DoorDash
DASH
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 Q2 regulatory disclosures by fund managers ($100M+ AUM)
238% more first-time investments, than exits
New positions opened: 250 | Existing positions closed: 74
96% more call options, than puts
Call options by funds: $4.32B | Put options by funds: $2.2B
59% more repeat investments, than reductions
Existing positions increased: 427 | Existing positions reduced: 268
35% more capital invested
Capital invested by funds: $63.8B [Q1] → $85.9B (+$22.1B) [Q2]
22% more funds holding in top 10
Funds holding in top 10: 32 [Q1] → 39 (+7) [Q2]
19% more funds holding
Funds holding: 865 [Q1] → 1,028 (+163) [Q2]
1.12% less ownership
Funds ownership: 88.53% [Q1] → 87.41% (-1.12%) [Q2]
Research analyst outlook
22 Wall Street Analysts provided 1 year price targets over the past 3 months
22 analyst ratings
Cantor Fitzgerald
Deepak Mathivanan
|
$330
|
Overweight
Reiterated
|
17 Sep 2025 |
DA Davidson
Tom White
|
$260
|
Neutral
Maintained
|
10 Sep 2025 |
Wells Fargo
Ken Gawrelski
|
$306
|
Equal-Weight
Maintained
|
5 Sep 2025 |
Susquehanna
Shyam Patil
|
$300
|
Positive
Maintained
|
11 Aug 2025 |
Jefferies
John Colantuoni
|
$265
|
Hold
Maintained
|
11 Aug 2025 |
Evercore ISI Group
Mark Mahaney
|
$360
|
Outperform
Maintained
|
8 Aug 2025 |
Needham
Bernie McTernan
|
$300
|
Buy
Maintained
|
7 Aug 2025 |
Morgan Stanley
Brian Nowak
|
$300
|
Overweight
Maintained
|
7 Aug 2025 |
Stifel
Mark Kelley
|
$239
|
Hold
Maintained
|
7 Aug 2025 |
UBS
Lloyd Walmsley
|
$280
|
Neutral
Maintained
|
7 Aug 2025 |
RBC Capital
Brad Erickson
|
$300
|
Outperform
Maintained
|
7 Aug 2025 |
Truist Securities
Youssef Squali
|
$326
|
Buy
Maintained
|
7 Aug 2025 |
Keybanc
Justin Patterson
|
$325
|
Overweight
Maintained
|
7 Aug 2025 |
Piper Sandler
Thomas Champion
|
$290
|
Neutral
Maintained
|
7 Aug 2025 |
Oppenheimer
Jason Helfstein
|
$310
|
Outperform
Maintained
|
7 Aug 2025 |
JMP Securities
Andrew Boone
|
$335
|
Market Outperform
Maintained
|
7 Aug 2025 |
Raymond James
Josh Beck
|
$325
|
Strong Buy
Reiterated
|
7 Aug 2025 |
BMO Capital
Brian Pitz
|
$288
|
Outperform
Maintained
|
7 Aug 2025 |
Benchmark
Mark Zgutowicz
|
$315
|
Buy
Maintained
|
7 Aug 2025 |
Bernstein
Nikhil Devnani
|
$265
|
Outperform
Maintained
|
21 Jul 2025 |
Roth Capital
Rohit Kulkarni
|
$225
|
Neutral
Maintained
|
14 Jul 2025 |
BTIG
Jake Fuller
|
$265
|
Buy
Maintained
|
1 Jul 2025 |
Financial journalist opinion
Based on 20 articles about DASH published over the past 30 days