DoorDash (NASDAQ:DASH) Given New $265.00 Price Target at Needham & Company LLC

Posted by Andrew Walz on Feb 19th, 2026

DoorDash (NASDAQ:DASH – Get Free Report) had its price target reduced by analysts at Needham & Company LLC from $275.00 to $265.00 in a research report issued on Thursday,Benzinga reports. The firm presently has a “buy” rating on the stock. Needham & Company LLC’s price target would suggest a potential upside of 52.84% from the stock’s previous close.

Several other equities research analysts also recently weighed in on DASH. Jefferies Financial Group upped their price objective on shares of DoorDash from $260.00 to $270.00 and gave the stock a “buy” rating in a report on Thursday, December 11th. BNP Paribas Exane started coverage on shares of DoorDash in a research note on Wednesday, January 14th. They issued an “outperform” rating and a $280.00 price target for the company. Guggenheim decreased their price objective on shares of DoorDash from $280.00 to $275.00 and set a “buy” rating for the company in a report on Thursday, January 29th. Morgan Stanley reissued an “overweight” rating and set a $275.00 target price on shares of DoorDash in a report on Thursday. Finally, Wells Fargo & Company upped their target price on DoorDash from $239.00 to $251.00 and gave the stock an “equal weight” rating in a research report on Thursday, January 8th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $275.41.

View Our Latest Report on DASH

DoorDash Stock Performance

Shares of DASH stock opened at $173.38 on Thursday. DoorDash has a 12-month low of $155.40 and a 12-month high of $285.50. The company has a debt-to-equity ratio of 0.29, a current ratio of 2.04 and a quick ratio of 2.04. The firm has a market capitalization of $74.73 billion, a price-to-earnings ratio of 88.01 and a beta of 1.77. The business has a 50 day simple moving average of $209.66 and a 200 day simple moving average of $232.23.

DoorDash (NASDAQ:DASH – Get Free Report) last announced its quarterly earnings results on Wednesday, February 18th. The company reported $0.48 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.58 by ($0.10). DoorDash had a return on equity of 9.97% and a net margin of 6.83%.The business had revenue of $3.96 billion for the quarter, compared to analyst estimates of $3.98 billion. During the same quarter last year, the firm posted $0.33 EPS. The company’s revenue was up 37.7% compared to the same quarter last year. On average, equities research analysts anticipate that DoorDash will post 2.22 EPS for the current year.

Insider Transactions at DoorDash

In other news, COO Prabir Adarkar sold 30,000 shares of DoorDash stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $234.57, for a total value of $7,037,100.00. Following the transaction, the chief operating officer directly owned 874,130 shares of the company’s stock, valued at $205,044,674.10. This trade represents a 3.32% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Tony Xu sold 16,667 shares of the business’s stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $230.00, for a total transaction of $3,833,410.00. Following the sale, the chief executive officer owned 1,500 shares in the company, valued at $345,000. This represents a 91.74% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 315,725 shares of company stock worth $67,969,184 in the last three months. Insiders own 5.83% of the company’s stock.

Institutional Trading of DoorDash

Hedge funds have recently modified their holdings of the business. Vanguard Group Inc. boosted its position in DoorDash by 1.7% during the 4th quarter. Vanguard Group Inc. now owns 43,426,479 shares of the company’s stock worth $9,835,229,000 after acquiring an additional 713,571 shares during the period. SC US Ttgp LTD. increased its stake in DoorDash by 1.6% in the 4th quarter. SC US Ttgp LTD. now owns 31,686,624 shares of the company’s stock valued at $7,176,387,000 after buying an additional 506,358 shares during the period. Morgan Stanley boosted its stake in shares of DoorDash by 2.3% during the 4th quarter. Morgan Stanley now owns 17,536,824 shares of the company’s stock valued at $3,971,741,000 after buying an additional 391,596 shares during the period. State Street Corp grew its holdings in shares of DoorDash by 3.0% during the 4th quarter. State Street Corp now owns 15,761,072 shares of the company’s stock valued at $3,569,568,000 after acquiring an additional 464,448 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD increased its stake in shares of DoorDash by 32.8% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 13,958,114 shares of the company’s stock worth $3,161,234,000 after acquiring an additional 3,447,754 shares during the last quarter. Hedge funds and other institutional investors own 90.64% of the company’s stock.

Key Headlines Impacting DoorDash

Here are the key news stories impacting DoorDash this week:

Positive Sentiment: Management raised its order outlook and highlighted a push into AI/chatbot experiences that could drive higher engagement and new revenue streams — WSJ coverage. DoorDash Stock Jumps on Strong Order Forecast; Company Eyes Chatbot Era
Positive Sentiment: CEO Tony Xu said DoorDash has an edge over Amazon in grocery delivery due to broader retail partnerships — supports growth potential in higher-frequency categories. DoorDash’s CEO says he’s got an edge on Amazon in groceries
Neutral Sentiment: Company reiterated strategic shift toward owning the software/logistics stack and highlighted investments such as Agentic AI and international (Deliveroo) exposure — long-term strategic positives but near-term costly. DoorDash Q4 Earnings Highlight Deliveroo and Agentic AI Push
Neutral Sentiment: Macro risk: broader U.S.-Iran tensions pressured futures and market sentiment today, weighing on cyclical/high-beta names including DASH. Stock Market Today: S&P 500, Nasdaq 100 Futures Fall Amid Escalating US-Iran Tensions
Negative Sentiment: Q4 miss: EPS $0.48 vs. $0.58 expected and revenue $3.96B vs. $3.98B — the miss prompted initial selling. DoorDash Q4 Earnings and Revenues Miss Estimates
Negative Sentiment: Weak near-term profitability guidance and ramped-up spending (international, Deliveroo stake, AI) expected to dent Q1 adjusted EBITDA and stoked investor concern. DoorDash Expects Ramped Up Spending to Dent First Quarter
Negative Sentiment: Analyst and media notes highlighted investor worry about the investment cycle and margin pressure; Evercore ISI flagged that spending could weigh on sentiment. Evercore ISI’s Mark Mahaney: Fears around investment cycle weighing on Doordash
Negative Sentiment: Reputational/regulatory flag: Signal Law Group issued a risk bulletin citing elevated pricing-transparency risk indicators, a potential long-term headwind. Signal Law Group Issues Vigilant Risk Score Bulletin on DoorDash

About DoorDash

(Get Free Report)

DoorDash, Inc operates a technology-driven logistics and food-delivery marketplace that connects consumers, merchants and independent delivery contractors. The company’s core service enables customers to order from local restaurants and retailers through its app and website while DoorDash handles last-mile fulfillment via its network of drivers, known as “Dashers.” Over time the platform has broadened beyond restaurant deliveries to include groceries, convenience items and retail deliveries, positioning DoorDash as a broader on-demand logistics provider for consumer goods.

In addition to its marketplace, DoorDash offers a suite of products and services for consumers and businesses.