Insider Selling: DoorDash (NASDAQ:DASH) CEO Sells 16,667 Shares of Stock

DoorDash, Inc. (NASDAQ:DASH) CEO Tony Xu sold 16,667 shares of the business’s stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $230.00, for a total value of $3,833,410.00. Following the sale, the chief executive officer directly 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 document filed with the SEC, which is available through the SEC website.

Tony Xu also recently made the following trade(s):

• On Thursday, December 18th, Tony Xu sold 16,667 shares of DoorDash stock. The shares were sold at an average price of $230.00, for a total value of $3,833,410.00.
• On Tuesday, December 9th, Tony Xu sold 16,667 shares of DoorDash stock. The stock was sold at an average price of $230.00, for a total transaction of $3,833,410.00.
• On Thursday, November 20th, Tony Xu sold 288,410 shares of DoorDash stock. The stock was sold at an average price of $196.04, for a total transaction of $56,539,896.40.

DoorDash Price Performance

Shares of DASH traded up $1.14 during mid-day trading on Wednesday, reaching $230.52. The stock had a trading volume of 3,100,257 shares, compared to its average volume of 4,110,400. The firm has a market cap of $99.35 billion, a price-to-earnings ratio of 117.02 and a beta of 1.70. DoorDash, Inc. has a 12 month low of $155.40 and a 12 month high of $285.50. The business has a fifty day moving average of $219.79 and a 200 day moving average of $241.60. The company has a debt-to-equity ratio of 0.29, a quick ratio of 2.04 and a current ratio of 2.04.

DoorDash (NASDAQ:DASH) last announced its quarterly earnings data on Wednesday, November 5th. The company reported $0.55 EPS for the quarter, missing the consensus estimate of $0.68 by ($0.13). The firm had revenue of $3.45 billion for the quarter, compared to the consensus estimate of $3.35 billion. DoorDash had a net margin of 6.83% and a return on equity of 9.97%. The firm’s revenue for the quarter was up 27.3% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.38 earnings per share. Equities analysts predict that DoorDash, Inc. will post 2.22 EPS for the current year.

Analysts Set New Price Targets

Several analysts recently issued reports on DASH shares. Wolfe Research set a $270.00 target price on DoorDash in a research note on Monday. Benchmark increased their price objective on shares of DoorDash from $315.00 to $320.00 and gave the company a “buy” rating in a report on Tuesday, November 4th. Morgan Stanley boosted their target price on shares of DoorDash from $300.00 to $330.00 and gave the stock an “overweight” rating in a report on Monday, October 20th. KeyCorp restated an “overweight” rating and set a $280.00 target price on shares of DoorDash in a research report on Friday, November 21st. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of DoorDash in a report on Friday, December 12th. One research analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $277.17.

Key Headlines Impacting DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Management publicly and forcefully rejected a viral claim that DoorDash uses a “desperation score” to set driver pay, calling the post a hoax and promising swift internal action — this reduces regulatory and PR uncertainty. Article Title
• Positive Sentiment: DoorDash banned a worker accused of using AI‑generated images to fake a delivery, signaling active fraud controls and operational enforcement that protect marketplace integrity. Article Title
• Neutral Sentiment: Investigations and reporting show the viral Reddit post was an AI scam; while that calms one narrative, the episode keeps the sector and DoorDash in the headlines. Article Title
• Neutral Sentiment: Market commentary is questioning DoorDash’s valuation after a strong one‑year run — important context for investors deciding whether to add or trim exposure. Article Title
• Neutral Sentiment: Local PR: four New Jersey eateries were named to DoorDash’s 2026 “healthy eats” list — small positive for merchant relations and brand. Article Title
• Negative Sentiment: Zacks Research downgraded DoorDash from “hold” to “strong sell” — an outright downgrade from a known data provider can pressure sentiment and trigger short‑term selling or reweighting by some funds. Zacks Article
• Negative Sentiment: Insider selling: Directors Andy Fang and Stanley Tang disclosed multi‑million‑dollar sales in early January (Fang: 30,000 shares; Tang: 45,410 shares). Large director sales often weigh on sentiment even if they’re for diversification or tax reasons. Fang Form 4 Tang Form 4
• Negative Sentiment: Serious safety/PR incident: multiple outlets report an alleged attack by a DoorDash driver that left a 75‑year‑old veteran in a coma — this raises reputational, liability and driver‑screening concerns. Article Title

Hedge Funds Weigh In On DoorDash

Institutional investors and hedge funds have recently made changes to their positions in the business. Physician Wealth Advisors Inc. lifted its holdings in shares of DoorDash by 284.0% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 96 shares of the company’s stock valued at $26,000 after acquiring an additional 71 shares during the last quarter. Sunbelt Securities Inc. lifted its stake in shares of DoorDash by 124.1% in the 3rd quarter. Sunbelt Securities Inc. now owns 121 shares of the company’s stock valued at $33,000 after purchasing an additional 67 shares during the last quarter. GFG Capital LLC bought a new stake in shares of DoorDash in the 2nd quarter valued at approximately $30,000. Morse Asset Management Inc purchased a new position in shares of DoorDash in the 3rd quarter worth approximately $36,000. Finally, Sound Income Strategies LLC increased its position in shares of DoorDash by 2,760.0% during the 3rd quarter. Sound Income Strategies LLC now owns 143 shares of the company’s stock valued at $39,000 after purchasing an additional 138 shares during the last quarter. 90.64% of the stock is owned by hedge funds and other institutional investors.

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.