DASH
DoorDash, Inc.Evidence as of 2026-09-02Overview · DoorDash, Inc.
DoorDash, Inc. operates a logistics platform that connects merchants, consumers, and dashers in the United States and internationally. It operates DoorDash and Wolt marketplaces, which provides an array of services that enable merchants to solve mission-critical challenges, such as customer acquisition, delivery, insights and analytics, merchandising, payment processing, and customer support; DashPass and Wolt+, a me…
Management team
- Mr. Andrew Rex Hargreaves C.F.A. · Vice President of Investor RelationsFind on LinkedIn
- Mr. Stanley Tang · Head of DoorDash Labs & DirectorFind on LinkedIn
- Mr. Andy Fang · Head of Consumer Engineering & DirectorFind on LinkedIn
- Mr. Keith Yandell · Chief Business OfficerFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
−0.1 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The surviving record is mixed. Revenue rose from $ 3,032,000,000 in fiscal Q1 2025 (2025-01-01 to 2025-03-31) to $ 4,454,000,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30), while net income by quarter moved unevenly between $ 193,000,000 and $ 285,000,000 across the series, landing at $ 200,000,000 in fiscal Q2 2026. R&D expense climbed steadily from $ 306,000,000 in fiscal Q1 2025 to $ 535,000,000 in fiscal Q2 2026, operating income showed relative flatness around the mid‑hundreds of millions, and trailing metrics imply high valuation multiples (P/E TTM 108.49, P/FCF TTM 49.77) alongside $ 1,992,000,000 FCF (TTM) and $ 4,424,000,000 cash on hand as of 2026-06-30.
Market signals are mixed as well: price sits above the 50‑day and 200‑day SMAs with a golden‑cross aged 10 days, short‑term momentum (3‑ and 6‑month) is strong while 12‑month momentum is negative, volatility is elevated, and insider/Form 4 activity clusters in late August 2026 with multiple 10b5‑1‑noted sales.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue increased from $3,032,000,000 in the fiscal quarter Q1 2025 (2025-01-01 to 2025-03-31, 3mo) to $4,454,000,000 in the fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo).
XBRL companyfacts · 0001628280-25-023171Net income by quarter showed variability: $193,000,000 in fiscal Q1 2025 (2025-01-01 to 2025-03-31, 3mo), $285,000,000 in fiscal Q2 2025 (2025-04-01 to 2025-06-30, 3mo), $244,000,000 in fiscal Q3 2025 (2025-07-01 to 2025-09-30, 3mo), $184,000,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) and $200,000,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo).
XBRL companyfacts · 0001628280-25-023171Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
A Form 4 with the 4 filed 27 August 2026 was filed on 2026-08-27 reporting insider transaction activity.
4 filed 2026-08-27A Form 4 with the 4 filed 26 August 2026 was filed on 2026-08-26 reporting insider transaction activity.
4 filed 2026-08-26Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
As of 2026-09-01, DASH has a 3‑month momentum of +43.8% and a 6‑month momentum of +28.6%, with the 6‑month momentum ranked in the 87th percentile of a 547‑security research universe.
Moneyta signal set · 2026-09-01weakened in debateThe 12‑month momentum (momentum_12_1) is -19.9% and ranks in the 16th percentile of the 547‑security universe as of 2026-09-01.
Moneyta signal set · 2026-09-01weakened in debateReads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02, the Vanguard Mid-Cap ETF (VO) held DoorDash at 0.67% of fund assets.
ETF constituents · market dataAs of 2026-09-02, the JPMorgan Equity Premium Income ETF (JEPI) held DoorDash at 0.57% of fund assets.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
A partnership to validate DoorDash’s measurement capabilities with a third-party data firm was announced on 2 September 2026.
News · finance.yahoo.com · 2026-09-02Several recent pieces of coverage note Rosenblatt Securities initiating or raising coverage on DoorDash around 1–2 September 2026, resulting in renewed analyst attention across multiple outlets.
News · thelincolnianonline.com · 2026-09-02Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Adarkar Prabir (PRESIDENT AND COO) had multiple transactions on 25 August 2026 including a code M entry for "$312k" covering 43,550 shares and sales totaling "$12.851M" covering 55,289 shares, with the filing stating a 10b5-1 plan.
Form 4 · Adarkar Prabir (PRESIDENT AND COO) · $312k code M · 2026-08-25Xu Tony (CHIEF EXECUTIVE OFFICER) had transactions on 24–25 August 2026 including code M entries totalling "$239k" (3,767 and 29,567 shares) and sales totaling "$7.666M" covering 33,334 shares, with the filing(s) stating a 10b5-1 plan.
Form 4 · Xu Tony (CHIEF EXECUTIVE OFFICER) · $27k code M · 2026-08-25Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The valuation input set implies an annual free cash flow growth rate of 32.86% (0.3286) that today's price would justify under the model's stated discount and terminal assumptions.
Valuation inputs · SEC XBRL + stored EOD closePrice-to-FCF (TTM) is 49.77 based on the provided price and trailing twelve-month free cash flow.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Together, the claims show material top-line acceleration (revenue up from $3.032B in Q1 2025 to $4.454B in Q2 2026) alongside strong operating cash flow and trailing free cash flow (FCF TTM $1.992B; operating cash flow TTM $2.179B, capex TTM $187M), which indicates the company is generating sizable cash relative to its reported operations. Market signals show a meaningful short- to medium-term momentum shift (3‑month +43.8%, 6‑month +28.6%) with price above both the 50‑ and 200‑day SMAs and a recent golden cross, and ETF holdings plus renewed analyst coverage and a partnership announcement point to rising institutional and analyst attention. The increase in R&D expense can be viewed in the context of these revenue and cash-flow metrics as investment activity rather than an unexplained cost, and multiple insider Form 4 filings disclose sales executed under 10b5‑1 plans, which bear on interpretation of insider activity. While valuation multiples are elevated on simple ratios, the firm's large trailing FCF and cash balances provide the evidence base that supports a more favorable reading when viewed on cash-flow metrics rather than headline P/E alone.
Chair's verdict, claim by claim
Fragility · computed, not argued
diversified0.28
42 surviving claims rest on 23 distinct sources; the heaviest analyst carries 17% of them, and 96% of what the desk raised survived the debate.
The set of surviving claims is moderately concentrated: 42 claims draw on 23 distinct sources, so several claims rest on the same documents and a handful of contributors carry outsized influence. With the heaviest analyst responsible for 17% of claims and 96% of proposed points surviving debate, this read is stable within the desk but still brittle to a small number of new or corrected primary filings or big-market moves.
Peer context · computed, not argued
12-1 momentum ranks 4th of 5 in Internet Content & Information (as of 2026-09-01).
6-month relative strength ranks 1st of 5 in Internet Content & Information (as of 2026-09-01).
90-day volatility ranks 2nd of 5 in Internet Content & Information (as of 2026-09-01).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
14 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.0 to the score
10 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.2 to the score
2 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.6 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
5 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot−1.0 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on DASH Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.