Gunderson Capital Management Inc. Purchases 16,811 Shares of DoorDash, Inc. $DASH

Gunderson Capital Management Inc. grew its position in shares of DoorDash, Inc. (NASDAQ:DASH) by 131.6% during the third quarter, according to its most recent filing with the SEC. The firm owned 29,581 shares of the company’s stock after acquiring an additional 16,811 shares during the period. DoorDash comprises about 3.0% of Gunderson Capital Management Inc.’s holdings, making the stock its 13th largest holding. Gunderson Capital Management Inc.’s holdings in DoorDash were worth $8,046,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in DASH. Greenland Capital Management LP grew its stake in DoorDash by 637.5% in 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 during the period. Geode Capital Management LLC boosted its holdings in shares of DoorDash by 2.9% during the 2nd quarter. Geode Capital Management LLC now owns 7,951,230 shares of the company’s stock valued at $1,950,711,000 after buying an additional 223,188 shares in the last quarter. Ascent Group LLC bought a new stake in shares of DoorDash during the 1st quarter valued at $317,000. Williamson Legacy Group LLC purchased a new stake in shares of DoorDash in the 2nd quarter worth about $1,264,000. Finally, Brighton Jones LLC increased its stake in shares of DoorDash by 24.0% in the 4th quarter. Brighton Jones LLC now owns 9,336 shares of the company’s stock worth $1,566,000 after acquiring an additional 1,807 shares in the last quarter. Institutional investors own 90.64% of the company’s stock.

DoorDash Trading Up 1.2%

Shares of NASDAQ:DASH opened at $229.38 on Wednesday. The company has a market cap of $98.86 billion, a P/E ratio of 116.44 and a beta of 1.70. The company has a debt-to-equity ratio of 0.29, a current ratio of 2.04 and a quick ratio of 2.04. DoorDash, Inc. has a 1 year low of $155.40 and a 1 year high of $285.50. The stock’s fifty day moving average price is $219.79 and its 200-day moving average price is $241.60.

DoorDash (NASDAQ:DASH) last released its quarterly earnings data on Wednesday, November 5th. The company reported $0.55 EPS for the quarter, missing the consensus estimate of $0.68 by ($0.13). DoorDash had a return on equity of 9.97% and a net margin of 6.83%.The business had revenue of $3.45 billion during the quarter, compared to the consensus estimate of $3.35 billion. During the same quarter in the previous year, the business posted $0.38 earnings per share. DoorDash’s quarterly revenue was up 27.3% compared to the same quarter last year. Sell-side analysts expect that DoorDash, Inc. will post 2.22 earnings per share for the current year.

Insider Transactions at DoorDash

In related news, Director Stanley Tang sold 45,410 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $222.53, for a total value of $10,105,087.30. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, COO Prabir Adarkar sold 30,000 shares of DoorDash stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $234.57, for a total transaction of $7,037,100.00. Following the completion of the sale, the chief operating officer directly 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 position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 626,594 shares of company stock valued at $133,345,971. Company insiders own 5.83% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the stock. Needham & Company LLC dropped their price objective on shares of DoorDash from $300.00 to $275.00 and set a “buy” rating on the stock in a research note on Friday, November 14th. BMO Capital Markets reiterated an “outperform” rating on shares of DoorDash in a report on Friday, December 12th. Mizuho dropped their price target on DoorDash from $350.00 to $320.00 and set an “outperform” rating on the stock in a research report on Wednesday, November 12th. Wells Fargo & Company cut their price target on DoorDash from $301.00 to $239.00 and set an “equal weight” rating on the stock in a research note on Thursday, November 6th. Finally, Truist Financial lifted their price objective on DoorDash from $326.00 to $340.00 and gave the company a “buy” rating in a research note on Thursday, October 23rd. One analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and ten have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $277.17.

Key DoorDash News

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Management publicly and forcefully rebutted a viral claim that the app uses a “desperation score” to set driver pay, calling the post a hoax and promising swift internal action — this reduces regulatory/PR uncertainty. Article Title
• Positive Sentiment: DoorDash banned a worker alleged to have used AI-generated images to fake a delivery, demonstrating active fraud controls and operational enforcement that protect marketplace integrity. Article Title
• Neutral Sentiment: Analyst/market commentary is questioning valuation after a strong one‑year run and comparing DoorDash to more profitable peers — useful context for investors deciding whether to add or trim exposure. Article Title
• Neutral Sentiment: Broader reporting on food‑delivery economics and an attention-grabbing Reddit/AI post (now identified as a scam) keeps the sector in the headlines but doesn’t change fundamentals immediately. Article Title
• Negative Sentiment: Serious safety/PR incident: multiple outlets report an alleged attack by a DoorDash driver that left a 75‑year‑old veteran in a coma — this raises reputational, liability and driver‑screening concerns for investors. Article Title
• Negative Sentiment: Insider selling: Directors Andy Fang and Stanley Tang disclosed multi‑million‑dollar stock sales (30,000 and 45,410 shares, respectively) in early Jan., which investors often view as a near‑term negative signal on insider appetite to hold shares. Fang Form 4 Tang Form 4

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.