SC US Ttgp LTD. Raises Holdings in DoorDash, Inc. $DASH

SC US Ttgp LTD. raised its holdings in DoorDash, Inc. (NASDAQ:DASH) by 1.6% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 31,686,624 shares of the company’s stock after buying an additional 506,358 shares during the quarter. DoorDash accounts for about 51.2% of SC US Ttgp LTD.’s investment portfolio, making the stock its largest holding. SC US Ttgp LTD. owned 0.07% of DoorDash worth $7,176,387,000 as of its most recent filing with the SEC.

A number of other large investors have also recently made changes to their positions in DASH. Norges Bank bought a new stake in shares of DoorDash in the 4th quarter worth approximately $1,093,650,000. Alyeska Investment Group L.P. bought a new stake in shares of DoorDash in the 4th quarter worth approximately $372,128,000. Vanguard Group Inc. grew its position in shares of DoorDash by 3.7% in the 3rd quarter. Vanguard Group Inc. now owns 42,712,908 shares of the company’s stock worth $11,617,484,000 after buying an additional 1,522,823 shares during the last quarter. Scge Management L.P. bought a new stake in shares of DoorDash in the 2nd quarter worth approximately $267,463,000. Finally, Invesco Ltd. grew its position in shares of DoorDash by 18.2% in the 3rd quarter. Invesco Ltd. now owns 6,355,628 shares of the company’s stock worth $1,728,667,000 after buying an additional 980,148 shares during the last quarter. 90.64% of the stock is currently owned by institutional investors.

DoorDash News Summary

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 Upgrades and Downgrades

DASH has been the topic of a number of recent analyst reports. Susquehanna cut their price objective on DoorDash from $250.00 to $225.00 and set a “positive” rating on the stock in a research report on Friday, May 8th. Stifel Nicolaus cut their price objective on DoorDash from $215.00 to $185.00 and set a “hold” rating on the stock in a research report on Monday, April 13th. BTIG Research cut their price objective on DoorDash from $280.00 to $225.00 and set a “buy” rating on the stock in a research report on Friday. Cantor Fitzgerald lowered their target price on DoorDash from $285.00 to $230.00 and set an “overweight” rating for the company in a research note on Thursday, February 19th. Finally, Sanford C. Bernstein lowered their target price on DoorDash from $285.00 to $270.00 and set an “outperform” rating for the company in a research note on Thursday, February 19th. Two research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $256.11.

Insider Buying and Selling

In other DoorDash news, General Counsel Tia Sherringham sold 2,743 shares of DoorDash stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $160.79, for a total transaction of $441,046.97. Following the completion of the transaction, the general counsel owned 128,216 shares in the company, valued at approximately $20,615,850.64. The trade was a 2.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed 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 DoorDash 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 transaction, the insider owned 81,106 shares of the company’s stock, valued at $12,599,006.04. The trade was a 3.16% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 68,558 shares of company stock worth $10,914,640 over the last three months. 5.83% of the stock is owned by corporate insiders.

DoorDash Stock Performance

DASH opened at $150.58 on Monday. The stock has a market cap of $65.61 billion, a PE ratio of 71.71 and a beta of 1.83. The company has a quick ratio of 1.43, a current ratio of 1.43 and a debt-to-equity ratio of 0.27. The business has a 50 day moving average of $162.74 and a 200-day moving average of $184.15. DoorDash, Inc. has a 52 week low of $143.30 and a 52 week high of $285.50.

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

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.