DoorDash, Inc. $DASH Stock Holdings Increased by Capital Impact Advisors LLC

Capital Impact Advisors LLC lifted its holdings in DoorDash, Inc. (NASDAQ:DASH) by 10.0% during the third quarter, Holdings Channel reports. The fund owned 56,606 shares of the company’s stock after buying an additional 5,147 shares during the quarter. DoorDash makes up 3.4% of Capital Impact Advisors LLC’s holdings, making the stock its 10th largest holding. Capital Impact Advisors LLC’s holdings in DoorDash were worth $15,396,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in DASH. Resonant Capital Advisors LLC lifted its position in DoorDash by 3.5% during the third quarter. Resonant Capital Advisors LLC now owns 1,229 shares of the company’s stock valued at $334,000 after purchasing an additional 42 shares during the period. Premier Path Wealth Partners LLC grew its position in DoorDash by 1.9% during the 3rd quarter. Premier Path Wealth Partners LLC now owns 2,414 shares of the company’s stock worth $657,000 after purchasing an additional 45 shares during the period. Advisory Resource Group grew its position in DoorDash by 0.8% during the 2nd 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. Quotient Wealth Partners LLC raised its stake in shares of DoorDash by 3.2% during the 3rd quarter. Quotient Wealth Partners LLC now owns 1,537 shares of the company’s stock valued at $418,000 after buying an additional 48 shares during the last quarter. Finally, Hobart Private Capital LLC raised its stake in shares of DoorDash by 2.4% during the 3rd quarter. Hobart Private Capital LLC now owns 2,164 shares of the company’s stock valued at $589,000 after buying an additional 50 shares during the last quarter. Hedge funds and other institutional investors own 90.64% of the company’s stock.

Analyst Ratings Changes

DASH has been the topic of a number of recent research reports. Roth Mkm restated a “neutral” rating and issued a $200.00 target price on shares of DoorDash in a research note on Thursday, February 19th. Stifel Nicolaus reduced their price target on DoorDash from $253.00 to $224.00 and set a “hold” rating for the company in a research report on Tuesday, January 27th. Guggenheim decreased their price target on DoorDash from $275.00 to $255.00 and set a “buy” rating for the company in a report on Thursday, February 19th. Needham & Company LLC lowered their price objective on DoorDash from $275.00 to $265.00 and set a “buy” rating on the stock in a research report on Thursday, February 19th. Finally, Truist Financial raised their price objective on shares of DoorDash from $330.00 to $340.00 and gave the stock a “buy” rating in a research note on Thursday, February 19th. One analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $262.82.

Key Stories Impacting 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.

DoorDash Price Performance

Shares of DoorDash stock opened at $161.36 on Friday. The firm has a market cap of $70.10 billion, a PE ratio of 76.11 and a beta of 1.82. DoorDash, Inc. has a twelve month low of $155.40 and a twelve month high of $285.50. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.27. The business has a 50-day moving average price of $190.69 and a 200 day moving average price of $222.72.

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

Insider Buying and Selling at DoorDash

In related news, CEO Tony Xu sold 16,667 shares of the business’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $230.00, for a total value of $3,833,410.00. Following the completion of the sale, the chief executive officer owned 1,500 shares of the company’s stock, valued at approximately $345,000. The trade was a 91.74% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Ravi Inukonda sold 1,425 shares of the business’s stock in a transaction on Friday, December 19th. The stock was sold at an average price of $231.97, for a total transaction of $330,557.25. Following the completion of the sale, the chief financial officer directly owned 184,037 shares of the company’s stock, valued at approximately $42,691,062.89. The trade was a 0.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 205,409 shares of company stock worth $45,332,298. 5.83% of the stock is currently owned by corporate insiders.

DoorDash 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.