Capital Impact Advisors LLC Boosts Stock Position in DoorDash, Inc. $DASH

Capital Impact Advisors LLC boosted its holdings in DoorDash, Inc. (NASDAQ:DASH) by 165.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 150,345 shares of the company’s stock after purchasing an additional 93,739 shares during the period. DoorDash comprises 2.7% of Capital Impact Advisors LLC’s holdings, making the stock its 18th largest position. Capital Impact Advisors LLC’s holdings in DoorDash were worth $34,050,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. American Century Companies Inc. boosted its position in DoorDash by 5.0% in the third quarter. American Century Companies Inc. now owns 485,088 shares of the company’s stock worth $131,941,000 after purchasing an additional 22,944 shares during the last quarter. Vaughan Nelson Investment Management L.P. purchased a new position in DoorDash in the fourth quarter worth $41,712,000. Intech Investment Management LLC boosted its position in DoorDash by 707.8% in the fourth quarter. Intech Investment Management LLC now owns 253,348 shares of the company’s stock worth $57,378,000 after purchasing an additional 221,985 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in DoorDash by 7.1% in the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 806,191 shares of the company’s stock worth $219,276,000 after purchasing an additional 53,722 shares during the last quarter. Finally, Jefferies Financial Group Inc. boosted its position in DoorDash by 136.6% in the third quarter. Jefferies Financial Group Inc. now owns 42,355 shares of the company’s stock worth $11,520,000 after purchasing an additional 24,454 shares during the last quarter. Hedge funds and other institutional investors own 90.64% of the company’s stock.

Analysts Set New Price Targets

DASH has been the topic of several research analyst reports. Benchmark boosted their price objective on DoorDash from $280.00 to $285.00 and gave the stock a “buy” rating in a research report on Thursday, February 19th. Stifel Nicolaus dropped their price target on DoorDash from $215.00 to $185.00 and set a “hold” rating on the stock in a research report on Monday, April 13th. TD Cowen started coverage on DoorDash in a research report on Monday, April 27th. They set a “buy” rating and a $225.00 price target on the stock. UBS Group upped their price target on DoorDash from $206.00 to $214.00 and gave the company a “neutral” rating in a research report on Thursday, May 7th. Finally, Oppenheimer dropped their price target on DoorDash from $280.00 to $235.00 and set an “outperform” rating on the stock in a research report on Thursday, February 19th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $256.11.

DoorDash Stock Performance

Shares of DASH opened at $165.66 on Thursday. The stock’s 50-day simple moving average is $163.46 and its 200 day simple moving average is $183.56. The stock has a market capitalization of $72.18 billion, a price-to-earnings ratio of 78.89 and a beta of 1.83. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.43 and a current ratio of 1.43. DoorDash, Inc. has a 52-week low of $143.30 and a 52-week high of $285.50.

DoorDash (NASDAQ:DASH) last issued its quarterly earnings data on Wednesday, May 6th. The company reported $0.42 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.36 by $0.06. The business had revenue of $4.04 billion for the quarter, compared to analysts’ expectations of $4.15 billion. DoorDash had a return on equity of 9.58% and a net margin of 6.29%.The firm’s quarterly revenue was up 33.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.44 EPS. Research analysts forecast that DoorDash, Inc. will post 2.45 EPS for the current fiscal year.

Trending Headlines about DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Unusual options activity showed strong bullish interest, with traders buying 35,788 DoorDash call options, well above the typical volume. Q1 Earnings Highs And Lows: DoorDash (NASDAQ:DASH) Vs The Rest Of The Gig Economy Stocks
• Positive Sentiment: DoorDash said the issue affecting thousands of customers has been resolved, which may help limit longer-term damage from the outage. DoorDash says ‘issue’ affecting thousands of customers has been resolved
• Positive Sentiment: DoorDash-related advertising continues to generate attention, including a Brooklyn Beckham campaign tied to the World Cup, which could support brand visibility. Brooklyn Beckham references family feud in DoorDash World Cup ad
• Neutral Sentiment: Several articles focused on operational questions such as whether DoorDash was down, whether driver work remains profitable, and restaurant-discovery features; these are more informational than market-moving. Is being a DoorDash driver still profitable in the US in 2026?
• Negative Sentiment: DoorDash suffered a major outage, with thousands of users reporting problems and some reports citing roughly 36,000 affected customers in major cities, which could hurt near-term sentiment. DoorDash faces outages: 36,000 users report issues in major cities
• Negative Sentiment: Repeated headlines about the app being down and order issues may reinforce investor concerns about platform reliability and customer churn. Is DoorDash down? Thousands of users report issues with the platform

Insider Buying and Selling

In related news, General Counsel Tia Sherringham sold 2,743 shares of the stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $160.79, for a total transaction of $441,046.97. Following the sale, the general counsel owned 128,216 shares of the company’s stock, valued at approximately $20,615,850.64. This represents a 2.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stanley Tang sold 21,433 shares of the stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $150.00, for a total value of $3,214,950.00. Following the sale, the director directly owned 19,279 shares in the company, valued at $2,891,850. This trade represents a 52.65% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 68,558 shares of company stock worth $10,914,640. Company insiders own 5.83% of the company’s stock.

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.