DoorDash Fuel Relief And New Tasks Signal Shift In Gig Worker Model
AI Sentiment
Positive
7/10
as of 03-26-2026 3:42pm EST
Founded in 2013 within the confines of the San Francisco application renaissance, DoorDash is an online delivery demand aggregator. Consumers can use its app to order food on demand for delivery or in-store pickup from participating merchants. Following the 2022 acquisition of Wolt, the firm also provides this service in Europe and Asia. DoorDash creates a marketplace for merchants to establish an online presence, market their offerings, and meet demand through delivery. The firm provides similar services to non-restaurant businesses, such as grocery, retail, and pet supplies. DoorDash is also rolling out emerging technologies, such as drone delivery, to continually innovate and deliver the best possible service to both supply-side and demand-side participants in its marketplace.
| Founded: | 2013 | Country: | United States |
| Employees: | N/A | City: | SAN FRANCISCO |
| Market Cap: | 73.6B | IPO Year: | 2020 |
| Target Price: | $265.58 | AVG Volume (30 days): | 3.3M |
| Analyst Decision: | Buy | Number of Analysts: | 31 |
| Dividend Yield: | N/A | Dividend Payout Frequency: | N/A |
| EPS: | 2.13 | EPS Growth: | 634.48 |
| 52 Week Low/High: | $150.87 - $285.49 | Next Earning Date: | 05-05-2026 |
| Revenue: | $13,717,000,000 | Revenue Growth: | 27.93% |
| Revenue Growth (this year): | 33.4% | Revenue Growth (next year): | 19.74% |
| P/E Ratio: | 71.82 | Index: | |
| Free Cash Flow: | 2.2B | FCF Growth: | +7.20% |
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PRESIDENT AND COO
Avg Cost/Share
$159.02
Shares
10,000
Total Value
$1,589,744.23
Owned After
843,678
Director
Avg Cost/Share
$176.61
Shares
1,250
Total Value
$220,762.50
Owned After
31,002
SEC Form 4
Director
Avg Cost/Share
$176.44
Shares
23,125
Total Value
$4,087,935.27
Owned After
20,971
CHIEF FINANCIAL OFFICER
Avg Cost/Share
$175.16
Shares
16,578
Total Value
$2,903,868.79
Owned After
177,408
SEC Form 4
CHIEF ACCOUNTING OFFICER
Avg Cost/Share
$176.19
Shares
2,173
Total Value
$382,860.87
Owned After
82,366
SEC Form 4
CHIEF BUSINESS OFFICER
Avg Cost/Share
$171.23
Shares
4,018
Total Value
$693,504.95
Owned After
57,541
GENERAL COUNSEL AND SECRETARY
Avg Cost/Share
$165.50
Shares
5,013
Total Value
$829,651.50
Owned After
85,659
SEC Form 4
PRESIDENT AND COO
Avg Cost/Share
$166.77
Shares
24,760
Total Value
$4,099,215.00
Owned After
843,678
CHIEF BUSINESS OFFICER
Avg Cost/Share
$175.50
Shares
4,928
Total Value
$864,844.29
Owned After
57,541
SEC Form 4
| Insider | Ticker | Relationship | Date | Transaction | Avg Cost | Shares | Total Value | Owned After | SEC Forms |
|---|---|---|---|---|---|---|---|---|---|
| Adarkar Prabir | DASH | PRESIDENT AND COO | Mar 23, 2026 | Sell | $159.02 | 10,000 | $1,589,744.23 | 843,678 | |
| Brown Shona L | DASH | Director | Mar 9, 2026 | Sell | $176.61 | 1,250 | $220,762.50 | 31,002 | |
| Tang Stanley | DASH | Director | Mar 4, 2026 | Sell | $176.44 | 23,125 | $4,087,935.27 | 20,971 | |
| Inukonda Ravi | DASH | CHIEF FINANCIAL OFFICER | Mar 2, 2026 | Sell | $175.16 | 16,578 | $2,903,868.79 | 177,408 | |
| Lee Gordon S | DASH | CHIEF ACCOUNTING OFFICER | Feb 26, 2026 | Sell | $176.19 | 2,173 | $382,860.87 | 82,366 | |
| Yandell Keith | DASH | CHIEF BUSINESS OFFICER | Feb 25, 2026 | Sell | $171.23 | 4,018 | $693,504.95 | 57,541 | |
| Sherringham Tia | DASH | GENERAL COUNSEL AND SECRETARY | Feb 24, 2026 | Sell | $165.50 | 5,013 | $829,651.50 | 85,659 | |
| Adarkar Prabir | DASH | PRESIDENT AND COO | Feb 24, 2026 | Sell | $166.77 | 24,760 | $4,099,215.00 | 843,678 | |
| Fang Andy | DASH | Director | Feb 20, 2026 | Sell | $175.50 | 908 | $159,350.37 | 19,122 | |
| Yandell Keith | DASH | CHIEF BUSINESS OFFICER | Feb 20, 2026 | Sell | $175.50 | 4,928 | $864,844.29 | 57,541 |
SEC 8-K filings with transcript text
Feb 18, 2026 · 99% conf.
1D
-8.60%
$159.66
Act: +0.86%
5D
-12.32%
$153.17
Act: -0.99%
20D
-15.01%
$148.47
dash-202602180001792789false00017927892026-02-182026-02-18
Washington, D.C. 20549
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 18, 2026
(Exact name of registrant as specified in its charter)
Delaware 001-3975946-2852392
(State or other jurisdiction of incorporation) (Commission File Number)(I.R.S. Employer Identification No.)
303 2nd Street, South Tower, 8th Floor San Francisco, California 94107 (Address of principal executive offices) (Zip Code) (650) 487-3970 (Registrant’s telephone number, including area code) Not Applicable (Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s)Name of each exchange on which registered Class A common stock, par value of $0.00001 per shareDASHThe Nasdaq Stock Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02 Results of Operations and Financial Condition. On February 18, 2026, DoorDash, Inc. ("DoorDash") issued a press release announcing its financial results for the quarter and full year ended December 31, 2025. DoorDash also issued a Letter to Shareholders to provide additional information about DoorDash and its performance. Copies of the press release and Letter to Shareholders are attached as Exhibit 99.1 and Exhibit 99.2, respectively, to this Current Report on Form 8-K and are incorporated herein by reference. Item 7.01 Regulation FD Disclosure.
On February 18, 2026, DoorDash posted supplemental investor materials on the investor relations section of its website (ir.doordash.com). DoorDash announces material information to the public about DoorDash, its products and services, and other matters through a variety of means, including filings with the Securities and Exchange Commission, press releases, public conference calls, webcasts, the investor relations section of its website (ir.doordash.com), its blog (about.doordash.com/news) and its social media accounts on X and LinkedIn in order to achieve broad, non-exclusionary distribution of information to the public and for complying with its disclosure obligations under Regulation FD.
The information in Item 2.02 and Item 7.01 of this Current Report on Form 8-K, and Exhibit 99.1 and Exhibit 99.2 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing. Item 9.01 Financial Statements and Exhibits. (d) Exhibits.
Exhibit No.Description 99.1Press Release dated February 18, 2026
99.2Letter to Shareholders dated February 18, 2026
104Cover Page Interactive Data File (embedded within the Inline XBRL document)
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date: February 18, 2026/s/ Tony Xu Tony Xu Chief Executive Officer
Nov 5, 2025
dash-202511050001792789false00017927892025-11-052025-11-05
Washington, D.C. 20549
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 5, 2025
(Exact name of registrant as specified in its charter)
Delaware 001-3975946-2852392
(State or other jurisdiction of incorporation) (Commission File Number)(I.R.S. Employer Identification No.)
303 2nd Street, South Tower, 8th Floor San Francisco, California 94107 (Address of principal executive offices) (Zip Code) (650) 487-3970 (Registrant’s telephone number, including area code) Not Applicable (Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s)Name of each exchange on which registered Class A common stock, par value of $0.00001 per shareDASHThe Nasdaq Stock Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02 Results of Operations and Financial Condition. On November 5, 2025, DoorDash, Inc. ("DoorDash") issued a press release announcing its financial results for the quarter ended September 30, 2025. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. Item 7.01 Regulation FD Disclosure.
On November 5, 2025, DoorDash posted supplemental investor materials on the investor relations section of its website (ir.doordash.com). DoorDash announces material information to the public about DoorDash, its products and services, and other matters through a variety of means, including filings with the Securities and Exchange Commission, press releases, public conference calls, webcasts, the investor relations section of its website (ir.doordash.com), its blog (about.doordash.com/news) and its X account (@DoorDash) in order to achieve broad, non-exclusionary distribution of information to the public and for complying with its disclosure obligations under Regulation FD.
The information in Item 2.02 and Item 7.01 of this Current Report on Form 8-K, and Exhibit 99.1 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing. Item 9.01 Financial Statements and Exhibits. (d) Exhibits.
Exhibit No.Description 99.1Press Release dated November 5, 2025
104Cover Page Interactive Data File (embedded within the Inline XBRL document)
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date: November 5, 2025 /s/ Tony Xu Tony Xu Chief Executive Officer
Aug 6, 2025
dash-202508060001792789false00017927892025-08-062025-08-06
Washington, D.C. 20549
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 6, 2025
(Exact name of registrant as specified in its charter)
Delaware 001-3975946-2852392
(State or other jurisdiction of incorporation) (Commission File Number)(I.R.S. Employer Identification No.)
303 2nd Street, South Tower, 8th Floor San Francisco, California 94107 (Address of principal executive offices) (Zip Code) (650) 487-3970 (Registrant’s telephone number, including area code) Not Applicable (Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s)Name of each exchange on which registered Class A common stock, par value of $0.00001 per shareDASHThe Nasdaq Stock Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02 Results of Operations and Financial Condition. On August 6, 2025, DoorDash, Inc. ("DoorDash") issued a press release announcing its financial results for the quarter ended June 30, 2025. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. Item 7.01 Regulation FD Disclosure.
On August 6, 2025, DoorDash posted supplemental investor materials on the investor relations section of its website (ir.doordash.com). DoorDash announces material information to the public about DoorDash, its products and services, and other matters through a variety of means, including filings with the Securities and Exchange Commission, press releases, public conference calls, webcasts, the investor relations section of its website (ir.doordash.com), its blog (about.doordash.com/news) and its X account (@DoorDash) in order to achieve broad, non-exclusionary distribution of information to the public and for complying with its disclosure obligations under Regulation FD.
The information in Item 2.02 and Item 7.01 of this Current Report on Form 8-K, and Exhibit 99.1 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing. Item 9.01 Financial Statements and Exhibits. (d) Exhibits.
Exhibit No.Description 99.1Press Release dated August 6, 2025
104Cover Page Interactive Data File (embedded within the Inline XBRL document)
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date: August 6, 2025 /s/ Tony Xu Tony Xu Chief Executive Officer
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