits are weighing on investor confidence. Xu Form 4 Director Sell 1 Director Sell 2
• Negative Sentiment: Serious safety/PR risk: reports that a driver allegedly assaulted a 75‑year‑old leaving him in a coma create potential legal, reputational and driver‑screening concerns that could attract regulatory scrutiny. Article Title

Analysts Set New Price Targets

Several analysts have commented on DASH shares. Needham & Company LLC decreased their target price on shares of DoorDash from $300.00 to $275.00 and set a “buy” rating for the company in a research report on Friday, November 14th. The Goldman Sachs Group decreased their price target on DoorDash from $315.00 to $279.00 and set a “buy” rating for the company in a research note on Friday, November 7th. Morgan Stanley raised their price objective on DoorDash from $300.00 to $330.00 and gave the company an “overweight” rating in a research note on Monday, October 20th. BMO Capital Markets reaffirmed an “outperform” rating on shares of DoorDash in a research report on Friday, December 12th. Finally, Truist Financial boosted their price objective on shares of DoorDash from $326.00 to $340.00 and gave the stock a “buy” rating in a research note on Thursday, October 23rd. One research analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $277.94.

DoorDash Price Performance

The company has a current ratio of 2.04, a quick ratio of 2.04 and a debt-to-equity ratio of 0.29. The company has a fifty day moving average price of $218.48 and a two-hundred day moving average price of $241.40. The company has a market cap of $92.84 billion, a price-to-earnings ratio of 109.13 and a beta of 1.70.

DoorDash (NASDAQ:DASH) last announced its quarterly 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). The business had revenue of $3.45 billion for the quarter, compared to the consensus estimate of $3.35 billion. DoorDash had a return on equity of 9.97% and a net margin of 6.83%.The firm’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 earned $0.38 EPS. As a group, equities research analysts anticipate that DoorDash, Inc. will post 2.22 EPS for the current fiscal year.

Insider Transactions at DoorDash

In other DoorDash news, Director Alfred Lin acquired 389,047 shares of the business’s stock in a transaction on Tuesday, November 25th. The stock was purchased at an average price of $193.81 per share, for a total transaction of $75,401,199.07. Following the transaction, the director owned 389,047 shares in the company, valued at $75,401,199.07. This trade represents a ∞ increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Andy Fang sold 30,000 shares of DoorDash stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $244.39, for a total value of $7,331,700.00. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 642,011 shares of company stock valued at $136,832,543. 5.83% of the stock is owned by company insiders.

Institutional Investors Weigh In On DoorDash

Several hedge funds and other institutional investors have recently added to or reduced their stakes in DASH. Gilbert & Cook Inc. grew its stake in shares of DoorDash by 2.6% during the second quarter. Gilbert & Cook Inc. now owns 1,685 shares of the company’s stock valued at $415,000 after purchasing an additional 42 shares during the last quarter. Resonant Capital Advisors LLC increased its stake in shares of DoorDash by 3.5% in the 3rd quarter. Resonant Capital Advisors LLC now owns 1,229 shares of the company’s stock valued at $334,000 after buying an additional 42 shares during the period. Premier Path Wealth Partners LLC raised its position in shares of DoorDash by 1.9% during the third quarter. Premier Path Wealth Partners LLC now owns 2,414 shares of the company’s stock worth $657,000 after acquiring an additional 45 shares during the last quarter. Perigon Wealth Management LLC lifted its stake in shares of DoorDash by 1.3% during the second quarter. Perigon Wealth Management LLC now owns 3,701 shares of the company’s stock valued at $912,000 after acquiring an additional 46 shares during the period. Finally, Advisory Resource Group increased its position in DoorDash by 0.8% in the second quarter. Advisory Resource Group now owns 5,774 shares of the company’s stock worth $1,423,000 after purchasing an additional 48 shares during the period. Institutional investors and hedge funds own 90.64% of the company’s stock.

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.