DASH DoorDash, Inc.
Price Chart
Executive Summary
TD Cowen initiated coverage on DoorDash (DASH) at Buy with a $225 price target, implying 27% upside from the current $176.78. The firm has a 56% accuracy rate on 1,800 calls with an average return of 3.4%, placing it mid-tier among covering analysts. The broader consensus is heavily bullish: 77% of 53 analysts rate it Buy, with a mean target of $251.55 and median of $255, giving 42% upside to the mean. TD Cowen's $225 target is below both consensus mean and median, reflecting a more cautious stance. Over the past 30 days, analyst activity has been one upgrade (this initiation) with zero downgrades, but EPS estimates have seen 6 downward revisions for the current year and 5 for next quarter, though recent 7-day data shows 1 upward revision for the current quarter. Cross-platform signals diverge: insider sales total over $1.4M in the past month (including top officers), while institutional moves show both exits (Two Sigma -99.7%) and new entries (Norges Bank $1.09B, FMR +62.5%). Short interest stands at 59.4% of float. With earnings due May 4 (within 7 days), the bullish initiation supports the positive consensus trend but the conservative target and mixed cross-platform data warrant caution.
Impact Score
Consensus & Targets
Of 53 analysts covering DASH: 15 Strong Buy, 26 Buy, 12 Hold, 0 Sell, 0 Strong Sell. That is 77% Buy-side, zero Sell-side. Consensus direction is decisively bullish.
Mean price target is $251.55, median $255. High $340 (27 analysts above $250), low $185. Current price $176.78 implies 42% upside to the mean and 44% to the median. TD Cowen's $225 is 11% below the mean and 12% below the median, indicating a more conservative forecast.
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-04-27 | TD Cowen | initiate | Buy | $225.00 |
| 2026-04-13 | Stifel | maintain | Hold | $185.00 |
| 2026-04-10 | BTIG | maintain | Buy | $280.00 |
| 2026-03-30 | Wells Fargo | maintain | Equal-Weight | $198.00 |
| 2026-03-03 | Mizuho | maintain | Outperform | $255.00 |
| 2026-02-20 | Citigroup | maintain | Buy | $280.00 |
| 2026-02-20 | Citizens | maintain | Market Outperform | $250.00 |
| 2026-02-19 | UBS | maintain | Neutral | $240.00 |
| 2026-02-19 | Benchmark | maintain | Buy | $285.00 |
| 2026-02-19 | Bernstein | maintain | Outperform | $270.00 |
In the last 30 days, DASH has had 1 upgrade (this initiation) and 0 downgrades. EPS revisions over 30 days show 6 downwards for the current fiscal year (EPS30dAgo $2.564 vs current $2.540) and 5 for next quarter, but the current quarter has seen 1 upward and 1 downward in the recent week, while next year saw 3 upward and 4 downward. Net bias is slightly negative but stabilizing.
Firm Track Record — TD Cowen
TD Cowen accuracy: 56% on 1800 calls | avg return: 3.4%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Keybanc | 75% | 6/8 | 12.9% | top tier |
| JMP Securities | 69% | 9/13 | 10.3% | top tier |
| Roth MKM | 67% | 2/3 | 9.9% | top tier |
| Loop Capital | 67% | 2/3 | 0.8% | top tier |
| Raymond James | 67% | 2/3 | -0.1% | top tier |
| Citigroup | 67% | 2/3 | 2.6% | top tier |
| Morgan Stanley | 67% | 4/6 | 5.2% | top tier |
| Cantor Fitzgerald | 64% | 7/11 | 13.6% | top tier |
| BMO Capital | 60% | 3/5 | 5.4% | above average |
| DA Davidson | 60% | 3/5 | 13.2% | above average |
TD Cowen has a 56% accuracy rate on 1,800 analyst calls with an average return of 3.4%. Among firms covering DASH, the top performers are Keybanc (75% on 8 calls, +12.9% avg return), JMP Securities (69%, +10.3%), and Cantor Fitzgerald (64%, +13.6%). TD Cowen's metrics are in the middle of the pack compared to the 15 tracked firms.
Earnings Estimates
Next earnings: May 4, 2026
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0y | $2.54 | $1.92 — $3.48 | $17.8B | ↑0 ↓0 |
| +1q | $0.47 | $0.27 — $0.77 | $4.4B | ↑0 ↓0 |
| 0q | $0.36 | $0.24 — $0.52 | $4.1B | ↑1 ↓0 |
| +1y | $4.41 | $3.03 — $5.85 | $21.3B | ↑1 ↓0 |
Cross-Platform Signals
Insider trading: 5 sells in the last 30 days — Prabir Adarkar ($908k on 3/23 and $29k on 4/20), Shona Brown ($219k on 4/15), Stanley Tang ($254k and $35k). Congressional: Rep. Gilbert Cisneros made mixed buys and sells (3 buys, 2 sells) between Feb-Apr, all small amounts. Institutional: Two Sigma near-exit (-99.7% of $364M), BofA trimmed -29.3% of $660M, Renaissance trimmed -32.4% of $300M; Norges Bank new $1.09B, FMR added +62.5% to $1B. Short interest is 59.4% (1.1M shares). The analyst bullish signal diverges from insider selling and high short interest, but large institutional buys provide some convergence.
Actionable Insight
TD Cowen's initiation reinforces the bullish analyst consensus, but its below-consensus target and persistent insider selling argue for a tempered approach. With earnings on May 4, traders should consider the positive rating as a tailwind but hedge against the high short interest and earnings risk.
Documents Analyzed
Report based on filing metadata.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 8, 2026
1d ago
|
Insider Cluster
| $152.47 awaiting T+5 | awaiting T+5 | — | $152.49 (+0.01%) |
|
May 31, 2026
9d ago
|
ANALYST-UPGRADE
| $202.32 $195.98 | ▼ −3.13% | ▼ −5.79% | $152.49 (−24.63%) |
|
May 27, 2026
13d ago
|
ANALYST-UPGRADE
| $174.06 $172.57 | ▼ −0.86% | ▼ −1.26% | $152.49 (−12.39%) |
|
May 22, 2026
18d ago
|
Insider Cluster
| $154.00 $164.78 | ▲ +7.00% | ▲ +5.92% | $152.49 (−0.98%) |
|
May 6, 2026
4w ago
|
10-K/A
| $171.35 $149.07 | ▼ −13.00% | ▼ −14.51% | $152.49 (−11.01%) |
|
May 1, 2026
5w ago
|
ANALYST-UPGRADE
| $202.32 $195.98 | ▼ −3.13% | ▼ −5.79% | $152.49 (−24.63%) |
|
Apr 27, 2026
6w ago
|
ANALYST-UPGRADE
| $174.06 $172.57 | ▼ −0.86% | ▼ −1.26% | $152.49 (−12.39%) |
|
Apr 20, 2026
7w ago
|
DEFA14A
| $182.45 $171.97 | ▼ −5.74% | ▼ −6.83% | $152.49 (−16.42%) |
|
Apr 15, 2026
7w ago
|
144
| $179.33 $177.00 | ▼ −1.30% | ▼ −2.28% | $152.49 (−14.97%) |
|
Feb 28, 2026
14w ago
|
Institutional Cluster
| $176.41 $176.59 | ▼ −0.10% | ▼ −1.31% | $152.49 (+13.56%) |
US Market Status
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