Cantor Fitzgerald Cuts DoorDash (NASDAQ:DASH) Price Target to $230.00

DoorDash (NASDAQ:DASH) had its target price trimmed by Cantor Fitzgerald from $285.00 to $230.00 in a report issued on Thursday morning, Marketbeat reports. The brokerage currently has an overweight rating on the stock.

Several other equities analysts have also issued reports on DASH. Jefferies Financial Group lifted their target price on DoorDash from $260.00 to $270.00 and gave the company a “buy” rating in a research note on Thursday, December 11th. Bank of America upped their target price on DoorDash from $260.00 to $272.00 and gave the company a “buy” rating in a research report on Thursday. Morgan Stanley reissued an “overweight” rating and issued a $275.00 price target on shares of DoorDash in a report on Thursday. Barclays dropped their target price on DoorDash from $238.00 to $220.00 and set an “equal weight” rating on the stock in a research report on Thursday. Finally, JPMorgan Chase & Co. reduced their target price on DoorDash from $325.00 to $300.00 and set an “overweight” rating for the company in a research note on Thursday, November 6th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $263.89.

DoorDash Stock Performance

Shares of NASDAQ:DASH opened at $176.29 on Thursday. The firm has a 50 day moving average of $207.67 and a 200 day moving average of $231.11. The company has a quick ratio of 2.04, a current ratio of 1.41 and a debt-to-equity ratio of 0.27. The company has a market capitalization of $75.98 billion, a price-to-earnings ratio of 83.16 and a beta of 1.77. DoorDash has a 52 week low of $155.40 and a 52 week high of $285.50.

DoorDash (NASDAQ:DASH) last announced its earnings results on Wednesday, February 18th. The company reported $0.48 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.58 by ($0.10). The company had revenue of $3.96 billion for the quarter, compared to the consensus estimate of $3.98 billion. DoorDash had a net margin of 6.82% and a return on equity of 10.15%. The firm’s revenue was up 37.7% compared to the same quarter last year. During the same period last year, the business posted $0.33 EPS. On average, sell-side analysts predict that DoorDash will post 2.22 earnings per share for the current fiscal year.

Insider Buying and Selling

In other DoorDash news, CEO Tony Xu sold 16,667 shares of DoorDash stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $230.00, for a total transaction of $3,833,410.00. Following the sale, the chief executive officer owned 1,500 shares of the company’s stock, valued at $345,000. The trade was a 91.74% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Andy Fang sold 30,000 shares of the stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $222.52, for a total transaction of $6,675,600.00. The SEC filing for this sale provides additional information. Insiders have sold a total of 315,725 shares of company stock worth $67,969,184 in the last ninety days. Company insiders own 5.83% of the company’s stock.

Institutional Investors Weigh In On DoorDash

A number of large investors have recently made changes to their positions in DASH. Gilbert & Cook Inc. boosted its stake in DoorDash by 2.6% during the second quarter. Gilbert & Cook Inc. now owns 1,685 shares of the company’s stock worth $415,000 after buying an additional 42 shares during the last quarter. Resonant Capital Advisors LLC increased its stake in shares of DoorDash by 3.5% in the 3rd quarter. Resonant Capital Advisors LLC now owns 1,229 shares of the company’s stock worth $334,000 after acquiring an additional 42 shares during the last quarter. Premier Path Wealth Partners LLC raised its holdings in shares of 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 acquiring an additional 45 shares during the period. Advisory Resource Group boosted its position in shares of DoorDash by 0.8% during the 2nd quarter. Advisory Resource Group now owns 5,774 shares of the company’s stock valued at $1,423,000 after acquiring an additional 48 shares during the last quarter. Finally, Quotient Wealth Partners LLC boosted its position 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 acquiring an additional 48 shares during the last quarter. 90.64% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting DoorDash

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

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.