Natixis Advisors LLC Increases Position in DoorDash, Inc. $DASH

Natixis Advisors LLC increased its holdings in DoorDash, Inc. (NASDAQ:DASH) by 25.3% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 126,621 shares of the company’s stock after purchasing an additional 25,565 shares during the quarter. Natixis Advisors LLC’s holdings in DoorDash were worth $34,440,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of DASH. Greenland Capital Management LP boosted its stake in shares of 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 acquiring an additional 20,376 shares during the last quarter. American Century Companies Inc. increased its position in shares of DoorDash by 5.0% during the third quarter. American Century Companies Inc. now owns 485,088 shares of the company’s stock worth $131,941,000 after purchasing an additional 22,944 shares in the last quarter. Caprock Group LLC acquired a new position in DoorDash in the 3rd quarter valued at $3,169,000. Geode Capital Management LLC lifted 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 valued at $1,950,711,000 after purchasing an additional 223,188 shares in the last quarter. Finally, Williamson Legacy Group LLC purchased a new position in DoorDash in the 2nd quarter valued at $1,264,000. Hedge funds and other institutional investors own 90.64% of the company’s stock.

Key DoorDash News

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%

NASDAQ DASH opened at $169.93 on Wednesday. The business’s fifty day simple moving average is $194.30 and its 200-day simple moving average is $224.29. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.27. The firm has a market cap of $73.82 billion, a PE ratio of 80.16 and a beta of 1.82. DoorDash, Inc. has a 52 week low of $155.40 and a 52 week high of $285.50.

DoorDash (NASDAQ:DASH) last announced its quarterly earnings data on Wednesday, February 18th. The company reported $0.48 earnings per share (EPS) 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 firm had revenue of $3.96 billion during the quarter, compared to analysts’ expectations of $3.98 billion. During the same period in the prior year, the company posted $0.33 EPS. The company’s revenue for the quarter was up 37.7% compared to the same quarter last year. As a group, equities analysts anticipate that DoorDash, Inc. will post 2.22 earnings per share for the current year.

Analyst Ratings Changes

Several equities research analysts have issued reports on the stock. DA Davidson dropped their target price on shares of DoorDash from $260.00 to $224.00 and set a “neutral” rating for the company in a report on Thursday, February 19th. Barclays decreased their price target on shares of DoorDash from $238.00 to $220.00 and set an “equal weight” rating on the stock in a research note on Thursday, February 19th. 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, February 20th. Cantor Fitzgerald dropped their price objective on shares of DoorDash from $285.00 to $230.00 and set an “overweight” rating for the company in a research note on Thursday, February 19th. Finally, Zacks Research upgraded shares of DoorDash from a “strong sell” rating to a “hold” rating in a report on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, DoorDash has a consensus rating of “Moderate Buy” and an average target price of $262.82.

Insider Buying and Selling

In other news, Director Andy Fang sold 30,000 shares of the stock in a transaction that occurred 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 legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Ravi Inukonda sold 1,425 shares of the firm’s stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $231.97, for a total transaction of $330,557.25. Following the sale, the chief financial officer owned 184,037 shares of the company’s stock, valued at $42,691,062.89. This represents a 0.77% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 204,159 shares of company stock worth $45,111,536 over the last ninety days. 5.83% of the stock is currently owned by insiders.

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.