DoorDashDASH
About: Founded in 2013 and headquartered in San Francisco, DoorDash is an online delivery demand aggregator. Consumers can use its app to order food items on-demand for delivery or in-store from merchants. Through the acquisition of Wolt in 2022, the firm also provides this service in Europe and Asia. DoorDash creates a marketplace for merchants to establish a presence online, market their offerings, and meet demand through delivery. The firm provides similar service to nonrestaurant businesses, such as grocery, retail, and pet supplies. Dash is also rolling out nascent technology like drone delivery in an effort to continually innovate and provide the best possible service to supply-side and demand-side contingents of its marketplace.
Employees: 23,700
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
97% more repeat investments, than reductions
Existing positions increased: 397 | Existing positions reduced: 202
82% more first-time investments, than exits
New positions opened: 193 | Existing positions closed: 106
51% more call options, than puts
Call options by funds: $2.37B | Put options by funds: $1.57B
15% more capital invested
Capital invested by funds: $55.5B [Q4 2024] → $63.6B (+$8.09B) [Q1 2025]
9% more funds holding
Funds holding: 784 [Q4 2024] → 858 (+74) [Q1 2025]
3.24% more ownership
Funds ownership: 85.08% [Q4 2024] → 88.33% (+3.24%) [Q1 2025]
3% less funds holding in top 10
Funds holding in top 10: 33 [Q4 2024] → 32 (-1) [Q1 2025]
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
14 analyst ratings
JMP Securities Andrew Boone | 7%upside $235 | Market Outperform Maintained | 12 Jun 2025 |
B of A Securities Michael McGovern | 12%upside $245 | Buy Maintained | 12 Jun 2025 |
Stifel Mark Kelley | 10%downside $198 | Hold Initiated | 11 Jun 2025 |
RBC Capital Brad Erickson | 5%upside $230 | Outperform Reiterated | 7 May 2025 |
Wedbush Scott Devitt | 9%downside $200 | Neutral Maintained | 7 May 2025 |
Financial journalist opinion
Based on 27 articles about DASH published over the past 30 days









