Analysts have slightly increased their price target for Maplebear, raising the fair value estimate by $0.04 to $50.70 per share. This adjustment reflects minor changes in projected revenue growth and discount rate assumptions.
What's in the News
- Instacart and WellTheory launched a partnership to provide autoimmune care patients with grocery stipends for clinically recommended, anti-inflammatory foods through Instacart Health Fresh Funds, reaching approximately 300,000 eligible WellTheory members. (Client Announcements)
- Associated Food Stores is expanding its use of Instacart’s white-label e-commerce solutions, Storefront and Storefront Pro, across more than 40 member-owned banners. This includes the adoption of Carrot Ads and AI-powered Caper Carts to enhance online and in-store shopping experiences. (Client Announcements)
- Instacart provided fourth quarter 2025 earnings guidance, projecting gross transaction value (GTV) between $9.45 billion and $9.6 billion, with anticipated 9% to 11% growth year-over-year. (Corporate Guidance, New/Confirmed)
- The company increased its equity buyback authorization, totaling $2.5 billion after a recent $1.5 billion addition, and has completed repurchases amounting to $714 million since the start of the program. (Buyback, Change in Plan Terms, Buyback Tranche Update)
- Instacart introduced new AI Solutions for grocers, including advanced analytics, improved catalog intelligence, and agentic commerce technology, enabling tailored, efficient shopping for customers and retailers. (Product-Related Announcements)
Valuation Changes
- The Fair Value Estimate has risen slightly from $50.67 to $50.70 per share.
- The Discount Rate has decreased marginally from 6.96% to 6.96%.
- The Revenue Growth projection has increased modestly from 7.66% to 7.69%.
- The Net Profit Margin estimate has fallen moderately from 15.61% to 15.46%.
- The future P/E ratio forecast has declined from 24.54x to 22.63x.
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