Price
No data yet.
Social Signal Score
Analyst Ratings
29 analystsRevenue
$1.04B+135.97%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Chris Rogers
- Sector
- Technology
- Industry
- Software - Services
- Employees
- 3,600
- Beta
- 0.80
- Country
- US
- Piotroski score
- 6 / 9 (Middling)
- Altman Z-score
- 5.41
Financials
Revenue
$1.04B+136.0%Net Income
$111.00M+2120.0%EBITDA
$179.00M+2286.7%Free Cash Flow
$480.00MEPS (diluted)
$0.45+475.4%Shares Outstanding (diluted)
248.94M+289.5%Operating Expenses
$533.00MCash & Debt
$850.00MReturn of Capital
$324.00MRevenue by Segment (annual)
$3.74BQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $3.74B | $447.00M | $1.71 |
| 2024 | $3.38B | $457.00M | $1.69 |
| 2023 | $3.04B | $-1.62B | $-12.43 |
| 2022 | $2.55B | $428.00M | $0.28 |
| 2021 | $1.83B | $-73.00M | $-0.26 |
| 2020 | $1.48B | $-70.00M | $-0.25 |
| 2019 | $214.00M | $-531.00M | $-9.71 |
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $2.51
- Implied price
- $65.34
- Return from $44.25
- 8.1% a year
To earn 15.0% a year on these assumptions you'd need to buy at $32.49 — -26.6% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 18 | 22 | 26 | 30 | 34 |
|---|---|---|---|---|---|
| -2.0% | -8.9% | -5.1% | -1.9% | 0.9% | 3.5% |
| 3.0% | -4.2% | -0.3% | 3.1% | 6.1% | 8.8% |
| 8.0% | 0.4% | 4.6% | 8.1% | 11.2% | 14.1% |
| 13.0% | 5.1% | 9.4% | 13.1% | 16.4% | 19.3% |
| 18.0% | 9.7% | 14.2% | 18.1% | 21.5% | 24.6% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
100+100.00%Social Signal Score
Mentions (25)
- Newszacks.com·6d ago·Neutral
Implied Volatility Surging for Instacart Stock Options Investors need to pay close attention to CART stock based on the movements in the options market lately.
View source ↗ - Newsbusinesswire.com·6d ago·Neutral
…S WIRE)--Unite Us, the nation's trusted technology partner for integrating health and community-based care, today announced a new partnership with Instacart (NASDAQ: CART), the leading grocery technology company in North America, to expand access to nutritious food nationwide through a connected solution linking closed-loop care coordination to grocery benefit delivery. Together, the two companies are giving payers, providers, and state and public sector organizations an easie.
View source ↗ - Newsfool.com·9d ago·Negative
Instacart's Chief Accounting Officer Sells Over 3,000 Shares After the Stock Falls from a One-Year High The disposal involved 3,017 shares with a total transaction value of ~$142,000 based on a weighted average price of $47.08 per share. Traded shares equaled 7% of the equity stake held by the insider before the filing.
View source ↗ - News247wallst.com·12d ago·Neutral
Meta's Muse Just Put Instacart's Grocery Empire on Notice Meta's new AI shopping agent is rattling Instacart investors, but the real threat may not be the one the market is pricing in right now.
View source ↗ - Newsbarrons.com·12d ago·Neutral
Instacart Adds Another AI Partner to the List: Meta's Muse Instacart is the latest to partner with Meta's artificial-intelligence agent.
View source ↗ - Newsprnewswire.com·13d ago·Neutral
Instacart and Dollar General Partner to Deliver Everyday Essentials Instacart Marketplace expands convenient access to Dollar General's everyday low prices through same-day delivery SAN FRANCISCO, Sept. 23, 2026 /PRNewswire/ -- Instacart (Nasdaq: CART), a leading grocery technology company, and Dollar General Corporation (NYSE: DG), America's general store, today announced a new partnership to offer same-day delivery of Dollar General's everyday essentials through the Instacart App and website.
View source ↗ - Newsprnewswire.com·14d ago·Neutral
…rage Instacart Carrot Ads, expanding choice for consumers and reach for advertisers SAN FRANCISCO and PHILADELPHIA, Sept. 22, 2026 /PRNewswire/ -- Instacart (NASDAQ: CART), a leading grocery technology company, and Gopuff, the leader in instant commerce, today announced that Gopuff will join the Instacart Marketplace and leverage Instacart Carrot Ads technology to power advertising on its own digital storefront in the U.S. Instacart customers will have a new way to shop Gopuff's curated selectio…
View source ↗ - Newspymnts.com·15d ago·Neutral
Instacart Gives Merchants and Brands New Views of Store Shelves Instacart has unveiled software designed to let grocers and brands digitally view store shelves in real time. The new solutions, announced Monday (Sept.
View source ↗ - Newsprnewswire.com·15d ago·Neutral
Instacart Gives Grocers and CPG Brands a Live View of Every Store New in-store software solutions will give grocers and CPG brands a live view of every store, so shelves stay stocked and customers can find what they need SAN FRANCISCO, Sept. 21, 2026 /PRNewswire/ -- Instacart (NASDAQ: CART), a leading grocery technology company, today announced new in-store software that will enable grocers and CPG brands to access a real-time digital view of grocery shelves.
View source ↗ - News247wallst.com·17d ago·Neutral
Should You Buy the Instacart Dip Even After Costco Just Let DoorDash In? Costco just handed DoorDash a new same-day delivery deal, and Instacart shareholders took the hit, but the sell-off may have punished the wrong narrative entirely.
View source ↗ - Newsbusinessinsider.com·18d ago·Neutral
Instacart should be worried about DoorDash and Uber's new deal Uber Eats and DoorDash struck new partnerships with Costco this week. Both deals increase competition with Instacart.
View source ↗ - News (RSS)investing·25d ago·Neutral
Instacart (CART) stock analysis: fundamentals solid, technicals mixed
View source ↗ - Newsseekingalpha.com·26d ago·Neutral
Maplebear Inc. (CART) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript Maplebear Inc. (CART) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
View source ↗ - Newsprnewswire.com·27d ago·Negative
…trategy, with its enterprise Cart Assistant already live on retailer storefronts across North America SAN FRANCISCO, Sept. 9, 2026 /PRNewswire/ -- Instacart (NASDAQ: CART), a leading grocery technology company, today introduced Clementine, its AI-powered grocery shopping assistant, now available to customers across North America on the Instacart Marketplace.
View source ↗ - Newstechcrunch.com·27d ago·Neutral
Instacart launches an AI grocery shopping assistant called Clementine Instacart is the latest app to bake a conversational AI assistant into its platform. The company announced on Wednesday that it's launching a new AI-powered grocery shopping assistant called Clementine that can turn a conversation, grocery list, or recipe into a ready-to-buy cart.
View source ↗ - Newsforbes.com·35d ago·Neutral
At Instacart, Hybrid AI Solves The Stubborn AI Reliability Problem AI takes on complex tasks that are impossible to solve perfectly. In fact, that may be as good a definition for AI as any, given that the field eludes definitive objective definition.
View source ↗ - News (RSS)fool·38d ago·Negative
Maplebear CEO Chris Rogers Sells 7,606 Shares Sale executed under pre-planned Rule 10b5-1 trading plan; Rogers retains 916,636 shares worth $46.45 million.
View source ↗ - Newsprnewswire.com·40d ago·Neutral
Instacart CEO to Participate in Fireside Chat Hosted by Goldman Sachs SAN FRANCISCO, Aug. 26, 2026 /PRNewswire/ -- Instacart (NASDAQ: CART) today announced that Chris Rogers, CEO, will participate in a fireside chat at the Goldman Sachs Communacopia & Technology Conference on Wednesday, September 9, 2026 at 1:45 p.m. PT. An audio webcast of the event will be available on Instacart's Investor Relations website at https://investors.instacart.com/.
View source ↗ - Newsprnewswire.com·41d ago·Positive
…o's beloved custom cakes and party platters, now available for delivery nationwide for the first time SAN FRANCISCO, Aug. 26, 2026 /PRNewswire/ -- Instacart (Nasdaq: CART), a leading grocery technology company, today announced that for the first time, customers can order custom cakes and party platters from Costco on the Instacart marketplace and sameday.costco.com for delivery from warehouse locations nationwide. The selection includes custom sheet cakes and 10-inch round cakes, along with sand…
View source ↗ - Newsprnewswire.com·42d ago·Positive
…r brings delivery in as fast as an hour to pet lovers nationwide with no markups SAN FRANCISCO and BRENTWOOD, Tenn., Aug. 25, 2026 /PRNewswire/ -- Instacart (Nasdaq: CART), a leading grocery technology company in North America, and Petsense by Tractor Supply, a wholly owned subsidiary of Tractor Supply Company (Nasdaq: TSCO), today announced a new partnership making Instacart the exclusive same-day delivery partner for Petsense.
View source ↗ - News (RSS)investing·46d ago·Negative
Why is Instacart (Maplebear) stock hitting a new 52-week high today?
View source ↗ - Newszacks.com·47d ago·Negative
Will Arpalus Strengthen Maplebear's Inventory Intelligence Advantage? Maplebear's Arpalus deal adds real-time shelf visibility, sharpening inventory intelligence and supporting fulfillment and AI shopping experiences.
View source ↗ - Newsprnewswire.com·48d ago·Neutral
…ustomers on-demand, fast delivery of the latest footwear styles, apparel and accessories SAN FRANCISCO and NEW YORK, Aug. 19, 2026 /PRNewswire/ -- Instacart (Nasdaq: CART), the leading grocery technology company in North America, and Foot Locker today announced a new partnership bringing Foot Locker, Kids Foot Locker, and Champs Sports to the Instacart Marketplace. Customers can now shop a wide assortment of footwear, apparel and accessories from more than 1,000 locations nationwide for delivery…
View source ↗ - Newszacks.com·54d ago·Negative
Can Maplebear's AI Assistant Become a Meaningful Growth Driver? Maplebear's AI Assistant shows early promise with larger basket sizes as the company expands agentic shopping across its marketplace and enterprise offerings.
View source ↗ - Newsprnewswire.com·57d ago·Neutral
Instacart and Academy Sports + Outdoors Team Up for Same-Day Delivery in as Fast as an Hour Customers can now shop Academy's national and exclusive private brands across sports, outdoor, apparel, footwear and more at no markups SAN FRANCISCO and KATY, Texas, Aug. 10, 2026 /PRNewswire/ -- Instacart (Nasdaq: CART), the leading grocery technology company in North America, today announced a new partnership with Academy Sports + Outdoors ("Academy") (Nasdaq: ASO), a leading full-line sporting goods a
View source ↗
Earnings
Mon, Nov 9(in 5 weeks)
Consensus estimate $0.64 per share
Typical surprise -1.7% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Aug 6$0.45 vs $0.54miss
- Wed, May 6$0.57 vs $0.58miss
- Thu, Feb 12$0.31 vs $0.52miss
- Mon, Nov 10$0.51 vs $0.49beat
- Thu, Aug 7$0.41 vs $0.38beat
- Thu, May 1$0.37 vs $0.38miss
Estimates and results for CART via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by CART officers and directors.
- Bought
- —
- Sold
- $501.4m
0 trades
52 trades
- Fong Morgansold
- Fong Morgansold
- Blackwood-kapral Lisasold
- Laughton Mary Bethsold
- Fong Morgansold
- Fong Morgansold
- Gupta Ravisold
- Rogers Chrissold
48 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Ro Khannahouse · CA17 · disclosed Aug 12, 2026 (30d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Oct 22, 2025 (27d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Sep 15, 2025 (33d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.