Maplebear Inc.

NasdaqGS:CART 株式レポート

時価総額：US$9.5b

Maplebear 将来の成長

Future 基準チェック /26

Maplebear利益と収益がそれぞれ年間14.2%と6.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に29.9% 13.8%なると予測されています。

主要情報

14.2%

収益成長率

13.80%

EPS成長率

Consumer Retailing 収益成長8.8%
収益成長率6.5%
将来の株主資本利益率29.92%
アナリストカバレッジ

Good

最終更新日07 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Apr 27

CART: Expanded Retail Partnerships And Fulfillment Platform Will Support Future Upside Potential

Analysts now place Maplebear's fair value estimate at about $50.14 per share, compared with roughly $49.86 previously, reflecting small adjustments to long term assumptions for revenue growth, profit margins, and future P/E. What's in the News Instacart and ALDI U.S. launched a redesigned ALDI website and mobile app powered by Instacart's Storefront Pro platform, with Instacart serving as ALDI's exclusive fulfillment partner across both channels.
ナラティブ更新 • Apr 13

CART: New Retail Alliances And Fulfillment Expansion Will Drive Future Upside

Analysts have raised their price target on Maplebear slightly to about $49.86 from around $49.52, reflecting updated assumptions on revenue growth, profit margins and future P/E levels. What's in the News Instacart and ALDI U.S. launched a redesigned ALDI website and mobile app powered by Instacart's Storefront Pro platform, with Instacart serving as ALDI's exclusive fulfillment partner across both channels, including delivery and curbside pickup in as fast as an hour.
Seeking Alpha • Mar 31

Instacart: The Growth Stalled For Now

Summary Maplebear Inc. delivered 11% revenue and GTV growth, but share price declined over 18% amid slowing profitability improvements. CART maintains a strong balance sheet with $1.3B cash, zero long-term debt, and aggressive share repurchases totaling $1.4B in 2025. NYC’s new minimum wage law introduces margin risk, but CART’s universal surcharge strategy should help offset increased labor costs. I assign a Hold rating, citing limited near-term growth, regulatory headwinds, and the need for clearer margin trajectory before upgrading. Read the full article on Seeking Alpha
ナラティブ更新 • Mar 29

CART: Retail Partnerships And Data Platform Will Drive Future Upside

Analysts now hold their price target for Maplebear steady at $49.52. This reflects unchanged views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.
ナラティブ更新 • Mar 12

CART: Expanding Retail Partnerships And Data Platform Will Support Future Upside

Analysts have nudged their price target on Maplebear slightly lower to about $49.52 from roughly $49.63, reflecting updated assumptions around discount rates, long term profit margins, and a more conservative future P/E multiple. What's in the News Maplebear completed a share repurchase program announced on June 6, 2024, buying back a total of 46,729,794 shares, representing 17.67% of shares, for $1,814m, including 26,835,280 shares or 10.11% from October 1, 2025 to December 31, 2025 for $1,100m (Key Developments).
ナラティブ更新 • Feb 26

CART: Expanding Retail Partnerships And Data Platform Will Drive Future Returns

Analysts have trimmed their price target on Maplebear by about $0.59 to reflect updated assumptions around slightly adjusted discount rates, revenue growth, profit margins and future P/E expectations. What's in the News Maplebear completed a share repurchase of 46,729,794 shares, representing 17.67% of shares, for a total of US$1.814b under the buyback announced on June 6, 2024.
ナラティブ更新 • Feb 09

CART: Retail Partnerships And Data Platform Will Support Future Returns

Analysts have slightly reduced their price target for Maplebear to account for minor adjustments to assumptions on fair value, discount rate, revenue growth, profit margin and future P/E. This has resulted in a modestly lower implied valuation in US$ terms.
ナラティブ更新 • Jan 24

CART: Expanded Buybacks Will Support Future Returns From Retail Partnerships

Analysts have slightly trimmed their price target on Maplebear, reflecting a fair value update to US$50.37 along with modest adjustments to revenue growth, profit margin and future P/E assumptions. What's in the News Instacart introduced Data Hub, a clean room solution that lets CPG brands and agencies securely combine their data with Instacart grocery purchase signals to build audiences, analyze customer behavior, and measure omnichannel performance, with a broader rollout planned through 2026 (Product-Related Announcements).
ナラティブ更新 • Jan 09

CART: Expanded Buybacks And Retail Partnerships Will Support Strong Future Returns

Analysts have nudged their price target for Maplebear slightly higher to reflect a fair value revision from about US$50.62 to roughly US$50.92, citing small adjustments to discount rate assumptions, revenue growth expectations, profit margin outlook, and future P/E estimates. What's in the News Instacart expanded its equity buyback plans, increasing authorization by US$1,500m to a total of US$2,500m, and completed repurchases of 19,894,514 shares for US$714m under the earlier program (Key Developments).
ナラティブ更新 • Dec 14

CART: Expanded Retail Partnerships And Buybacks Will Drive Strong Future Returns

Narrative Update on Maplebear Analysts have nudged their price target on Maplebear slightly lower to approximately $50.62 per share from about $50.70, reflecting modestly higher long term revenue growth and profit margin expectations, offset by a slightly lower projected future valuation multiple. What's in the News Raised total share repurchase authorization to $2.5 billion, adding $1.5 billion in new capacity.
ナラティブ更新 • Nov 29

CART: Expanding Retail Networks And Buybacks Will Deliver Shareholder Value

Analysts have slightly increased their price target for Maplebear, raising the fair value estimate by $0.04 to $50.70 per share. This adjustment reflects minor changes in projected revenue growth and discount rate assumptions.
ナラティブ更新 • Nov 14

CART: Expanding Retail Partnerships And Share Buybacks Will Drive Future Upside

Analysts have revised their price target for Maplebear downward from $55.50 to approximately $50.67. This change reflects more cautious assumptions around future growth and profitability.
ナラティブ更新 • Oct 31

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

Analysts have revised their price target for Maplebear downward by $1.31 to $55.50. This reflects a slightly more conservative outlook based on updated fair value estimates and minor adjustments to key financial assumptions.
ナラティブ更新 • Oct 17

Digital Channels And AI Will Fuel Grocery Market Expansion

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.
ナラティブ更新 • Oct 03

Digital Channels And AI Will Fuel Grocery Market Expansion

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.
分析記事 • Aug 21

Shareholders Can Be Confident That Maplebear's (NASDAQ:CART) Earnings Are High Quality

NasdaqGS:CART 1 Year Share Price vs Fair Value Explore Maplebear's Fair Values from the Community and select yours...
ナラティブ更新 • Aug 08

Digital Channels And AI Will Fuel Grocery Market Expansion

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.
分析記事 • Jul 24

Maplebear (NASDAQ:CART) Might Have The Makings Of A Multi-Bagger

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • May 31

Are Investors Undervaluing Maplebear Inc. (NASDAQ:CART) By 34%?

Key Insights The projected fair value for Maplebear is US$69.12 based on 2 Stage Free Cash Flow to Equity Maplebear's...
Seeking Alpha • Apr 16

Instacart: A Tariff-Resistant Business At A Great Price

Summary Instacart is a strong buy due to its minimal impact from tariffs, robust growth, and recent stock dip, presenting a buying opportunity. The company is enhancing operational efficiencies, such as multi-store fulfillment and lower delivery minimums, boosting customer satisfaction and GTV. Instacart's advertising revenue, driven by AI personalization, is a significant growth area, contributing to its attractive valuation multiples. Despite risks from consumer spending and competition, Instacart's growth in adjusted EBITDA and market position make it a compelling investment at just ~8x adjusted EBITDA. Read the full article on Seeking Alpha
Seeking Alpha • Mar 13

Instacart: The Online Grocery King Deserves A Higher Valuation

Summary Instacart's dominant position as the leading online grocery platform in the U.S. creates a solid foundation for future growth. Instacart is uniquely positioned to benefit from a doubling of online grocery penetration, from 15% today to an estimated 30% by 2040, potentially expanding its addressable market to roughly $700–750 billion. Recent financial results further support the thesis of strong commercial momentum, with full year 2024 revenue growing 11% YoY to $3.4 billion, while operating income jumped to $489 million. Looking ahead, operating income is forecasted to grow at a 15% CAGR through 2027, which would justify a $47 per share valuation according to my residual earnings valuation model. Read the full article on Seeking Alpha
Seeking Alpha • Mar 05

Instacart: Put This In Your Cart Now After The Recent Drop

Summary Last week, Instacart stock fell by over 12% after its Q4 report, even though the numbers weren't that bad. Combined with an overall market sell-off, shares are reasonably priced now. The Q4 results showed EPS and GTV growth, but slight revenue and order value misses, along with soft Q1 EBITDA guidance, led to an exaggerated sell-off. Instacart's innovation, competitive positioning in a growing market, and strong financials (including a large cash position, high margins, and lots of free cash flow) position it well for future growth. Competition risks are worth considering, especially from big players like Walmart and Uber Eats. However, it looks like Instacart has been able to fend off competition for now. Read the full article on Seeking Alpha
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新しいナラティブ • Feb 22

Investments In AI And Caper Carts Will Expand Market Penetration

Strategic focus on retailer integration and tech innovation is expected to drive superior growth, bolstering future revenue and GTV.
Seeking Alpha • Jan 27

Instacart: A Turnaround In Operations, But I Need To See How It Keeps Momentum

Summary Maplebear Inc. aka Instacart has achieved profitability through aggressive cost-cutting, but may face challenges in maintaining competitiveness and growth. CART's revenue growth has slowed significantly since its initial pandemic-driven surge, raising concerns about sustainable long-term growth. The company has strong cash reserves and no debt, positioning it well for future growth initiatives, including partnerships and advertising. Despite promising ventures and partnerships, CART's future growth and margin stability remain uncertain, warranting close monitoring before considering an investment. Read the full article on Seeking Alpha
Seeking Alpha • Nov 14

Instacart: The Post-Earnings Dip Is A Great Time To Buy This Transformational Brand

Summary Instacart's Q3 results exceeded expectations, with 11% y/y GTV growth and a 39% y/y surge in adjusted EBITDA, despite a post-earnings dip. The company's guidance for Q4 GTV growth is conservative; historical trends suggest Instacart will likely surpass these estimates. Instacart's large TAM, strong partnerships, ad revenue growth, and commitment to profitability make it a compelling buy at current valuations. I recommend using the recent dip as a buying opportunity, with a price target of $50, representing a ~20% upside from current levels. Read the full article on Seeking Alpha
Seeking Alpha • Oct 19

Instacart: Fairly Valued With Considerable Risks

Summary Instacart's strong retailer relationships and customer data integration provide competitive advantages, but revenue growth is slowing, and margins are under pressure due to competition and rising costs. Advertising revenue is growing and now constitutes 28% of total revenue, but the overall revenue growth rate is expected to be flat or declining. Amazon's entry into the online grocery market poses a significant threat, potentially reducing Instacart's revenue growth rate and margins. At $44 per share, Instacart's stock is fairly valued; hold due to competition risks and economic uncertainties despite promising advertising growth. Read the full article on Seeking Alpha
Seeking Alpha • Sep 18

Instacart: A High-Margin Layer To The $1.1 Trillion Grocery Industry

Summary Instacart has positioned itself as a high-margin tech layer within the grocery ecosystem, offering B2B and B2C services with extensive market reach. CART boasts strong financials with zero debt, high margins, and solid growth, making it well-positioned for future EPS growth. Despite competition from DoorDash, Uber, Amazon, and Walmart, CART's current valuation appears highly attractive, trading at 2.6x sales and 13.7x CFO. While risks exist, including workforce challenges and competitive threats, CART's market position and growth potential justify a 'Buy' rating. Read the full article on Seeking Alpha
Seeking Alpha • Sep 09

Instacart: Rising Customer Acquisition Costs Are A Concern

Summary After a difficult couple of years in the wake of the pandemic, Instacart's growth appears to be stabilizing/reaccelerating. Instacart's platform suffers from relatively high churn though, and competition is increasing, which may make it difficult for the company to drive margins higher. The automation of picking could also disrupt the dynamics of Instacart's marketplace in coming years, weakening the company's competitive positioning. While Instacart's valuation appears relatively low, I think it is justified by the headwinds facing the company. Read the full article on Seeking Alpha
Seeking Alpha • May 15

Instacart: Buy The Post-Earnings Dip

Summary Instacart's Q1 results disappointed investors, causing a drop in the stock price, but the company still posted admirable results with accelerating GTV and revenue. The company has been able to fulfill more orders and draw in more buyers by broadening availability of pickup options. Instacart addresses a large and underpenetrated market, has strong network effects, and has additional routes to monetization through ad revenue. The stock still trades at a single-digit multiple of FY25 adjusted EBITDA. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:CART - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20284,9098021,2691,27114
12/31/20274,5707401,1271,19329
12/31/20264,1766171,0221,05829
3/31/20263,864476882941N/A
12/31/20253,742438910971N/A
9/30/20253,633505880941N/A
6/30/20253,546479779839N/A
3/31/20253,455424812880N/A
12/31/20243,378448623687N/A
9/30/20243,298435699767N/A
6/30/20243,210-1,680623693N/A
3/31/20243,103-1,518562621N/A
12/31/20233,042-1,624532586N/A
9/30/20232,996-1,642361402N/A
6/30/20232,900357387420N/A
3/31/20232,805181288317N/A
12/31/20222,55177253277N/A
9/30/20222,269-79141168N/A
6/30/20222,076-121-45-21N/A
3/31/20221,897-160-153-132N/A
12/31/20211,834-73-226-204N/A
12/31/20201,477-70-98-91N/A
12/31/2019214-531N/A-491N/A

アナリストによる今後の成長予測

収入対貯蓄率: CARTの予測収益成長率 (年間14.2% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: CARTの収益 ( 14.2% ) US市場 ( 16.4% ) よりも低い成長が予測されています。

高成長収益: CARTの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: CARTの収益 ( 6.5% ) US市場 ( 11.4% ) よりも低い成長が予測されています。

高い収益成長: CARTの収益 ( 6.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: CARTの 自己資本利益率 は、3年後には高くなると予測されています ( 29.9 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/07 07:30
終値2026/05/07 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Maplebear Inc. 29 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。36

アナリスト機関
Colin SebastianBaird
Ross SandlerBarclays
Mark ZgutowiczBenchmark Company