DoorDash (DASH) is down 4.2% today. Here is some analysis on what might have caused this price movement.
Analysis: The move looks consistent with post-earnings volatility and valuation sensitivity after DoorDash’s early-May quarterly report, with traders re-focusing on profitability and investment spending assumptions. Recent analyst price-target trims in May may also be weighing on sentiment.
Details:
Sources:
DoorDash Investor Relations, SEC, MarketBeat, StockAnalysis
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$DASH Insider Trading Activity
$DASH insiders have traded $DASH stock on the open market 171 times in the past 6 months. Of those trades, 11 have been purchases and 160 have been sales.
Here’s a breakdown of recent trading of $DASH stock by insiders over the last 6 months:
- ALFRED LIN has made 11 purchases buying 514,047 shares for an estimated $100,277,150 and 0 sales.
- TONY XU (CHIEF EXECUTIVE OFFICER) has made 0 purchases and 6 sales selling 338,411 shares for an estimated $68,040,594.
- STANLEY TANG has made 0 purchases and 37 sales selling 162,355 shares for an estimated $30,788,180.
- PRABIR ADARKAR (PRESIDENT AND COO) has made 0 purchases and 39 sales selling 145,901 shares for an estimated $28,149,197.
- RAVI INUKONDA (CHIEF FINANCIAL OFFICER) has made 0 purchases and 17 sales selling 65,765 shares for an estimated $12,228,318.
- ANDY FANG has made 0 purchases and 20 sales selling 42,160 shares for an estimated $8,693,935.
- TIA SHERRINGHAM (GENERAL COUNSEL AND SECRETARY) has made 0 purchases and 8 sales selling 27,123 shares for an estimated $4,954,092.
- KEITH YANDELL (CHIEF BUSINESS OFFICER) has made 0 purchases and 20 sales selling 17,891 shares for an estimated $3,298,971.
- GORDON S LEE (CHIEF ACCOUNTING OFFICER) has made 0 purchases and 6 sales selling 10,730 shares for an estimated $2,027,234.
- SHONA L BROWN has made 0 purchases and 4 sales selling 5,000 shares for an estimated $1,004,500.
- ASHLEY STILL has made 0 purchases and 3 sales selling 188 shares for an estimated $40,290.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$DASH Hedge Fund Activity
We have seen 512 institutional investors add shares of $DASH stock to their portfolio, and 720 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO removed 4,647,205 shares (-25.2%) from their portfolio in Q4 2025, for an estimated $1,052,498,988
- COATUE MANAGEMENT LLC removed 3,813,557 shares (-87.4%) from their portfolio in Q1 2026, for an estimated $572,605,583
- MORGAN STANLEY removed 3,032,912 shares (-17.3%) from their portfolio in Q1 2026, for an estimated $455,391,736
- LONE PINE CAPITAL LLC removed 2,529,879 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $379,861,331
- WINSLOW CAPITAL MANAGEMENT, LLC removed 2,343,835 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $351,926,825
- CAPITAL RESEARCH GLOBAL INVESTORS added 2,308,198 shares (+82.5%) to their portfolio in Q1 2026, for an estimated $346,575,929
- CAPITAL WORLD INVESTORS removed 2,043,618 shares (-19.9%) from their portfolio in Q1 2026, for an estimated $306,849,242
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$DASH Congressional Stock Trading
Members of Congress have traded $DASH stock 16 times in the past 6 months. Of those trades, 14 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $DASH stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 16 times. They made 14 purchases worth up to $210,000 on 05/01, 04/15, 04/14, 04/13, 04/06, 03/27, 03/18, 02/10, 01/28, 01/20, 01/06, 12/19, 12/10, 11/18 and 2 sales worth up to $30,000 on 03/18, 03/13.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$DASH Analyst Ratings
Wall Street analysts have issued reports on $DASH in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Keybanc issued a "Overweight" rating on 01/20/2026
- Wedbush issued a "Outperform" rating on 12/19/2025
- Jefferies issued a "Buy" rating on 12/11/2025
To track analyst ratings and price targets for $DASH, check out Quiver Quantitative's $DASH forecast page.
$DASH Price Targets
Multiple analysts have issued price targets for $DASH recently. We have seen 26 analysts offer price targets for $DASH in the last 6 months, with a median target of $252.5.
Here are some recent targets:
- Shyam Patil from Susquehanna set a target price of $225.0 on 05/08/2026
- Ronald Josey from Citigroup set a target price of $250.0 on 05/08/2026
- Bernie McTernan from Needham set a target price of $265.0 on 05/07/2026
- Jake Fuller from BTIG set a target price of $280.0 on 05/07/2026
- Thomas Champion from Piper Sandler set a target price of $205.0 on 05/07/2026
- Youssef Squali from Truist Securities set a target price of $330.0 on 05/07/2026
- Ken Gawrelski from Wells Fargo set a target price of $200.0 on 05/07/2026
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.
