MGO One Seven LLC Has $1.54 Million Stock Position in DoorDash, Inc. $DASH

MGO One Seven LLC boosted its position in DoorDash, Inc. (NASDAQ:DASH) by 347.3% during the 3rd quarter, Holdings Channel reports. The fund owned 5,649 shares of the company’s stock after buying an additional 4,386 shares during the period. MGO One Seven LLC’s holdings in DoorDash were worth $1,536,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its holdings in shares of DoorDash by 24.0% in the 4th quarter. Brighton Jones LLC now owns 9,336 shares of the company’s stock worth $1,566,000 after purchasing an additional 1,807 shares in the last quarter. Integrated Wealth Concepts LLC increased its stake in DoorDash by 21.5% during the 1st quarter. Integrated Wealth Concepts LLC now owns 1,715 shares of the company’s stock valued at $314,000 after purchasing an additional 303 shares in the last quarter. Empowered Funds LLC raised its holdings in DoorDash by 3.6% during the first quarter. Empowered Funds LLC now owns 8,130 shares of the company’s stock worth $1,486,000 after buying an additional 285 shares during the last quarter. Parallel Advisors LLC lifted its stake in shares of DoorDash by 19.0% in the second quarter. Parallel Advisors LLC now owns 5,487 shares of the company’s stock valued at $1,353,000 after buying an additional 876 shares in the last quarter. Finally, MassMutual Private Wealth & Trust FSB lifted its stake in shares of DoorDash by 68.9% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 831 shares of the company’s stock valued at $205,000 after buying an additional 339 shares in the last quarter. Institutional investors and hedge funds own 90.64% of the company’s stock.

DoorDash Stock Down 1.4%

DASH stock opened at $210.11 on Friday. The stock has a market cap of $90.56 billion, a P/E ratio of 106.65 and a beta of 1.70. 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 stock’s fifty day simple moving average is $216.48 and its two-hundred day simple moving average is $240.64. DoorDash, Inc. has a 1-year low of $155.40 and a 1-year high of $285.50.

DoorDash (NASDAQ:DASH) last released its earnings results on Wednesday, November 5th. The company reported $0.55 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 the consensus estimate of $3.35 billion. DoorDash had a return on equity of 9.97% and a net margin of 6.83%.The company’s revenue for the quarter was up 27.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.38 earnings per share. Analysts expect that DoorDash, Inc. will post 2.22 EPS for the current year.

Analysts Set New Price Targets

Several research firms have recently commented on DASH. Bank of America decreased their target price on shares of DoorDash from $325.00 to $305.00 and set a “buy” rating for the company in a research report on Thursday, November 6th. BNP Paribas initiated coverage on DoorDash in a report on Wednesday. They set an “outperform” rating and a $280.00 price objective for the company. KeyCorp reissued an “overweight” rating and issued a $280.00 price objective on shares of DoorDash in a research note on Friday, November 21st. Wells Fargo & Company raised their target price on DoorDash from $239.00 to $251.00 and gave the company an “equal weight” rating in a report on Thursday, January 8th. Finally, UBS Group decreased their price target on DoorDash from $316.00 to $241.00 and set a “neutral” rating for the company in a report on Thursday, November 6th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, DoorDash currently has a consensus rating of “Moderate Buy” and an average target price of $278.05.

Insiders Place Their Bets

In other news, Director Andy Fang sold 30,000 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $222.52, for a total transaction of $6,675,600.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Tony Xu sold 16,667 shares of DoorDash stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $230.00, for a total transaction of $3,833,410.00. Following the completion of the sale, the chief executive officer directly owned 1,500 shares in the company, valued at $345,000. This trade represents a 91.74% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 618,293 shares of company stock valued at $130,311,170. Company insiders own 5.83% of the company’s stock.

Key Headlines Impacting DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: BNP Paribas Exane initiated coverage with an “Outperform” and $280 price target (implies ~30% upside from recent levels), which could support the stock if other analysts follow or the firm reiterates its view.
• Positive Sentiment: Local PR — Video coverage of Round Rock police delivering a pizza after a DoorDash driver was arrested generated positive community-facing press that underscores service continuity and brand resilience. Video shows Round Rock police delivering pizza after arresting DoorDash driver
• Positive Sentiment: Service continuity anecdote — A Covington police officer delivering a DoorDash order after a driver’s crash provided another small PR-positive reminder of on-the-ground reliability. Covington police officer delivers order after DoorDash driver gets into wreck
• Neutral Sentiment: Valuation take — A Seeking Alpha note summarizes the trade-off investors face: DoorDash’s growth and unit-economics improvements keep it attractive, but the stock is described as “too expensive to buy,” which is a neutral-to-cautious stance for potential buyers. DoorDash: Too Expensive To Buy, But Too Good To Turn Bearish On
• Negative Sentiment: Major regulatory / legal risk — New York City regulators and the Mamdani administration allege DoorDash (and Uber Eats) deprived drivers of roughly $550M in tips and have opened legal action. That claim could lead to significant remediation costs, fines, operational changes to tipping flows, and sustained regulatory scrutiny in an important market. DoorDash, Uber deprive drivers of $550M in tips, city says Gizmodo: DoorDash and Uber Eats cost delivery workers millions of dollars in tips Mamdani admin sues DoorDash and Uber Eats over $550M tip scheme
• Negative Sentiment: Tipping-practices scrutiny — Multiple outlets report that DoorDash and Uber allegedly blocked or redirected tipping flows to the platform rather than drivers; this could force policy changes, change economics for couriers, and increase labor costs or settlements. UberEats and DoorDash allegedly blocked tipping for delivery drivers – update
• Negative Sentiment: Insider sale — Director Shona Brown sold 1,250 shares (Form 4 filed). The sale is modest but will be viewed by some investors as a negative signal unless followed by offsetting buys. SEC Form 4 — Shona L. Brown

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.