Hidden Lake Asset Management LP Makes New $7.70 Million Investment in DoorDash, Inc. $DASH

Hidden Lake Asset Management LP purchased a new position in shares of DoorDash, Inc. (NASDAQ:DASH) in the third quarter, according to its most recent disclosure with the SEC. The firm purchased 28,293 shares of the company’s stock, valued at approximately $7,695,000. DoorDash makes up 1.0% of Hidden Lake Asset Management LP’s investment portfolio, making the stock its 14th largest position.

Several other large investors have also made changes to their positions in DASH. Brighton Jones LLC lifted its stake in DoorDash by 24.0% in the fourth quarter. Brighton Jones LLC now owns 9,336 shares of the company’s stock valued at $1,566,000 after acquiring an additional 1,807 shares during the last quarter. Integrated Wealth Concepts LLC increased its stake in shares of DoorDash by 21.5% during the 1st quarter. Integrated Wealth Concepts LLC now owns 1,715 shares of the company’s stock worth $314,000 after purchasing an additional 303 shares during the last quarter. Empowered Funds LLC raised its holdings in shares of DoorDash by 3.6% during the 1st quarter. Empowered Funds LLC now owns 8,130 shares of the company’s stock valued at $1,486,000 after purchasing an additional 285 shares in the last quarter. Sivia Capital Partners LLC lifted its stake in shares of DoorDash by 92.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,255 shares of the company’s stock valued at $1,049,000 after purchasing an additional 2,049 shares during the last quarter. Finally, AE Wealth Management LLC acquired a new stake in shares of DoorDash in the 2nd quarter valued at $239,000. Institutional investors own 90.64% of the company’s stock.

Analysts Set New Price Targets

Several research firms have commented on DASH. Oppenheimer lowered their target price on shares of DoorDash from $280.00 to $235.00 and set an “outperform” rating on the stock in a research report on Thursday, February 19th. Cantor Fitzgerald reduced their price target on DoorDash from $285.00 to $230.00 and set an “overweight” rating for the company in a research report on Thursday, February 19th. Jefferies Financial Group increased their price objective on DoorDash from $260.00 to $270.00 and gave the company a “buy” rating in a report on Thursday, December 11th. Morgan Stanley restated an “overweight” rating and issued a $275.00 target price on shares of DoorDash in a report on Thursday, February 19th. Finally, Mizuho lowered their price target on DoorDash from $320.00 to $255.00 and set an “outperform” rating on the stock in a report on Tuesday, March 3rd. One research 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’s stock. Based on data from MarketBeat.com, DoorDash presently has an average rating of “Moderate Buy” and a consensus target price of $262.82.

DoorDash Stock Down 0.2%

Shares of DASH stock opened at $161.36 on Monday. DoorDash, Inc. has a 12 month low of $155.40 and a 12 month high of $285.50. The firm has a market cap of $70.10 billion, a PE ratio of 76.11 and a beta of 1.82. The stock has a 50 day moving average of $190.69 and a 200-day moving average of $222.55. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.27.

DoorDash (NASDAQ:DASH) last announced its quarterly earnings data 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 during the quarter, compared to analyst estimates of $3.98 billion. DoorDash had a return on equity of 10.15% and a net margin of 6.82%.The company’s revenue was up 37.7% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.33 EPS. On average, equities analysts predict that DoorDash, Inc. will post 2.22 EPS for the current year.

DoorDash News Roundup

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Strong marketplace growth: Zacks reports DoorDash’s marketplace GOV jumped ~39% to $29.7B in Q4 2025 and Q1 2026 GOV is projected at $31B–$31.8B, signaling continued demand across restaurants, retail and grocery that supports revenue upside. Read More.
• Positive Sentiment: Retail partnership expansion: Convenience chain Casey’s launched a hunger‑relief campaign with DoorDash — a sign DoorDash is deepening local retail and grocery integrations that can lift GOV and merchant service fees. Read More.
• Positive Sentiment: Strong PR / brand goodwill from viral donor response: Multiple outlets report ~$500K raised for a 78‑year‑old DoorDash driver after a viral delivery video. This goodwill can help consumer sentiment and local brand reputation, though it’s unlikely to move fundamentals materially. Read More.
• Neutral Sentiment: Industry tech developments: Grubhub plans drone trials, joining DoorDash and Uber Eats in delivery experimentation — underscores industry innovation but also rising capex/tech competition risks. Read More.
• Negative Sentiment: Insider selling: Director Shona Brown sold 1,250 shares (disclosed in an SEC filing). While not large relative to institutional ownership, insider sales can weigh on short‑term sentiment. Read More.
• Negative Sentiment: Macro / geopolitical headwinds: Benzinga notes fresh geopolitical turmoil in the Middle East pressured shares — DoorDash is sensitive to consumer spending shifts and market volatility that can reduce order frequency. Read More.
• Negative Sentiment: Driver economics under pressure: Local reporting highlights rising gas prices squeezing Dashers in some regions — higher fuel costs can hurt driver supply, consumer prices, or DoorDash’s commission/marketing dynamics. Read More.

Insider Activity at DoorDash

In other DoorDash news, CEO Tony Xu sold 16,667 shares of the company’s stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $230.00, for a total value of $3,833,410.00. Following the completion of the transaction, the chief executive officer owned 1,500 shares of the company’s stock, valued at $345,000. This represents a 91.74% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, 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 value 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. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 205,409 shares of company stock worth $45,332,298. Insiders own 5.83% of the company’s stock.

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.