DoorDash, Inc. $DASH Shares Sold by Profund Advisors LLC

Profund Advisors LLC lowered its holdings in shares of DoorDash, Inc. (NASDAQ:DASH) by 7.6% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 41,139 shares of the company’s stock after selling 3,407 shares during the quarter. Profund Advisors LLC’s holdings in DoorDash were worth $7,551,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. ProShare Advisors LLC raised its position in DoorDash by 6.0% in the 3rd quarter. ProShare Advisors LLC now owns 468,236 shares of the company’s stock worth $85,945,000 after purchasing an additional 26,497 shares during the period. Vise Technologies Inc. boosted its holdings in DoorDash by 43.6% in the third quarter. Vise Technologies Inc. now owns 4,758 shares of the company’s stock worth $873,000 after acquiring an additional 1,445 shares in the last quarter. MGO One Seven LLC lifted its position in DoorDash by 33.2% during the 3rd quarter. MGO One Seven LLC now owns 2,223 shares of the company’s stock worth $408,000 after acquiring an additional 554 shares during the period. Raleigh Capital Management Inc. grew its holdings in DoorDash by 3.0% during the third quarter. Raleigh Capital Management Inc. now owns 2,868 shares of the company’s stock worth $526,000 after acquiring an additional 84 shares during the period. Finally, Lebenthal Global Advisors LLC increased its position in shares of DoorDash by 51.4% in the third quarter. Lebenthal Global Advisors LLC now owns 5,350 shares of the company’s stock valued at $982,000 after buying an additional 1,817 shares in the last quarter. Hedge funds and other institutional investors own 90.64% of the company’s stock.

DoorDash News Summary

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Strong third-quarter results: DoorDash reported adjusted earnings of $1.06 per share, exceeding the $0.81 consensus estimate, while revenue rose 34% year over year to $4.62 billion, also topping expectations. Management said the quarter set records for marketplace gross order volume, revenue and net income. DoorDash third-quarter results
• Positive Sentiment: Analysts still see upside: Wedbush upgraded DASH to “outperform” with a $230 price target, while Cantor Fitzgerald reaffirmed its “overweight” rating with a $240 target. Truist also kept a “buy” rating and raised its target to $340. Wedbush DoorDash rating
• Neutral Sentiment: AI demand remains limited: DoorDash said third-party AI agents generated only several hundred orders out of roughly 993 million quarterly orders. The disclosure reduces immediate fears that AI agents could disrupt its customer relationship, but also indicates that AI-driven ordering has not yet become a meaningful growth catalyst. DoorDash AI agent orders
• Negative Sentiment: Instacart deal creates major uncertainty: DoorDash agreed to acquire Instacart for approximately $17 billion, but the transaction may not close until late 2027 or early 2028. Instacart’s shares remain well below the $65 offer price, signaling investor concern over antitrust approval. Regulators and local officials have warned that the merger could reduce competition, increase prices or weaken gig-worker bargaining power. DoorDash Instacart regulatory risks
• Negative Sentiment: Mixed analyst revisions: Scotiabank lowered its target to $235 while retaining “sector outperform,” and Wells Fargo cut its target to $200 with an “equal weight” rating. Barclays also reduced its target to $205 and maintained “equal weight,” reflecting greater caution around valuation and the acquisition.

DoorDash Stock Down 0.0%

DoorDash stock opened at $178.99 on Friday. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.37 and a quick ratio of 1.37. DoorDash, Inc. has a fifty-two week low of $143.30 and a fifty-two week high of $260.74. The firm has a fifty day moving average price of $197.84 and a two-hundred day moving average price of $183.11. The firm has a market cap of $77.56 billion, a price-to-earnings ratio of 73.96 and a beta of 1.90.

DoorDash (NASDAQ:DASH) last posted its quarterly earnings data on Thursday, October 29th. The company reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $0.81 by $0.25. DoorDash had a return on equity of 10.58% and a net margin of 6.23%. The business had revenue of $4.62 billion for the quarter, compared to analyst estimates of $4.56 billion. During the same period in the previous year, the company posted $0.55 earnings per share. The firm’s revenue for the quarter was up 34.0% on a year-over-year basis. As a group, analysts forecast that DoorDash, Inc. will post 2.64 earnings per share for the current year.

Wall Street Analysts Forecast Growth

DASH has been the subject of several analyst reports. Citigroup reiterated a “market outperform” rating on shares of DoorDash in a report on Friday. BTIG Research reaffirmed a “buy” rating and issued a $225.00 target price on shares of DoorDash in a research report on Wednesday, October 21st. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $240.00 price objective on shares of DoorDash in a research report on Friday. Sanford C. Bernstein restated an “outperform” rating and issued a $250.00 target price on shares of DoorDash in a research note on Friday. Finally, Guggenheim reissued a “buy” rating and issued a $255.00 price target on shares of DoorDash in a research note on Wednesday, October 14th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and ten have given a Hold rating to the company’s stock. According to MarketBeat, DoorDash presently has an average rating of “Moderate Buy” and an average target price of $249.88.

Insider Activity at DoorDash

In related news, COO Keith Yandell sold 2,183 shares of DoorDash stock in a transaction dated Thursday, October 1st. The stock was sold at an average price of $183.69, for a total value of $400,995.27. Following the completion of the transaction, the chief operating officer directly owned 118,505 shares of the company’s stock, valued at $21,768,183.45. The trade was a 1.81% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andy Fang sold 5,000 shares of the business’s stock in a transaction dated Thursday, October 1st. The stock was sold at an average price of $183.69, for a total value of $918,450.00. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 393,998 shares of company stock valued at $85,861,330. Insiders own 44.90% of the company’s stock.

DoorDash Company Profile

DoorDash, Inc (NASDAQ:DASH) operates a local commerce platform that connects consumers with restaurants, grocery stores, convenience retailers and other merchants. Through its website and mobile applications, customers can browse products, place orders for delivery or pickup, and access related services.

The company provides merchants with ordering, delivery, logistics, marketing and payment tools. Its offerings include the DoorDash Marketplace, subscription programs such as DashPass, and delivery infrastructure that merchants can use through services including DoorDash Drive.