Yousif Capital Management LLC Acquires 159,232 Shares of DoorDash, Inc. $DASH

Yousif Capital Management LLC increased its holdings in DoorDash, Inc. (NASDAQ:DASH) by 457.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 194,010 shares of the company’s stock after purchasing an additional 159,232 shares during the quarter. Yousif Capital Management LLC’s holdings in DoorDash were worth $35,611,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. JCP Investment Management LLC purchased a new position in shares of DoorDash during the 1st quarter valued at approximately $991,000. Plato Investment Management Ltd purchased a new stake in DoorDash in the 2nd quarter worth $1,024,000. Quantinno Capital Management LP increased its holdings in DoorDash by 4.9% in the 1st quarter. Quantinno Capital Management LP now owns 655,095 shares of the company’s stock worth $98,363,000 after acquiring an additional 30,881 shares in the last quarter. Godsey & Gibb Inc. raised its position in DoorDash by 1,510,137.1% during the third quarter. Godsey & Gibb Inc. now owns 528,583 shares of the company’s stock worth $97,021,000 after acquiring an additional 528,548 shares during the period. Finally, Monetta Financial Services Inc. acquired a new position in DoorDash during the second quarter worth $1,015,000. Hedge funds and other institutional investors own 90.64% of the company’s stock.

DoorDash Price Performance

Shares of DASH traded down $6.56 during trading hours on Friday, hitting $179.38. 2,702,995 shares of the stock were exchanged, compared to its average volume of 3,420,697. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.37 and a current ratio of 1.37. DoorDash, Inc. has a 12-month low of $143.30 and a 12-month high of $269.00. The company has a market cap of $77.73 billion, a price-to-earnings ratio of 93.92 and a beta of 1.90. The stock’s 50-day moving average price is $202.18 and its two-hundred day moving average price is $185.14.

DoorDash (NASDAQ:DASH) last posted its quarterly earnings data on Wednesday, August 5th. The company reported $0.46 EPS for the quarter, missing the consensus estimate of $0.47 by ($0.01). The firm had revenue of $4.45 billion during the quarter, compared to analyst estimates of $4.34 billion. DoorDash had a net margin of 5.29% and a return on equity of 8.48%. The firm’s revenue for the quarter was up 35.6% compared to the same quarter last year. During the same period in the prior year, the company posted $0.65 earnings per share. Research analysts expect that DoorDash, Inc. will post 2.51 earnings per share for the current year.

DoorDash News Summary

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Potential Instacart deal: DoorDash is reportedly among the companies discussing a possible acquisition of Instacart, which is valued at approximately $12 billion. A transaction could strengthen DoorDash’s position in grocery and local commerce, although the report does not indicate that a deal is imminent and any acquisition would carry financing, integration and regulatory risks. Instacart explores potential sale, holds talks with Uber and DoorDash
• Positive Sentiment: Analyst support: BTIG Research assigned DoorDash a Buy rating, providing a positive signal for investor sentiment and reinforcing the view that the company’s local-commerce expansion and growth prospects remain attractive. DoorDash earns Buy rating from BTIG Research
• Neutral Sentiment: Mixed consumer-stock comparison: An investor comparison described Airbnb as having a strong travel-market position while highlighting DoorDash’s rapid revenue growth and expansion beyond restaurant delivery. The article does not provide a new company-specific catalyst. Airbnb vs. DoorDash: Which Consumer Stock Is a Better Buy in 2026?
• Neutral Sentiment: Operational and reputational headlines: Reports described a DoorDash driver being killed in California, another driver and a family member being ambushed, and an unrelated criminal investigation in which cleaning supplies were allegedly ordered through DoorDash. These incidents could increase scrutiny of driver and platform safety, but they currently appear unlikely to materially affect financial results. Arrest made after California DoorDash driver found dead in Tesla trunk
• Negative Sentiment: Increasing competition: A new rival reportedly offers lower menu prices, while Grubhub’s co-founder has returned with a delivery service featuring a $1 fee. Lower pricing and aggressive fee competition could pressure DoorDash’s order volumes, merchant economics and margins. DoorDash and Uber Eats have a new rival offering lower menu prices
• Negative Sentiment: Delivery-worker dissatisfaction: Online debate over $1 and $2 tips highlights ongoing challenges around driver pay and service costs, issues that could affect driver retention, customer satisfaction and platform pricing. DoorDash driver calls low tips pathetic

Insider Buying and Selling at DoorDash

In other news, CFO Ravi Inukonda sold 1,017 shares of the firm’s stock in a transaction dated Monday, October 12th. The shares were sold at an average price of $195.00, for a total value of $198,315.00. Following the transaction, the chief financial officer directly owned 217,911 shares of the company’s stock, valued at approximately $42,492,645. This trade represents a 0.46% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Keith Yandell sold 2,183 shares of the firm’s stock in a transaction dated Thursday, October 1st. The stock was sold at an average price of $183.69, for a total transaction of $400,995.27. Following the completion of the transaction, the chief operating officer directly owned 118,505 shares in the company, valued at approximately $21,768,183.45. This represents a 1.81% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 393,998 shares of company stock valued at $85,861,330. 44.90% of the stock is owned by company insiders.

Analyst Ratings Changes

Several equities analysts have issued reports on DASH shares. Moffett Nathanson decreased their price objective on shares of DoorDash from $280.00 to $278.00 and set a “buy” rating on the stock in a report on Thursday, August 6th. UBS Group reissued a “buy” rating and set a $295.00 target price on shares of DoorDash in a research note on Tuesday, September 8th. JPMorgan Chase & Co. boosted their target price on shares of DoorDash from $250.00 to $262.00 in a research note on Wednesday, August 5th. The Goldman Sachs Group reduced their price target on shares of DoorDash from $280.00 to $275.00 in a research report on Thursday, August 6th. Finally, Wedbush raised their price target on shares of DoorDash from $205.00 to $220.00 and gave the company a “neutral” rating in a research note on Thursday, August 20th. Two research analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, DoorDash presently has an average rating of “Moderate Buy” and a consensus price target of $254.95.

About DoorDash

DoorDash, Inc (NASDAQ:DASH) operates a local commerce platform that connects consumers with restaurants, grocery stores, convenience retailers and other merchants. Through its website and mobile applications, customers can browse products, place orders for delivery or pickup, and access related services.

The company provides merchants with ordering, delivery, logistics, marketing and payment tools. Its offerings include the DoorDash Marketplace, subscription programs such as DashPass, and delivery infrastructure that merchants can use through services including DoorDash Drive.