Update shared on03 Oct 2025
Fair value Decreased 1.94%Analysts have slightly lowered their price target for Maplebear from $59.88 to $58.72. This change is due to modest adjustments in growth projections and profit margin expectations.
What's in the News
- Instacart and Advantage Solutions announced a partnership to enhance in-store execution for consumer packaged goods companies, leveraging Instacart's technology and shopper community along with Advantage's retail workforce. (Client Announcements)
- New savings features have been added to Instacart's AI-powered Caper Carts, allowing EBT SNAP tracking, on-cart loyalty sign-up, omnichannel savings, and improved product recommendations at select retailers. (Product-Related Announcements)
- Instacart introduced the Consumer Insights Portal, offering brands real-time access to first-party grocery shopping data for performance analysis and improved marketing strategies. (Product-Related Announcements)
- Chris Rogers appointed as Maplebear's Chief Executive Officer and President effective August 15, 2025, while Fidji Simo will remain as Chair of the Board. (Executive Changes, CEO)
- From April to June 2025, Maplebear completed the repurchase of 2.7 million shares, bringing the total to 18.3 million shares repurchased under its ongoing buyback program. (Buyback Tranche Update)
Valuation Changes
- Consensus Analyst Price Target has decreased slightly from $59.88 to $58.72.
- Discount Rate remains unchanged at 6.78%.
- Revenue Growth estimate has risen modestly from 9.25% to 9.34%.
- Net Profit Margin projection has edged down from 16.87% to 16.82%.
- Future P/E multiple has decreased from 26.54x to 26.04x.
Disclaimer
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