Instacart, known as Maplebear Inc., is a top grocery delivery and e-commerce company with over 1,800 retail partners and 600,000 personal shoppers in the U.S. and Canada. The stock (CART) went public in September 2023, showing a five-day gain of 9.7% after strong Q3 results. Revenue rose to $939 million, beating estimates.

Q3 2025 earnings for Instacart exceeded expectations with $939 million in revenue and $0.51 adjusted earnings per share. The company saw a 10% YoY increase in gross transaction value and improved gross margins to 31.5%. Cash and cash equivalents total $2.15 billion, with advertising revenue contributing 30% of net income.

Instacart issued cautious guidance post-Q3, emphasizing increased order frequency and AI personalization. The company aims to sustain growth amid competition by focusing on innovation and cost management. Analysts rate CART stock a “Moderate Buy” with a mean target of $50.96 and a street-high target of $66, reflecting potential growth.

Goldman Sachs lowered Instacart’s street-high target from $67 to $66 due to advertising concerns, despite the stock receiving ratings of 14 “Strong Buy,” one “Moderate Buy,” 16 “Hold,” and one “Strong Sell.” The company is strategically positioned in the grocery delivery market and prioritizes innovation and scalability for future growth.

Read more at Yahoo Finance: 1 Analyst Thinks Instacart Stock Can Gain Nearly 70% from Here