Zacks Research Has Strong Estimate for DoorDash Q3 Earnings

Key Points

• Zacks Research has increased its Q3 2025 earnings per share estimate for DoorDash to $0.63, up from $0.56, while maintaining a "Hold" rating on the stock.
• DoorDash reported strong earnings with $0.65 EPS for the last quarter, exceeding expectations of $0.42 and achieving a revenue of $3.28 billion, a 24.9% increase year-over-year.
• Institutional investors hold 90.64% of DoorDash's stock, indicating significant confidence in its performance and growth potential.

DoorDash, Inc. (NASDAQ:DASH - Free Report) - Equities researchers at Zacks Research boosted their Q3 2025 earnings per share estimates for DoorDash in a research report issued on Wednesday, August 27th. Zacks Research analyst Team now forecasts that the company will earn $0.63 per share for the quarter, up from their prior estimate of $0.56. Zacks Research has a "Hold" rating on the stock. The consensus estimate for DoorDash's current full-year earnings is $2.22 per share. Zacks Research also issued estimates for DoorDash's Q4 2025 earnings at $0.67 EPS, Q1 2026 earnings at $0.78 EPS, Q2 2026 earnings at $0.66 EPS, Q3 2026 earnings at $0.79 EPS, Q4 2026 earnings at $0.68 EPS, Q1 2027 earnings at $1.37 EPS and Q2 2027 earnings at $0.85 EPS.

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

DASH has been the subject of a number of other research reports. BTIG Research upped their price objective on DoorDash from $225.00 to $265.00 and gave the company a "buy" rating in a research report on Tuesday, July 1st. Sanford C. Bernstein upped their price target on DoorDash from $210.00 to $265.00 and gave the stock an "outperform" rating in a research report on Monday, July 21st. Jefferies Financial Group upped their price target on DoorDash from $250.00 to $265.00 and gave the stock a "hold" rating in a research report on Monday, August 11th. Benchmark upped their price target on DoorDash from $260.00 to $315.00 and gave the stock a "buy" rating in a research report on Thursday, August 7th. Finally, Wedbush restated a "neutral" rating on shares of DoorDash in a research report on Friday, August 8th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and thirteen have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $263.88.

DoorDash Stock Performance

DoorDash stock traded down $1.15 during mid-day trading on Monday, reaching $244.10. 2,683,546 shares of the stock traded hands, compared to its average volume of 3,668,218. The stock has a market capitalization of $104.28 billion, a PE ratio of 136.25 and a beta of 1.70. The company has a debt-to-equity ratio of 0.30, a current ratio of 2.07 and a quick ratio of 2.07. DoorDash has a 12-month low of $122.32 and a 12-month high of $278.15. The business's 50-day moving average is $245.82 and its 200-day moving average is $213.06.

Institutional Investors Weigh In On DoorDash

Institutional investors have recently modified their holdings of the stock. Saudi Central Bank bought a new stake in shares of DoorDash in the 1st quarter valued at approximately $25,000. WPG Advisers LLC bought a new stake in shares of DoorDash in the 1st quarter valued at approximately $26,000. Pacific Center for Financial Services bought a new stake in shares of DoorDash in the 1st quarter valued at approximately $27,000. GFG Capital LLC bought a new stake in shares of DoorDash in the 2nd quarter valued at approximately $30,000. Finally, Harbour Investments Inc. lifted its stake in shares of DoorDash by 55.6% in the 1st quarter. Harbour Investments Inc. now owns 196 shares of the company's stock valued at $36,000 after purchasing an additional 70 shares during the last quarter. 90.64% of the stock is owned by institutional investors.

Insider Transactions at DoorDash

In related news, Director Stanley Tang sold 45,410 shares of the stock in a transaction that occurred on Tuesday, July 1st. The stock was sold at an average price of $240.69, for a total transaction of $10,929,732.90. Following the completion of the transaction, the director directly owned 26,070 shares of the company's stock, valued at approximately $6,274,788.30. This represents a 63.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Tony Xu sold 291,403 shares of the firm's stock in a transaction that occurred on Wednesday, August 20th. The shares were sold at an average price of $238.19, for a total value of $69,409,280.57. Following the completion of the sale, the chief executive officer directly owned 229,047 shares of the company's stock, valued at $54,556,704.93. The trade was a 55.99% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 901,361 shares of company stock valued at $218,575,187 in the last ninety days. Corporate insiders own 5.83% of the company's stock.

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.