Zacks Research Has Bullish Outlook for DoorDash Q4 Earnings

DoorDash, Inc. (NASDAQ:DASH) – Analysts at Zacks Research boosted their Q4 2025 earnings estimates for shares of DoorDash in a report issued on Tuesday, March 4th. Zacks Research analyst R. Department now expects that the company will earn $0.50 per share for the quarter, up from their previous estimate of $0.35. The consensus estimate for DoorDash’s current full-year earnings is $2.22 per share.

DASH has been the subject of several other research reports. Morgan Stanley upped their target price on shares of DoorDash from $160.00 to $200.00 and gave the company an “overweight” rating in a report on Monday, January 13th. Truist Financial upped their target price on shares of DoorDash from $217.00 to $235.00 and gave the company a “buy” rating in a report on Wednesday, February 12th. Loop Capital upped their target price on shares of DoorDash from $200.00 to $235.00 and gave the company a “buy” rating in a report on Monday, February 24th. The Goldman Sachs Group upped their target price on shares of DoorDash from $192.00 to $212.00 and gave the company a “neutral” rating in a report on Wednesday, February 12th. Finally, Argus upgraded shares of DoorDash from a “hold” rating to a “buy” rating in a research note on Friday, December 20th. Nine analysts have rated the stock with a hold rating and twenty-five have given a buy rating to the company. According to data from MarketBeat.com, DoorDash currently has a consensus rating of “Moderate Buy” and an average target price of $206.52.

DoorDash Trading Down 1.1 %

Shares of DoorDash stock opened at $178.08 on Friday. The company has a fifty day simple moving average of $186.78 and a 200-day simple moving average of $165.64. DoorDash has a 12-month low of $99.32 and a 12-month high of $215.24. The stock has a market cap of $74.81 billion, a price-to-earnings ratio of 659.56 and a beta of 1.70.

Insider Buying and Selling at DoorDash

In other news, CEO Tony Xu sold 108,332 shares of DoorDash stock in a transaction dated Monday, December 16th. The shares were sold at an average price of $178.74, for a total transaction of $19,363,261.68. Following the completion of the sale, the chief executive officer now directly owns 1,500 shares in the company, valued at $268,110. The trade was a 98.63 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CFO Ravi Inukonda sold 15,198 shares of DoorDash stock in a transaction dated Thursday, February 20th. The stock was sold at an average price of $204.11, for a total transaction of $3,102,063.78. Following the sale, the chief financial officer now owns 351,970 shares of the company’s stock, valued at approximately $71,840,596.70. This trade represents a 4.14 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 572,062 shares of company stock worth $101,051,440. 7.92% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On DoorDash

A number of hedge funds and other institutional investors have recently modified their holdings of DASH. Norges Bank purchased a new stake in shares of DoorDash during the fourth quarter worth about $597,443,000. Capital World Investors boosted its position in shares of DoorDash by 26.4% in the fourth quarter. Capital World Investors now owns 12,153,265 shares of the company’s stock worth $2,038,712,000 after acquiring an additional 2,538,160 shares during the last quarter. Arrowstreet Capital Limited Partnership boosted its position in shares of DoorDash by 67.1% in the fourth quarter. Arrowstreet Capital Limited Partnership now owns 4,654,891 shares of the company’s stock worth $780,858,000 after acquiring an additional 1,869,866 shares during the last quarter. Baillie Gifford & Co. boosted its position in shares of DoorDash by 13.2% in the third quarter. Baillie Gifford & Co. now owns 14,142,674 shares of the company’s stock worth $2,018,584,000 after acquiring an additional 1,645,186 shares during the last quarter. Finally, Franklin Resources Inc. boosted its position in shares of DoorDash by 25.0% in the fourth quarter. Franklin Resources Inc. now owns 4,749,810 shares of the company’s stock worth $796,781,000 after acquiring an additional 949,414 shares during the last quarter. 90.64% of the stock is currently owned by hedge funds and other institutional investors.

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.