DoorDash, Inc. $DASH Stock Holdings Increased by Sands Capital Alternatives LLC

Sands Capital Alternatives LLC raised its position in shares of DoorDash, Inc. (NASDAQ:DASH) by 6.1% during the 4th quarter, Holdings Channel reports. The fund owned 95,618 shares of the company’s stock after purchasing an additional 5,476 shares during the period. DoorDash makes up approximately 4.2% of Sands Capital Alternatives LLC’s investment portfolio, making the stock its 5th biggest position. Sands Capital Alternatives LLC’s holdings in DoorDash were worth $21,656,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of DASH. Eastern Bank raised its holdings in shares of DoorDash by 714.3% during the 4th quarter. Eastern Bank now owns 114 shares of the company’s stock worth $26,000 after acquiring an additional 100 shares in the last quarter. Swiss RE Ltd. purchased a new stake in shares of DoorDash during the 4th quarter worth approximately $28,000. ST Germain D J Co. Inc. purchased a new stake in shares of DoorDash during the 4th quarter worth approximately $29,000. Sunbelt Securities Inc. raised its holdings in shares of DoorDash by 124.1% during the 3rd quarter. Sunbelt Securities Inc. now owns 121 shares of the company’s stock worth $33,000 after acquiring an additional 67 shares in the last quarter. Finally, Morse Asset Management Inc purchased a new stake in shares of DoorDash during the 3rd quarter worth approximately $36,000. 90.64% of the stock is owned by hedge funds and other institutional investors.

DoorDash News Roundup

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: DoorDash launched “Ask DoorDash,” a new conversational AI assistant that lets users search for meals and groceries, order with natural-language prompts or photos, and even book restaurant reservations. Investors may see this as a potential engagement and conversion driver. Article Title
• Positive Sentiment: The AI rollout was widely covered across multiple outlets, reinforcing the idea that DoorDash is expanding its platform beyond simple delivery into more personalized shopping and reservation tools, which could help support long-term growth. Article Title
• Positive Sentiment: DoorDash and NJ TRANSIT announced a FIFA World Cup 2026 sponsorship, adding brand visibility ahead of a major global event and potentially supporting consumer awareness. Article Title
• Neutral Sentiment: BTIG Research lowered its price target on DoorDash from $280 to $225, but kept a buy rating and still sees meaningful upside from current levels. This may temper enthusiasm, but it does not signal a bearish shift. Article Title
• Neutral Sentiment: Promotional coverage around World Cup discounts and broader stock-performance articles may have limited direct impact on the shares, but they add to overall visibility around the brand. Article Title

Analyst Ratings Changes

Several analysts have recently issued reports on the company. Oppenheimer decreased their price objective on DoorDash from $280.00 to $235.00 and set an “outperform” rating on the stock in a report on Thursday, February 19th. Citigroup decreased their price objective on DoorDash from $280.00 to $250.00 and set a “buy” rating on the stock in a report on Friday, May 8th. Wells Fargo & Company boosted their target price on DoorDash from $198.00 to $200.00 and gave the company an “equal weight” rating in a research report on Thursday, May 7th. Stifel Nicolaus lowered their price target on DoorDash from $215.00 to $185.00 and set a “hold” rating for the company in a research report on Monday, April 13th. Finally, Truist Financial dropped their price objective on shares of DoorDash from $340.00 to $330.00 and set a “buy” rating for the company in a research note on Thursday, May 7th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $256.11.

DoorDash Stock Performance

DASH stock opened at $150.58 on Monday. The company has a quick ratio of 1.43, a current ratio of 1.43 and a debt-to-equity ratio of 0.27. DoorDash, Inc. has a twelve month low of $143.30 and a twelve month high of $285.50. The stock has a market capitalization of $65.61 billion, a price-to-earnings ratio of 71.71 and a beta of 1.83. The firm’s fifty day simple moving average is $162.74 and its two-hundred day simple moving average is $184.15.

DoorDash (NASDAQ:DASH) last posted its quarterly earnings data on Wednesday, May 6th. The company reported $0.42 earnings per share for the quarter, beating analysts’ consensus estimates of $0.36 by $0.06. DoorDash had a net margin of 6.29% and a return on equity of 9.58%. The business had revenue of $4.04 billion for the quarter, compared to analysts’ expectations of $4.15 billion. During the same quarter in the previous year, the business posted $0.44 earnings per share. The business’s revenue was up 33.1% compared to the same quarter last year. As a group, analysts anticipate that DoorDash, Inc. will post 2.45 earnings per share for the current year.

Insiders Place Their Bets

In other DoorDash news, General Counsel Tia Sherringham sold 2,743 shares of the company’s stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $160.79, for a total value of $441,046.97. Following the transaction, the general counsel owned 128,216 shares of the company’s stock, valued at $20,615,850.64. This represents a 2.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Keith Yandell sold 2,643 shares of the company’s stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $155.34, for a total value of $410,563.62. Following the completion of the transaction, the insider directly owned 81,106 shares in the company, valued at $12,599,006.04. This trade represents a 3.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 68,558 shares of company stock worth $10,914,640. Insiders own 5.83% of the company’s stock.

DoorDash 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.