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DASH Rises 54.08% Over the Past Year as Institutions Invest and Earnings Announced

DASH Rises 54.08% Over the Past Year as Institutions Invest and Earnings Announced

Bitget-RWA2025/11/29 01:08
By:Bitget-RWA

- DoorDash (DASH) surged 54.08% in 12 months amid strong institutional buying, including Jefferies' 40.7% stake increase and Vanguard's $10.15B holdings. - Q3 earnings missed estimates ($0.55 vs $0.68) but revenue grew 27.3% to $3.45B, with analysts maintaining "Moderate Buy" ratings and $275.62 average price targets. - Insider sales totaling $15.4M contrasted institutional confidence, as DASH trades at $81.1B market cap with 95.47 P/E ratio, reflecting long-term growth bets in on-demand commerce.

DoorDash Stock Sees Strong Growth and Institutional Support

As of November 28, 2025, DoorDash, Inc. (DASH) has demonstrated impressive momentum in the stock market. Over the past year, the company’s share price has surged by 54.08%. In the most recent month, the stock climbed 10.42%, with a 3.45% increase in the last week and a slight uptick of 0.07% in the previous 24 hours. This positive trajectory coincides with heightened interest from institutional investors and recent financial disclosures.

Major Institutions Boost Investments in DoorDash

During the second quarter of 2025, Jefferies Financial Group Inc. notably expanded its investment in DoorDash, acquiring an additional 5,179 shares. This brought their total holdings to 17,901 shares, valued at roughly $4.41 million—a 40.7% rise in their position. This move signals Jefferies’ confidence in DoorDash’s future, even in light of recent earnings that fell short of expectations.

Other leading institutional investors have also increased their stakes. Vanguard Group Inc. raised its holdings by 4.6% in Q2, now possessing 41.19 million shares worth $10.15 billion. Additional firms such as Geode Capital Management LLC, Invesco Ltd., Price T. Rowe, and Northern Trust have all contributed to DoorDash’s robust institutional ownership, which now stands at approximately 90.64%.

Financial Results and Analyst Perspectives

DoorDash Financial Report

In its third-quarter report, DoorDash posted earnings of $0.55 per share, which was below the analyst consensus of $0.68 per share. However, quarterly revenue reached $3.45 billion, marking a 27.3% increase compared to the same period last year. Despite the earnings miss, analysts maintain a cautiously optimistic stance, giving DASH a “Moderate Buy” rating and setting the average price target at $275.62.

Several prominent analysts have recently updated their outlooks. KeyCorp continues to rate the stock as “overweight” with a $280.00 price target. DA Davidson has kept a “neutral” rating with a $260.00 target, while Citigroup reaffirmed a “market outperform” rating. Stifel Nicolaus slightly reduced its price target to $253.00. Overall, these evaluations reflect a generally favorable, yet measured, outlook for DoorDash’s future.

Insider Activity and Share Ownership

In the past quarter, multiple DoorDash executives and directors have sold shares. Director Andy Fang sold 30,000 shares for $7.3 million, while COO Prabir Adarkar sold an equal number of shares for $8.1 million, decreasing his ownership by 3.18%. These insider sales, reported in SEC filings, are part of a broader pattern. Currently, insiders collectively hold 5.83% of DoorDash’s outstanding shares.

Market Sentiment and Future Prospects

The recent uptick in institutional investment highlights growing confidence among major stakeholders in DoorDash’s long-term potential. With a market cap near $81.1 billion and a price-to-earnings ratio of 95.47, the company is regarded as a significant player in the evolving food delivery and local commerce industry.

As DoorDash continues to broaden its global reach and analysts anticipate stronger future results, the company remains central to conversations about the future of on-demand commerce.

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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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