DoorDash, Inc. $DASH Shares Sold by RDST Capital LLC

RDST Capital LLC cut its position in DoorDash, Inc. (NASDAQ:DASH) by 71.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 48,570 shares of the company’s stock after selling 120,980 shares during the quarter. DoorDash accounts for 1.2% of RDST Capital LLC’s portfolio, making the stock its 19th largest position. RDST Capital LLC’s holdings in DoorDash were worth $13,211,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in the company. Resonant Capital Advisors LLC increased its stake in DoorDash by 3.5% during the 3rd quarter. Resonant Capital Advisors LLC now owns 1,229 shares of the company’s stock worth $334,000 after buying an additional 42 shares during the period. Premier Path Wealth Partners LLC boosted its position in DoorDash by 1.9% in the 3rd quarter. Premier Path Wealth Partners LLC now owns 2,414 shares of the company’s stock valued at $657,000 after buying an additional 45 shares during the last quarter. Quotient Wealth Partners LLC boosted its position in DoorDash by 3.2% in the 3rd quarter. Quotient Wealth Partners LLC now owns 1,537 shares of the company’s stock valued at $418,000 after buying an additional 48 shares during the last quarter. Hobart Private Capital LLC grew its stake in shares of DoorDash by 2.4% during the third quarter. Hobart Private Capital LLC now owns 2,164 shares of the company’s stock valued at $589,000 after acquiring an additional 50 shares in the last quarter. Finally, SageView Advisory Group LLC grew its stake in shares of DoorDash by 3.6% during the second quarter. SageView Advisory Group LLC now owns 1,486 shares of the company’s stock valued at $366,000 after acquiring an additional 51 shares in the last quarter. 90.64% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at DoorDash

In other news, CEO Tony Xu sold 16,667 shares of the stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $230.00, for a total transaction of $3,833,410.00. Following the sale, the chief executive officer directly owned 1,500 shares in the company, valued at approximately $345,000. This represents a 91.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Ravi Inukonda sold 1,425 shares of the stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $231.97, for a total value of $330,557.25. Following the sale, the chief financial officer owned 184,037 shares in the company, valued at $42,691,062.89. The trade was a 0.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 205,409 shares of company stock valued at $45,332,298 over the last ninety days. Insiders own 5.83% of the company’s stock.

DoorDash Stock Up 1.2%

Shares of NASDAQ:DASH opened at $169.81 on Wednesday. The company’s fifty day moving average is $188.32 and its two-hundred day moving average is $221.46. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.41 and a current ratio of 1.41. DoorDash, Inc. has a 1-year low of $155.40 and a 1-year high of $285.50. The stock has a market capitalization of $73.77 billion, a price-to-earnings ratio of 80.10 and a beta of 1.82.

DoorDash (NASDAQ:DASH) last posted its quarterly earnings results on Wednesday, February 18th. The company reported $0.48 EPS for the quarter, missing the consensus estimate of $0.58 by ($0.10). DoorDash had a net margin of 6.82% and a return on equity of 10.15%. The business had revenue of $3.96 billion during the quarter, compared to analyst estimates of $3.98 billion. During the same period last year, the firm posted $0.33 earnings per share. The company’s quarterly revenue was up 37.7% on a year-over-year basis. Equities analysts anticipate that DoorDash, Inc. will post 2.22 EPS for the current year.

Key Headlines Impacting DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Bernstein reaffirmed its “Outperform” rating and highlighted DoorDash’s growth strategy via continued reinvestment, which supports a higher long‑term earnings trajectory and investor confidence. Read More.
• Positive Sentiment: Unusual options activity: traders bought roughly 42,347 call options (about +140% vs. average daily call volume), signaling short‑term bullish positioning or hedging ahead of catalysts. (Options flow reported 3/17/2026)
• Positive Sentiment: Strong positive PR from a viral story: DoorDash and its CEO contributed to a fundraiser for a 78‑year‑old Dasher who went viral, and nearly $1M has been raised by strangers — a feel‑good narrative that can boost brand perception and driver goodwill. Read More. Read More.
• Neutral Sentiment: Platform engagement datapoint: DoorDash published consumer trend data around Easter, which is useful for marketing/seasonality but is unlikely to move the stock materially by itself. Read More.
• Negative Sentiment: Legal and settlement noise: coverage notes a $16M DoorDash settlement and an Oklahoma therapist winning a trademark case against DoorDash — both represent modest legal/expense and reputational risks. Read More. Read More.
• Negative Sentiment: Isolated safety/legal headlines: separate articles cover a trial related to a Dasher who was shot and other delivery‑related crime stories — these are reputational and operational concerns but are currently isolated incidents rather than broad systemic issues. Read More. Read More.

Analysts Set New Price Targets

Several research firms recently commented on DASH. Sanford C. Bernstein cut their price target on DoorDash from $285.00 to $270.00 and set an “outperform” rating on the stock in a research note on Thursday, February 19th. Roth Mkm restated a “neutral” rating and set a $200.00 price objective on shares of DoorDash in a research note on Thursday, February 19th. BNP Paribas Exane assumed coverage on DoorDash in a report on Wednesday, January 14th. They set an “outperform” rating and a $280.00 price objective on the stock. Mizuho cut their target price on DoorDash from $320.00 to $255.00 and set an “outperform” rating on the stock in a research report on Tuesday, March 3rd. Finally, Barclays reduced their target price on DoorDash from $238.00 to $220.00 and set an “equal weight” rating for the company in a research note on Thursday, February 19th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $262.82.

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.