Update shared on17 Oct 2025
Fair value Decreased 3.26%Narrative Update: Maplebear Analyst Price Target Revised
Analysts have slightly lowered their price target for Maplebear from $58.72 to $56.81, citing modest reductions in projected revenue growth and profit margin estimates.
What's in the News
- Mesa partnered with Instacart+ to offer members a complimentary one-year subscription, which includes free grocery delivery for orders over $35, Peacock, and New York Times Cook benefits. (Client Announcements)
- Instacart introduced new business features for Storefront and Storefront Pro retailers, such as bulk ordering, multi-user management, team shopping guides, and enhanced oversight tools. These features are now available to hundreds of retailers. (Product-Related Announcements)
- Instacart launched a new integration with TikTok, allowing select CPG advertisers to access Instacart's retail media data directly within TikTok Ads Manager for improved campaign targeting and performance measurement. (Client Announcements)
- New savings features were introduced for Instacart's AI-powered Caper Carts, including EBT SNAP eligibility tracking, rewards, on-cart loyalty sign-up, and omnichannel savings tools. These enhancements aim to make budgeting easier for shoppers. (Product-Related Announcements)
- Instacart unveiled the Consumer Insights Portal, enabling brands to access real-time, first-party grocery shopping data for improved sales, marketing, and campaign decision-making. (Product-Related Announcements)
Valuation Changes
- Consensus Analyst Price Target: Decreased slightly from $58.72 to $56.81.
- Discount Rate: Remains unchanged at 6.78%.
- Revenue Growth: Lowered from 9.34% to 9.08%.
- Net Profit Margin: Decreased from 16.82% to 16.40%.
- Future P/E: Essentially unchanged, moving from 26.04x to 26.03x.
Disclaimer
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