Instacart (Maplebear Inc) ($CART) Stock Forecast: Down 5.5% Today

What is Instacart (Maplebear Inc)?

Maplebear Inc. (NASDAQ: CART), commonly known as Instacart, is an online grocery marketplace that has experienced a strong bearish movement in the market today.

Why is Instacart (Maplebear Inc) going down?

CART stock is down 5.5% on Feb 11, 2026 15:44

• A reduction in price target for CART to $53.00 from $60.00 by Benchmark, while maintaining a "buy" rating, may have contributed to the bearish sentiment as it indicates a potential upside of 51.21%.
• The strategic partnership between Instacart and Toast to streamline operations for retailers and restaurants could not offset the negative impact of the lowered price target by Benchmark.
• Principal Financial Group Inc. has significantly reduced its stake in Maplebear Inc. by 18.2%, potentially adding selling pressure on the stock, reflecting a lack of confidence from a major investor.
• Despite positive quarterly earnings results and expansion into Europe with Costco Wholesale, mixed analyst ratings and a cautious outlook on potential upside compared to other AI stocks could have influenced the bearish market movement for CART today.

CART Price Chart

CART Technical Analysis

CART News

Maplebear (NASDAQ:CART) Given New $53.00 Price Target at Benchmark

Benchmark has reduced its price target for Maplebear (NASDAQ:CART) to $53.00 from $60.00 but maintained a "buy" rating, indicating a potential upside of 51.21%. The company, also known as Instacart, reported Q3 earnings of $0.51 EPS on $939 million revenue, beating analyst estimates. Despite mixed analyst ratings, the average target price for CART, which operates an online grocery marketplace, is $51.35.

https://www.marketbeat.com/instant-alerts/maplebear-nasdaqcart-given-new-5300-price-target-at-benchmark-2026-02-10/

Instacart Forms Strategic Partnership With Toast

Instacart and Toast have announced a strategic partnership aimed at streamlining operations for U.S. businesses. This collaboration will allow retailers to easily onboard and sync their brick-and-mortar inventory to the Instacart Marketplace, while also providing restaurants with a "just-in-time" solution for essential items through Instacart Business. The initiative is being piloted early this year, with a full rollout to all U.S. customers expected later in 2026.

https://progressivegrocer.com/instacart-forms-strategic-partnership-toast

Principal Financial Group Inc. Lowers Position in Maplebear Inc. $CART

Principal Financial Group Inc. significantly reduced its stake in Maplebear Inc. (NASDAQ:CART) by 18.2% in the third quarter of 2025, selling over 91,000 shares. Despite this reduction, the fund still held over 409,000 shares valued at approximately $15 million. The article also notes mixed analyst ratings for Maplebear, with a consensus "Hold" rating and a target price well above the current share price, alongside recent positive quarterly earnings results.

https://www.marketbeat.com/instant-alerts/filing-principal-financial-group-inc-lowers-position-in-maplebear-inc-cart-2026-02-10/

Instacart and Toast link up so shops and restaurants never run out

Toast (NYSE: TOST) and Instacart (NASDAQ: CART) announced a strategic partnership to streamline operations for retailers and restaurants. The collaboration will allow Toast retail customers to easily integrate their brick-and-mortar inventory with the Instacart Marketplace, expanding their online reach. For restaurants, Instacart Business will serve as a "just-in-time" procurement partner, providing same-day delivery of essential supplies like fresh produce and pantry staples.

https://www.stocktitan.net/news/CART/toast-and-instacart-announce-strategic-partnership-supporting-ut6u0pkb9agx.html

Here's What Analysts Are Saying About Maplebear Inc. (CART)

Morgan Stanley has maintained a Hold rating on Maplebear Inc. (CART) with a $48 price target, expecting strong Q4 financial results and highlighting the company's loyal subscriber base and potential in AI trends through its access to retailer data and partnerships. This comes as Maplebear Inc. expanded its partnership with Costco Wholesale into Europe, launching same-day delivery services in France and Spain via Instacart's platform. The article identifies CART as a leading e-commerce stock with significant growth potential, although it also suggests other AI stocks might offer greater upside and less risk.

https://finviz.com/news/305297/heres-what-analysts-are-saying-about-maplebear-inc-cart

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Instacart (Maplebear Inc) Price History

05.01.2026 - CART Stock was down 5.1%

• Strs Ohio notably reduced its stake in Maplebear Inc., causing a decrease in institutional ownership and a bearish outlook.
• Despite reporting slightly better Q3 earnings, analysts' "Hold" rating and a consensus price target of $51.62 may have contributed to the bearish trend.
• Instacart's rollout of AI-driven Caper Carts amidst market competition, along with a lowered price target by Stifel, may have raised investor concerns.
• An investigation by securities law firm Kahn Swick & Foti, LLC, into potential fiduciary duty breaches and legal violations post-FTC settlement and pricing scrutiny, could have further impacted investor confidence and the bearish market movement.

03.01.2026 - CART Stock was down 5.0%

• An investigation by a securities law firm into its parent company, Maplebear Inc., for possible breaches of fiduciary duty and legal violations seems to have unsettled investors, leading to a bearish trend in the stock.
• Concerns surrounding Instacart's AI pricing tool and a recent settlement with the FTC over deceptive advertising practices are believed to have contributed to the negative investor sentiment and subsequent decline in the stock price.
• While the company's expansion into the European market through a partnership with Costco was initially viewed positively for its global growth potential, ongoing legal challenges have cast a shadow over this development, affecting CART's performance adversely.
• The forthcoming financial results report scheduled for February 12, 2026, is anticipated to offer more insights into the company's financial health and future prospects, potentially influencing investor confidence and the stock's trajectory in the near future.

09.00.2026 - CART Stock was down 5.1%

• The launch of Instacart's Data Hub at CES 2026, designed to offer analytics and measurement services to CPG brands, possibly caused investor unease regarding the company's expansion beyond grocery delivery.
• An inquiry by the New York Attorney General into Instacart's pricing experiments and potential breaches of state regulations may have increased regulatory uncertainties, contributing to the negative investor sentiment.
• Despite positive short-term trends and suggestions of undervaluation by analysts due to enterprise collaborations and omnichannel integrations, concerns over rising labor expenses and competition likely impacted investor trust, leading to the market's downward movement.
• While the focus on improving audience engagement and off-platform activation through the Data Hub offers deeper insights into customer behavior, it may not have been enough to alleviate worries about Instacart's changing business model and regulatory challenges.

13.00.2026 - CART Stock was down 5.1%

• Despite Deltec Asset Management LLC's recent investment and Maplebear Inc.'s strong Q3 earnings surpassing projections, the market sentiment remained bearish.
• While Wall Street Zen upgraded Maplebear's rating to "buy" and despite some insider selling, this was insufficient to counter the declining stock value.
• The introduction of Data Hub, a new solution by Maplebear at CES 2026, was designed to enhance the investment outlook and broaden revenue sources, but did not have an immediate positive effect on stock performance.
• Concerns arose among investors following the New York Attorney General's inquiry into Instacart's pricing experiments, potentially fueling the downward trend in the stock price.

11.01.2026 - CART Stock was down 5.5%

• A reduction in price target for CART to $53.00 from $60.00 by Benchmark, while maintaining a "buy" rating, may have contributed to the bearish sentiment as it indicates a potential upside of 51.21%.
• The strategic partnership between Instacart and Toast to streamline operations for retailers and restaurants could not offset the negative impact of the lowered price target by Benchmark.
• Principal Financial Group Inc. has significantly reduced its stake in Maplebear Inc. by 18.2%, potentially adding selling pressure on the stock, reflecting a lack of confidence from a major investor.
• Despite positive quarterly earnings results and expansion into Europe with Costco Wholesale, mixed analyst ratings and a cautious outlook on potential upside compared to other AI stocks could have influenced the bearish market movement for CART today.

30.08.2025 - CART Stock was down 10.3%

• Maplebear Inc. (CART) witnessed a 5.62% decline in its stock price today, contributing to a downward trend observed over the previous month and year.
• Analysts' revised viewpoint, shifting from a bullish stance to a neutral position on the company, potentially influenced investor confidence and played a role in the bearish trend.
• The unfavorable Price Over Earnings (P/E) ratio possibly sparked concerns among long-term investors, prompting an increase in selling activity for the stock.
• Considering analysts' downgrades and weak financial performance indicators, it is likely that these factors collectively drove Maplebear Inc.'s negative market movement.

29.08.2025 - CART Stock was down 5.1%

• The stock's price-to-earnings ratio might have raised concerns among investors, leading to a sell-off.
• The recent downward trend in the stock price over the past month and year could have contributed to the bearish sentiment.
• Investors might be reevaluating their long-term investment strategy in light of the company's performance.

11.10.2025 - CART Stock was up 5.5%

• Instacart's stock (CART) experienced a strong bullish movement following its third-quarter earnings report.
• The company reported earnings of 51 cents per share, surpassing analysts' estimates and showing growth from the previous year.
• The positive earnings results and the beat on revenue expectations likely contributed to the bullish market movement.
• Investors may be optimistic about Instacart's performance and future prospects, leading to increased buying activity and driving the stock price higher.

07.10.2025 - CART Stock was up 5.5%

• The market reflected optimism about earnings growth, resulting in a bullish movement in the stock.
• Positive investor reactions to anticipated strong earnings contributed to the stock price increase.
• Market sentiment towards Maplebear (CART) is optimistic, possibly influenced by confidence in the company's future performance.

10.10.2025 - CART Stock was up 5.6%

• Following the release of its Q3 earnings report, CART stock saw a significant uptrend.
• Surpassing estimates, the company reported a +2.00% increase in earnings and a +0.49% increase in revenue, showcasing strong financial performance that outperformed market projections.
• The favorable results bolstered investor confidence in Maplebear's ability to seize opportunities in the e-commerce sector.
• The robust earnings report likely buoyed investor sentiment and contributed to the uptick in CART stock today.

27.00.2026 - CART Stock was down 5.1%

• New institutional interest in Maplebear Inc. as Envestnet Portfolio Solutions Inc. acquires a position, potentially boosting investor confidence.
• Bailard Inc. reducing its stock holdings in Maplebear Inc. significantly could have contributed to bearish movement, indicating a lack of confidence from some investors.
• The rejection of Instacart's attempt to block NYC's delivery laws might have added uncertainty to the market, as regulatory challenges could impact the company's operations and profitability.
• The upcoming release of Instacart's fourth-quarter and full-year 2025 financial results on February 12, 2026, could be a key driver of bearish movement, as investors may be cautious ahead of earnings report, anticipating potential surprises or disappointments.

09.11.2025 - CART Stock was up 5.5%

• Instacart's ChatGPT app with in-chat checkout has excited investors, highlighting the company's innovative use of AI in the shopping process.
• Partnerships with technology leaders like Google and Microsoft, alongside efforts to improve user convenience with real-time grocery fulfillment, may have influenced the bullish market trend.
• Despite some concerns about valuation, labor costs, and competition, recent insider selling and institutional investments, including a significant stake purchase by Norges Bank, have boosted investor confidence in Instacart's growth potential and future prospects.