Update shared on08 Aug 2025
Fair value Increased 13%Maplebear's consensus price target, revenue growth forecasts, and future P/E ratio all remained steady, indicating little change in analysts’ outlook or projected fair value, which is unchanged at $53.54.
What's in the News
- Chris Rogers appointed as Instacart's new CEO, succeeding Fidji Simo, who will remain as chair to aid the transition.
- Instacart launched Caper Carts, AI-powered smart shopping carts, at Wegmans, enhancing the in-store shopping experience.
- Expanded partnership with The Trade Desk enables advertisers to build self-serve, custom Instacart audience segments for programmatic campaigns, improve closed-loop measurement, and optimize omnichannel media buys.
- Collaboration with Pinterest allows brands to target Instacart audiences on Pinterest, make Pinterest ads directly shoppable via Instacart, and measure campaign impact using Instacart’s purchase data.
- Partnership with Bottlecapps integrates Instacart Carrot Ads into Bottlecapps' platform, expanding access to Instacart’s ad technology and retail media network to alcohol retailers in the US and Canada.
Valuation Changes
Summary of Valuation Changes for Maplebear
- The Consensus Analyst Price Target remained effectively unchanged, at $53.54.
- The Consensus Revenue Growth forecasts for Maplebear remained effectively unchanged, at 8.8% per annum.
- The Future P/E for Maplebear remained effectively unchanged, at 24.90x.
Disclaimer
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