Instacart (Maplebear Inc) ($CART) Stock Forecast: Up 12.1% Today

What is Instacart (Maplebear Inc)?

Maplebear Inc (CART), commonly known as Instacart, is a leading online grocery delivery and pick-up service company. The company has been focusing on expanding its marketplace and enterprise platforms, leveraging AI technology for efficiency, and driving international growth.

Why is Instacart (Maplebear Inc) going up?

CART stock is up 12.1% on Feb 13, 2026 15:46

• 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.

CART Price Chart

CART Technical Analysis

CART News

Maplebear Inc (CART) Q4 2025 Earnings Call Highlights: Record GTV Growth and Strategic ... By GuruFocus

Maplebear Inc (CART) reported its strongest GTV growth in three years, with a 14% year-over-year increase in Q4 2025, driven by a 16% rise in orders and significant share repurchases. The company is leveraging AI for efficiency and expanding its enterprise platform, but faced a 46% decline in GAAP net income due to legal expenses and competition from Amazon and DoorDash. Key strategic points include continued focus on both marketplace and enterprise growth, international expansion, and the success of its advertising ecosystem.

https://ca.investing.com/news/company-news/maplebear-inc-cart-q4-2025-earnings-call-highlights-record-gtv-growth-and-strategic--4457407

Instacart Parent Maplebear Stock Climbs After Q4 Earnings

Instacart's parent company, Maplebear (NASDAQ: CART), saw its stock climb 15.82% in extended trading after reporting its Q4 earnings. While EPS missed estimates at 30 cents per share, revenue of $992 million surpassed analyst predictions of $974.08 million. The company highlighted strong full-year 2025 performance, including a 14% year-over-year GTV growth in Q4 and significant share repurchases.

https://www.benzinga.com/markets/earnings/26/02/50599845/instacart-parent-maplebear-stock-climbs-after-q4-earnings

Instacart sees double-digit growth across key metrics and nearly $1B in revenue (CART:NASDAQ)

Instacart (CART), also known as Maplebear, saw significant growth in its fourth-quarter results, with double-digit increases across most metrics and nearly $1 billion in revenue. This strong performance, coupled with a higher customer retention rate, led to a rally in Thursday's after-hours trading.

https://seekingalpha.com/news/4551562-instacart-sees-double-digit-growth-across-key-metrics-and-nearly-1b-in-revenue

Maplebear: Q4 Earnings Snapshot

Maplebear Inc. (CART) reported strong fourth-quarter earnings, surpassing Wall Street expectations. The company, which operates Instacart, posted a net income of $81 million, with adjusted earnings of 53 cents per share. Revenue for the quarter reached $992 million, also exceeding analyst forecasts.

https://www.barchart.com/story/news/193645/maplebear-q4-earnings-snapshot

Toast and Instacart Announce Strategic Partnership Supporting Restaurants and Retailers

Toast and Instacart have formed a strategic partnership to streamline operations for U.S. businesses. This collaboration will enable retailers to easily integrate their inventory with the Instacart Marketplace, expanding their online reach, and provide restaurants with a "just-in-time" solution for essential supplies through Instacart Business. The initiative aims to unlock new revenue channels, simplify operations, and ensure efficient, rapid procurement for businesses in the hospitality and retail sectors.

https://perishablenews.com/retailfoodservice/toast-and-instacart-announce-strategic-partnership-supporting-restaurants-and-retailers/

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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.

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.

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.

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.