Maplebear

CART

Market cap $9.85B

SAN FRANCISCO, Feb. 24, 2026 /PRNewswire/ -- Instacart (NASDAQ: CART) today announced that Chris Rogers, CEO, will participate in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference on Wednesday, March 4th, 2026 at 12:20 p.m. PT. An audio webcast of the event will be available on Instacart's Investor Relations website at https://investors.instacart.com/.

Instacart is upgraded to a buy after a strong Q4 and a sharp valuation reset. CART benefits from a massive $1T U.S. grocery market, ongoing convenience trends, and new AI-driven customer acquisition. Advertising (Carrot Ads) and AI integration are key growth catalysts, with GTV and adjusted EBITDA margins improving.

NEW YORK and NEW ORLEANS, Feb. 13, 2026 /PRNewswire/ -- Former Attorney General of Louisiana, Charles C. Foti, Jr., Esq.

Instacart is becoming an indispensable technology partner to thousands of retailers. As more shoppers buy from Instacart's marketplace, marketers are shifting their ad spend to its network.

Instacart's shares surged as much as 19% on Friday after the online grocery delivery company, a go-to for millions of Americans, issued an upbeat first-quarter forecast that eased worries about growing competition.

Instacart (NASDAQ:CART) shares jumped more than 14% in early trading on Friday after the grocery delivery company posted its strongest quarterly volume performance in three years, even as profit margins came under pressure. For the fourth quarter, gross transaction value (GTV) rose 14% year-over-year to $9.85 billion, while orders climbed 16% to 89.5 million.

Instacart topped fourth-quarter estimates and issued strong guidance as new technology boosted engagement and brought more customers to the platform. CEO Chris Rogers called concerns that rising grocery competition will cut into Instacart's business model "overblown.

Maplebear Inc. (CART) Q4 2025 Earnings Call Transcript

While the top- and bottom-line numbers for Maplebear (CART) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Maplebear (CART) came out with quarterly earnings of $0.53 per share, beating the Zacks Consensus Estimate of $0.52 per share. This compares to earnings of $0.53 per share a year ago.