DoorDash Inc. (DASH) delivered mixed results in Q2 FY2026 on revenue of $4.5B versus the $4.3B estimate (+35.6% YoY) and EPS of $0.46. The next DoorDash Inc. (DASH) earnings date is Nov 4, 2026. Below is the full DoorDash Inc. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
DoorDash Inc. (DASH) Earnings Analysis — key stats
Next earnings date
Nov 4, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Mixed
EPS beat rate
4 of last 8 (quarters above estimate)
Avg next-day move
±7.6% (over the last 8 reports)
Post-earnings direction
Up 6 / Down 2 (of the last 8 reports)
Implied move (next report)
±14.0% (options-derived · into Nov 4, 2026)
Institutional ownership
112.6% (13F as of 2026-06-30)
Top 10 holders
42.1% (of shares outstanding)
Insider activity
2 buys / 10 sells (recent Form 4 filings)
Revenue
$4.5B (vs $4.3B est · +2.6% surprise · +35.6% YoY)
EPS
$0.46 (vs $0.47 est · -1.7% surprise · -31.3% YoY)
Share price
$229.06 (+2.5%)
Market cap
$99.8B
DoorDash Inc. (DASH) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$4.5B vs $4.3B est
$0.46 vs $0.47 est
-1.7%
+5.4%
Mixed
Q2 FY2026
$4.0B vs $4.2B est
$0.42 vs $0.36 est
+15.8%
+3.1%
Mixed
Q1 FY2026
$4.0B vs $4.0B est
$0.48 vs $0.59 est
-18.6%
+8.5%
Mixed
Q4 FY2025
$3.4B vs $3.4B est
$0.55 vs $0.68 est
-19.5%
-18.1%
Mixed
Q3 FY2025
$3.3B vs $3.2B est
$0.65 vs $0.44 est
+48.3%
+6.2%
Beat
Q2 FY2025
$3.0B vs $3.1B est
$0.44 vs $0.39 est
+12.4%
-13.8%
Mixed
Q1 FY2025
$2.9B vs $2.8B est
$0.33 vs $0.34 est
-2.1%
+4.3%
Mixed
Q4 FY2024
$2.7B vs $2.7B est
$0.38 vs $0.22 est
+72.7%
+1.0%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Sc Us (Ttgp), Ltd.
7.3%
31.6M
$5.8B
+0.0%
Blackrock, INC.
6.2%
26.9M
$5.0B
+1.5%
Vanguard Capital Management LLC
5.6%
24.4M
$4.5B
+4.2%
Vanguard Portfolio Management LLC
4.0%
17.5M
$3.2B
+6.2%
State Street Corp
3.7%
16.1M
$3.0B
+3.2%
Price T Rowe Associates INC /Md/
3.4%
14.7M
$2.7B
+9.1%
Morgan Stanley
3.3%
14.5M
$2.7B
+0.1%
Jpmorgan Chase & CO
3.1%
13.4M
$2.5B
+26.5%
Invesco Ltd.
3.0%
13.1M
$2.4B
+51.8%
Capital Research Global Investors
2.5%
10.9M
$2.0B
+114.4%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Tang Stanley
director
2026-08-21
Sell
72K
—
Tang Stanley
director
2026-08-21
Buy
72K
—
Tang Stanley
director
2026-08-21
Buy
8K
—
Tang Stanley
director
2026-08-20
Sell
2K
$476548
Tang Stanley
director
2026-08-21
Sell
10K
$2.2M
Tang Stanley
director
2026-08-21
Sell
72K
$16.3M
Tang Stanley
director
2026-08-21
Sell
8K
—
Lee Gordon S
officer: CHIEF ACCOUNTING OFFICER
2026-08-20
Sell
3K
$642236
What you'll find
Next DoorDash Inc. (DASH) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment DoorDash Inc. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in DoorDash Inc. (DASH)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is DoorDash Inc.'s next earnings date?
DoorDash Inc.'s (DASH) next scheduled earnings date is Nov 4, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did DoorDash Inc. (DASH) beat or miss earnings?
In Q2 FY2026, DoorDash Inc. (DASH) posted mixed results — revenue of $4.5B versus the $4.3B estimate (+2.6% surprise) and EPS of $0.46 versus $0.47 expected (-1.7% surprise). Magnisto decodes every DoorDash Inc. (DASH) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does DoorDash Inc. beat earnings estimates?
Over its last 8 reported quarters, DoorDash Inc. (DASH) beat Wall Street EPS estimates 4 times, most recently a mixed result in Q3 FY2026. Magnisto tracks every DoorDash Inc. (DASH) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does DoorDash Inc. stock move after earnings?
Over its last 8 quarterly reports, DoorDash Inc. (DASH) moved an average of ±7.6% the day after earnings — ranging from -18.1% (Q4 FY2025) to +8.5% (Q1 FY2026). The stock rose after 6 of those 8 reports and fell after 2. Heading into its next report on Nov 4, 2026, options-implied volatility is pricing in a move of roughly ±14.0% (derived). Magnisto tracks the realized post-earnings move for every DoorDash Inc. (DASH) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of DoorDash Inc.?
Institutions hold about 112.6% of DoorDash Inc.'s (DASH) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Sc Us (Ttgp), Ltd. (7.3%), Blackrock, INC. (6.2%), Vanguard Capital Management LLC (5.6%). Magnisto lists DoorDash Inc.'s (DASH) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling DoorDash Inc. (DASH)?
In the most recent Form 4 filings Magnisto tracks, DoorDash Inc. (DASH) insiders recorded 2 purchases and 10 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for DoorDash Inc. (DASH) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for DoorDash Inc. (DASH), anchored to the current $229.06 share price, so you can weigh the bull, base and bear cases for DoorDash Inc. side by side.
Is DoorDash Inc. (DASH) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether DoorDash Inc. fits your own thesis and risk profile. This is research, not investment advice.