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CART

CART Stock Forecast & Price Target

CART Analyst Ratings

Based on 16 analyst ratings
Buy
Strong Buy 38%
Buy 44%
Hold 19%
Sell 0%
Strong Sell 0%

Bulls say

Maplebear is supported by a widening growth engine that combines leading third-party grocery marketplace scale with a faster-growing enterprise technology and advertising stack. It connects more than 2.2K retail banners and 100K stores to 26mm+ customers, generated $37.2B of GTV in 2025, and in 2Q produced $746mm of transaction revenue, $297mm of advertising revenue, and a 10.1% combined take rate. The company’s outlook is strengthened by 16% Y/Y advertising growth in 1H26, 380+ Storefront Pro sites, 2Q order growth of about 9%, and international expansion through Instaleap into France, Spain, and the UK.

Bears say

Maplebear is facing a structural competitive squeeze as Amazon and Walmart deepen grocery investments, eroding Instacart’s share among third-party grocery intermediaries from roughly 70% in 2022 to an estimated 58% in 2025 and pressuring valuation relative to peers. Its fundamentals remain solid but not enough to offset the risk: 2Q GTV rose to $10.4B and revenue to $1.0B, yet GAAP EPS of $0.45 missed expectations by about $0.09, while intermediate-term estimates are below consensus. The outlook is further weakened by modest exposure to AI-driven disintermediation, concentration among a small number of retail partners, and the possibility that online grocery growth, advertising, and margin expansion all slow as competition intensifies.

CART has been analyzed by 16 analysts, with a consensus rating of Buy. 38% of analysts recommend a Strong Buy, 44% recommend Buy, 19% suggest Holding, 0% advise Selling, and 0% predict a Strong Sell.

This aggregate rating is based on analysts' research of Instacart (Maplebear Inc.) and is not a guaranteed prediction by Public.com or investment advice.

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FAQs About Instacart (Maplebear Inc.) (CART) Forecast

Analysts have given CART a Buy based on their latest research and market trends.

According to 16 analysts, CART has a Buy consensus rating as of Oct 25, 2026. This rating is provided by third-party analysts and is not investment advice from Public.com.

Wall Street analysts have set a price target of $58.38, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $58.38, indicating a 0.00% increase from the current stock price, but ratings and forecasts are frequently updated based on market conditions, earnings reports, and industry trends. This prediction is provided by third-party analysts and is not investment advice from Public.com.

Instacart (Maplebear Inc.) (CART)


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