Sirios Capital Management L P Makes New Investment in DoorDash, Inc. $DASH

Sirios Capital Management L P purchased a new stake in DoorDash, Inc. (NASDAQ:DASH) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 3,289 shares of the company’s stock, valued at approximately $895,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Greenland Capital Management LP increased its holdings in DoorDash by 637.5% during the 2nd quarter. Greenland Capital Management LP now owns 23,572 shares of the company’s stock worth $5,811,000 after purchasing an additional 20,376 shares in the last quarter. American Century Companies Inc. boosted its position in shares of DoorDash by 5.0% during the third quarter. American Century Companies Inc. now owns 485,088 shares of the company’s stock worth $131,941,000 after buying an additional 22,944 shares during the period. Caprock Group LLC bought a new position in shares of DoorDash during the third quarter worth about $3,169,000. Williamson Legacy Group LLC acquired a new stake in DoorDash in the 2nd quarter valued at approximately $1,264,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. raised its position in DoorDash by 7.1% in the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 806,191 shares of the company’s stock valued at $219,276,000 after buying an additional 53,722 shares during the last quarter. Institutional investors and hedge funds own 90.64% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on DASH shares. Guggenheim decreased their price target on shares of DoorDash from $275.00 to $255.00 and set a “buy” rating for the company in a research note on Thursday, February 19th. Stifel Nicolaus reduced their target price on shares of DoorDash from $253.00 to $224.00 and set a “hold” rating for the company in a report on Tuesday, January 27th. BNP Paribas Exane assumed coverage on shares of DoorDash in a research note on Wednesday, January 14th. They issued an “outperform” rating and a $280.00 price target on the stock. Wedbush increased their price objective on shares of DoorDash from $260.00 to $270.00 and gave the stock an “outperform” rating in a research note on Friday, December 19th. Finally, BMO Capital Markets restated an “outperform” rating on shares of DoorDash in a report on Friday, December 12th. One 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 data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $262.82.

DoorDash Stock Down 0.2%

NASDAQ DASH opened at $161.36 on Friday. The company has a 50 day moving average of $190.69 and a 200-day moving average of $222.90. The company has a market cap of $70.10 billion, a price-to-earnings ratio of 76.11 and a beta of 1.82. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.27. DoorDash, Inc. has a 1-year low of $155.40 and a 1-year high of $285.50.

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

More DoorDash News

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.

Insider Buying and Selling

In other news, CEO Tony Xu sold 16,667 shares of the stock in a transaction on Monday, January 5th. The shares were sold at an average price of $230.00, for a total transaction of $3,833,410.00. Following the completion of the sale, the chief executive officer directly owned 1,500 shares in the company, valued at $345,000. This represents a 91.74% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available 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 transaction of $218,797.38. Following the transaction, the chief financial officer directly owned 208,412 shares of the company’s stock, valued at $44,837,757.68. This represents a 0.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 205,409 shares of company stock valued at $45,332,298. Corporate insiders own 5.83% of the company’s stock.

About DoorDash

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.