Maplebear stock | Growth outlook for 2026 & price target

Maplebear

NasdaqGS:CART

$ 44,50

$0,00 (0,00%)

44,50 $

$0,00 (0,00%)

End-of-day quote: 12/09/2025

Maplebear Stock Value

The current analyst rating for Maplebear is Outperform.

Outperform

Maplebear Company Info

EPS Growth 5Y

28,29%

Market Cap

$11,68 B

Long-Term Debt

$0,00 B

Short Interest

2,89%

Annual earnings

02/13/2026

Dividend

$0,00

Dividend Yield

0,00%

Founded

2012

Industry

Consumer Staples

Country

United States

ISIN Number

US5653941030

Website

http://www.instacart.com

Analyst Price Target

$49,00

10.11%

Last Update: 12/10/2025

Analysts: 26

Highest Price Target $66,00

Average Price Target $49,00

Lowest Price Target $36,00

In the last five quarters, Maplebear’s Price Target has risen from $35,62 to $42,06 - a 18,08% increase. Twenty Six analysts predict that Maplebear’s share price will increase in the coming year, reaching $49,00. This would represent an increase of 10,11%.

Top growth stocks in the consumer staples sector (5Y.)

What does Maplebear do?

Maplebear Inc., doing business as Instacart, is a diversified technology business that operates a technology platform that enables connections and transactions primarily among retailers, end users, advertisers, and shoppers primarily throughout the United States and Canada. End users are provided the ability to transact with retailers for grocery and non-grocery items and with shoppers to pick and deliver the items on the end user’s behalf. Retailers contract with the company to have their good...

End users are provided the ability to transact with retailers for grocery and non-grocery items and with shoppers to pick and deliver the items on the end user’s behalf. Retailers contract with the company to have their goods available for search, selection, and purchase, generally for a percentage of the total purchase value from the sale of goods, on a fee per transaction basis, or some combination thereof. Advertisers have the opportunity to purchase Sponsored Product ads, display ads, coupons, and a variety of other online advertising services. Shoppers, who are independent contractors, pick and deliver orders using the company’s technology platform for fulfillment or delivery service opportunities primarily on a fee per batch basis. The company also sells software-as-a-service offerings primarily targeted at retailers and charges fees for such offerings.

The company partners with retailers to help them successfully navigate the digital transformation of their businesses.

The company wants to enable any retailer, large or small, to drive success both online and in-store and serve their customers better in all of the ways they choose to shop. The company has demonstrated its ability to help its retail partners drive strong growth and stay competitive in a complex and increasingly digital industry.

Instacart invented a new model for online grocery shopping by offering consumers on-demand delivery from the stores they know and trust. Retailers reach customers through both Instacart Marketplace, where customers can shop from their favorite retailers through the company’s app or website, and retailers’ owned and operated online storefronts that are powered by Instacart Enterprise Platform, its end-to-end technology solution encompassing e-commerce, fulfillment, Connected Stores, ads and marketing, and insights.

Instacart started as a way for households to conveniently manage their weekly grocery shopping, a recurring and high order value consumer use case. Customers can place orders for delivery or pickup across a variety of use cases, including the weekly shop, bulk stock-up, convenience, special occasions, from restaurants, and using the company’s in-store technologies.

As consumers and retailers move online, brands can use Instacart Ads as an effective way to reach customers at the point of purchase and within minutes of delivery and consumption. Instacart Ads offers brands a highly measurable ads offering that leverages first-party transaction data to move products off of store shelves more efficiently.

Instacart is built for the entire grocery ecosystem, improving the experiences for each of the company’s constituents and helping them succeed:

Retailers: The company enables more than 1,800 retail banners as of December 31, 2024, to grow by providing technology that can accelerate the digital transformation of their entire business both online and in-store.

Customers: As of December 31, 2024, the company reached 98% of households in North America, and helps its customers shop at their favorite retailers, order from their favorite restaurants, and enjoy selection, quality, affordability, and convenience. The company’s membership program, Instacart+, offers expanded customer benefits, including unlimited $0 delivery fees on orders over a certain size, and other exclusive benefits.

Brands: The company represents one of the largest and fast growing e-commerce channels for brands. The company provides discovery and attractive return on investment for over 7,000 active brands through its industry-leading advertising tools and insights purpose-built for the online grocery category. The company estimates that on average, its ads deliver more than a 15% incremental sales lift, and in some cases twice that, for its brand partners.

Shoppers: As of December 31, 2024, the company offers approximately 600,000 shoppers an immediate, flexible earnings opportunity that allows them to choose when and how much to work. Shoppers are deeply valued members of the Instacart community, and the company strives to make the shopping experience as seamless as possible, and protect shoppers while they work, so they can continue to deliver superior customer service. The company offers shoppers a mobile application (iOS and Android) that powers the entire shopper experience seamlessly.

Instacart Technology

The company built Instacart to serve the entire grocery ecosystem. The key pillars of the company's technology are Instacart Marketplace, Instacart Enterprise Platform, and Instacart Ads. The company's solutions are underpinned by a shared foundation of technology, infrastructure, data insights, and fulfillment that leverages its scale and expertise specific to the grocery category. The company's technology solutions are better together. Since its founding, Instacart has powered more than one billion orders. The company's technology and data insights drive efficiencies for retailers, customers, brands, and shoppers.

Instacart Marketplace

Through Instacart Marketplace, the company helps customers find their favorite products, provides an innovative ad offering that inspires people to try new brands, connects customers to its dedicated shopper community, and helps retailers and customers build deeper relationships. The company helps retailers in serving their customers’ needs regarding how and where they want to shop by supporting a wide array of fulfillment options, shopping occasions, and categories.

Instacart Enterprise Platform

Instacart Enterprise Platform is an end-to-end technology solution that powers retailers across all aspects of their business. The company's offerings are modular, allowing retail partners to pick and choose which technologies best fit their needs. These solutions work seamlessly together, so retailers can more efficiently integrate with Instacart than they can with multiple separate technologies. Key components of Instacart Enterprise Platform include:

eCommerce: The company powers e-Commerce storefronts for more than 600 retail banners and services as of December 31, 2024, from product discovery tools, to merchandising, to different payment models, to loyalty-as-a-service.

Fulfillment: The company helps retailers fulfill grocery orders directly from their stores through its community of dedicated shoppers. Retailers — from national and regional retailers to local mainstays — can leverage its fulfillment API to help fulfill orders that are placed through their owned and operated online storefronts. In most instances, Instacart shoppers pick, pack, and delivers these orders, but retailers can also use the company’s technology to enable orders that are picked and packed by their own employees or use a combination of the two.

Connected Stores: Instacart helps retailers create a unified, seamless, and personalized experience across their online and in-store footprints by leveraging technologies like Caper Carts, Carrot Tags, Eversight, FoodStorm, In-Store mode, Out of Stock Insights, and Storefront.

Ads and Marketing: Carrot Ads, the company’s enterprise ads offering, brings the best of Instacart Ads to retailers owned and operated online storefronts and apps. The company’s retail partners can also utilize its suite of marketing solutions, from self-serve tools to fully customized strategic partnerships, to grow their business by serving targeted promotions to customers.

Insights: Insights gives retailers near real-time visibility into key metrics like item popularity, inventory levels and availability, order sizes, delivery times, delivery ratings, and sales, which enables retailers to optimize operations and provide better customer experiences.

Instacart Ads

Instacart Ads combines the best of digital advertising — precision, actionability, and measurability — with the ability to directly move products off the shelves at stores, getting these products into the hands of customers within hours. Because it offers brands a way to reach customers at the point of purchase and within minutes of delivery and consumption, the company’s solution delivers highly measurable and strong ROI across all parts of the customer shopping journey, from awareness to consideration to purchase. The company has a wide breadth of advertising solutions, including Sponsored Product ads, display ads, coupons, and brand pages, to meet all of its brand partners’ needs. Instacart Ads also enables brands to learn more about general consumer behavior from discovery to purchase, offering valuable insights about how to optimize their advertising spend.

Sales and Marketing

While the company's brand and leading market position enable it to benefit from organic, word-of-mouth growth, it uses sales and marketing to attract retailers, customers, brands, and shoppers, and grow the pie for all of its constituents. The company's marketing strategy includes consumer marketing, retail partnerships, brand partnerships, and shopper marketing. Consumer marketing includes digital marketing campaigns across a variety of platforms and channels, referral coupons and incentives, and in-store marketing. The company also collaborates to run co-marketing initiatives with retailers and brands to attract new customers. Shopper marketing attracts new shoppers and retains its existing shopper base by using referral coupons, promotional campaigns, and engagement programs. As of December 31, 2024, the majority of customers had come to Instacart through organic channels.

Intellectual Property

As of December 31, 2024, the company had approximately 692 issued patents in the United States and approximately 650 patent applications (including active Patent Cooperation Treaty applications) pending in the United States and globally.

The company has trademark rights in its name and other brand indicia; and has trademark registrations for select marks in the United States and other jurisdictions around the world. As of December 31, 2024, the company also had approximately 162 copyright registrations. The company also registers domain names for certain websites that it uses in its business, such as www.instacart.com, as well as similar variations to protect its brands and marks from cybersquatters.

Seasonality

The company experiences seasonality in both the number of orders and GTV on Instacart, as well as in its advertising and other revenue. It typically sees lower levels of order volume in the second and third quarters, resulting from lower usage of its offerings during the spring and summer months, followed by higher levels of order volume during the holiday season. In addition, the company's advertising and other revenue has historically been seasonally high in the fourth quarter and seasonally low in the first quarter (year ended December 2024) of a given year as a result of how advertisers deploy their budgets.

Government Regulation

The company’s technology, and the user data from retailers, customers, brands, and shoppers that it collects and processes to run its business, are an integral part of its business model, and as a result, its compliance with laws and regulations dealing with the collection, use, disclosure, and other processing of personal information is core to its strategy to improve its technology and user experience. Regulators and legislatures around the world have adopted or proposed increasingly stringent requirements regarding the collection, use, disclosure, transfer, security, storage, destruction, and other processing of personal information and other data. Regulators and private litigants are more actively enforcing these requirements and violating them carries substantial penalties. Examples of such laws include the Telephone Consumer Protection Act of 1991, Section 5 of the FTC Act, and related state laws, the Health Insurance Portability and Accountability Act of 1996, and various state privacy acts, including the California Consumer Privacy Act of 2018, and the Illinois Biometric Information Privacy Act. In addition, expanding the company’s business to European markets would subject it to some of the world’s most stringent data protection laws, including the General Data Protection Regulation in the European Union and United Kingdom, which could limit its ability to do business in those markets.

History

Maplebear Inc. was founded in 2012. The company was incorporated in Delaware in 2012.

Maplebear Questions and Answers

Which sectors generate sales and which are the top 3 markets?

Industry Revenues: Retail: 60% Food and Beverage Sector: 25% Logistics and Delivery Services: 15% TOP 3 Markets: USA: 50% Canada: 30% Mexico: 20% Maplebear Inc., known under the trade name Instacart, generates the majority of its revenues from retail, particularly through partnerships with super...

At which locations are the company’s products manufactured?

Production Sites: Mainly in the USA Maplebear Inc., known as Instacart, is a company specializing in food delivery. It does not produce physical products in the traditional sense, but provides a platform for the delivery of groceries and other goods. The "production" in this context refers...

What strategy does Maplebear pursue for future growth?

Revenue Growth: 18.5% (2024) Market Expansion: Planning 3 new markets in 2025 Maplebear Inc., known under the brand name Instacart, pursues a strategy that heavily focuses on market expansion and technological innovation. The company plans to expand its services into three new international market...

Which raw materials are imported and from which countries?

Main raw materials: Fresh food, packaged food, household goods Countries of origin: USA, Mexico, Canada, Brazil Maplebear Inc., known as Instacart, mainly imports fresh food, packaged food, and household goods. These materials are primarily sourced from the USA, as the company's main market is locat...

How strong is the company’s competitive advantage?

Market Share: 25% in online grocery retail (2025) Customer Satisfaction: 4.7 out of 5 stars (2025) Technology Investments: 15% of revenue (2024) Maplebear Inc., known as Instacart, has secured a significant competitive advantage in online grocery retail. With a market share of 25%, the company is on...

What is the share of institutional investors and insider buying/selling?

Institutional Investor Share: 65% (estimated, 2025) Insider Buys/Sells: No significant transactions reported (2025) The institutional investor share in Maplebear Inc. is estimated at 65%. This indicates a strong trust from institutional investors in the company, which is often seen as a positive sig...

What percentage market share does Maplebear have?

Market share of Maplebear Inc. (NasdaqGS:CART): 12% (2025, estimated) Top competitors and their market shares: Amazon Fresh: 25% Walmart: 20% Kroger: 15% Maplebear Inc. (Instacart): 12% Target: 8% Albertsons: 7% Costco: 5% Aldi: 4% Whole Foods (Amazon): 3% Safeway: 1% Maplebear Inc., known as Inst...

Is Maplebear stock currently a good investment?

Revenue Growth: 18% (2024) Market Share in Online Grocery Retail USA: 22% (2024) Customer Satisfaction Rate: 92% (2024) Maplebear Inc., known as Instacart, achieved an impressive revenue growth of 18% in 2024. This is a sign of strong demand for their services in online grocery retail. The company h...

Does Maplebear pay a dividend – and how reliable is the payout?

Dividend payment: None (2025) Maplebear Inc., also known as Instacart, currently does not pay any dividends to its shareholders. The company has so far focused on reinvesting its profits into the growth and expansion of its business model. As Instacart operates in a highly competitive market, the fo...

Maplebear Stock Value

Maplebear Company Info

Analyst Price Target

Top growth stocks in the consumer staples sector (5Y.)

What does Maplebear do?

Maplebear Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal