Instacart (Maplebear Inc.)/$CART

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About Instacart (Maplebear Inc.)

Maplebear (Instacart) operates a leading grocery delivery platform in the United States and Canada. The company partners with various regional and national grocers, which offer their selection of food and other goods to customers through Instacart's ubiquitous platform. Once an item is ordered through Instacart's site, the item is picked and delivered to the customer's home by one of the platform's 600,000 shoppers, who are classified as independent contractors. Instacart earns fees based on average order value and leverages its platform's high usage to sell advertising, mainly to consumer-packaged goods companies. Instacart currently has about 8 million monthly active users (or orderers) on its platform.

Ticker

$CART
Primary listing

Employees

3,265

CART Metrics

BasicAdvanced
$10B
22.59
$1.73
1.11
-

What the Analysts think about CART

Analyst ratings (Buy, Hold, Sell) for Instacart (Maplebear Inc.) stock.

Bulls say / Bears say

In Q2 2025, Instacart reported GAAP revenue of $914 million, beating analysts’ $896 million estimate by 2%, while net income surged 92% to $116 million and orders climbed 17%, underpinned by 11% GTV growth, highlighting strong demand and operational efficiency. (Reuters)
Advertising & other revenue grew 12% year-over-year to $255 million in Q2 2025, representing 28% of total revenue, driven by over 7,500 brand partners and AI-driven ad formats that enhance high-margin monetization. (SEC Filing)
Instacart expanded its retail footprint by adding over 40 new retailer integrations in the first half of 2025 and, in August, its partnership with MDI will onboard independent grocers across the Southeast, diversifying GTV sources and reducing partner concentration risk. (PRNewswire)
Average order value declined 5% year-over-year in Q2 2025 to support lower basket minimums for Instacart+ members and new restaurant orders, exerting downward pressure on transaction revenue per order. (CNBC)
Operating cash flow for Q2 2025 fell to $203 million from $244 million a year earlier, reflecting working capital headwinds that could strain cash generation and financial flexibility. (Mitrade)
Outgoing CEO Fidji Simo will hand over leadership to Chris Rogers in mid-August 2025, creating potential execution risk as the company navigates strategic priorities under new management. (CNBC)
Data summarised monthly by Lightyear AI. Last updated on 8 Oct 2025.

CART Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

CART Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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