Zacks Research Analysts Cut Earnings Estimates for DoorDash

DoorDash, Inc. (NASDAQ:DASH) – Zacks Research dropped their Q1 2026 earnings per share (EPS) estimates for shares of DoorDash in a research report issued to clients and investors on Tuesday, January 6th. Zacks Research analyst Team now anticipates that the company will post earnings of $0.55 per share for the quarter, down from their previous forecast of $0.57. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for DoorDash’s current full-year earnings is $2.22 per share. Zacks Research also issued estimates for DoorDash’s Q3 2026 earnings at $0.67 EPS, FY2026 earnings at $2.62 EPS, Q1 2027 earnings at $1.37 EPS, Q4 2027 earnings at $1.83 EPS and FY2027 earnings at $5.20 EPS.

DoorDash (NASDAQ:DASH) last posted its earnings results on Wednesday, November 5th. The company reported $0.55 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.68 by ($0.13). The business had revenue of $3.45 billion for the quarter, compared to analyst estimates of $3.35 billion. DoorDash had a return on equity of 9.97% and a net margin of 6.83%.The firm’s revenue for the quarter was up 27.3% compared to the same quarter last year. During the same period last year, the company posted $0.38 EPS.

Several other equities analysts have also weighed in on the stock. Wolfe Research set a $270.00 target price on shares of DoorDash in a report on Monday. Cantor Fitzgerald raised their price objective on DoorDash from $270.00 to $285.00 and gave the company an “overweight” rating in a research report on Thursday. JPMorgan Chase & Co. reduced their price objective on DoorDash from $325.00 to $300.00 and set an “overweight” rating on the stock in a research note on Thursday, November 6th. Wedbush increased their target price on DoorDash from $260.00 to $270.00 and gave the company an “outperform” rating in a research note on Friday, December 19th. Finally, Guggenheim reiterated a “buy” rating and set a $280.00 target price on shares of DoorDash in a report on Wednesday, November 19th. One analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, DoorDash presently has an average rating of “Moderate Buy” and an average price target of $277.94.

DoorDash Price Performance

DASH opened at $215.56 on Thursday. DoorDash has a 52-week low of $155.40 and a 52-week high of $285.50. The company has a 50 day moving average of $217.70 and a two-hundred day moving average of $241.30. The company has a market cap of $92.91 billion, a P/E ratio of 109.42 and a beta of 1.70. The company has a quick ratio of 2.04, a current ratio of 2.04 and a debt-to-equity ratio of 0.29.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the stock. Gilbert & Cook Inc. boosted its stake in DoorDash by 2.6% in the 2nd quarter. Gilbert & Cook Inc. now owns 1,685 shares of the company’s stock valued at $415,000 after buying an additional 42 shares in the last quarter. Resonant Capital Advisors LLC lifted its holdings in shares of 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 acquiring an additional 42 shares during the period. Premier Path Wealth Partners LLC lifted its holdings in shares of DoorDash by 1.9% during the third quarter. Premier Path Wealth Partners LLC now owns 2,414 shares of the company’s stock valued at $657,000 after acquiring an additional 45 shares during the period. Perigon Wealth Management LLC boosted its stake in shares of DoorDash by 1.3% in the 2nd quarter. Perigon Wealth Management LLC now owns 3,701 shares of the company’s stock valued at $912,000 after purchasing an additional 46 shares in the last quarter. Finally, Advisory Resource Group grew its holdings in shares of DoorDash by 0.8% in 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 last quarter. 90.64% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other DoorDash news, COO Prabir Adarkar sold 30,000 shares of DoorDash stock in a transaction that occurred on 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 sale, the chief operating officer directly owned 874,130 shares in the company, valued at $205,044,674.10. The trade was a 3.32% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Tony Xu sold 16,667 shares of the stock in a transaction that occurred on 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 transaction, the chief executive officer owned 1,500 shares of the company’s stock, valued at approximately $345,000. This trade represents a 91.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 642,011 shares of company stock worth $136,832,543 over the last quarter. Corporate insiders own 5.83% of the company’s stock.

Trending Headlines about DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Management publicly pushed back on a viral hoax about driver scoring, reducing short‑term regulatory/PR uncertainty and showing active reputation management. Article Title
• Positive Sentiment: DoorDash banned a driver alleged to have used AI images to fake deliveries — a sign the company is enforcing fraud controls that protect marketplace integrity and merchant trust. Article Title
• Positive Sentiment: Zacks Research nudged several longer‑term estimates higher (notably FY2027 / Q4 2027), suggesting some analyst expectation of stronger earnings further out. Zacks Research
• Neutral Sentiment: DoorDash set its Q4 and full‑year 2025 results release for Feb. 18 — this is the nearest company‑specific catalyst that could move the stock via results and guidance. Article Title
• Neutral Sentiment: Coverage and marketing highlights (CES/commerce media stories) reinforce growth initiatives — positive for longer‑term TAM expansion but not an immediate earnings driver. Article Title
• Negative Sentiment: Zacks Research maintained a “Strong Sell” and issued several near‑term EPS downgrades (Q1/Q2/Q3 2026 and parts of 2027), creating an analyst headwind that can pressure the stock. Zacks Research
• Negative Sentiment: Significant insider selling: multiple directors and CEO Tony Xu disclosed multi‑million dollar sales in early January — large insider dispositions often prompt investor caution about near‑term outlook. Director Sale Article Director Sale Article 2 CEO Form 4
• Negative Sentiment: Serious safety/PR risk: reports that a DoorDash driver allegedly assaulted a 75‑year‑old veteran (leaving him in a coma) increase potential liability, regulatory scrutiny, and reputational damage. Article Title

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.