DoorDash, Inc. $DASH Stock Position Increased by Yousif Capital Management LLC

Key Points

• Yousif Capital Management increased its DoorDash stake by 457.9% in the third quarter, holding 194,010 shares worth approximately $35.6 million. Institutional investors collectively own 90.64% of the company.
• DoorDash’s latest quarter showed 35.6% year-over-year revenue growth to $4.45 billion, though earnings of $0.46 per share narrowly missed estimates. The stock recently traded at $179.38, well below its 52-week high of $269.
• Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and a $254.95 price target, but insider selling and intensifying delivery-price competition present potential risks.

Yousif Capital Management LLC raised its stake in shares of DoorDash, Inc. (NASDAQ:DASH - Free Report) by 457.9% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 194,010 shares of the company's stock after purchasing an additional 159,232 shares during the period. Yousif Capital Management LLC's holdings in DoorDash were worth $35,611,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently made changes to their positions in the company. Private Wealth Partners LLC bought a new stake in DoorDash in the third quarter worth $560,000. E. Ohman J or Asset Management AB increased its position in shares of DoorDash by 9.7% during the 3rd quarter. E. Ohman J or Asset Management AB now owns 10,131 shares of the company's stock valued at $1,860,000 after purchasing an additional 900 shares during the last quarter. Income Insurance Ltd raised its stake in shares of DoorDash by 384.2% in the third quarter. Income Insurance Ltd now owns 5,544 shares of the company's stock valued at $1,018,000 after acquiring an additional 4,399 shares during the period. Sowell Financial Services LLC raised its position in DoorDash by 702.6% in the 3rd quarter. Sowell Financial Services LLC now owns 22,617 shares of the company's stock worth $4,151,000 after purchasing an additional 19,799 shares during the period. Finally, City State Bank lifted its stake in shares of DoorDash by 56.0% during the 3rd quarter. City State Bank now owns 156 shares of the company's stock worth $29,000 after acquiring an additional 56 shares during the last quarter. Hedge funds and other institutional investors own 90.64% of the company's stock.

Insider Buying and Selling

In other news, Director Andy Fang sold 15,000 shares of the firm's stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $228.31, for a total transaction of $3,424,650.00. The sale was disclosed in a legal filing 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 72,367 shares of DoorDash stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $225.16, for a total transaction of $16,294,153.72. Following the transaction, the director directly owned 10,361 shares of the company's stock, valued at approximately $2,332,882.76. This trade represents a 87.48% decrease in their ownership of the stock. 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 393,998 shares of company stock valued at $85,861,330 in the last three months. 44.90% of the stock is currently owned by company insiders.

DoorDash Stock Performance

Shares of DASH stock traded down $6.56 on Friday, hitting $179.38. The company had a trading volume of 2,702,995 shares, compared to its average volume of 3,420,697. The firm has a market cap of $77.73 billion, a P/E ratio of 93.92 and a beta of 1.90. The company has a 50-day moving average price of $202.18 and a 200-day moving average price of $185.14. The company has a quick ratio of 1.37, a current ratio of 1.37 and a debt-to-equity ratio of 0.27. DoorDash, Inc. has a twelve month low of $143.30 and a twelve month high of $269.00.

DoorDash (NASDAQ:DASH - Get Free Report) last posted its earnings results on Wednesday, August 5th. The company reported $0.46 EPS for the quarter, missing the consensus estimate of $0.47 by ($0.01). The company had revenue of $4.45 billion for the quarter, compared to analyst estimates of $4.34 billion. DoorDash had a return on equity of 8.48% and a net margin of 5.29%. The firm's revenue was up 35.6% on a year-over-year basis. During the same period last year, the business earned $0.65 earnings per share. As a group, equities research analysts predict that DoorDash, Inc. will post 2.51 earnings per share for the current fiscal year.

DoorDash News Roundup

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Potential Instacart deal: DoorDash is reportedly among the companies discussing a possible acquisition of Instacart, which is valued at approximately $12 billion. A transaction could strengthen DoorDash’s position in grocery and local commerce, although the report does not indicate that a deal is imminent and any acquisition would carry financing, integration and regulatory risks. Instacart explores potential sale, holds talks with Uber and DoorDash
• Positive Sentiment: Analyst support: BTIG Research assigned DoorDash a Buy rating, providing a positive signal for investor sentiment and reinforcing the view that the company’s local-commerce expansion and growth prospects remain attractive. DoorDash earns Buy rating from BTIG Research
• Neutral Sentiment: Mixed consumer-stock comparison: An investor comparison described Airbnb as having a strong travel-market position while highlighting DoorDash’s rapid revenue growth and expansion beyond restaurant delivery. The article does not provide a new company-specific catalyst. Airbnb vs. DoorDash: Which Consumer Stock Is a Better Buy in 2026?
• Neutral Sentiment: Operational and reputational headlines: Reports described a DoorDash driver being killed in California, another driver and a family member being ambushed, and an unrelated criminal investigation in which cleaning supplies were allegedly ordered through DoorDash. These incidents could increase scrutiny of driver and platform safety, but they currently appear unlikely to materially affect financial results. Arrest made after California DoorDash driver found dead in Tesla trunk
• Negative Sentiment: Increasing competition: A new rival reportedly offers lower menu prices, while Grubhub’s co-founder has returned with a delivery service featuring a $1 fee. Lower pricing and aggressive fee competition could pressure DoorDash’s order volumes, merchant economics and margins. DoorDash and Uber Eats have a new rival offering lower menu prices
• Negative Sentiment: Delivery-worker dissatisfaction: Online debate over $1 and $2 tips highlights ongoing challenges around driver pay and service costs, issues that could affect driver retention, customer satisfaction and platform pricing. DoorDash driver calls low tips pathetic

Analyst Ratings Changes

Several equities research analysts have issued reports on DASH shares. The Goldman Sachs Group lowered their price objective on shares of DoorDash from $280.00 to $275.00 in a research report on Thursday, August 6th. KeyCorp reduced their target price on shares of DoorDash from $280.00 to $275.00 and set an "overweight" rating for the company in a report on Tuesday, July 14th. Raymond James Financial reiterated a "buy" rating on shares of DoorDash in a report on Thursday, September 3rd. Loop Capital lifted their target price on shares of DoorDash from $225.00 to $280.00 and gave the stock a "buy" rating in a research note on Tuesday, September 22nd. Finally, Bank of America reiterated a "buy" rating on shares of DoorDash in a research note on Thursday, August 6th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, DoorDash currently has a consensus rating of "Moderate Buy" and a consensus price target of $254.95.

About DoorDash

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.

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