Natixis Advisors LLC Boosts Stake in DoorDash, Inc. $DASH

Natixis Advisors LLC grew its holdings in DoorDash, Inc. (NASDAQ:DASH) by 25.3% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 126,621 shares of the company’s stock after buying an additional 25,565 shares during the period. Natixis Advisors LLC’s holdings in DoorDash were worth $34,440,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of the business. HUB Investment Partners LLC acquired a new stake in shares of DoorDash during the 3rd quarter worth about $1,664,000. Left Brain Wealth Management LLC lifted its position in DoorDash by 45.7% in the third quarter. Left Brain Wealth Management LLC now owns 1,595 shares of the company’s stock valued at $434,000 after buying an additional 500 shares during the last quarter. Crossmark Global Holdings Inc. lifted its position in DoorDash by 26.9% in the third quarter. Crossmark Global Holdings Inc. now owns 9,734 shares of the company’s stock valued at $2,648,000 after buying an additional 2,061 shares during the last quarter. Orion Porfolio Solutions LLC boosted its stake in DoorDash by 86.2% during the third quarter. Orion Porfolio Solutions LLC now owns 23,935 shares of the company’s stock worth $6,510,000 after buying an additional 11,078 shares during the period. Finally, Kane Investment Management Inc. boosted its stake in DoorDash by 22.0% during the third quarter. Kane Investment Management Inc. now owns 1,136 shares of the company’s stock worth $309,000 after buying an additional 205 shares during the period. 90.64% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Promotions: DoorDash appears in roundups of gift-card deals that can drive near-term order volume and pre-paid cash flow for the platform. Gift card deals
• Neutral Sentiment: Short-interest report looks anomalous (shows increases but lists zero shares/NaN), suggesting a data/reporting error rather than a material change in bearish positioning; monitor for corrected filings.
• Neutral Sentiment: Brand engagement pieces (e.g., local Easter candy popularity) and consumer-interest stories are marketing touchpoints but unlikely to move fundamentals. Easter candy story
• Negative Sentiment: Data breach: DoorDash notified users of a breach, which raises short-term reputational risk, potential remediation costs and regulatory scrutiny—negative for sentiment until scope and impact are clarified. Data breach
• Negative Sentiment: Analyst/valuation pressure: A Zacks piece highlights DASH’s ~32% decline over six months, citing fierce competition and valuation concerns despite order growth—reinforces bearish investor narratives. Zacks valuation piece
• Negative Sentiment: Driver-related safety & operational stories: multiple reports of scams targeting drivers, an arrest of a DoorDash driver, and customer complaints about driver responsibilities create incremental reputational and operational concerns that could pressure margins or recruitment. Driver scam Driver arrest Driver responsibility complaint

DoorDash Stock Down 3.8%

Shares of DASH opened at $169.93 on Wednesday. The company’s 50-day simple moving average is $194.30 and its 200-day simple moving average is $224.29. 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, Inc. has a 1 year low of $155.40 and a 1 year high of $285.50. The stock has a market capitalization of $73.82 billion, a PE ratio of 80.16 and a beta of 1.82.

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

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the stock. Morgan Stanley reissued an “overweight” rating and issued a $275.00 price target on shares of DoorDash in a research note on Thursday, February 19th. Citizens Jmp lowered their price objective on shares of DoorDash from $285.00 to $250.00 and set a “market outperform” rating for the company in a research report on Friday, February 20th. Wedbush lifted their target price on shares of DoorDash from $260.00 to $270.00 and gave the company an “outperform” rating in a report on Friday, December 19th. Truist Financial boosted their target price on DoorDash from $330.00 to $340.00 and gave the company a “buy” rating in a research report on Thursday, February 19th. Finally, Citigroup decreased their price target on DoorDash from $283.00 to $280.00 and set a “buy” rating on the stock in a research note on Friday, February 20th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $262.82.

Insider Buying and Selling

In other DoorDash news, Director Andy Fang sold 30,000 shares of the business’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $222.52, for a total value of $6,675,600.00. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Ravi Inukonda sold 1,425 shares of the company’s stock in a transaction on Friday, December 19th. The stock was sold at an average price of $231.97, for a total value of $330,557.25. Following the sale, the chief financial officer directly owned 184,037 shares in the company, valued at $42,691,062.89. This represents a 0.77% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 204,159 shares of company stock worth $45,111,536 over the last three months. 5.83% of the stock is owned by insiders.

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.