
CART Stock Forecast & Price Target
CART Analyst Ratings
Bulls say
Maplebear, operating as Instacart, is positioned optimally within the grocery delivery marketplace, boasting a network of approximately 600,000 shoppers and 1,800 retail partners, which collectively helps deliver groceries to about 98% of households in the United States and Canada. Positive indicators from industry peers, such as Kroger's recent earnings report that noted a 16% growth in eCommerce driven by increased household and order frequency, underscore the strength of partnerships and digital sales, which correlate with Instacart's operational performance. Furthermore, the upward revisions in gross transaction value (GTV) estimates suggest a robust growth trajectory that could enhance advertising revenue potential, thus driving operational leverage and establishing a favorable outlook for the company's financial health.
Bears say
Maplebear, operating as Instacart, is experiencing declining gross profit per order (GP/order), which has decreased by 7% year-over-year, contrasting sharply with positive growth seen by competing services such as DASH and UBER. Additionally, the company's web traffic has shown a troubling trend, with a significant drop of approximately 14% year-over-year in 3Q25 and a negative growth comparison to 3Q24, indicating potential challenges in consumer engagement. Furthermore, the downward adjustment of advertising revenue projections for the second half of 2025 to align with gross transaction value growth raises concerns about the company's ability to maintain revenue streams in a competitive marketplace.
This aggregate rating is based on analysts' research of Instacart (Maplebear Inc.) and is not a guaranteed prediction by Public.com or investment advice.
CART Analyst Forecast & Price Prediction
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