Rep. Gilbert Ray Cisneros, Jr. Buys DoorDash, Inc. (NASDAQ:DASH) Stock

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 6th. 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 Stock Up 0.1%

DoorDash stock opened at $176.29 on Friday. The firm has a market capitalization of $75.98 billion, a P/E ratio of 83.16 and a beta of 1.77. The company has a current ratio of 1.41, a quick ratio of 2.04 and a debt-to-equity ratio of 0.27. DoorDash, Inc. has a twelve month low of $155.40 and a twelve month high of $285.50. The stock’s fifty day simple moving average is $207.67 and its 200-day simple moving average is $231.11.

DoorDash (NASDAQ:DASH) last released its earnings results on Wednesday, February 18th. The company reported $0.48 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.58 by ($0.10). DoorDash had a net margin of 6.82% and a return on equity of 10.15%. The company had revenue of $3.96 billion during the quarter, compared to analysts’ expectations of $3.98 billion. During the same quarter last year, the business posted $0.33 earnings per share. The company’s revenue for the quarter was up 37.7% on a year-over-year basis. As a group, equities analysts expect that DoorDash, Inc. will post 2.22 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, Director Stanley Tang sold 45,410 shares of the company’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $205.07, for a total value of $9,312,228.70. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Tony Xu sold 16,667 shares of the firm’s stock in a transaction dated Thursday, December 18th. 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 in the company, valued at approximately $345,000. This represents a 91.74% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 315,725 shares of company stock valued at $67,969,184 in the last quarter. Corporate insiders own 5.83% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently commented on the company. Jefferies Financial Group boosted their price objective on DoorDash from $260.00 to $270.00 and gave the stock a “buy” rating in a research report on Thursday, December 11th. Morgan Stanley reiterated an “overweight” rating and set a $275.00 price target on shares of DoorDash in a report on Thursday. Wells Fargo & Company dropped their price objective on shares of DoorDash from $251.00 to $221.00 and set an “equal weight” rating on the stock in a research report on Thursday. Bank of America lifted their price objective on shares of DoorDash from $260.00 to $272.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, The Goldman Sachs Group set a $267.00 target price on DoorDash in a report on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $263.89.

DoorDash News Roundup

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

Hedge Funds Weigh In On DoorDash

Several large investors have recently bought and sold shares of DASH. Brighton Jones LLC lifted its holdings in shares of DoorDash by 24.0% in the 4th quarter. Brighton Jones LLC now owns 9,336 shares of the company’s stock valued at $1,566,000 after purchasing an additional 1,807 shares during the last quarter. Integrated Wealth Concepts LLC grew its stake in DoorDash by 21.5% during the 1st quarter. Integrated Wealth Concepts LLC now owns 1,715 shares of the company’s stock worth $314,000 after buying an additional 303 shares during the last quarter. Empowered Funds LLC increased its position in DoorDash by 3.6% during the first quarter. Empowered Funds LLC now owns 8,130 shares of the company’s stock worth $1,486,000 after buying an additional 285 shares during the period. Sivia Capital Partners LLC lifted its stake in DoorDash by 92.9% in the second quarter. Sivia Capital Partners LLC now owns 4,255 shares of the company’s stock valued at $1,049,000 after buying an additional 2,049 shares during the last quarter. Finally, IFP Advisors Inc grew its position in shares of DoorDash by 80.2% during the second quarter. IFP Advisors Inc now owns 917 shares of the company’s stock worth $226,000 after acquiring an additional 408 shares during the last quarter. Institutional investors and hedge funds own 90.64% of the company’s stock.

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.

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.