Instacart (Maplebear Inc.) (CART)

US — Consumer Cyclical Sector
Peers:

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Key Metrics & Ratings

  • symbol CART
  • Rev/Share 13.504
  • Book/Share 13.2946
  • PB 2.9411
  • Debt/Equity 0.0106
  • CurrentRatio 3.318
  • ROIC 0.1233

 

  • MktCap 10297802131.0
  • FreeCF/Share 2.9666
  • PFCF 13.2193
  • PE 21.0339
  • Debt/Assets 0.0083
  • DivYield 0
  • ROE 0.1545

 

  • Rating B+
  • Score 3
  • Recommendation Neutral
  • P/E Score 3
  • DCF Score 3
  • P/B Score 2
  • D/E Score 2

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Downgrade CART Piper Sandler Overweight Neutral -- $41 Oct. 3, 2025
Reiterated CART Robert W. Baird -- Outperform $60 $50 Oct. 1, 2025
Downgrade CART BTIG Research Buy Neutral -- -- Sept. 30, 2025
Downgrade CART Wedbush Neutral Underperform -- $42 Aug. 21, 2025
Upgrade CART The Benchmark Company Hold Buy -- $67 Aug. 8, 2025
Initiation CART FBN Securities -- Sector Perform -- $44 March 28, 2025
Initiation CART Seaport Research Partners -- Buy -- $62 Feb. 12, 2025
Upgrade CART BTIG Research Neutral Buy -- $58 Jan. 14, 2025
Initiation CART Mizuho -- Outperform -- $55 Jan. 14, 2025
Upgrade CART Needham Hold Buy -- $56 Jan. 13, 2025

News

Instacart Announces First End-to-End Retail Media Solution on TikTok
CART
Published: October 07, 2025 by: PRNewsWire
Sentiment: Neutral

Instacart becomes the first retail media partner to enable targeting and closed-loop measurement directly within TikTok Ads Manager SAN FRANCISCO , Oct. 7, 2025 /PRNewswire/ -- Instacart (Nasdaq: CART) announced a new integration with TikTok that enables select CPG advertisers to tap into its first-party retail media data to enhance campaign targeting, drive seamless product purchases, and measure performance—all within TikTok Ads Manager. This new integration marks a milestone for retail media innovation, making Instacart the first retail media network (RMN) to offer advertisers end-to-end capabilities natively on TikTok.

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image for news Instacart Announces First End-to-End Retail Media Solution on TikTok
Kroger's delivery expansion with DoorDash is bad news for Instacart, analysts say
CART, DASH, KR
Published: September 29, 2025 by: Market Watch
Sentiment: Neutral

Shares of grocery-delivery app Instacart slid in afternoon trading Monday after rival DoorDash and supermarket giant Kroger said they were expanding an existing partnership to deliver more groceries to consumers' homes starting next month.

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image for news Kroger's delivery expansion with DoorDash is bad news for Instacart, analysts say
Instacart Caper Carts Roll Out New Omnichannel Capabilities for More Savings in Every Aisle
CART
Published: September 25, 2025 by: PRNewsWire
Sentiment: Neutral

Customers can now track EBT SNAP-eligible items, clip digital coupons, earn cash back, and sign up for loyalty programs - all directly on the smart cart SAN FRANCISCO , Sept. 25, 2025 /PRNewswire/ -- Instacart (Nasdaq: CART), the leading grocery technology company in North America, today announced new savings features for its AI-powered Caper Carts , enhancing the omnichannel shopping experience.

Read More
image for news Instacart Caper Carts Roll Out New Omnichannel Capabilities for More Savings in Every Aisle
Instacart Launches Consumer Insights Portal to Power Faster, Smarter Decisions for Brands
CART
Published: September 23, 2025 by: PRNewsWire
Sentiment: Neutral

New self-serve platform gives partners like Applegate, Coca-Cola Bottling Canada, and Advantage Solutions access to real-time grocery shopping trends across 1,800+ retail partners SAN FRANCISCO , Sept. 23, 2025 /PRNewswire/ -- Instacart (NASDAQ: CART) today introduced the Consumer Insights Portal (CIP), a new software platform for brands to access Instacart's first-party grocery shopping data in real time.

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image for news Instacart Launches Consumer Insights Portal to Power Faster, Smarter Decisions for Brands
Instacart: GTV Expansion Certifies Growth Trajectory
CART
Published: September 22, 2025 by: Seeking Alpha
Sentiment: Positive

Instacart offers a compelling small/mid-cap opportunity, trading at attractive valuations despite strong fundamentals and resilient consumer demand. CART's share price has declined amid market rotation, but the company maintains robust order growth, GTV expansion, and smooth CEO succession. At a 7.4x EV/FY26 adjusted EBITDA multiple, CART is undervalued given its growth prospects and significant market share potential in online grocery.

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image for news Instacart: GTV Expansion Certifies Growth Trajectory
Maplebear Inc. (CART) Presents At Goldman Sachs Communacopia + Technology Conference 2025 (Transcript)
CART
Published: September 12, 2025 by: Seeking Alpha
Sentiment: Neutral

Maplebear Inc. (NASDAQ:CART ) Goldman Sachs Communacopia + Technology Conference 2025 September 10, 2025 1:08 PM EDT Company Participants Chris Rogers - CEO, President & Director Conference Call Participants Eric Sheridan - Goldman Sachs Group, Inc., Research Division Presentation Eric Sheridan MD & US Internet Analyst I'm excited to have the team from Instacart here. We've got Chris Rogers, now CEO of Instacart.

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image for news Maplebear Inc. (CART) Presents At Goldman Sachs Communacopia + Technology Conference 2025 (Transcript)
Amazon's latest grocery expansion pushed supermarkets toward Instacart, its incoming CEO said
AMZN, CART
Published: September 11, 2025 by: Business Insider
Sentiment: Positive

Amazon and Instacart are two of the biggest players in grocery delivery. Instacart got a boost from Amazon's same-day grocery expansion last month, the delivery app said.

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image for news Amazon's latest grocery expansion pushed supermarkets toward Instacart, its incoming CEO said
Vroom Delivery Taps Instacart Carrot Ads to Power Retail Media for Convenience Stores Nationwide
CART
Published: September 11, 2025 by: PRNewsWire
Sentiment: Neutral

Vroom Delivery to bring Instacart Sponsored Product and Display ads to 3,500 convenience stores SAN FRANCISCO and CHICAGO , Sept. 11, 2025 /PRNewswire/ -- Instacart (NASDAQ: CART), the leading grocery technology company in North America, today announced a new partnership with Vroom Delivery , an e-commerce platform for convenience stores, to bring Instacart Carrot Ads to its network of 3,500 convenience stores nationwide.

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image for news Vroom Delivery Taps Instacart Carrot Ads to Power Retail Media for Convenience Stores Nationwide
Movers: Walmart, Coty, Instacart, Canadian Solar
CART, COTY, CSIQ, WMT
Published: August 21, 2025 by: Proactive Investors
Sentiment: Neutral

Read More
image for news Movers: Walmart, Coty, Instacart, Canadian Solar
Instacart downgraded on competition concerns, shares slip
CART
Published: August 21, 2025 by: Proactive Investors
Sentiment: Negative

Instacart (NASDAQ:CART) shares moved lower after Wedbush downgraded the company to ‘Underperform' from ‘Neutral' and lowered its price target to $42 from $55, with analysts citing intensifying competition in the grocery delivery space. “Instacart has demonstrated healthy gross transaction volume (GTV) growth and an improving margin trajectory over the last few quarters, tempering some investor concern,” the analysts wrote.

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image for news Instacart downgraded on competition concerns, shares slip
Grocery Delivery Stock Downgraded on Stiff Competition
CART
Published: August 21, 2025 by: Schaeffers Research
Sentiment: Negative

Shares of Maplebear Inc (NASDAQ:CART), which does business as Instacart, are down 3.2% at $44.07, after a downgrade from Wedbush to "underperform" from "neutral," with a price-target cut to $42 from $55.

Read More
image for news Grocery Delivery Stock Downgraded on Stiff Competition
INSTACART APPOINTS JOSH SILVERMAN TO BOARD OF DIRECTORS
CART
Published: August 15, 2025 by: PRNewsWire
Sentiment: Neutral

SAN FRANCISCO , Aug. 15, 2025 /PRNewswire/ -- Instacart (NASDAQ: CART), the leading grocery technology company in North America, today announced that Josh Silverman, Chief Executive Officer of Etsy, Inc., has joined the company's Board of Directors. "Josh is a proven marketplace innovator with a track record of scaling consumer platforms such as Etsy, Evite, and Skype," said Chris Rogers, Instacart's Chief Executive Officer.

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image for news INSTACART APPOINTS JOSH SILVERMAN TO BOARD OF DIRECTORS
Amazon expands same-day grocery delivery to perishable foods to compete with Instacart, Walmart
AMZN, CART, WMT
Published: August 13, 2025 by: Reuters
Sentiment: Positive

Subscribers to Amazon.com's Prime service can now receive strawberries, milk, meats and frozen dinners on the same day they order them as the company expands its fast-delivery option to perishable food items, Amazon announced on Wednesday.

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image for news Amazon expands same-day grocery delivery to perishable foods to compete with Instacart, Walmart
Instacart Stock Rises on Earnings Beat, Upgrade. Why Fierce Competition Is Helping.
CART
Published: August 08, 2025 by: Barrons
Sentiment: Positive

Benchmark Equity Research upgraded Instacart to Buy from Hold due to its strong growth trajectory.

Read More
image for news Instacart Stock Rises on Earnings Beat, Upgrade. Why Fierce Competition Is Helping.
Maplebear (CART) Earnings Expected to Grow: Should You Buy?
CART
Published: July 31, 2025 by: Zacks Investment Research
Sentiment: Neutral

Maplebear (CART) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Read More
image for news Maplebear (CART) Earnings Expected to Grow: Should You Buy?
Is Maplebear Inc. (CART) Stock Outpacing Its Retail-Wholesale Peers This Year?
CART
Published: July 29, 2025 by: Zacks Investment Research
Sentiment: Positive

Here is how Maplebear (CART) and Groupon (GRPN) have performed compared to their sector so far this year.

Read More
image for news Is Maplebear Inc. (CART) Stock Outpacing Its Retail-Wholesale Peers This Year?
Instacart to Report Second Quarter 2025 Financial Results on August 7, 2025
CART
Published: July 17, 2025 by: PRNewsWire
Sentiment: Neutral

SAN FRANCISCO , July 17, 2025 /PRNewswire/ -- Instacart (NASDAQ: CART) today announced it will report its second quarter 2025 financial results after market close on Thursday, August 7, 2025. The company's second quarter 2025 Shareholder Letter will be available on Instacart's Investor Relations website at https://investors.instacart.com.

Read More
image for news Instacart to Report Second Quarter 2025 Financial Results on August 7, 2025
Instacart CEO to Participate in Fireside Chat Hosted by Goldman Sachs
CART
Published: July 17, 2025 by: PRNewsWire
Sentiment: Neutral

SAN FRANCISCO , July 17, 2025 /PRNewswire/ -- Instacart (NASDAQ: CART) today announced that Chris Rogers, current Chief Business Officer and incoming CEO, effective August 15, will participate in a fireside chat at the Goldman Sachs Communacopia & Technology Conference on Wednesday, September 10, 2025 at 10:10 a.m. PT. An audio webcast of the event will be available on Instacart's Investor Relations website at https://investors.instacart.com/.

Read More
image for news Instacart CEO to Participate in Fireside Chat Hosted by Goldman Sachs
Maplebear: Quiet Profitability In The Delivery Wars
CART
Published: July 11, 2025 by: Seeking Alpha
Sentiment: Positive

Instacart, also known as Maplebear, offers a compelling mix of profitability, strong margins, and a rock-solid, near debt-free balance sheet, distinguishing itself from its gig economy peers. The company's core grocery delivery focus, fast-growing ad business, and reasonable valuation create an attractive risk-reward profile for disciplined, long-term investors. Risks include potential retailer competition and economic downturns. But Instacart's asset-light model and cash reserves provide resilience.

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image for news Maplebear: Quiet Profitability In The Delivery Wars
Are Retail-Wholesale Stocks Lagging Maplebear Inc. (CART) This Year?
CART
Published: June 26, 2025 by: Zacks Investment Research
Sentiment: Negative

Here is how Maplebear (CART) and Prosus N.V. Sponsored ADR (PROSY) have performed compared to their sector so far this year.

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image for news Are Retail-Wholesale Stocks Lagging Maplebear Inc. (CART) This Year?
Costco Executive Members Now Get Monthly Credit for Same-Day Delivery with Instacart
CART
Published: June 11, 2025 by: PRNewsWire
Sentiment: Neutral

Starting June 30, Costco Executive Members in the US and Canada will receive a $10 monthly credit towards a delivery order on sameday.costco.com, sameday.costco.ca, or Costco via Instacart SAN FRANCISCO , June 11, 2025 /PRNewswire/ -- Instacart (Nasdaq: CART), the leading grocery technology company in North America, today announced a new perk to enhance the value of Costco's Executive Membership. Starting June 30, Executive Members in the US and Canada will receive a $10 monthly credit toward sameday.costco .com , sameday.costco.ca , or Costco via Instacart available on an order of $150 or more.

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image for news Costco Executive Members Now Get Monthly Credit for Same-Day Delivery with Instacart
TTD, CART Deepen Alliance to Transform Retail Media on Open Internet
CART, TTD
Published: June 11, 2025 by: Zacks Investment Research
Sentiment: Positive

The Trade Desk strengthens its Instacart partnership, unlocking real-time sales data and agile targeting for CPG advertisers on the open Internet.

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image for news TTD, CART Deepen Alliance to Transform Retail Media on Open Internet
Here's Why Maplebear (CART) is a Great Momentum Stock to Buy
CART
Published: May 29, 2025 by: Zacks Investment Research
Sentiment: Positive

Does Maplebear (CART) have what it takes to be a top stock pick for momentum investors? Let's find out.

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image for news Here's Why Maplebear (CART) is a Great Momentum Stock to Buy
Instacart appoints insider Chris Rogers as CEO
CART
Published: May 28, 2025 by: Reuters
Sentiment: Neutral

Delivery platform Instacart on Wednesday said it has appointed company insider Chris Rogers as chief executive officer, effective August 15, as the current head Fidji Simo is set to exit to join OpenAI.

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image for news Instacart appoints insider Chris Rogers as CEO
The Billionaire Portfolio: 3 Stocks Wealthy Investors Can't Get Enough Of
AMZN, CART, OXY
Published: May 20, 2025 by: 24/7 Wall Street
Sentiment: Negative

Picking through the proverbial haystacks to find the needles smart-money investors are targeting is a difficult task to do on one's own.

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image for news The Billionaire Portfolio: 3 Stocks Wealthy Investors Can't Get Enough Of
4 Stocks to Buy as Retail Sales Grow Despite Tariff Threats
CART, CNXN, CVNA, JWN
Published: May 19, 2025 by: Zacks Investment Research
Sentiment: Positive

Stocks like CART, CNXN, CVNA and JWN are likely to benefit from the steady growth in retail sales.

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image for news 4 Stocks to Buy as Retail Sales Grow Despite Tariff Threats
OpenAI Hires Instacart CEO as Head of Applications
CART
Published: May 08, 2025 by: WSJ
Sentiment: Positive

OpenAI said Instacart's chief executive is joining the company to lead its applications business as the ChatGPT maker looks to scale its operations and drive growth.

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image for news OpenAI Hires Instacart CEO as Head of Applications
OpenAI Hires Instacart C.E.O. to Run Business and Operations
CART
Published: May 08, 2025 by: NYTimes
Sentiment: Positive

Sam Altman, OpenAI's chief executive, said he hired Instacart's Fidji Simo to join in a new role as chief executive of applications.

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image for news OpenAI Hires Instacart C.E.O. to Run Business and Operations
Why Maplebear (CART) Might be Well Poised for a Surge
CART
Published: May 07, 2025 by: Zacks Investment Research
Sentiment: Positive

Maplebear (CART) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Read More
image for news Why Maplebear (CART) Might be Well Poised for a Surge
Is Maplebear Inc. (CART) Stock Outpacing Its Retail-Wholesale Peers This Year?
CART
Published: May 07, 2025 by: Zacks Investment Research
Sentiment: Positive

Here is how Maplebear (CART) and Compagnie Financiere Richemont AG (CFRUY) have performed compared to their sector so far this year.

Read More
image for news Is Maplebear Inc. (CART) Stock Outpacing Its Retail-Wholesale Peers This Year?

About Instacart (Maplebear Inc.) (CART)

  • IPO Date 2023-09-19
  • Website https://www.instacart.com
  • Industry Specialty Retail
  • CEO Chris Rogers
  • Employees 3265

Maplebear Inc., doing business as Instacart, provides online grocery shopping services to households in North America. The company connects the consumer with a personal shopper to shop and deliver a range of products, such as food, alcohol, consumer health, pet care, ready-made meals, and others. The company offers its services through a mobile application or website. The company was incorporated in 2012 and is based in San Francisco, California.