CART Share Price Performance
US$38.23
-2.41 (-5.93%)
22.8% undervalued intrinsic discount
US$49.52
Fair Value
Price US$38.23
AnalystConsensusTarget US$49.52
AnalystLowTarget US$36.00
AnalystHighTarget US$66.00
Fair ValueUS$49.52
Share Pricen/a
Maplebear Inc. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 50 Fair Values set on narratives written by author
CART Community Narratives
AN
Fair Value US$49.52 22.8% undervalued intrinsic discount
CART: Expanded Partnerships And New Features Will Drive Market Share Gains
0users have liked this narrative
0users have commented on this narrative
17users have followed this narrative
AN
Fair Value US$36 6.2% overvalued intrinsic discount
Online Grocery Maturity And Higher Labor Costs Will Likely Pressure Long-Term Margins
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
Fair Value US$66 42.1% undervalued intrinsic discount
AI And Retail Media Will Drive Massive Long Term Upside In Grocery Fulfillment
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
CART: Expanded Partnerships And New Features Will Drive Market Share Gains
Key Takeaways Technology-driven efficiencies and AI innovation are strengthening operational performance, supporting improved margins, higher retention, and ongoing revenue growth. Expanding enterprise partnerships and diverse ad revenue streams are making the business model more resilient and less dependent on traditional transaction volumes.Read more
344
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
17users have followed this narrative
AN
US$49.52
22.8% undervalued intrinsic discount
Fair Value
Revenue
8.83% p.a.
Profit Margin
16.14%
Future PE
15.03x
Price in 2029
US$60.46
Online Grocery Maturity And Higher Labor Costs Will Likely Pressure Long-Term Margins
Catalysts About Maplebear Maplebear operates Instacart, a grocery focused technology and logistics platform that powers online marketplaces, enterprise software and advertising for retailers and brands. What are the underlying business or industry changes driving this perspective?Read more
16
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
US$36
6.2% overvalued intrinsic discount
Fair Value
Revenue
-3.52% p.a.
Profit Margin
13.82%
Future PE
25.03x
Price in 2029
US$44.05
AI And Retail Media Will Drive Massive Long Term Upside In Grocery Fulfillment
Catalysts About Maplebear Maplebear, doing business as Instacart, provides technology driven grocery and retail fulfillment, advertising and enterprise software solutions across North America. What are the underlying business or industry changes driving this perspective?Read more
16
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
US$66
42.1% undervalued intrinsic discount
Fair Value
Revenue
11.03% p.a.
Profit Margin
20.19%
Future PE
20.62x
Price in 2028
US$80.75
Trending Discussion
Recently Updated Narratives
AN
CART: Expanding Retail Partnerships And Data Platform Will Support Future Upside
Fair Value: US$49.52 22.8% undervalued intrinsic discount
17 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Online Grocery Maturity And Higher Labor Costs Will Likely Pressure Long-Term Margins
Fair Value: US$36 6.2% overvalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AI And Retail Media Will Drive Massive Long Term Upside In Grocery Fulfillment
Fair Value: US$66 42.1% undervalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Maplebear Inc. Key Details
About CART
- Founded
- 2012
- Employees
- 3600
- CEO
- WebsiteView website
Maplebear Inc., doing business as Instacart, operates as a technology and enablement partner for the grocery industry in the United States and internationally. The company offers Instacart Marketplace which helps retailers serve customers’ needs by supporting fulfillment options, shopping occasions, and categories; Instacart Enterprise platform, an end-to-end technology solution for retailers across all aspects of business; and Instacart Ads, enables brands to learn more about general consumer behavior from discovery to purchase, offering insights about how to optimize advertising spend. It also provides advertising solutions, including sponsored product ads, display ads, coupons, and brand pages; and software-as-a-service. The company’s services can be provided through company’s mobile application or website. Maplebear Inc., was incorporated in 2012 and is headquartered in San Francisco, California.
