Fiera Capital Corp Grows Stock Position in DoorDash, Inc. $DASH

Fiera Capital Corp lifted its holdings in shares of DoorDash, Inc. (NASDAQ:DASH) by 85.4% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 58,076 shares of the company’s stock after acquiring an additional 26,746 shares during the period. Fiera Capital Corp’s holdings in DoorDash were worth $15,796,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Greenland Capital Management LP increased its stake in shares of DoorDash by 637.5% during the second 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. Geode Capital Management LLC boosted its holdings in DoorDash by 2.9% in the 2nd quarter. Geode Capital Management LLC now owns 7,951,230 shares of the company’s stock worth $1,950,711,000 after buying an additional 223,188 shares during the last quarter. Caprock Group LLC purchased a new stake in DoorDash during the 3rd quarter worth approximately $3,169,000. Williamson Legacy Group LLC acquired a new position in shares of DoorDash during the second quarter valued at approximately $1,264,000. Finally, Brighton Jones LLC lifted its position in shares of DoorDash by 24.0% in the fourth quarter. Brighton Jones LLC now owns 9,336 shares of the company’s stock valued at $1,566,000 after acquiring an additional 1,807 shares in the last quarter. Institutional investors and hedge funds own 90.64% of the company’s stock.

DoorDash News Summary

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Robust growth and guidance — Q4 revenue of $3.96B (+~38% Y/Y) and a 32% jump in orders underpin optimism that delivery demand and new verticals will sustain growth. Zacks: Q4 Earnings
• Positive Sentiment: Analyst bullishness persists — Truist raised its target to $340 (buy) and Bank of America lifted its target to $272; several analysts still see double‑digit upside on the guidance update. Benzinga: Analyst Moves
• Positive Sentiment: Institutional buying and rebound thesis — MarketBeat highlights sustained institutional accumulation and a technical rebound setup tied to increased FY26 spending to accelerate growth. MarketBeat: Rebound Signal
• Positive Sentiment: Unusual bullish options flow — Traders bought ~34,908 call contracts on Friday (≈+101% vs. typical daily volume), signaling speculative bullish positioning that can amplify short‑term upside.
• Neutral Sentiment: Retail promotions — DoorDash gift‑card deals are running (15% off), which can support order activity but has limited strategic impact. Android Authority: Gift Card Deal
• Neutral Sentiment: Short‑interest reporting appears anomalous (entries show zero/NaN), so there’s no meaningful short squeeze signal from the provided short‑interest data.
• Negative Sentiment: Earnings & guidance concerns — Q4 EPS missed ( $0.48 vs. $0.58 est.) and revenue slightly missed consensus; the company flagged rising costs and storm impacts that produced a weaker near‑term profit outlook. Seeking Alpha: Investment Intensity
• Negative Sentiment: Analyst target cuts — Several firms trimmed price targets (Cantor Fitzgerald, Needham, DA Davidson, Citizens Jmp reduced their targets), reflecting concern that increased spending will compress near‑term margins even as growth continues. Benzinga: Price Target Moves
• Negative Sentiment: Margin and investment scrutiny — Commentators and some analysts warn that the intensified investment cycle (tech, marketing, new verticals) could weigh on profitability before benefits materialize. CNBC: Investment Cycle

DoorDash Price Performance

DoorDash stock opened at $176.29 on Friday. The company has a current ratio of 1.41, a quick ratio of 2.04 and a debt-to-equity ratio of 0.27. The company has a 50-day moving average price of $207.67 and a 200 day moving average price of $231.28. DoorDash, Inc. has a 12-month low of $155.40 and a 12-month high of $285.50. The stock has a market cap of $75.98 billion, a P/E ratio of 83.16 and a beta of 1.77.

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

Insider Transactions at DoorDash

In other news, Director Andy Fang sold 30,000 shares of the company’s stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $222.52, for a total value of $6,675,600.00. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Alfred Lin acquired 389,047 shares of the business’s stock in a transaction that occurred on Tuesday, November 25th. The shares were acquired at an average cost of $193.81 per share, with a total value of $75,401,199.07. Following the completion of the transaction, the director directly owned 389,047 shares in the company, valued at approximately $75,401,199.07. The trade was a ∞ increase in their position. The SEC filing for this purchase provides additional information. Insiders sold a total of 315,725 shares of company stock valued at $67,969,184 in the last ninety days. 5.83% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several analysts recently commented on DASH shares. Mizuho dropped their price target on DoorDash from $350.00 to $320.00 and set an “outperform” rating for the company in a research report on Wednesday, November 12th. Zacks Research raised shares of DoorDash from a “strong sell” rating to a “hold” rating in a report on Thursday, February 12th. BNP Paribas Exane assumed coverage on shares of DoorDash in a research report on Wednesday, January 14th. They issued an “outperform” rating and a $280.00 target price for the company. Citizens Jmp lowered their price target on shares of DoorDash from $285.00 to $250.00 and set a “market outperform” rating on the stock in a research report on Friday. Finally, Royal Bank Of Canada dropped their price objective on shares of DoorDash from $300.00 to $270.00 and set an “outperform” rating for the company in a research note on Thursday, November 6th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, DoorDash has an average rating of “Moderate Buy” and an average price target of $263.89.

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.