DoorDash (DASH) News Today

Shares of DoorDash, Inc. (NASDAQ:DASH) are trading lower today amid a mix of positive analyst upgrades and strategic partnerships offset by insider selling and operational challenges. Key drivers include:

• Positive Sentiment: McDonald’s and DoorDash expanded their U.S. online ordering partnership, allowing customers to order McDelivery via mobile web or desktop without app downloads or logins, which could boost order frequency and customer acquisition. McDonald’s and DoorDash Expand Partnership
• Positive Sentiment: Wedbush revised its FY2025 EPS estimate for DoorDash higher to $2.39 from $1.96, exceeding the consensus of $2.22 and signaling stronger profitability ahead.
• Positive Sentiment: Seaport Research Partners raised its Q3 2025 EPS forecast to $0.81 (from $0.68) and lifted FY2025 and FY2026 EPS estimates, reflecting expected margin improvement and revenue growth.
• Positive Sentiment: William Blair increased its Q3 2025 EPS estimate to $0.62 (from $0.59) and boosted its FY2025 and FY2026 targets, underscoring confidence in DoorDash’s ongoing expansion and cost control.
• Positive Sentiment: Susquehanna reaffirmed a “positive” rating on DASH and raised its price objective to $300, highlighting strong near-term upside potential. Susquehanna Forecasts Strong Price Appreciation
• Positive Sentiment: Aldi supermarkets launched DoorDash delivery in Townsville, Australia, marking further geographic expansion of DoorDash’s merchant network. Aldi Delivery Partnership in Townsville
• Positive Sentiment: DoorDash expanded its drone delivery program and enhanced AI-driven supply chain capabilities, which may lower delivery costs and improve service speed. DoorDash Expands Drone Deliveries
• Neutral Sentiment: Jefferies raised its price target on DASH to $265 while maintaining a “hold” rating, reflecting a balanced view of risks and opportunities. Jefferies Raises Price Target
• Neutral Sentiment: DASH was highlighted by Zacks as one of the best gig-economy stocks to consider, reflecting steady interest in the sector. Best Gig Economy Stocks
• Negative Sentiment: Insider feedback from the CEO indicates DoorDash still has service and operational issues to address, which could weigh on consumer satisfaction. CEO Emails Highlight Operational Challenges
• Negative Sentiment: Director Shona L. Brown sold 1,650 shares, reducing her stake by 3.8%, which may signal personal profit-taking. Director Sells Shares
• Negative Sentiment: Co-founder Andy Fang sold 50,000 shares, reducing his holding by nearly 69%, which may raise investor concerns over insider confidence. Andy Fang Sells Shares