Earnings Fallout: Recent discussions on X about DoorDash (DASH) have been dominated by the stock’s sharp decline following weaker-than-expected Q3 2025 earnings. Many users have pointed out a drop of over 20% in stock price, attributing it to softening consumer demand and missed earnings targets. The tone reflects concern over the company’s near-term outlook.
Insider Transactions: Another hot topic on X involves recent insider selling and buying at DoorDash, with some users noting significant stock sales by executives and a large purchase by a director worth over $100 million. This mixed activity has sparked debates about confidence in the company’s future among insiders. Posts highlight both bullish and bearish takes on these moves.
Market Dynamics: Beyond earnings, X discussions also touch on broader pressures like rising costs and competitive challenges in the food delivery sector. Some argue that DoorDash is struggling against rivals, while others see potential for recovery based on recent price stabilization. The chatter shows a divide in perspectives on long-term growth.
Note: This discussion summary was generated from an AI condensation of post data.
DoorDash Insider Trading Activity
DoorDash insiders have traded $DASH stock on the open market 309 times in the past 6 months. Of those trades, 11 have been purchases and 298 have been sales.
Here’s a breakdown of recent trading of $DASH stock by insiders over the last 6 months:
- TONY XU (CHIEF EXECUTIVE OFFICER) has made 0 purchases and 59 sales selling 955,647 shares for an estimated $217,532,859.
- ALFRED LIN has made 11 purchases buying 514,047 shares for an estimated $100,277,150 and 0 sales.
- STANLEY TANG has made 0 purchases and 60 sales selling 274,976 shares for an estimated $66,621,845.
- ANDY FANG has made 0 purchases and 55 sales selling 232,515 shares for an estimated $58,167,109.
- PRABIR ADARKAR (PRESIDENT AND COO) has made 0 purchases and 30 sales selling 188,456 shares for an estimated $44,475,975.
- RAVI INUKONDA (CHIEF FINANCIAL OFFICER) has made 0 purchases and 23 sales selling 66,293 shares for an estimated $14,665,704.
- KEITH YANDELL (CHIEF BUSINESS OFFICER) has made 0 purchases and 22 sales selling 37,291 shares for an estimated $8,622,486.
- TIA SHERRINGHAM (GENERAL COUNSEL AND SECRETARY) has made 0 purchases and 14 sales selling 30,496 shares for an estimated $6,716,817.
- SHONA L BROWN has made 0 purchases and 22 sales selling 15,348 shares for an estimated $3,750,600.
- GORDON S LEE (CHIEF ACCOUNTING OFFICER) has made 0 purchases and 6 sales selling 9,264 shares for an estimated $2,061,958.
- ASHLEY STILL has made 0 purchases and 7 sales selling 2,871 shares for an estimated $652,571.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
DoorDash Hedge Fund Activity
We have seen 682 institutional investors add shares of DoorDash stock to their portfolio, and 440 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VIKING GLOBAL INVESTORS LP removed 1,858,037 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $458,024,700
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 1,824,472 shares (+70.9%) to their portfolio in Q3 2025, for an estimated $496,238,139
- PRICE T ROWE ASSOCIATES INC /MD/ added 1,702,713 shares (+19.3%) to their portfolio in Q3 2025, for an estimated $463,120,908
- BLACKROCK, INC. added 1,610,192 shares (+6.3%) to their portfolio in Q3 2025, for an estimated $437,956,122
- AH CAPITAL MANAGEMENT, L.L.C. removed 1,597,010 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $393,678,935
- VANGUARD GROUP INC added 1,522,823 shares (+3.7%) to their portfolio in Q3 2025, for an estimated $414,192,627
- FMR LLC added 1,422,824 shares (+62.5%) to their portfolio in Q3 2025, for an estimated $386,993,899
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
DoorDash Analyst Ratings
Wall Street analysts have issued reports on $DASH in the last several months. We have seen 22 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Guggenheim issued a "Buy" rating on 11/19/2025
- Jefferies issued a "Buy" rating on 11/19/2025
- Wedbush issued a "Outperform" rating on 11/13/2025
- Susquehanna issued a "Positive" rating on 11/07/2025
- Goldman Sachs issued a "Buy" rating on 11/07/2025
- BTIG issued a "Buy" rating on 11/06/2025
- Benchmark issued a "Buy" rating on 11/06/2025
To track analyst ratings and price targets for DoorDash, check out Quiver Quantitative's $DASH forecast page.
DoorDash Price Targets
Multiple analysts have issued price targets for $DASH recently. We have seen 29 analysts offer price targets for $DASH in the last 6 months, with a median target of $280.0.
Here are some recent targets:
- John Colantuoni from Jefferies set a target price of $260.0 on 11/19/2025
- Taylor Manley from Guggenheim set a target price of $280.0 on 11/19/2025
- Bernie McTernan from Needham set a target price of $275.0 on 11/14/2025
- Scott Devitt from Wedbush set a target price of $260.0 on 11/13/2025
- Lloyd Walmsley from Mizuho set a target price of $320.0 on 11/12/2025
- Shyam Patil from Susquehanna set a target price of $250.0 on 11/07/2025
- Eric Sheridan from Goldman Sachs set a target price of $279.0 on 11/07/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
