Equities Analysts Issue Forecasts for DoorDash Q4 Earnings

DoorDash, Inc. (NASDAQ:DASH) – Investment analysts at William Blair decreased their Q4 2025 earnings estimates for DoorDash in a research note issued to investors on Thursday, November 6th. William Blair analyst R. Schackart now expects that the company will post earnings per share of $0.50 for the quarter, down from their prior estimate of $0.64. The consensus estimate for DoorDash’s current full-year earnings is $2.22 per share.

A number of other equities analysts have also weighed in on DASH. Raymond James Financial reiterated a “strong-buy” rating and issued a $325.00 price target (up previously from $275.00) on shares of DoorDash in a research report on Thursday, August 7th. Stifel Nicolaus decreased their target price on shares of DoorDash from $255.00 to $253.00 and set a “hold” rating for the company in a report on Thursday. Needham & Company LLC set a $300.00 target price on shares of DoorDash and gave the stock a “buy” rating in a research report on Thursday, August 7th. Wall Street Zen downgraded shares of DoorDash from a “buy” rating to a “hold” rating in a research report on Saturday, November 1st. Finally, Wedbush lowered their price objective on shares of DoorDash from $280.00 to $260.00 and set a “neutral” rating on the stock in a research report on Thursday. Four analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $280.62.

DoorDash Stock Performance

Shares of NASDAQ DASH opened at $204.31 on Friday. The stock’s fifty day simple moving average is $258.75 and its 200 day simple moving average is $237.24. The stock has a market capitalization of $87.28 billion, a price-to-earnings ratio of 103.71 and a beta of 1.70. The company has a quick ratio of 2.07, a current ratio of 2.04 and a debt-to-equity ratio of 0.29. DoorDash has a 52-week low of $155.40 and a 52-week high of $285.50.

DoorDash (NASDAQ:DASH) last posted its quarterly earnings results on Wednesday, November 5th. The company reported $0.55 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.68 by ($0.13). DoorDash had a net margin of 6.83% and a return on equity of 9.97%. The company had revenue of $3.45 billion during the quarter, compared to the consensus estimate of $3.35 billion. During the same period in the prior year, the company posted $0.38 EPS. DoorDash’s quarterly revenue was up 27.3% on a year-over-year basis.

Institutional Investors Weigh In On DoorDash

Large investors have recently made changes to their positions in the company. Vanguard Group Inc. raised its position in DoorDash by 3.7% during the third quarter. Vanguard Group Inc. now owns 42,712,908 shares of the company’s stock valued at $11,617,484,000 after acquiring an additional 1,522,823 shares in the last quarter. State Street Corp lifted its stake in shares of DoorDash by 3.1% in the 2nd quarter. State Street Corp now owns 14,387,499 shares of the company’s stock valued at $3,546,662,000 after purchasing an additional 427,722 shares during the last quarter. Geode Capital Management LLC boosted its holdings in DoorDash by 2.9% in the second quarter. Geode Capital Management LLC now owns 7,951,230 shares of the company’s stock worth $1,950,711,000 after purchasing an additional 223,188 shares in the last quarter. Invesco Ltd. raised its holdings in DoorDash by 12.0% during the second quarter. Invesco Ltd. now owns 5,375,480 shares of the company’s stock valued at $1,325,110,000 after buying an additional 575,629 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD lifted its position in shares of DoorDash by 15.0% in the first quarter. Price T Rowe Associates Inc. MD now owns 4,907,970 shares of the company’s stock worth $897,031,000 after buying an additional 641,601 shares during the last quarter. Institutional investors own 90.64% of the company’s stock.

Insider Transactions at DoorDash

In other DoorDash news, Director Stanley Tang sold 45,410 shares of the business’s stock in a transaction dated Tuesday, September 2nd. The stock was sold at an average price of $243.31, for a total value of $11,048,707.10. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Tony Xu sold 291,403 shares of the firm’s stock in a transaction dated Wednesday, August 20th. The stock was sold at an average price of $238.19, for a total value of $69,409,280.57. Following the sale, the chief executive officer directly owned 229,047 shares of the company’s stock, valued at $54,556,704.93. This trade represents a 55.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 876,527 shares of company stock valued at $218,129,954. 5.83% of the stock is owned by insiders.

About DoorDash

DoorDash, Inc, together with its subsidiaries, operates a commerce platform that connects merchants, consumers, and independent contractors in the United States and internationally. The company operates DoorDash Marketplace and Wolt Marketplace, which provide various services, such as customer acquisition, demand generation, order fulfillment, merchandising, payment processing, and customer support.