How Investors Are Reacting To Maplebear (CART) Expanding AI Shopping And Same-Day Home Improvement Delivery

• Earlier this month, Instacart announced it became the first grocery partner to launch an end-to-end shopping app on ChatGPT and separately expanded its same-day delivery offering through a new partnership with The Home Depot Canada across more than 175 stores.
• Together, these moves highlight how Instacart is using AI-driven customer experiences and broader retailer coverage, including big and bulky items, to deepen its role in everyday household and home improvement purchasing.
• We’ll now explore how Instacart’s ChatGPT integration, in particular, could influence the company’s broader investment narrative and long-term positioning.

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Maplebear Investment Narrative Recap

To own Maplebear, you need to believe Instacart can keep expanding beyond grocery into broader everyday and home improvement shopping, while growing higher-margin services like ads and in-app experiences. The ChatGPT app and Home Depot Canada partnership modestly reinforce this thesis near term, but do not materially change the key catalyst of AI-driven efficiency gains or the central risk of intensifying competition and partner renegotiations.

The ChatGPT integration is most relevant here, because it directly ties into Instacart’s AI-focused catalyst: using smarter discovery and Instant Checkout to improve order conversion, frequency, and stickiness across its retail network.

Yet, while AI can deepen engagement, investors should be aware that growing retailer-led apps and alternative delivery platforms could still...

Read the full narrative on Maplebear (it's free!)

Maplebear's narrative projects $4.6 billion revenue and $779.9 million earnings by 2028. This requires 9.3% yearly revenue growth and about a $300.9 million earnings increase from $479.0 million today.

Uncover how Maplebear's forecasts yield a $50.62 fair value, a 13% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members currently bracket Instacart’s fair value between US$50.62 and US$94.63 across 2 independent views, underscoring how far opinions can spread. Against that backdrop, the company’s push into AI powered shopping and non-grocery categories could prove pivotal for future resilience, so it is worth comparing several of these perspectives before deciding how the story fits into your portfolio.

Explore 2 other fair value estimates on Maplebear - why the stock might be worth just $50.62!

Build Your Own Maplebear Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Maplebear research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free Maplebear research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Maplebear's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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