New York, February 13, 2026, 16:30 (EST) — After-hours
DoorDash (DASH.O) shares closed down 0.5% at $160.34 on Friday and edged up 0.15% to $160.58 in after-hours trading, after sliding 8.2% on Thursday and 5.5% on Wednesday. The stock traded between $159.46 and $166.47 on the day, with about 7.2 million shares changing hands. (Investing)
The sudden air pocket earlier in the week has traders watching for a reset in expectations, not just a decent quarter. DoorDash has become a crowded way to play consumer delivery demand, groceries and local commerce — and crowded trades don’t like surprises.
Friday’s U.S. inflation data gave markets something to work with. The consumer price index rose 0.2% in January while “core” CPI — which strips out food and energy — increased 0.3%, a report that pushed investors to raise bets on a June Federal Reserve rate cut even as policymakers signal patience. (Reuters)
DoorDash’s biggest drop came as broader risk appetite soured. The Nasdaq slid about 2% on Thursday as investors sold technology shares and waited on inflation, with worries about disruption from artificial intelligence also in the mix. (Reuters)
Competition is still the backdrop, even on quiet company days. Instacart jumped as much as 19% on Friday after forecasting a stronger first quarter, and analyst Michael Morton at MoffettNathanson Research said, “It is not trivial to sustain double-digit growth” in the grocery category against scaled rivals including Walmart, DoorDash and Uber Eats. (Reuters)
DoorDash also popped up in a smaller, oddball headline: it is working with Alphabet’s Waymo on a pilot in Atlanta that pays DoorDash workers to close robotaxi doors left open by riders so vehicles can get moving again, the companies said. (Business Insider)
A regulatory filing added another datapoint on insider trading activity. Director Shona L. Brown sold 1,250 Class A shares at $181.28 apiece on Feb. 9 under a Rule 10b5-1 plan, the Form 4 showed. (SEC)
A Rule 10b5-1 plan is a preset trading schedule that can allow insiders to buy or sell shares without making real-time calls based on new information.
But the stock’s last two sessions are the warning label. Any hint that costs are rising faster than demand — or that growth is getting pricier to buy — could bring sellers back quickly, even if the headline numbers look fine.
For investors trying to trade the move, the question is timing. Some will lean on the inflation-driven drop in yields; others will wait for management commentary on orders, groceries, ads and what it wants to spend to keep growing.
Next up is DoorDash’s fourth-quarter and full-year 2025 report after U.S. markets close on Wednesday, Feb. 18, followed by a conference call at 2 p.m. PT / 5 p.m. ET, the company said. (Doordash)
