CART Stock Forecast & Price Target

Maplebear's position as a leading grocery-focused delivery marketplace demonstrates strong growth potential, particularly as evidenced by its partnership with Kroger, which reported a notable 16% increase in eCommerce sales tied to Instacart's services. The company’s ability to gather consumer behavior data enhances its attractiveness to consumer-packaged-goods advertisers, potentially driving robust advertising revenue growth alongside its core grocery marketplace expansion. With a substantial network of approximately 600,000 shoppers and access to nearly all U.S. and Canadian households, Maplebear is well-positioned to leverage its extensive reach and data insights for long-term growth and profitability.

Maplebear's stock outlook appears negative primarily due to a 7% year-over-year decline in gross profit per order since the introduction of the Uber Eats partnership, contrasting sharply with positive growth seen at competing platforms DASH and UBER. Additionally, the company's web traffic has decreased by approximately 14% year-over-year in the third quarter of 2025, indicating ongoing struggles in maintaining consumer engagement compared to previous performance metrics. Lastly, anticipated advertising revenue for the second half of 2025 has been revised downward to align growth with gross transaction value, reflecting a cautious approach amidst declining user metrics.