Instacart’s stock soared over 14% following strong Q4 2025 results, easing concerns about competition in the grocery delivery market. CEO Chris Rogers dismissed worries, highlighting the company’s unique offerings. Instacart faces stiff competition from Amazon, Uber Eats, and Doordash, but is investing in technology to attract more users.

Analysts praised Instacart’s performance, calling it a solid rebuttal to competitive threats and AI challenges. The company reported better-than-expected revenue, with a 14% increase in gross transaction value (GTV) – its strongest quarterly growth in three years. Orders totaled 89.5 million, exceeding estimates.

Instacart issued a positive forecast, expecting GTV between $10.13 billion and $10.28 billion, higher than StreetAccount’s estimate. Adjusted earnings before interest, taxes, depreciation, and amortization are projected to be between $280 million and $290 million, surpassing expectations. Investors and analysts are optimistic about the company’s future growth.

Read more at CNBC: Instacart CEO Rogers calls grocery competition fears ‘overblown’