Yousif Capital Management LLC Lowers Stake in DoorDash, Inc. $DASH

Yousif Capital Management LLC reduced its stake in shares of DoorDash, Inc. (NASDAQ:DASH) by 8.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 37,153 shares of the company’s stock after selling 3,333 shares during the quarter. Yousif Capital Management LLC’s holdings in DoorDash were worth $8,414,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in DASH. Physician Wealth Advisors Inc. lifted its stake in DoorDash by 284.0% in the third quarter. Physician Wealth Advisors Inc. now owns 96 shares of the company’s stock worth $26,000 after acquiring an additional 71 shares during the period. Eastern Bank raised its holdings in DoorDash by 714.3% in the fourth quarter. Eastern Bank now owns 114 shares of the company’s stock worth $26,000 after purchasing an additional 100 shares in the last quarter. Sunbelt Securities Inc. raised its holdings in DoorDash by 124.1% in the third quarter. Sunbelt Securities Inc. now owns 121 shares of the company’s stock worth $33,000 after purchasing an additional 67 shares in the last quarter. Morse Asset Management Inc bought a new position in DoorDash in the third quarter worth about $36,000. Finally, Sound Income Strategies LLC raised its holdings in DoorDash by 2,760.0% in the third quarter. Sound Income Strategies LLC now owns 143 shares of the company’s stock worth $39,000 after purchasing an additional 138 shares in the last quarter. 90.64% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on DASH shares. UBS Group reduced their target price on shares of DoorDash from $245.00 to $240.00 and set a “neutral” rating for the company in a report on Thursday, February 19th. BMO Capital Markets restated an “outperform” rating on shares of DoorDash in a report on Friday, December 12th. Wedbush increased their price target on shares of DoorDash from $260.00 to $270.00 and gave the stock an “outperform” rating in a report on Friday, December 19th. Sanford C. Bernstein cut their price target on shares of DoorDash from $285.00 to $270.00 and set an “outperform” rating on the stock in a report on Thursday, February 19th. Finally, Zacks Research upgraded shares of DoorDash from a “strong sell” rating to a “hold” rating in a report on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $263.12.

Insider Transactions at DoorDash

In other DoorDash news, Director Shona L. Brown sold 1,250 shares of the firm’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $176.61, for a total value of $220,762.50. Following the transaction, the director owned 31,002 shares in the company, valued at approximately $5,475,263.22. This trade represents a 3.88% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Ravi Inukonda sold 1,017 shares of DoorDash stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $215.14, for a total value of $218,797.38. Following the transaction, the chief financial officer owned 208,412 shares in the company, valued at approximately $44,837,757.68. This represents a 0.49% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 96,673 shares of company stock worth $18,321,784. Company insiders own 5.83% of the company’s stock.

More DoorDash News

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Expanded drone delivery with Alphabet’s Wing into Atlanta (adds a fifth market, builds on earlier Charlotte rollout), which could lower last‑mile costs and speed delivery for high-margin convenience items. Alphabet’s Wing Drone Unit, DoorDash Expand Into Atlanta. Google Stock Turns Green In 2026.
• Positive Sentiment: DoorDash and Wing/Google expansion into metro Atlanta and Charlotte suburbs increases capacity for faster, lower-cost fulfillment and strengthens the drone proof‑of‑concept at scale. DoorDash launches drone delivery in metro Atlanta
• Positive Sentiment: Pilot with restaurants to deliver meals in reusable containers — sustainability move that may cut packaging costs and appeal to ESG‑focused consumers, potentially improving unit economics if scaled. DoorDash partners with restaurants in experiment to deliver food in reusable containers
• Positive Sentiment: New retail partnerships broaden TAM: Foot Locker is testing on‑demand delivery via DoorDash, moving the company further beyond restaurants into retail last‑mile fulfillment. Foot Locker partners with DoorDash for on-demand delivery
• Positive Sentiment: Multiple grocery chains (Price Chopper/Market 32, Tops, Northeast Grocery) expanded SNAP/EBT acceptance on DoorDash — increases addressable customer base for grocery delivery and may drive order frequency. Price Chopper/Market 32 customers can use SNAP/EBT benefits for DoorDash delivery
• Positive Sentiment: Partnership with autonomous EV provider Also for last‑mile electric vehicles could reduce delivery costs and emissions if deployed broadly. Also and DoorDash partner on autonomous last-mile delivery EVs
• Neutral Sentiment: DoorDash published a grocery price report on breakfast basics — marketing content that may drive engagement but has limited direct financial impact. DoorDash report shows where you can find the lowest price for breakfast basics
• Neutral Sentiment: App feature update to help users find restaurants that are closing — useful for customer experience but unlikely to move near‑term revenue materially. DoorDash app designed to help customers find restaurants going away
• Negative Sentiment: Insider selling: Stanley Tang sold 21,433 shares recently; separate reporting says insiders sold roughly $18.3M, a factor that previously coincided with sharp intraday declines and can weigh on investor sentiment. Stanley Tang Sells 21,433 Shares of DoorDash (NASDAQ:DASH) Stock DoorDash (DASH) Stock Plummets 45% as Insiders Dump $18.3M in Shares

DoorDash Trading Up 3.1%

Shares of NASDAQ:DASH opened at $160.69 on Thursday. DoorDash, Inc. has a 1 year low of $143.30 and a 1 year high of $285.50. The firm has a market capitalization of $69.81 billion, a price-to-earnings ratio of 75.80 and a beta of 1.93. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.41 and a quick ratio of 1.41. The business’s 50 day moving average price is $170.19 and its 200-day moving average price is $210.47.

DoorDash (NASDAQ:DASH) last announced its 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 net margin of 6.82% and a return on equity of 10.15%. The business had revenue of $3.96 billion for the quarter, compared to analysts’ expectations of $3.98 billion. During the same quarter last year, the business earned $0.33 EPS. The company’s quarterly revenue was up 37.7% on a year-over-year basis. On average, equities research analysts forecast that DoorDash, Inc. will post 2.22 earnings per share for the current fiscal year.

DoorDash Company Profile

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.