Vanguard Group Inc. Boosts Stock Holdings in DoorDash, Inc. $DASH

Vanguard Group Inc. boosted its position in DoorDash, Inc. (NASDAQ:DASH) by 3.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 42,712,908 shares of the company’s stock after buying an additional 1,522,823 shares during the quarter. Vanguard Group Inc. owned approximately 10.00% of DoorDash worth $11,617,484,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently made changes to their positions in the company. Norges Bank purchased a new stake in DoorDash in the 2nd quarter worth about $1,185,576,000. Scge Management L.P. bought a new position in DoorDash during the second quarter worth about $267,463,000. Ninety One UK Ltd purchased a new position in shares of DoorDash in the third quarter worth about $259,154,000. AQR Capital Management LLC raised its position in shares of DoorDash by 43.5% in the second quarter. AQR Capital Management LLC now owns 2,633,971 shares of the company’s stock valued at $643,084,000 after purchasing an additional 797,849 shares during the period. Finally, Balyasny Asset Management L.P. purchased a new stake in shares of DoorDash during the 2nd quarter valued at approximately $179,860,000. Hedge funds and other institutional investors own 90.64% of the company’s stock.

Insider Transactions at DoorDash

In other DoorDash news, COO Prabir Adarkar sold 30,000 shares of DoorDash stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $234.57, for a total transaction of $7,037,100.00. Following the completion of the sale, the chief operating officer owned 874,130 shares of the company’s stock, valued at $205,044,674.10. The trade was a 3.32% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Stanley Tang sold 45,410 shares of the 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 SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 604,135 shares of company stock worth $124,509,080. Company insiders own 5.83% of the company’s stock.

DoorDash Stock Down 0.5%

Shares of NASDAQ DASH opened at $160.34 on Monday. 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 business has a 50-day moving average of $213.26 and a 200-day moving average of $233.89. The firm has a market capitalization of $69.11 billion, a price-to-earnings ratio of 81.39 and a beta of 1.78. DoorDash, Inc. has a 12 month low of $155.40 and a 12 month high of $285.50.

Key Stories Impacting DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Analyst/independent bullish notes reiterate BUY at discounted levels, arguing valuation and long-term growth justify owning DASH ahead of earnings. Read More.
• Positive Sentiment: Grocery and retail partnerships remain a growth tailwind — sector coverage on Kroger’s turnaround highlights DoorDash as a continuing last-mile partner, underscoring recurring GOV opportunity from grocery fulfillment. Read More.
• Positive Sentiment: Resolution of fraud schemes tied to phantom orders (sentencing reported) reduces an ongoing loss/operational risk and supports margin stability. Read More.
• Neutral Sentiment: Waymo is paying gig workers (including DoorDash drivers) to close robotaxi doors — demonstrates the value and flexibility of the Dasher workforce, but payments go to drivers (not DoorDash directly), so corporate revenue impact is unclear. Read More.
• Neutral Sentiment: Q4 preview/earnings expectations: previews show an in-line quarter is likely (Bank of America/Proactive), keeping guidance risk moderate heading into the Feb. 18 report. Read More.
• Neutral Sentiment: Short-interest items circulating look inconsistent/erroneous (zeros/NaN), so current short-interest headlines are noisy and unlikely to be a reliable near-term driver until clarified.
• Negative Sentiment: Multiple driver-related safety incidents and arrests (stabbing attempt, accidental shooting, delivery-related arrests) are generating adverse headlines and reputational risk that can pressure the stock. Read More. | Read More.
• Negative Sentiment: Fatal hit‑and‑run coverage and related family lawsuits spotlight potential litigation and regulatory exposure that could create headline risk and legal costs. Read More.
• Negative Sentiment: Insider selling: Director Shona L. Brown sold 1,250 shares recently — investors sometimes view insider sales negatively when combined with other near-term headwinds. Read More.

Wall Street Analysts Forecast Growth

DASH has been the subject of several analyst reports. Zacks Research raised shares of DoorDash from a “strong sell” rating to a “hold” rating in a report on Thursday. DA Davidson reaffirmed a “neutral” rating and issued a $260.00 price target on shares of DoorDash in a report on Thursday, November 6th. UBS Group reiterated a “neutral” rating and set a $245.00 price objective on shares of DoorDash in a research note on Monday, February 2nd. Benchmark raised their target price on DoorDash from $315.00 to $320.00 and gave the stock a “buy” rating in a research note on Tuesday, November 4th. Finally, Barclays decreased their price target on DoorDash from $272.00 to $238.00 and set an “equal weight” rating on the stock in a research report on Thursday, November 6th. One analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat.com, DoorDash has an average rating of “Moderate Buy” and a consensus price target of $280.24.

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.