DoorDash, Inc. Class A (DASH)

Over the past six months, DoorDash's stock has experienced notable movements impacted by several events. As of November 26, 2025, the share price was $195.98, representing an increase of 9.83% over the past year. Key events impacting the stock include Q3 2025 earnings, which highlighted accelerated growth, improved unit economics, and increasing profit. DoorDash is actively securing deals with major national restaurant chains and expanding into new international territories. The DashPass loyalty program is central to the company's growth strategy, aiming to build a stable, recurring revenue stream. In July 2025, analysts issued price targets for DASH, with some setting targets at $275.0 and $295.0.

Demand for DoorDash's products and services exhibits seasonality. Warmer months, particularly summer, tend to be slower for the restaurant industry and food delivery services like DoorDash. Conversely, demand tends to be busier during colder months. Late-night deliveries experienced the highest growth in orders from spring to summer 2022, indicating an opportunity for restaurants to extend evening hours. Certain holidays, like Labor Day, have also shown to be busy for food delivery. DoorDash has also noted seasonal surges in categories beyond restaurants.

DoorDash, Inc. is a technology company in the local commerce sector, connecting consumers with local businesses through its digital platform. The company facilitates the discovery, engagement, and purchase of goods from local merchants. DoorDash's offerings include the DoorDash and Wolt marketplaces, along with platform services like DoorDash Drive, Wolt Drive, DoorDash Storefront, and Bbot, catering to merchants, consumers, and Dashers. DoorDash's services are utilized across various industries, enabling merchants to establish an online presence and expand their reach. The company partners with major retail chains for delivery services and is headquartered in San Francisco, California, US.

DoorDash operates across the United States, Canada, Australia, and New Zealand. Through Deliveroo and Wolt, the company has expanded to over 45 countries worldwide. In the United States, DoorDash maintains regional offices in key cities such as New York City, Seattle, and Chicago, in addition to its San Francisco headquarters. The company has been aggressively expanding its global footprint, forging new restaurant partnerships and entering emerging international markets.

In the past year, DoorDash has maintained its position as a market leader in the food delivery industry, benefiting from strong brand recognition and a significant presence across numerous countries. The company's expansion into new verticals beyond food, such as grocery and retail, has also contributed positively to its market perception. DoorDash's logistics platform and platform services are seen as innovative solutions for merchants. However, the company's reputation can be affected by incidents related to its delivery operations. DoorDash's report on Sacramento's restaurant resilience also showcased the company's data capabilities and its role in local economies.

Institutional investors hold a significant majority of DoorDash, Inc. stock, approximately 78% to 90.64%. Major institutional shareholders include Vanguard Group Inc., Sc Us (ttgp), Ltd., BlackRock, Inc., JPMorgan Chase & Co, Morgan Stanley, State Street Corp, Capital World Investors, and T. Rowe Price Associates Inc. Individual investors and other entities own a smaller percentage, ranging from 5.42% to 35.04% of the company.