Gladstone Capital Management LLP Acquires New Shares in DoorDash, Inc. $DASH

Gladstone Capital Management LLP purchased a new stake in shares of DoorDash, Inc. (NASDAQ:DASH) during the 3rd quarter, Holdings Channel reports. The fund purchased 52,636 shares of the company’s stock, valued at approximately $14,316,000. DoorDash accounts for about 1.6% of Gladstone Capital Management LLP’s portfolio, making the stock its 12th largest position.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. boosted its position in DoorDash by 3.7% in the third quarter. Vanguard Group Inc. now owns 42,712,908 shares of the company’s stock valued at $11,617,484,000 after buying an additional 1,522,823 shares in the last quarter. State Street Corp increased its holdings in shares of DoorDash by 3.1% during the second quarter. State Street Corp now owns 14,387,499 shares of the company’s stock worth $3,546,662,000 after buying an additional 427,722 shares in the last quarter. Capital World Investors increased its holdings in shares of DoorDash by 0.9% during the third quarter. Capital World Investors now owns 10,865,927 shares of the company’s stock worth $2,955,424,000 after buying an additional 95,278 shares in the last quarter. Invesco Ltd. lifted its stake in shares of DoorDash by 18.2% in the 3rd quarter. Invesco Ltd. now owns 6,355,628 shares of the company’s stock valued at $1,728,667,000 after acquiring an additional 980,148 shares during the last quarter. Finally, Norges Bank acquired a new stake in shares of DoorDash during the 2nd quarter valued at $1,185,576,000. Institutional investors own 90.64% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on DASH shares. BNP Paribas Exane assumed coverage on DoorDash in a research report on Wednesday, January 14th. They set an “outperform” rating and a $280.00 price objective on the stock. The Goldman Sachs Group set a $267.00 target price on DoorDash in a research report on Monday, February 2nd. Evercore set a $300.00 price target on DoorDash in a research note on Thursday, February 19th. DA Davidson reduced their price target on DoorDash from $260.00 to $224.00 and set a “neutral” rating on the stock in a report on Thursday, February 19th. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of DoorDash in a report on Friday, December 12th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have issued 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 $262.82.

Insiders Place Their Bets

In other DoorDash news, COO Prabir Adarkar sold 30,000 shares of the firm’s stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $234.57, for a total value of $7,037,100.00. Following the completion of the sale, the chief operating officer owned 874,130 shares of the company’s stock, valued at approximately $205,044,674.10. This trade represents a 3.32% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Tony Xu sold 16,667 shares of the business’s stock in a transaction 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 of the company’s stock, valued at $345,000. This trade represents a 91.74% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 205,409 shares of company stock valued at $45,332,298. 5.83% of the stock is currently owned by corporate insiders.

DoorDash News Roundup

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Strong marketplace growth: Zacks reports DoorDash’s marketplace GOV jumped ~39% to $29.7B in Q4 2025 and Q1 2026 GOV is projected at $31B–$31.8B, signaling continued demand across restaurants, retail and grocery that supports revenue upside. Read More.
• Positive Sentiment: Retail partnership expansion: Convenience chain Casey’s launched a hunger‑relief campaign with DoorDash — a sign DoorDash is deepening local retail and grocery integrations that can lift GOV and merchant service fees. Read More.
• Positive Sentiment: Strong PR / brand goodwill from viral donor response: Multiple outlets report ~$500K raised for a 78‑year‑old DoorDash driver after a viral delivery video. This goodwill can help consumer sentiment and local brand reputation, though it’s unlikely to move fundamentals materially. Read More.
• Neutral Sentiment: Industry tech developments: Grubhub plans drone trials, joining DoorDash and Uber Eats in delivery experimentation — underscores industry innovation but also rising capex/tech competition risks. Read More.
• Negative Sentiment: Insider selling: Director Shona Brown sold 1,250 shares (disclosed in an SEC filing). While not large relative to institutional ownership, insider sales can weigh on short‑term sentiment. Read More.
• Negative Sentiment: Macro / geopolitical headwinds: Benzinga notes fresh geopolitical turmoil in the Middle East pressured shares — DoorDash is sensitive to consumer spending shifts and market volatility that can reduce order frequency. Read More.
• Negative Sentiment: Driver economics under pressure: Local reporting highlights rising gas prices squeezing Dashers in some regions — higher fuel costs can hurt driver supply, consumer prices, or DoorDash’s commission/marketing dynamics. Read More.

DoorDash Price Performance

Shares of DASH opened at $161.36 on Friday. The firm has a market cap of $70.10 billion, a PE ratio of 76.11 and a beta of 1.82. DoorDash, Inc. has a 52-week low of $155.40 and a 52-week high of $285.50. The business’s 50 day moving average price is $190.69 and its two-hundred day moving average price is $222.90. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.41 and a current ratio of 1.41.

DoorDash (NASDAQ:DASH) last posted its quarterly earnings results on Wednesday, February 18th. The company reported $0.48 EPS for the quarter, missing analysts’ consensus estimates of $0.58 by ($0.10). DoorDash had a return on equity of 10.15% and a net margin of 6.82%.The company had revenue of $3.96 billion during the quarter, compared to analyst estimates of $3.98 billion. During the same quarter in the previous year, the business posted $0.33 earnings per share. The company’s revenue for the quarter was up 37.7% compared to the same quarter last year. On average, equities analysts anticipate that DoorDash, Inc. will post 2.22 EPS for the current 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.