DA Davidson Cuts DoorDash (NASDAQ:DASH) Price Target to $224.00

DoorDash (NASDAQ:DASH) had its price objective reduced by DA Davidson from $260.00 to $224.00 in a research note released on Thursday morning, MarketBeat.com reports. They currently have a neutral rating on the stock.

Several other equities analysts also recently weighed in on DASH. Guggenheim reduced their target price on DoorDash from $280.00 to $275.00 and set a “buy” rating on the stock in a research report on Thursday, January 29th. Wedbush increased their price objective on shares of DoorDash from $260.00 to $270.00 and gave the stock an “outperform” rating in a report on Friday, December 19th. Barclays lowered their target price on shares of DoorDash from $272.00 to $238.00 and set an “equal weight” rating for the company in a report on Thursday, November 6th. BTIG Research reaffirmed a “buy” rating and set a $315.00 price target on shares of DoorDash in a research report on Thursday, November 6th. Finally, UBS Group reiterated a “neutral” rating and issued a $245.00 price target on shares of DoorDash in a report on Monday, February 2nd. 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’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $263.89.

DoorDash Stock Up 0.1%

Shares of NASDAQ DASH opened at $176.29 on Thursday. DoorDash has a 1 year low of $155.40 and a 1 year high of $285.50. The firm’s 50 day moving average price is $207.67 and its 200 day moving average price is $231.11. The firm has a market cap of $75.98 billion, a P/E ratio of 83.16 and a beta of 1.77. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.04 and a current ratio of 1.41.

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

Insider Transactions at DoorDash

In related news, Director Stanley Tang sold 45,410 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $209.01, for a total transaction of $9,491,144.10. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Shona L. Brown sold 1,250 shares of the company’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $181.28, for a total value of $226,600.00. Following the completion of the transaction, the director owned 32,252 shares of the company’s stock, valued at approximately $5,846,642.56. This represents a 3.73% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 315,725 shares of company stock worth $67,969,184 in the last quarter. 5.83% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in DASH. Gilbert & Cook Inc. increased its stake in DoorDash by 2.6% during the 2nd 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 period. Resonant Capital Advisors LLC increased its position 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 worth $334,000 after acquiring an additional 42 shares during the last quarter. Premier Path Wealth Partners LLC increased its position 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 worth $657,000 after acquiring an additional 45 shares during the last quarter. Advisory Resource Group lifted its stake in shares of DoorDash by 0.8% in the second quarter. Advisory Resource Group now owns 5,774 shares of the company’s stock worth $1,423,000 after acquiring an additional 48 shares in the last quarter. Finally, Quotient Wealth Partners LLC boosted its holdings in DoorDash by 3.2% in the third quarter. Quotient Wealth Partners LLC now owns 1,537 shares of the company’s stock valued at $418,000 after purchasing 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.