Sentinel Dome Partners LLC Buys New Position in DoorDash, Inc. $DASH

Sentinel Dome Partners LLC purchased a new position in DoorDash, Inc. (NASDAQ:DASH) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 13,700 shares of the company’s stock, valued at approximately $3,103,000. DoorDash makes up approximately 2.1% of Sentinel Dome Partners LLC’s portfolio, making the stock its 17th biggest position.

Several other hedge funds have also recently modified their holdings of DASH. American Century Companies Inc. increased its position in shares of DoorDash by 5.0% in the 3rd quarter. American Century Companies Inc. now owns 485,088 shares of the company’s stock valued at $131,941,000 after acquiring an additional 22,944 shares during the period. Vaughan Nelson Investment Management L.P. purchased a new position in DoorDash during the fourth quarter valued at approximately $41,712,000. Intech Investment Management LLC increased its holdings in shares of DoorDash by 707.8% during the 4th quarter. Intech Investment Management LLC now owns 253,348 shares of the company’s stock valued at $57,378,000 after purchasing an additional 221,985 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. raised its position in shares of DoorDash by 7.1% in the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 806,191 shares of the company’s stock worth $219,276,000 after acquiring an additional 53,722 shares during the period. Finally, Jefferies Financial Group Inc. raised its holdings in DoorDash by 136.6% in the 3rd quarter. Jefferies Financial Group Inc. now owns 42,355 shares of the company’s stock worth $11,520,000 after purchasing an additional 24,454 shares during the period. Institutional investors and hedge funds own 90.64% of the company’s stock.

Insider Activity at DoorDash

In other news, COO Prabir Adarkar sold 21,739 shares of the business’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $155.25, for a total value of $3,374,979.75. Following the completion of the sale, the chief operating officer directly owned 959,076 shares of the company’s stock, valued at approximately $148,896,549. The trade was a 2.22% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Keith Yandell sold 2,643 shares of the business’s stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $155.34, for a total value of $410,563.62. Following the completion of the sale, the insider owned 81,106 shares of the company’s stock, valued at approximately $12,599,006.04. This represents a 3.16% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 68,558 shares of company stock worth $10,914,640 in the last ninety days. Company 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: DoorDash is drawing attention for its “Summer of DashPass” promotion, which highlights discounts and membership value that could support orders and subscriber engagement. Here’s Why DoorDash’s Summer of DashPass Is One of the Season’s Best Sale Events
• Positive Sentiment: The company’s World Cup-themed campaign is getting additional exposure, which may help DoorDash stay top-of-mind with consumers heading into a major sporting event. DoorDash leans into 2026 World Cup fandom with campaign — Vote now in Ad Meter Brand Spotlight
• Positive Sentiment: Several food-and-lifestyle articles are reinforcing DoorDash’s brand presence by promoting restaurant recommendations and delivery use cases, which can support consumer awareness. These 2 North Texas restaurants are among the best spots to celebrate dad, DoorDash says
• Neutral Sentiment: Coverage of Brooklyn Beckham’s DoorDash ad is generating buzz and broadening reach, but the headlines focus more on the celebrity family drama than on a clear business catalyst. Brooklyn Beckham takes another swipe at his parents as full DoorDash advert released
• Neutral Sentiment: An earnings comparison piece on DoorDash and other gig economy names is mostly informational and does not appear to introduce new company-specific news. Q1 Earnings Highs And Lows: DoorDash (NASDAQ:DASH) Vs The Rest Of The Gig Economy Stocks
• Negative Sentiment: Some media coverage frames the Brooklyn Beckham ad as a “PR mess” or backlash-driven story, which could slightly offset the benefit of the campaign if the controversy overshadows the brand message. Brooklyn Beckham’s DoorDash World Cup Ad Turns Family Feud Into a PR Mess

DoorDash Price Performance

Shares of DASH opened at $173.49 on Friday. DoorDash, Inc. has a twelve month low of $143.30 and a twelve month high of $285.50. The company has a current ratio of 1.43, a quick ratio of 1.43 and a debt-to-equity ratio of 0.27. The firm has a market capitalization of $75.59 billion, a price-to-earnings ratio of 82.61 and a beta of 1.83. The firm’s fifty day simple moving average is $164.07 and its 200-day simple moving average is $183.31.

DoorDash (NASDAQ:DASH) last announced its quarterly earnings results on Wednesday, May 6th. The company reported $0.42 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.36 by $0.06. The company had revenue of $4.04 billion during the quarter, compared to the consensus estimate of $4.15 billion. DoorDash had a return on equity of 9.58% and a net margin of 6.29%.DoorDash’s revenue for the quarter was up 33.1% on a year-over-year basis. During the same period in the previous year, the business earned $0.44 EPS. Equities analysts forecast that DoorDash, Inc. will post 2.44 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on DASH shares. Susquehanna cut their target price on shares of DoorDash from $250.00 to $225.00 and set a “positive” rating for the company in a research note on Friday, May 8th. Truist Financial cut their target price on DoorDash from $340.00 to $330.00 and set a “buy” rating for the company in a research note on Thursday, May 7th. Weiss Ratings raised shares of DoorDash from a “hold (c-)” rating to a “hold (c)” rating in a research report on Wednesday, May 13th. The Goldman Sachs Group set a $280.00 target price on shares of DoorDash in a research report on Thursday, May 7th. Finally, Citigroup decreased their price target on DoorDash from $280.00 to $250.00 and set a “buy” rating on the stock in a research note on Friday, May 8th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, DoorDash currently has a consensus rating of “Moderate Buy” and an average price target of $256.11.

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.