CART logo

Maplebear Inc. Stock Price

NasdaqGS:CART Community·US$11.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 51 Fair Values set on narratives written by author

CART Share Price Performance

US$48.08
-0.63 (-1.29%)
US$50.19
Fair Value
US$48.08
-0.63 (-1.29%)
4.2% undervalued intrinsic discount
US$50.19
Fair Value
Price US$48.08
AnalystConsensusTarget US$50.19
AnalystHighTarget US$66.00
AnalystLowTarget US$36.00

CART Community Narratives

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Fair Value US$50.19 4.2% undervalued intrinsic discount

CART: Expanded Partnerships And New Features Will Drive Market Share Gains

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18users have followed this narrative
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Fair Value US$66 27.2% undervalued intrinsic discount

AI And Retail Media Will Drive Massive Long Term Upside In Grocery Fulfillment

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·
Fair Value US$36 33.6% overvalued intrinsic discount

Online Grocery Maturity And Higher Labor Costs Will Likely Pressure Long-Term Margins

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US$50.19
4.2% undervalued intrinsic discount
Revenue
9.17% p.a.
Profit Margin
16.42%
Future PE
14.12x
Price in 2029
US$61.65
US$36
33.6% overvalued intrinsic discount
Revenue
-3.52% p.a.
Profit Margin
13.82%
Future PE
25.03x
Price in 2029
US$44.05
US$66
27.2% undervalued intrinsic discount
Revenue
11.03% p.a.
Profit Margin
20.19%
Future PE
20.62x
Price in 2028
US$80.75

Trending Discussion

Updated Narratives

CART logo

CART: AI Retail Media And Physical Partnerships Will Support Balanced Future Potential

Fair Value: US$50.19 4.2% undervalued intrinsic discount
18 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CART logo

Online Grocery Maturity And Higher Labor Costs Will Likely Pressure Long-Term Margins

Fair Value: US$36 33.6% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CART logo

AI And Retail Media Will Drive Massive Long Term Upside In Grocery Fulfillment

Fair Value: US$66 27.2% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet and good value.

1 Risk
3 Rewards

Maplebear Inc. Key Details

US$3.9b

Revenue

US$1.0b

Cost of Revenue

US$2.8b

Gross Profit

US$2.3b

Other Expenses

US$476.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
2.03
73.11%
12.32%
0%
View Full Analysis

About CART

Founded
2012
Employees
3600
CEO
Chris Rogers
WebsiteView website
www.instacart.com

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.

Recent CART News & Updates

Seeking Alpha Jul 02

Instacart Rattled By Kroger Acquisition: Should Investors Be Concerned?

Summary Instacart faces intensifying competitive threats from in-house grocery delivery solutions as industry consolidation accelerates, notably with Kroger's acquisition of Giant Eagle. I maintain a sell rating on CART due to margin compression and the likelihood of increased pricing pressure from scaled competitors like Walmart and Amazon. While CART's recent revenue growth and reverse DCF valuation offer some near-term appeal, net income margins have halved from ~25% to 12.55% over the past year. Despite short-term upside potential, I view CART's long-term prospects as challenged and would closely monitor margin trends and revenue growth if holding the stock. Read the full article on Seeking Alpha
Narrative Update Jun 25

CART: AI Retail Media And Physical Partnerships Will Support Balanced Future Potential

Analysts now see only a slight change in Maplebear's outlook, with their price target moving marginally from about $50.00 to roughly $50.19 as they balance modestly different assumptions for revenue growth, profit margins, and future P/E expectations. What’s in the News for Maplebear Instacart, operated by Maplebear, introduced an Immersive Feed shoppable vertical video feature that lets customers watch short-form meal and recipe content and add ingredients directly to carts inside retailer storefronts, with brands like Hellmann's, Kettle & Fire, Rachael Ray Nutrish, and Siete Foods participating.

Recent updates

No updates