DoorDash, Inc. $DASH Shares Acquired by UniSuper Management Pty Ltd

UniSuper Management Pty Ltd lifted its position in shares of DoorDash, Inc. (NASDAQ:DASH) by 19.5% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 29,706 shares of the company’s stock after buying an additional 4,839 shares during the period. UniSuper Management Pty Ltd’s holdings in DoorDash were worth $8,080,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. GFG Capital LLC acquired a new position in DoorDash in the 2nd quarter valued at $30,000. Sound Income Strategies LLC grew its position in shares of DoorDash by 2,760.0% in the third 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 period. Asset Planning Inc acquired a new position in DoorDash in the third quarter valued at $50,000. NewSquare Capital LLC lifted its position in DoorDash by 610.3% during the second quarter. NewSquare Capital LLC now owns 206 shares of the company’s stock worth $51,000 after buying an additional 177 shares during the period. Finally, CX Institutional lifted its position in DoorDash by 3,660.0% during the third quarter. CX Institutional now owns 188 shares of the company’s stock worth $51,000 after buying an additional 183 shares during the period. 90.64% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, COO Prabir Adarkar sold 15,000 shares of the stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $204.59, for a total value of $3,068,850.00. Following the completion of the sale, the chief operating officer owned 874,130 shares in the company, valued at approximately $178,838,256.70. This trade represents a 1.69% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Tony Xu sold 16,667 shares of the firm’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 owned 1,500 shares in the company, valued at approximately $345,000. The trade was a 91.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 632,885 shares of company stock valued at $133,222,817. 5.83% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

DASH has been the subject of several recent analyst reports. BNP Paribas Exane began coverage on DoorDash in a report on Wednesday, January 14th. They issued an “outperform” rating and a $280.00 price target for the company. KeyCorp decreased their target price on shares of DoorDash from $280.00 to $275.00 and set an “overweight” rating on the stock in a research report on Tuesday, January 20th. Citigroup reaffirmed a “market outperform” rating on shares of DoorDash in a research report on Monday, November 24th. JPMorgan Chase & Co. cut their price target on shares of DoorDash from $325.00 to $300.00 and set an “overweight” rating on the stock in a research note on Thursday, November 6th. Finally, UBS Group raised shares of DoorDash from a “buy” rating to a “mixed” rating in a research note on Tuesday. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $281.26.

DoorDash Price Performance

DoorDash stock opened at $207.23 on Friday. DoorDash, Inc. has a 52-week low of $155.40 and a 52-week high of $285.50. The firm has a fifty day moving average of $217.08 and a 200-day moving average of $239.17. The firm has a market capitalization of $89.32 billion, a P/E ratio of 105.19 and a beta of 1.70. The company has a quick ratio of 2.04, a current ratio of 2.04 and a debt-to-equity ratio of 0.29.

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

Key Stories Impacting DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: DoorDash says it applied AI across chat and calls to detect and defuse unsafe interactions, cutting reported incidents by ~50% — a meaningful operational improvement that can reduce liability, lower driver churn and improve marketplace trust. DoorDash Applies AI to Safety Across Chat and Calls, Cutting Incidents by 50%
• Positive Sentiment: Hibbett launched on DoorDash nationwide, expanding DoorDash’s retail assortment beyond food and groceries — a distribution win that supports revenue diversification and incremental GMV. Hibbett Launches on DoorDash
• Neutral Sentiment: Severe weather coverage warns consumers/drivers to avoid driving during a D-FW winter storm — a temporary drop in delivery activity in affected regions but not a company-specific structural issue. Should you Uber, Lyft, Doordash during D-FW winter storm?
• Negative Sentiment: A federal judge rejected DoorDash and Uber’s bid to block New York City’s tipping rules and related mandates (including a required 10% tip prompt) — a legal setback that increases the chance of changes that could boost customer tips but pressure platform commissions and take-rates in a major market. Judge rejects DoorDash, Uber bid to block NYC tipping laws Doordash, Uber fail to stop NYC law requiring 10% tip prompt
• Negative Sentiment: COO Prabir Adarkar sold 15,000 shares (~1.7% reduction of his recent position) — an insider sale that can weigh on sentiment even though his remaining stake remains large. SEC filing and coverage noted the trade. DoorDash COO Prabir Adarkar Sells 15,000 Shares
• Negative Sentiment: KeyCorp cut its price target to $275 — a downward analyst revision that can temper buy-side enthusiasm and price momentum. KeyCorp Lowers DoorDash Price Target
• Negative Sentiment: Recent reports of assaults and a knife threat against DoorDash drivers highlight ongoing safety risks that tie back to liability, insurance and retention costs despite the company’s AI safety push. Police look for man accused of flashing a knife at a DoorDash driver DoorDash driver reports armed robbery during delivery

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.