DoorDash, Inc. $DASH Shares Sold by Baillie Gifford & Co.

Key Points

• Baillie Gifford trimmed its DoorDash stake by 3.6%, selling about 298,706 shares and now holding 7,970,062 shares (≈$1.805B), making DASH its 15th-largest holding.
• DoorDash missed Q4 expectations with $0.48 EPS vs. $0.58 expected and $3.96B revenue vs. $3.98B expected, though revenue rose 37.7% year‑over‑year; the consensus analyst view is a Moderate Buy with a $262.06 price target.
• Insiders sold 95,423 shares worth about $18.0M in the last quarter (including CFO and COO sales), and insiders currently own 5.83% of the company.

Baillie Gifford & Co. lessened its stake in DoorDash, Inc. (NASDAQ:DASH - Free Report) by 3.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 7,970,062 shares of the company's stock after selling 298,706 shares during the quarter. DoorDash comprises approximately 1.5% of Baillie Gifford & Co.'s holdings, making the stock its 15th biggest holding. Baillie Gifford & Co. owned approximately 1.85% of DoorDash worth $1,805,060,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Atala Financial Inc acquired a new position in shares of DoorDash during the 4th quarter valued at $356,000. Sumitomo Mitsui Trust Group Inc. increased its stake in DoorDash by 7.6% during the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,224,310 shares of the company's stock worth $277,282,000 after buying an additional 86,369 shares during the period. Howard Capital Management Inc. increased its stake in DoorDash by 2.0% during the 4th quarter. Howard Capital Management Inc. now owns 7,323 shares of the company's stock worth $1,659,000 after buying an additional 143 shares during the period. Donor Advised Charitable Giving Inc. bought a new stake in shares of DoorDash in the 4th quarter worth about $1,984,000. Finally, Premier Path Wealth Partners LLC increased its position in shares of DoorDash by 8.0% in the 4th quarter. Premier Path Wealth Partners LLC now owns 2,606 shares of the company's stock worth $590,000 after purchasing an additional 192 shares during the last quarter. Institutional investors and hedge funds own 90.64% of the company's stock.

DoorDash Price Performance

Shares of NASDAQ:DASH opened at $152.58 on Monday. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.41 and a current ratio of 1.41. The company has a market cap of $66.29 billion, a PE ratio of 71.97 and a beta of 1.93. DoorDash, Inc. has a 52 week low of $143.30 and a 52 week high of $285.50. The firm has a 50 day simple moving average of $168.09 and a 200 day simple moving average of $208.56.

DoorDash (NASDAQ:DASH - Get Free Report) last issued its quarterly earnings results on Wednesday, February 18th. The company reported $0.48 EPS for the quarter, missing the consensus estimate of $0.58 by ($0.10). The firm had revenue of $3.96 billion during the quarter, compared to analysts' expectations of $3.98 billion. DoorDash had a net margin of 6.82% and a return on equity of 10.15%. The firm's revenue was up 37.7% compared to the same quarter last year. During the same quarter last year, the company posted $0.33 EPS. As a group, research analysts expect that DoorDash, Inc. will post 2.22 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on DASH. Piper Sandler reaffirmed a "neutral" rating and set a $220.00 price objective (down from $230.00) on shares of DoorDash in a research report on Thursday, February 19th. Citigroup reduced their target price on shares of DoorDash from $283.00 to $280.00 and set a "buy" rating for the company in a research note on Friday, February 20th. Roth Mkm reaffirmed a "neutral" rating and issued a $200.00 price target on shares of DoorDash in a research note on Thursday, February 19th. Wedbush upped their price target on shares of DoorDash from $260.00 to $270.00 and gave the stock an "outperform" rating in a research note on Friday, December 19th. Finally, Barclays reduced their price target on shares of DoorDash from $238.00 to $220.00 and set an "equal weight" rating for the company in a research note on Thursday, February 19th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating and nine have given a Hold rating to the company's stock. Based on data from MarketBeat.com, DoorDash currently has an average rating of "Moderate Buy" and a consensus price target of $262.06.

Insider Activity

In related news, CFO Ravi Inukonda sold 1,017 shares of the company's stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $215.14, for a total value of $218,797.38. Following the completion of the sale, the chief financial officer owned 208,412 shares in the company, valued at approximately $44,837,757.68. This represents a 0.49% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO Prabir Adarkar sold 10,000 shares of the company's stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $158.97, for a total transaction of $1,589,700.00. Following the completion of the sale, the chief operating officer owned 843,678 shares of the company's stock, valued at approximately $134,119,491.66. This trade represents a 1.17% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 95,423 shares of company stock worth $18,043,871 in the last quarter. Insiders own 5.83% of the company's stock.

DoorDash News Roundup

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: DoorDash and Wing are expanding drone deliveries into metro Atlanta, a tangible deployment of autonomous last‑mile tech that could lower delivery unit costs and improve service speed if adoption scales. Drone delivery heading to metro Atlanta
• Positive Sentiment: DoorDash is piloting reusable containers with restaurant partners — a sustainability push that could reduce packaging costs and appeal to eco-conscious customers over time. Reusable containers experiment
• Positive Sentiment: Company data shows moderating inflation and lower grocery prices in some locations, which can support order frequency and grocery GMV growth if the trend continues. Moderating grocery prices
• Neutral Sentiment: Readers and analysts are comparing DoorDash to other tech names (e.g., Baidu) as part of sector-level analysis, but the piece is not company-specific news that should move the stock materially on its own. Comparing DoorDash & Baidu
• Neutral Sentiment: A reported large increase in short interest contains erroneous/zero values (0 shares, NaN change), indicating a data glitch rather than a confirmed rise in bearish positioning. Investors should watch later official filings for clarity. Short interest data (glitch)
• Negative Sentiment: BTIG cut its price target from $315 to $280 while keeping a Buy rating — a downgrade in upside expectations that can put near-term pressure on the stock despite the firm’s continued conviction. BTIG lowers price target

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.

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