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Maplebear Inc. Stock Price

NasdaqGS:CART Community·US$10.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 60 Fair Values set on narratives written by author
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CART Share Price Performance

US$47.24
1.31 (2.85%)
​
US$57.00
Fair Value
US$47.24
1.31 (2.85%)
17.1% undervalued intrinsic discount
US$57.00
Fair Value
Price US$47.24
AnalystConsensusTarget US$57.00
AnalystLowTarget US$45.00
AnalystHighTarget US$66.00
Thu, 13 Aug 26
Fair ValueUS$57.00
Share Pricen/a

CART Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$57 17.1% undervalued intrinsic discount

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

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21users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$45 5.0% overvalued intrinsic discount

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

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AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$66 28.4% undervalued intrinsic discount

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

0users have liked this narrative
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CART logo
Maplebear
17.1% undervalued intrinsic discount

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

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 13 Aug
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CART logo
Maplebear
5.0% overvalued intrinsic discount

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

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AN
AnalystLowTarget
AnalystLowTarget
Updated 3 Sep
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CART logo
Maplebear
28.4% undervalued intrinsic discount

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

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AN
AnalystHighTarget
AnalystHighTarget
Published 13 Dec 2025
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Trending Discussion

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Recently Updated Narratives

AN
AnalystLowTarget
CART logo

CART: Expanding Retail Partnerships Will Likely Fail To Justify Rich Margins

Fair Value: US$45 5.0% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
CART logo

CART: Retail Partnerships And Physical AI Will Drive Future Upside

Fair Value: US$57 17.1% undervalued intrinsic discount
21 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
CART logo

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

Fair Value: US$66 28.4% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet and undervalued.

1 Risk
3 Rewards
View Full Analysis

Maplebear Inc. Key Details

US$4.0b

Revenue

US$1.1b

Cost of Revenue

US$2.9b

Gross Profit

US$2.4b

Other Expenses

US$472.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.04
72.58%
11.82%
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 • Sep 08

Instacart: Growth Seems To Be Back, But It May Not Be Sustainable

Summary Maplebear Inc. aka Instacart delivered solid Q2 growth across GTV, revenues, and profitability, yet lacks a compelling acceleration to warrant a new position. CART maintains a strong balance sheet with $757M cash, no long-term debt, and robust free cash flow, enabling significant share buybacks. Q3 guidance is in line to slightly above consensus, but does not indicate further acceleration; sustained momentum depends on execution of growth levers. AI-driven features, expanded retailer partnerships, and a growing advertising ecosystem are key to potential reacceleration and broader TAM for CART. Read the full article on Seeking Alpha

Recent updates

No updates

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