DoorDash, Inc. $DASH Stock Purchased by Howard Capital Management LLC

Howard Capital Management LLC raised its position in shares of DoorDash, Inc. (NASDAQ:DASH) by 90.3% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 19,128 shares of the company’s stock after acquiring an additional 9,074 shares during the period. Howard Capital Management LLC’s holdings in DoorDash were worth $3,511,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. JCP Investment Management LLC bought a new stake in DoorDash during the 1st quarter worth approximately $991,000. Plato Investment Management Ltd bought a new position in DoorDash in the 2nd quarter valued at $1,024,000. Quantinno Capital Management LP boosted its stake in DoorDash by 4.9% in the first quarter. Quantinno Capital Management LP now owns 655,095 shares of the company’s stock worth $98,363,000 after purchasing an additional 30,881 shares in the last quarter. Monetta Financial Services Inc. acquired a new position in DoorDash in the second quarter worth $1,015,000. Finally, Godsey & Gibb Inc. grew its holdings in shares of DoorDash by 1,510,137.1% during the third quarter. Godsey & Gibb Inc. now owns 528,583 shares of the company’s stock worth $97,021,000 after purchasing an additional 528,548 shares during the last quarter. Institutional investors own 90.64% of the company’s stock.

Insiders Place Their Bets

In related news, CEO Tony Xu sold 29,567 shares of the firm’s stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $230.00, for a total value of $6,800,410.00. Following the transaction, the chief executive officer owned 1,500 shares in the company, valued at $345,000. This trade represents a 95.17% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andy Fang sold 15,000 shares of DoorDash stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $228.31, for a total value of $3,424,650.00. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 393,998 shares of company stock valued at $85,861,330 over the last 90 days. Corporate insiders own 44.90% of the company’s stock.

Key Stories Impacting DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: DoorDash is broadening its marketplace in Australia through a partnership with Woolworths Group’s BIG W, adding more than 35,000 everyday products with delivery potentially within 60 minutes. The expansion could increase order frequency beyond restaurants. BIG W Lands on DoorDash App
• Positive Sentiment: The company is promoting its consumer reach through a new apparel-delivery relationship with SKIMS and by publishing its 2026 list of leading pizzerias. These initiatives support DoorDash’s strategy of becoming a broader local-commerce platform, although their near-term financial impact is unclear. DoorDash Delivers SKIMS
• Neutral Sentiment: DoorDash continues to receive broad analyst support, with the referenced coverage citing a “Moderate Buy” consensus and an average price target of $254.95. However, the stock’s valuation remains demanding, with a reported P/E ratio near 100.
• Negative Sentiment: CFO Ravi Inukonda sold 1,017 shares for approximately $198,315 under a pre-arranged Rule 10b5-1 plan. The transaction reduced his holdings by only 0.46%, limiting its significance, but it follows larger sales earlier in the year and may add modest pressure to sentiment. DoorDash CFO Stock Sale
• Negative Sentiment: Recent reports describe lawsuits alleging sexual assault by DoorDash delivery drivers, a driver robbery, and an alleged shooting involving a delivery driver. These incidents are not evidence of company-wide operating failures, but they raise reputational, safety, insurance and potential litigation concerns. Jupiter Woman Sues DoorDash
• Negative Sentiment: Customer complaints involving a chatbot allegedly offering and then denying a refund, along with viral reports of stolen or mishandled orders, could hurt perceptions of customer service and platform reliability. These stories are unlikely to materially change fundamentals alone but contribute to negative news flow. DoorDash Customer Refund Complaint

DoorDash Trading Down 2.0%

DASH traded down $3.90 during mid-day trading on Friday, reaching $189.15. The stock had a trading volume of 3,020,510 shares, compared to its average volume of 4,093,138. The stock has a market capitalization of $81.96 billion, a P/E ratio of 99.03 and a beta of 1.90. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.37 and a current ratio of 1.37. The firm’s fifty day simple moving average is $204.83 and its two-hundred day simple moving average is $183.93. DoorDash, Inc. has a 52 week low of $143.30 and a 52 week high of $269.00.

DoorDash (NASDAQ:DASH) last released its earnings results on Wednesday, August 5th. The company reported $0.46 earnings per share for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.01). The firm had revenue of $4.45 billion for the quarter, compared to the consensus estimate of $4.34 billion. DoorDash had a return on equity of 8.48% and a net margin of 5.29%. The company’s revenue was up 35.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.65 EPS. On average, equities analysts predict that DoorDash, Inc. will post 2.51 EPS for the current year.

Analyst Ratings Changes

A number of brokerages have recently weighed in on DASH. Wedbush raised their target price on DoorDash from $205.00 to $220.00 and gave the company a “neutral” rating in a research note on Thursday, August 20th. Truist Financial upped their price target on shares of DoorDash from $330.00 to $336.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. Sanford C. Bernstein reiterated an “outperform” rating on shares of DoorDash in a research report on Thursday, September 3rd. JPMorgan Chase & Co. increased their price objective on shares of DoorDash from $250.00 to $262.00 in a report on Wednesday, August 5th. Finally, Jefferies Financial Group raised their price objective on shares of DoorDash from $225.00 to $250.00 and gave the company a “buy” rating in a research report on Tuesday, August 11th. Two analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, DoorDash currently has a consensus rating of “Moderate Buy” and a consensus target price of $254.95.

About DoorDash

DoorDash, Inc is a technology company that operates a local commerce platform connecting consumers with restaurants, grocery stores, convenience retailers and other merchants. Through its DoorDash app and website, customers can discover businesses, place orders for delivery or pickup, and access related services. The company also provides merchants with tools for online ordering, logistics, customer engagement, advertising and business analytics.

DoorDash generates additional activity through subscription programs such as DashPass, which provides participating customers with delivery-related benefits, and through its logistics and commerce solutions for merchants.