Research Analysts Set Expectations for DoorDash Q2 Earnings

DoorDash, Inc. (NASDAQ:DASH - Free Report) - Research analysts at Wedbush increased their Q2 2025 earnings estimates for shares of DoorDash in a report released on Tuesday, May 6th. Wedbush analyst S. Devitt now forecasts that the company will post earnings per share of $0.33 for the quarter, up from their prior estimate of $0.18. Wedbush currently has a "Outperform" rating on the stock. The consensus estimate for DoorDash's current full-year earnings is $2.22 per share. Wedbush also issued estimates for DoorDash's Q3 2025 earnings at $0.55 EPS, Q4 2025 earnings at $0.63 EPS, FY2025 earnings at $1.96 EPS and FY2026 earnings at $3.98 EPS.

DoorDash (NASDAQ:DASH - Get Free Report) last issued its earnings results on Tuesday, May 6th. The company reported $0.44 EPS for the quarter, beating analysts' consensus estimates of $0.39 by $0.05. DoorDash had a net margin of 1.15% and a return on equity of 1.67%. The business had revenue of $3.03 billion for the quarter, compared to the consensus estimate of $3.10 billion. During the same quarter last year, the firm posted ($0.06) EPS. The business's revenue for the quarter was up 20.7% compared to the same quarter last year.

A number of other equities research analysts have also weighed in on the stock. Wells Fargo & Company lowered their price target on shares of DoorDash from $201.00 to $198.00 and set an "equal weight" rating for the company in a report on Wednesday, May 7th. FBN Securities assumed coverage on shares of DoorDash in a report on Friday, March 28th. They set an "outperform" rating and a $230.00 price target for the company. BMO Capital Markets reaffirmed an "outperform" rating on shares of DoorDash in a report on Tuesday, April 29th. Bank of America lowered their price target on shares of DoorDash from $245.00 to $235.00 and set a "buy" rating for the company in a report on Monday, April 7th. Finally, Evercore ISI reaffirmed an "outperform" rating on shares of DoorDash in a report on Monday, March 10th. Ten investment analysts have rated the stock with a hold rating and twenty-four have issued a buy rating to the company. According to data from MarketBeat, DoorDash presently has an average rating of "Moderate Buy" and a consensus price target of $209.97.

DoorDash Price Performance

DASH traded up $8.58 during trading hours on Friday, reaching $192.10. 4,916,842 shares of the stock traded hands, compared to its average volume of 4,181,154. The firm's fifty day simple moving average is $184.56 and its two-hundred day simple moving average is $181.30. The company has a market cap of $80.70 billion, a price-to-earnings ratio of 711.48 and a beta of 1.68. DoorDash has a fifty-two week low of $99.32 and a fifty-two week high of $215.25.

Insider Transactions at DoorDash

In related news, Director Stanley Tang sold 45,410 shares of the stock in a transaction that occurred on Tuesday, April 1st. The shares were sold at an average price of $181.21, for a total transaction of $8,228,746.10. Following the completion of the sale, the director now directly owns 18,285 shares of the company's stock, valued at $3,313,424.85. This represents a 71.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Andy Fang sold 1,398 shares of the stock in a transaction that occurred on Thursday, February 20th. The shares were sold at an average price of $203.45, for a total transaction of $284,423.10. Following the sale, the director now directly owns 14,778 shares of the company's stock, valued at approximately $3,006,584.10. This represents a 8.64% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 158,573 shares of company stock valued at $30,407,073. Company insiders own 7.92% of the company's stock.

Institutional Trading of DoorDash

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its stake in DoorDash by 25.8% during the first quarter. Vanguard Group Inc. now owns 39,397,286 shares of the company's stock valued at $7,200,642,000 after purchasing an additional 8,073,882 shares during the last quarter. Capital World Investors lifted its stake in DoorDash by 26.4% during the fourth quarter. Capital World Investors now owns 12,153,265 shares of the company's stock valued at $2,038,712,000 after purchasing an additional 2,538,160 shares during the last quarter. Invesco Ltd. lifted its stake in DoorDash by 41.9% during the first quarter. Invesco Ltd. now owns 4,799,851 shares of the company's stock valued at $877,269,000 after purchasing an additional 1,416,194 shares during the last quarter. Franklin Resources Inc. lifted its stake in DoorDash by 25.0% during the fourth quarter. Franklin Resources Inc. now owns 4,749,810 shares of the company's stock valued at $796,781,000 after purchasing an additional 949,414 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership raised its holdings in shares of DoorDash by 67.1% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 4,654,891 shares of the company's stock valued at $780,858,000 after acquiring an additional 1,869,866 shares during the period. 90.64% of the stock is owned by institutional investors and hedge funds.

DoorDash Company Profile

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.