Night Squared LP Boosts Holdings in DoorDash, Inc. $DASH

Night Squared LP raised its position in DoorDash, Inc. (NASDAQ:DASH) by 35.4% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 15,429 shares of the company’s stock after buying an additional 4,038 shares during the quarter. Night Squared LP’s holdings in DoorDash were worth $4,197,000 as of its most recent filing with the SEC.

A number of other large investors also recently bought and sold shares of the company. Greenland Capital Management LP boosted its stake in shares of DoorDash by 637.5% in the second quarter. Greenland Capital Management LP now owns 23,572 shares of the company’s stock valued at $5,811,000 after buying an additional 20,376 shares in the last quarter. American Century Companies Inc. grew its holdings in DoorDash by 5.0% during the third quarter. American Century Companies Inc. now owns 485,088 shares of the company’s stock worth $131,941,000 after acquiring an additional 22,944 shares during the period. Caprock Group LLC purchased a new position in DoorDash in the third quarter worth $3,169,000. Williamson Legacy Group LLC purchased a new position in DoorDash in the second quarter worth $1,264,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in DoorDash by 7.1% in the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 806,191 shares of the company’s stock valued at $219,276,000 after acquiring an additional 53,722 shares during the period. Hedge funds and other institutional investors own 90.64% of the company’s stock.

Trending Headlines about DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Strong marketplace growth: Zacks reports DoorDash’s marketplace GOV jumped ~39% to $29.7B in Q4 2025 and Q1 2026 GOV is projected at $31B–$31.8B, signaling continued demand across restaurants, retail and grocery that supports revenue upside. Read More.
• Positive Sentiment: Retail partnership expansion: Convenience chain Casey’s launched a hunger‑relief campaign with DoorDash — a sign DoorDash is deepening local retail and grocery integrations that can lift GOV and merchant service fees. Read More.
• Positive Sentiment: Strong PR / brand goodwill from viral donor response: Multiple outlets report ~$500K raised for a 78‑year‑old DoorDash driver after a viral delivery video. This goodwill can help consumer sentiment and local brand reputation, though it’s unlikely to move fundamentals materially. Read More.
• Neutral Sentiment: Industry tech developments: Grubhub plans drone trials, joining DoorDash and Uber Eats in delivery experimentation — underscores industry innovation but also rising capex/tech competition risks. Read More.
• Negative Sentiment: Insider selling: Director Shona Brown sold 1,250 shares (disclosed in an SEC filing). While not large relative to institutional ownership, insider sales can weigh on short‑term sentiment. Read More.
• Negative Sentiment: Macro / geopolitical headwinds: Benzinga notes fresh geopolitical turmoil in the Middle East pressured shares — DoorDash is sensitive to consumer spending shifts and market volatility that can reduce order frequency. Read More.
• Negative Sentiment: Driver economics under pressure: Local reporting highlights rising gas prices squeezing Dashers in some regions — higher fuel costs can hurt driver supply, consumer prices, or DoorDash’s commission/marketing dynamics. Read More.

Analyst Ratings Changes

Several brokerages have commented on DASH. Argus decreased their target price on shares of DoorDash from $275.00 to $260.00 and set a “buy” rating on the stock in a research report on Friday, December 12th. Piper Sandler reiterated a “neutral” rating and issued a $220.00 price target (down from $230.00) on shares of DoorDash in a report on Thursday, February 19th. BMO Capital Markets reiterated an “outperform” rating on shares of DoorDash in a research note on Friday, December 12th. Barclays decreased their price objective on shares of DoorDash from $238.00 to $220.00 and set an “equal weight” rating on the stock in a report on Thursday, February 19th. Finally, Jefferies Financial Group increased their target price on shares of DoorDash from $260.00 to $270.00 and gave the company a “buy” rating in a report on Thursday, December 11th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, DoorDash presently has an average rating of “Moderate Buy” and an average target price of $262.82.

DoorDash Trading Down 0.2%

Shares of DASH stock opened at $161.36 on Friday. The stock has a market cap of $70.10 billion, a P/E ratio of 76.11 and a beta of 1.82. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.27. DoorDash, Inc. has a fifty-two week low of $155.40 and a fifty-two week high of $285.50. The business has a fifty day simple moving average of $190.69 and a 200-day simple moving average of $222.90.

DoorDash (NASDAQ:DASH) last released its quarterly earnings data on Wednesday, February 18th. The company reported $0.48 EPS for the quarter, missing the consensus estimate of $0.58 by ($0.10). The business had revenue of $3.96 billion during 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%.DoorDash’s quarterly revenue was up 37.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.33 earnings per share. On average, analysts forecast that DoorDash, Inc. will post 2.22 earnings per share for the current fiscal year.

Insider Activity at DoorDash

In other news, CFO Ravi Inukonda sold 1,425 shares of the stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $231.97, for a total value of $330,557.25. Following the sale, the chief financial officer directly owned 184,037 shares in the company, valued at $42,691,062.89. This represents a 0.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Andy Fang sold 30,000 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $222.52, for a total transaction of $6,675,600.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 205,409 shares of company stock valued at $45,332,298 in the last quarter. 5.83% of the stock is owned by corporate insiders.

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.