Instacart Reports Strong Q4 Revenue Growth and Optimistic Guidance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 30 2026
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Should l Buy CART?
Source: Newsfilter
Maplebear Inc. (CART) saw a significant price increase of 15.76% as it reached a 5-day high, reflecting positive market reactions to recent financial results.
The catalyst for this movement stems from Instacart's announcement of its fourth-quarter revenue, which totaled $992 million, surpassing expectations and indicating a 12% year-over-year growth. Additionally, the company reported a gross transaction value of $9.85 billion, marking its best quarter in three years. This strong performance, coupled with optimistic guidance for the upcoming quarter, has reinforced investor confidence in the company's growth trajectory.
The implications of these results suggest that Maplebear Inc. is well-positioned in the grocery delivery market, with a robust outlook that could attract further investment and drive future growth.
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Analyst Views on CART
Wall Street analysts forecast CART stock price to rise
25 Analyst Rating
14 Buy
9 Hold
2 Sell
Moderate Buy
Current: 36.720
Low
36.00
Averages
50.83
High
66.00
Current: 36.720
Low
36.00
Averages
50.83
High
66.00
About CART
Maplebear Inc., doing business as Instacart, is a grocery technology company in North America, works with grocers and retailers to transform how people shop. The Company partners with more than 1,800 national, regional, and local retail banners to facilitate online shopping, delivery and pickup services from more than 100,000 stores across North America on the Instacart Marketplace. The Instacart Platform offers retailers a suite of enterprise-grade technology products and services to power their e-commerce experiences, fulfill orders, digitize brick-and-mortar stores, provide advertising services, and glean insights. With Instacart Ads, thousands of consumer-packaged goods (CPG) brands - from category leaders to emerging brands - partner with the Company to connect directly with consumers online, right at the point of purchase. The Company, through its Instacart Health, provides tools to increase nutrition security and make healthy choices easier for consumers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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