Daniel Sundheim’s top stock pick is Maplebear Inc. (NASDAQ:CART), accounting for 9.52% of his portfolio. Needham raised the price target to $55 with a ‘Buy’ rating on February 13, 2026, citing positive data points. The strategic partnership with Toast aims to simplify operations for eateries and retailers by offering same-day delivery of essential supplies. Benchmark analyst Mark Zgutowicz lowered CART’s price target to $53 but maintains a ‘Buy’ rating, emphasizing growth drivers from the partnership with Toast. Maplebear Inc. (NASDAQ:CART) is a leading grocery technology platform in North America, providing B2B solutions for same-day delivery and inventory management. While CART shows potential, other AI stocks might offer greater upside with less risk.

Read more at Yahoo Finance: Is Maplebear (CART) Daniel Sundheim’s Top Pick?