Instacart (Maplebear Inc.)

Instacart (Maplebear Inc.)

CARTยทNASDAQ

$39.98

-5.3%
Consumer CyclicalSpecialty Retail

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.

At a Glance

Live Snapshot
Market Cap$9.40B
EPS1.7100
P/E Ratio23.38
Earnings Date08/06/2026
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Instacart (Maplebear Inc.) Street Expectations Map

CART ยท NASDAQ

Wall Street analysts project that CART stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 52.10, with estimates ranging from a low of 43.00 to a high of 69.00.

Lowest Target
43.00
7.55%
Consensus Target
52.10
30.32%
Highest Target
69.00
72.59%

The consensus 1-year price target stands at 52.10, with estimates ranging from a low of 43.00 to a high of 69.00.

Analyst Consensus Analysis

Upside Potential

+30.3%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

49.9% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Instacart (Maplebear Inc.) Forward Estimates of Revenue

CART ยท NASDAQ
Latest Revenue
3.74B
FY 2025
Avg Estimate
4.07B
FY 2026
Estimate Range
4.01B - 4.19B
Analyst Spread

Forward Growth Analysis

Projected Growth+8.7%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage22 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Instacart (Maplebear Inc.) Forward Estimates of Net Income

CART ยท NASDAQ
Latest Net Income
447.00M
FY 2025
Avg Estimate
605.62M
FY 2026
Estimate Range
532.57M - 856.02M
Analyst Spread

Forward Growth Analysis

Projected Growth+35.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage22 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread53%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Instacart (Maplebear Inc.) Forward Estimates of EPS

CART ยท NASDAQ
Latest EPS
1.71
FY 2025
Avg Estimate
$2.23
FY 2026
Estimate Range
$1.84 - $2.96
Analyst Spread

Forward Growth Analysis

Projected Growth+30.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage21 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread50%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Instacart (Maplebear Inc.) Forward Estimates of EBIT

CART ยท NASDAQ
Latest EBIT
556.00M
FY 2025
Avg Estimate
-514.83M
FY 2026
Estimate Range
-530.00M - -507.24M
Analyst Spread

Forward Growth Analysis

Projected Growth-192.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage22 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Instacart (Maplebear Inc.) Forward Estimates of EBITDA

CART ยท NASDAQ
Latest EBITDA
655.00M
FY 2025
Avg Estimate
-445.46M
FY 2026
Estimate Range
-458.59M - -438.89M
Analyst Spread

Forward Growth Analysis

Projected Growth-168.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage22 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Instacart (Maplebear Inc.) Forward Estimates of SG&A Expense

CART ยท NASDAQ
Latest SG&A Expense
1.53B
FY 2025
Avg Estimate
1.62B
FY 2026
Estimate Range
1.59B - 1.66B
Analyst Spread

Forward Growth Analysis

Projected Growth+5.6%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage22 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Instacart (Maplebear Inc.) Insider Positioning

CART ยท NASDAQ

During the last 12 months, insiders have sold $20.50M worth of CART shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

106.6K

4.02M

Net Activity

-4.0M

-$4.02M

3-6 Months

Bought

0

0.00

Sold

7.5K

308.76K

Net Activity

-309K

-$309K

6-9 Months

Bought

0

0.00

Sold

36.9K

1.53M

Net Activity

-1.5M

-$1.53M

9-12 Months

Bought

0

0.00

Sold

301.4K

14.64M

Net Activity

-14.6M

-$14.64M

Top Buyers

No buying activity

Top Sellers

1
SF

Simo Fidji

Director

167.6K sharesโ€ข11 transactions

$8.26M

2
FM

Fong Morgan

Officer: Chief Legal Officer

112.0K sharesโ€ข8 transactions

$4.31M

3
GGL

Gcm Grosvenor L.P.

Other: See Explanation Of Responses

60.0K sharesโ€ข1 transactions

$2.87M

4
GGI

Gcm Grosvenor Inc.

Other: See Explanation Of Responses

60.0K sharesโ€ข1 transactions

$2.87M

5
BL

Blackwood-Kapral Lisa

Officer: Chief Accounting Officer

18.8K sharesโ€ข2 transactions

$742K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $20.50M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$4.02M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.