DoorDash (NASDAQ:DASH) Shares Acquired Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of DoorDash, Inc. (NASDAQ:DASH). In a filing disclosed on February 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in DoorDash stock on January 20th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Banco Santander (NYSE:SAN) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Leonardo (OTCMKTS:FINMF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Costco Wholesale (NASDAQ:COST) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of Transdigm Group (NYSE:TDG) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of Cloudflare (NYSE:NET) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of AutoZone (NYSE:AZO) on 1/30/2026.

DoorDash Trading Up 0.1%

Shares of NASDAQ:DASH traded up $0.10 during trading on Friday, reaching $176.29. The stock had a trading volume of 7,759,919 shares, compared to its average volume of 6,026,380. The company has a quick ratio of 2.04, a current ratio of 1.41 and a debt-to-equity ratio of 0.27. The stock has a market cap of $75.98 billion, a P/E ratio of 83.16 and a beta of 1.77. The business has a fifty day moving average price of $207.67 and a 200-day moving average price of $231.28. DoorDash, Inc. has a fifty-two week low of $155.40 and a fifty-two week high of $285.50.

DoorDash (NASDAQ:DASH) last issued 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 business had revenue of $3.96 billion for the quarter, compared to analysts’ expectations of $3.98 billion. DoorDash had a return on equity of 10.15% and a net margin of 6.82%.The company’s revenue for the quarter was up 37.7% compared to the same quarter last year. During the same period in the prior year, the company earned $0.33 EPS. As a group, analysts anticipate that DoorDash, Inc. will post 2.22 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the stock. Physician Wealth Advisors Inc. raised its holdings in shares of DoorDash by 284.0% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 96 shares of the company’s stock valued at $26,000 after buying an additional 71 shares during the period. Eastern Bank boosted its holdings in DoorDash by 714.3% in the 4th quarter. Eastern Bank now owns 114 shares of the company’s stock worth $26,000 after acquiring an additional 100 shares during the period. Sunbelt Securities Inc. grew its position in DoorDash by 124.1% in the third quarter. Sunbelt Securities Inc. now owns 121 shares of the company’s stock valued at $33,000 after acquiring an additional 67 shares in the last quarter. Swiss RE Ltd. purchased a new stake in shares of DoorDash during the fourth quarter valued at approximately $28,000. Finally, ST Germain D J Co. Inc. acquired a new position in shares of DoorDash during the fourth quarter worth $29,000. 90.64% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at DoorDash

In other DoorDash news, CFO Ravi Inukonda sold 1,017 shares of the business’s stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $215.14, for a total value of $218,797.38. Following the transaction, the chief financial officer owned 208,412 shares in the company, valued at $44,837,757.68. The trade was a 0.49% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Tony Xu sold 16,667 shares of the firm’s stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $230.00, for a total value of $3,833,410.00. Following the sale, the chief executive officer owned 1,500 shares of the company’s stock, valued at $345,000. This represents a 91.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 315,725 shares of company stock worth $67,969,184. 5.83% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on DASH. Piper Sandler reissued a “neutral” rating and issued a $220.00 target price (down from $230.00) on shares of DoorDash in a research report on Thursday. Citizens Jmp lowered their price objective on shares of DoorDash from $285.00 to $250.00 and set a “market outperform” rating for the company in a research note on Friday. Wells Fargo & Company dropped their price objective on DoorDash from $251.00 to $221.00 and set an “equal weight” rating for the company in a report on Thursday. Cantor Fitzgerald cut their target price on DoorDash from $285.00 to $230.00 and set an “overweight” rating on the stock in a research report on Thursday. Finally, Guggenheim lowered their price target on DoorDash from $275.00 to $255.00 and set a “buy” rating for the company in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat, DoorDash currently has a consensus rating of “Moderate Buy” and a consensus price target of $263.89.

Key Stories Impacting DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Robust growth and guidance — Q4 revenue of $3.96B (+~38% Y/Y) and a 32% jump in orders underpin optimism that delivery demand and new verticals will sustain growth. Zacks: Q4 Earnings
• Positive Sentiment: Analyst bullishness persists — Truist raised its target to $340 (buy) and Bank of America lifted its target to $272; several analysts still see double‑digit upside on the guidance update. Benzinga: Analyst Moves
• Positive Sentiment: Institutional buying and rebound thesis — MarketBeat highlights sustained institutional accumulation and a technical rebound setup tied to increased FY26 spending to accelerate growth. MarketBeat: Rebound Signal
• Positive Sentiment: Unusual bullish options flow — Traders bought ~34,908 call contracts on Friday (≈+101% vs. typical daily volume), signaling speculative bullish positioning that can amplify short‑term upside.
• Neutral Sentiment: Retail promotions — DoorDash gift‑card deals are running (15% off), which can support order activity but has limited strategic impact. Android Authority: Gift Card Deal
• Neutral Sentiment: Short‑interest reporting appears anomalous (entries show zero/NaN), so there’s no meaningful short squeeze signal from the provided short‑interest data.
• Negative Sentiment: Earnings & guidance concerns — Q4 EPS missed ( $0.48 vs. $0.58 est.) and revenue slightly missed consensus; the company flagged rising costs and storm impacts that produced a weaker near‑term profit outlook. Seeking Alpha: Investment Intensity
• Negative Sentiment: Analyst target cuts — Several firms trimmed price targets (Cantor Fitzgerald, Needham, DA Davidson, Citizens Jmp reduced their targets), reflecting concern that increased spending will compress near‑term margins even as growth continues. Benzinga: Price Target Moves
• Negative Sentiment: Margin and investment scrutiny — Commentators and some analysts warn that the intensified investment cycle (tech, marketing, new verticals) could weigh on profitability before benefits materialize. CNBC: Investment Cycle

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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.