MaplebearCART
CART
About: Maplebear (Instacart) operates a leading grocery delivery platform in the United States and Canada. The company partners with various regional and national grocers, which offer their selection of food and other goods to customers through Instacart's ubiquitous platform. Once an item is ordered through Instacart's site, the item is picked and delivered to the customer's home by one of the platform's 600,000 shoppers, who are classified as independent contractors. Instacart earns fees based on average order value and leverages its platform's high usage to sell advertising, mainly to consumer-packaged goods companies. Instacart currently has about 8 million monthly active users (or orderers) on its platform.
Employees: 3,265
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
107% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 76
102% more first-time investments, than exits
New positions opened: 129 | Existing positions closed: 64
17% more funds holding
Funds holding: 354 [Q4 2024] → 414 (+60) [Q1 2025]
13% more funds holding in top 10
Funds holding in top 10: 16 [Q4 2024] → 18 (+2) [Q1 2025]
9% more call options, than puts
Call options by funds: $123M | Put options by funds: $112M
0.46% less ownership
Funds ownership: 74.93% [Q4 2024] → 74.47% (-0.46%) [Q1 2025]
1% less capital invested
Capital invested by funds: $7.97B [Q4 2024] → $7.86B (-$114M) [Q1 2025]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$50
4%
upside
Avg. target
$56
16%
upside
High target
$61
27%
upside
8 analyst ratings
7 positive
88%
1 neutral
13%
0 negative
0%
JMP Securities Andrew Boone | 15%upside $55 | Market Outperform Reiterated | 12 Jun 2025 |
Jefferies John Colantuoni | 4%upside $50 | Hold Maintained | 27 May 2025 |
Loop Capital Rob Sanderson | 21%upside $58 | Buy Maintained | 19 May 2025 |
Citigroup Ronald Josey | 19%upside $57 | Buy Maintained | 13 May 2025 |
Macquarie Ross Compton | 15%upside $55 | Outperform Maintained | 6 May 2025 |
Financial journalist opinion
Based on 6 articles about CART published over the past 30 days
Positive
Seeking Alpha
12 hours ago
Maplebear: Quiet Profitability In The Delivery Wars
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.
Neutral
PRNewsWire
1 week ago
Instacart and Wegmans Launch Pilot of Caper Carts to Enhance the In-Store Shopping Experience
Smart carts are now available at Wegmans Dewitt in Syracuse, offering AI-powered convenience, real-time savings, and seamless checkout SAN FRANCISCO , July 1, 2025 /PRNewswire/ -- Instacart (Nasdaq: CART), the leading grocery technology company in North America, today announced the launch of Caper Carts – Instacart's AI-powered smart carts – at Wegmans Dewitt in Syracuse, New York. This marks the first deployment of Caper Carts at Wegmans, as part of an initial in-store program offering customers a smarter, more seamless way to shop in-store.
Negative
Zacks Investment Research
2 weeks ago
Are Retail-Wholesale Stocks Lagging Maplebear Inc. (CART) This Year?
Here is how Maplebear (CART) and Prosus N.V. Sponsored ADR (PROSY) have performed compared to their sector so far this year.
Positive
PYMNTS
3 weeks ago
Costco and Kroger Tap Instacart to Offer Faster Delivery
Instacart says it is introducing new delivery options for some of the country's biggest grocers. [contact-form-7] The delivery company announced Wednesday (June 18) new fulfillment options for retailers such as Costco, Kroger, Harmons and Woodman's.
Neutral
Business Wire
3 weeks ago
Chase Freedom® Energizes Summer Fun with Q3 2025 Cash Back Categories: Instacart, Select Live Entertainment, Gas Stations, EV Charging
WILMINGTON, Del.--(BUSINESS WIRE)--This summer, Chase Freedom® is offering a lineup of 5% cash back categories that fuel fun. Whether attending a favorite artist's live performance, embarking on a road trip with friends or restocking essentials, Chase Freedom and Freedom Flex cardmembers have the opportunity to earn 5% cash back. “We've been listening to our cardmembers about what they value most and love to do,” said Wittney Rachlin, General Manager of Chase Freedom. “If it's making memories a.
Neutral
PRNewsWire
3 weeks ago
Instacart and Pinterest to Launch New Retail Media Collaboration
New capability leverages first-party data and will make Pinterest ads directly shoppable via Instacart SAN FRANCISCO and CANNES, France , June 16, 2025 /PRNewswire/ -- Instacart (Nasdaq: CART) and Pinterest (NYSE: PINS) are enhancing brands' Pinterest campaigns by providing high-intent audiences powered by Instacart data. The new collaboration aims to connect Pinterest users with the products they love, in the exact moment they're planning to use them, whether they're meal-prepping for the week, planning a backyard movie night, or redecorating an office.
Neutral
PRNewsWire
1 month ago
Costco Executive Members Now Get Monthly Credit for Same-Day Delivery with Instacart
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.
Positive
Zacks Investment Research
1 month ago
TTD, CART Deepen Alliance to Transform Retail Media on Open Internet
The Trade Desk strengthens its Instacart partnership, unlocking real-time sales data and agile targeting for CPG advertisers on the open Internet.
Positive
Seeking Alpha
1 month ago
Instacart: Growth At A Reasonable Price
Instacart offers growth at a reasonable price, expanding beyond groceries into retail and restaurants, with strong margin expansion and resilient macro performance. AI-powered recommendations and broader retailer partnerships drive higher basket sizes and appeal to budget-conscious consumers, supporting long-term growth. Instacart trades at an attractive
Neutral
PRNewsWire
1 month ago
Advertisers Gain Real-Time Customizable Audiences and Always-On Measurement with Instacart and The Trade Desk
Expanded Partnership Helps Advertisers Unlock Closed-Loop Measurement on the Open Internet with Seamless Access to Instacart Retail Data, In-Flight Optimization SAN FRANCISCO , June 10, 2025 /PRNewswire/ -- Instacart (Nasdaq: CART), the leading grocery technology company in North America, today announced an expanded partnership with The Trade Desk (Nasdaq: TTD), a global advertising technology leader, to improve programmatic campaign performance on the open internet with retail media data. Instacart is the first U.S. retail media network to integrate its grocery selection with The Trade Desk platform for streamlined self-service use cases, enabling approved advertisers and agencies to build first-party custom audiences based on specific product criteria for programmatic campaigns.
Charts implemented using Lightweight Charts™