William Blair Comments on DoorDash FY2026 Earnings

DoorDash, Inc. (NASDAQ:DASH) – Analysts at William Blair issued their FY2026 earnings per share estimates for DoorDash in a research report issued to clients and investors on Wednesday, October 30th. William Blair analyst R. Schackart forecasts that the company will post earnings of $3.09 per share for the year. The consensus estimate for DoorDash’s current full-year earnings is $0.01 per share.

DoorDash (NASDAQ:DASH) last posted its earnings results on Wednesday, October 30th. The company reported $0.38 earnings per share for the quarter, beating analysts’ consensus estimates of $0.21 by $0.17. The business had revenue of $2.71 billion for the quarter, compared to analysts’ expectations of $2.66 billion. DoorDash had a negative net margin of 1.69% and a negative return on equity of 2.46%. The firm’s revenue for the quarter was up 25.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted ($0.19) earnings per share.

Other equities research analysts have also recently issued research reports about the stock. Bank of America increased their target price on shares of DoorDash from $168.00 to $172.00 and gave the stock a “buy” rating in a research report on Thursday. Mizuho raised their price objective on shares of DoorDash from $162.00 to $173.00 and gave the stock an “outperform” rating in a report on Thursday, October 24th. Oppenheimer boosted their target price on DoorDash from $145.00 to $160.00 and gave the stock an “outperform” rating in a report on Friday, September 27th. Susquehanna raised their price target on DoorDash from $135.00 to $140.00 and gave the company a “positive” rating in a report on Monday, August 5th. Finally, Cantor Fitzgerald reissued an “overweight” rating and issued a $160.00 price objective on shares of DoorDash in a research note on Monday, October 7th. Ten equities research analysts have rated the stock with a hold rating and twenty-four have issued a buy rating to the company. According to MarketBeat.com, DoorDash presently has a consensus rating of “Moderate Buy” and an average price target of $159.42.

DoorDash Stock Performance

DoorDash stock opened at $156.90 on Friday. The business has a 50 day simple moving average of $139.86 and a 200 day simple moving average of $124.05. DoorDash has a one year low of $83.58 and a one year high of $165.07.

Institutional Trading of DoorDash

Several institutional investors have recently modified their holdings of DASH. Hollencrest Capital Management acquired a new stake in shares of DoorDash in the third quarter valued at about $54,000. Capital Performance Advisors LLP acquired a new stake in DoorDash during the 3rd quarter valued at approximately $69,000. BloombergSen Inc. raised its holdings in DoorDash by 57.6% during the 3rd quarter. BloombergSen Inc. now owns 9,940 shares of the company’s stock worth $1,419,000 after purchasing an additional 3,631 shares during the last quarter. Principal Financial Group Inc. lifted its position in shares of DoorDash by 25.0% in the 3rd quarter. Principal Financial Group Inc. now owns 90,786 shares of the company’s stock worth $12,958,000 after purchasing an additional 18,155 shares during the period. Finally, Olympiad Research LP boosted its stake in shares of DoorDash by 49.0% in the 3rd quarter. Olympiad Research LP now owns 4,982 shares of the company’s stock valued at $711,000 after purchasing an additional 1,639 shares during the last quarter. Institutional investors own 90.64% of the company’s stock.

Insider Transactions at DoorDash

In related news, COO Prabir Adarkar sold 32,124 shares of the business’s stock in a transaction dated Tuesday, October 15th. The stock was sold at an average price of $147.99, for a total value of $4,754,030.76. Following the completion of the transaction, the chief operating officer now owns 963,094 shares of the company’s stock, valued at $142,528,281.06. The trade was a 0.00 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. In other DoorDash news, CEO Tony Xu sold 81,249 shares of the stock in a transaction dated Tuesday, October 15th. The stock was sold at an average price of $147.87, for a total value of $12,014,289.63. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, COO Prabir Adarkar sold 32,124 shares of the business’s stock in a transaction dated Tuesday, October 15th. The stock was sold at an average price of $147.99, for a total value of $4,754,030.76. Following the sale, the chief operating officer now owns 963,094 shares in the company, valued at approximately $142,528,281.06. This trade represents a 0.00 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 383,710 shares of company stock valued at $53,725,640. 7.92% of the stock is currently owned by corporate 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.