William Blair Has Negative Outlook for DoorDash Q4 Earnings

DoorDash, Inc. (NASDAQ:DASH) – Equities research analysts at William Blair lowered their Q4 2025 earnings per share estimates for shares of DoorDash in a report released on Thursday, November 6th. William Blair analyst R. Schackart now forecasts that the company will earn $0.50 per share for the quarter, down from their previous estimate of $0.64. The consensus estimate for DoorDash’s current full-year earnings is $2.22 per share.

DoorDash (NASDAQ:DASH) last released its quarterly earnings data on Wednesday, November 5th. The company reported $0.55 earnings per share for the quarter, missing analysts’ consensus estimates of $0.68 by ($0.13). The firm had revenue of $3.45 billion during the quarter, compared to analysts’ expectations of $3.35 billion. DoorDash had a net margin of 6.83% and a return on equity of 10.31%. The firm’s quarterly revenue was up 27.3% on a year-over-year basis. During the same period in the previous year, the firm posted $0.38 EPS.

Other analysts have also issued reports about the company. Susquehanna dropped their price objective on DoorDash from $300.00 to $250.00 and set a “positive” rating on the stock in a report on Friday. Bank of America dropped their price target on shares of DoorDash from $325.00 to $305.00 and set a “buy” rating on the stock in a research note on Thursday. KeyCorp reaffirmed an “overweight” rating and set a $325.00 price objective (up from $295.00) on shares of DoorDash in a report on Thursday, August 7th. Evercore ISI reissued an “outperform” rating and set a $360.00 target price (up previously from $240.00) on shares of DoorDash in a research note on Friday, August 8th. Finally, Jefferies Financial Group raised their price target on shares of DoorDash from $265.00 to $280.00 and gave the company a “hold” rating in a research note on Friday, October 17th. Four analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $281.68.

DoorDash Price Performance

Shares of NASDAQ:DASH traded up $4.16 during trading on Friday, reaching $200.62. 1,800,686 shares of the company’s stock traded hands, compared to its average volume of 4,390,955. The company has a quick ratio of 2.07, a current ratio of 2.07 and a debt-to-equity ratio of 0.30. DoorDash has a fifty-two week low of $155.40 and a fifty-two week high of $285.50. The company has a 50-day simple moving average of $259.57 and a 200-day simple moving average of $237.02. The firm has a market cap of $85.70 billion, a PE ratio of 101.92 and a beta of 1.70.

Insider Activity

In other news, Director Stanley Tang sold 45,410 shares of DoorDash stock in a transaction that occurred on Tuesday, September 2nd. The shares were sold at an average price of $243.31, for a total transaction of $11,048,707.10. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, COO Prabir Adarkar sold 41,881 shares of the company’s stock in a transaction on Monday, August 25th. The shares were sold at an average price of $245.82, for a total value of $10,295,187.42. Following the completion of the transaction, the chief operating officer directly owned 914,547 shares in the company, valued at approximately $224,813,943.54. This trade represents a 4.38% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 876,527 shares of company stock valued at $218,129,954. 5.83% of the stock is currently owned by insiders.

Hedge Funds Weigh In On DoorDash

Several hedge funds have recently bought and sold shares of the company. Gilbert & Cook Inc. grew its holdings in shares of DoorDash by 2.6% in the second quarter. Gilbert & Cook Inc. now owns 1,685 shares of the company’s stock valued at $415,000 after purchasing an additional 42 shares in the last quarter. Resonant Capital Advisors LLC boosted its position in DoorDash by 3.5% in the 3rd quarter. Resonant Capital Advisors LLC now owns 1,229 shares of the company’s stock valued at $334,000 after buying an additional 42 shares during the period. Premier Path Wealth Partners LLC grew its stake in shares of DoorDash by 1.9% in the third quarter. Premier Path Wealth Partners LLC now owns 2,414 shares of the company’s stock worth $657,000 after acquiring an additional 45 shares in the last quarter. Perigon Wealth Management LLC increased its position in shares of DoorDash by 1.3% during the second quarter. Perigon Wealth Management LLC now owns 3,701 shares of the company’s stock worth $912,000 after acquiring an additional 46 shares during the period. Finally, Advisory Resource Group raised its stake in shares of DoorDash by 0.8% in the second quarter. Advisory Resource Group now owns 5,774 shares of the company’s stock valued at $1,423,000 after acquiring an additional 48 shares in the last quarter. Institutional investors and hedge funds own 90.64% of the company’s stock.

About DoorDash

DoorDash, Inc, together with its subsidiaries, operates a commerce platform that connects merchants, consumers, and independent contractors in the United States and internationally. The company operates DoorDash Marketplace and Wolt Marketplace, which provide various services, such as customer acquisition, demand generation, order fulfillment, merchandising, payment processing, and customer support.