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Instacart (Maplebear Inc) ($CART) Stock Forecast: Up 5.1% Today

Morpher AI identified a bullish signal. The stock price may continue to rise based on the momentum of the good news.

What is Instacart (Maplebear Inc)?

Instacart, trading under the ticker CART, is a technology company that provides same-day delivery and pickup services for groceries and essential items, aiming to expand its market presence and profitability.

Why is Instacart (Maplebear Inc) going up?

CART stock is up 5.1% on Feb 26, 2026 19:02

  • The positive movement in CART stock today is linked to the strong investor sentiment surrounding Instacart's CEO, Chris Rogers, taking part in a fireside chat at a crucial industry event. This engagement likely bolstered stakeholders and investors' confidence in the company's strategic direction and growth outlook.
  • The partnership with Lush Cosmetics for same-day beauty product delivery may have influenced the positive trend, underlining Instacart's efforts to broaden its offerings and venture into more profitable product categories.
  • Increased attention from institutional investors such as Counterpoint Mutual Funds LLC, alongside other significant players investing substantially in Maplebear Inc., indicates a growing belief in the company's future performance and potential for profitability, further propelling the stock value.
  • Active options traders, notably the heightened implied volatility in the $25 Call option, suggest expectations of a notable price shift in CART stock, potentially triggered by positive developments or imminent company announcements.

CART Price Chart

CART Technical Analysis

CART News

Instacart CEO to Participate in Fireside Chat at Morgan Stanley Conference

Instacart (NASDAQ: CART) announced that its CEO, Chris Rogers, will participate in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference on March 4, 2026, at 12:20 p.m. PT. An audio webcast of the event will be available on Instacart's Investor Relations website. The company also reminded stakeholders about its forward-looking statements and the risks associated with such projections.

https://www.aspendailynews.com/online_features/press_releases/instacart-ceo-to-participate-in-fireside-chat-at-morgan-stanley-conference/article_ced56fa4-38b3-5f56-b9f6-e5fb57f6f868.html

0 News Article Image Instacart CEO to Participate in Fireside Chat at Morgan Stanley Conference

Is Instacart’s Lush Tie-Up a Small Step or a Strategy Shift for Maplebear (CART)?

Instacart (Maplebear - CART) recently partnered with Lush Cosmetics for same-day delivery of beauty products, a move that could expand Instacart's reach beyond groceries into higher-margin categories. While this supports Instacart's thesis as a broad same-day convenience platform, the company still faces challenges in managing labor and regulatory costs. Investors are looking for partnerships to translate into sustained profitability amidst top-line growth and net income softening, with analysts projecting a potential 38% upside to its current price based on future revenue and earnings forecasts.

https://simplywall.st/stocks/us/consumer-retailing/nasdaq-cart/maplebear/news/is-instacarts-lush-tie-up-a-small-step-or-a-strategy-shift-f/amp

1 Missing News Article Image Is Instacart’s Lush Tie-Up a Small Step or a Strategy Shift for Maplebear (CART)?

Instacart chief to field investor questions at Morgan Stanley event

Instacart (NASDAQ: CART) announced that its CEO, Chris Rogers, will participate in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference on March 4, 2026, at 12:20 p.m. PT. An audio webcast will be available for public access on Instacart's investor relations website. This event is part of Instacart's ongoing investor relations efforts, which have recently included updates on earnings, strategic partnerships, and marketing campaigns.

https://www.stocktitan.net/news/CART/instacart-ceo-to-participate-in-fireside-chat-at-morgan-stanley-ioi321b3dvs6.html

2 News Article Image Instacart chief to field investor questions at Morgan Stanley event

Are Options Traders Betting on a Big Move in Maplebear Stock?

Options traders are showing significant interest in Maplebear Inc. (CART), particularly with high implied volatility in the March 20, 2026 $25 Call option, suggesting expectations of a substantial price movement. Analysts currently rate Maplebear as a Zacks Rank #3 (Hold), with recent earnings estimates showing a slight increase, indicating that the high implied volatility might signal a developing trading opportunity.

https://finance.yahoo.com/news/options-traders-betting-big-move-203200664.html

3 News Article Image Are Options Traders Betting on a Big Move in Maplebear Stock?

Counterpoint Mutual Funds LLC Makes New $2.24 Million Investment in Maplebear Inc. $CART

Counterpoint Mutual Funds LLC recently acquired a new stake worth $2.24 million in Maplebear Inc. (NASDAQ:CART) during the third quarter. Other institutional investors like Thrivent Financial, JPMorgan Chase & Co., and Champlain Investment Partners also significantly increased their holdings in the company. Maplebear Inc. has a market capitalization of $9.49 billion and a consensus "Hold" rating from analysts with a target price of $51.38.

https://www.marketbeat.com/instant-alerts/filing-counterpoint-mutual-funds-llc-makes-new-224-million-investment-in-maplebear-inc-cart-2026-02-24/

4 News Article Image Counterpoint Mutual Funds LLC Makes New $2.24 Million Investment in Maplebear Inc. $CART

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.

13.01.2026 - CART Stock was up 12.1%

  • Maplebear Inc (CART) experienced a strong bullish movement following its Q4 2025 earnings, with the stock climbing 15.82% in extended trading.
  • Despite facing competition from major players, the company reported a 14% year-over-year growth in Gross Transaction Value (GTV) in Q4, driven by a 16% rise in orders and significant share repurchases.
  • The market positively reacted to the company's revenue of $992 million, which exceeded analyst expectations. The strong full-year performance indicates investor confidence in Maplebear's strategic focus on marketplace and enterprise growth, international expansion, and advertising ecosystem success.
  • The strategic partnership with Toast to support restaurants and retailers underscores Maplebear's commitment to improving operational efficiency and creating new revenue streams. This contributed to the overall optimistic sentiment surrounding the stock.

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.

11.10.2025 - 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.

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.

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.

26.01.2026 - CART Stock was up 5.1%

  • The positive movement in CART stock today is linked to the strong investor sentiment surrounding Instacart's CEO, Chris Rogers, taking part in a fireside chat at a crucial industry event. This engagement likely bolstered stakeholders and investors' confidence in the company's strategic direction and growth outlook.
  • The partnership with Lush Cosmetics for same-day beauty product delivery may have influenced the positive trend, underlining Instacart's efforts to broaden its offerings and venture into more profitable product categories.
  • Increased attention from institutional investors such as Counterpoint Mutual Funds LLC, alongside other significant players investing substantially in Maplebear Inc., indicates a growing belief in the company's future performance and potential for profitability, further propelling the stock value.
  • Active options traders, notably the heightened implied volatility in the $25 Call option, suggest expectations of a notable price shift in CART stock, potentially triggered by positive developments or imminent company announcements.
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Disclaimer
Morpher is not liable for the content of the AI investment insights. Like most GPT-powered tools, these summaries may contain AI hallucinations and inaccurate information. Morpher is not presenting you with any investment advice. All investments involve risk, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Investors are fully responsible for any investment decisions they make. Such decisions should be based solely on an evaluation of their financial circumstances, investment objectives, risk tolerance, and liquidity needs. These summaries do not constitute investment advice.