Equities Analysts Set Expectations for DoorDash Q4 Earnings

Key Points

• William Blair has reduced its earnings per share estimate for DoorDash for Q4 2025 from $0.66 to $0.64, while the consensus estimate for the full year is $2.22 per share.
• Institutional investors now own 90.64% of DoorDash's stock, with several firms recently increasing their stakes in the company.
• Despite market fluctuations, DoorDash's shares have recently been trading at approximately $256.71, reflecting a 52-week low of $121.44 and a high of $278.15.

DoorDash, Inc. (NASDAQ:DASH - Free Report) - Analysts at William Blair reduced their Q4 2025 EPS estimates for DoorDash in a research note issued to investors on Thursday, August 7th. William Blair analyst R. Schackart now anticipates that the company will post earnings of $0.64 per share for the quarter, down from their prior forecast of $0.66. The consensus estimate for DoorDash's current full-year earnings is $2.22 per share. William Blair also issued estimates for DoorDash's Q1 2026 earnings at $0.74 EPS, Q3 2026 earnings at $1.09 EPS and Q4 2026 earnings at $1.18 EPS.

Several other brokerages have also commented on DASH. JMP Securities upped their price objective on shares of DoorDash from $250.00 to $335.00 and gave the stock a "market outperform" rating in a report on Thursday. BMO Capital Markets increased their target price on shares of DoorDash from $238.00 to $288.00 and gave the stock an "outperform" rating in a report on Thursday. Raymond James Financial reiterated a "strong-buy" rating and set a $325.00 target price (up from $275.00) on shares of DoorDash in a report on Thursday. Morgan Stanley increased their target price on shares of DoorDash from $275.00 to $300.00 and gave the stock an "overweight" rating in a report on Thursday. Finally, BTIG Research increased their target price on shares of DoorDash from $225.00 to $265.00 and gave the stock a "buy" rating in a report on Tuesday, July 1st. Twelve equities research analysts have rated the stock with a hold rating, twenty-three have given a buy rating and one has assigned a strong buy rating to the company. According to data from MarketBeat, DoorDash currently has a consensus rating of "Moderate Buy" and an average target price of $259.18.

DoorDash Price Performance

NASDAQ DASH traded down $11.80 during trading hours on Friday, hitting $259.19. 5,340,842 shares of the company's stock traded hands, compared to its average volume of 3,405,451. The company has a debt-to-equity ratio of 0.30, a current ratio of 2.07 and a quick ratio of 2.07. The company has a market capitalization of $109.83 billion, a PE ratio of 144.00 and a beta of 1.70. The firm's 50-day moving average is $236.11 and its 200-day moving average is $206.81. DoorDash has a 52-week low of $121.44 and a 52-week high of $278.15.

DoorDash (NASDAQ:DASH - Get Free Report) last announced its quarterly earnings data on Wednesday, August 6th. The company reported $0.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.42 by $0.23. DoorDash had a net margin of 6.57% and a return on equity of 9.56%. The company had revenue of $3.28 billion during the quarter, compared to analysts' expectations of $3.16 billion. During the same quarter in the prior year, the company earned ($0.38) EPS. DoorDash's revenue was up 24.9% compared to the same quarter last year.

Institutional Trading of DoorDash

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Vanguard Group Inc. raised its position in DoorDash by 25.8% during the first quarter. Vanguard Group Inc. now owns 39,397,286 shares of the company's stock worth $7,200,642,000 after acquiring an additional 8,073,882 shares during the last quarter. Capital World Investors raised its position in DoorDash by 26.4% during 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. Geode Capital Management LLC raised its position in DoorDash by 2.9% during the second quarter. Geode Capital Management LLC now owns 7,951,230 shares of the company's stock worth $1,950,711,000 after acquiring an additional 223,188 shares during the last quarter. Price T Rowe Associates Inc. MD grew its holdings in shares of DoorDash by 15.0% during the first quarter. Price T Rowe Associates Inc. MD now owns 4,907,970 shares of the company's stock worth $897,031,000 after buying an additional 641,601 shares in the last quarter. Finally, Invesco Ltd. grew its holdings in shares of DoorDash by 41.9% during the first quarter. Invesco Ltd. now owns 4,799,851 shares of the company's stock worth $877,269,000 after buying an additional 1,416,194 shares in the last quarter. Institutional investors and hedge funds own 90.64% of the company's stock.

Insider Transactions at DoorDash

In related news, Director Andy Fang sold 30,000 shares of the firm's stock in a transaction dated Friday, August 1st. The shares were sold at an average price of $247.04, for a total value of $7,411,200.00. Following the completion of the sale, the director owned 22,545 shares in the company, valued at $5,569,516.80. This trade represents a 57.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Stanley Tang sold 45,410 shares of the firm's stock in a transaction dated Friday, August 1st. The shares were sold at an average price of $247.11, for a total transaction of $11,221,265.10. Following the completion of the sale, the director owned 26,070 shares of the company's stock, valued at $6,442,157.70. This trade represents a 63.53% decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders have sold 583,537 shares of company stock valued at $133,720,004. 5.83% of the stock is owned by company insiders.

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.