Update shared on 14 Dec 2025
Fair value Decreased 0.17%Narrative Update on Maplebear
Analysts have nudged their price target on Maplebear slightly lower to approximately $50.62 per share from about $50.70, reflecting modestly higher long term revenue growth and profit margin expectations, offset by a slightly lower projected future valuation multiple.
What's in the News
- Raised total share repurchase authorization to $2.5 billion, adding $1.5 billion in new capacity. This signals continued balance sheet flexibility and a focus on shareholder returns (buyback plan update).
- Launched Instacart AI Solutions, a suite of enterprise AI tools spanning agentic commerce, catalog intelligence, and analytics to help grocers deliver more personalized, data driven shopping experiences (product announcement).
- Expanded strategic partnership with Kroger, reaffirming Instacart as Kroger's primary delivery fulfillment partner across nearly 2,700 stores and introducing Instacart's Cart Assistant AI experience in the Kroger app (strategic alliance).
- Announced Instacart as the first grocery partner with an embedded end to end shopping and Instant Checkout app experience inside ChatGPT, connecting meal inspiration directly to doorstep delivery (client announcement).
- Completed repurchase of 19.9 million shares, or about 7.6% of shares outstanding, for $714 million under the previously authorized buyback program. This reduced the share count and may affect per share metrics (buyback tranche update).
Valuation Changes
- Fair Value Estimate edged down slightly to approximately $50.62 from about $50.70 per share, reflecting a modestly lower implied intrinsic valuation.
- Discount Rate remained effectively unchanged at roughly 6.96 percent, indicating a stable required return assumption on future cash flows.
- Revenue Growth rose slightly to about 7.73 percent from roughly 7.69 percent, signaling marginally stronger long term top line expectations.
- Net Profit Margin increased slightly to around 15.52 percent from about 15.46 percent, pointing to a small improvement in anticipated profitability.
- Future P/E declined slightly to approximately 22.49 times from about 22.63 times, suggesting a modestly lower expected valuation multiple on forward earnings.
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