Maplebear Inc. Reports Record GTV Growth in Q4 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 13 2026
0mins
Should l Buy CART?
Source: seekingalpha
- Strong GTV Growth: Maplebear Inc. achieved a record Gross Transaction Value (GTV) of $9.85 billion in Q4 2025, marking a 14% year-over-year increase, which is the highest growth in three years, indicating robust market performance and rising customer demand.
- Advertising Revenue Increase: Advertising and other revenue grew by 10% year-over-year, reflecting the company's competitive position in the advertising ecosystem and its appeal on Instacart and other platforms, thereby enhancing revenue diversification.
- Share Repurchase Program: The company repurchased $1.1 billion worth of shares in Q4 alone, totaling $1.4 billion for 2025, demonstrating management's confidence in future growth while creating value for shareholders.
- Optimistic Future Outlook: CFO Emily Maher projected Q1 2026 GTV to range between $10.25 billion and $10.275 billion, representing year-over-year growth of 11% to 13%, underscoring the company's strategic commitment to expanding market share and improving profitability.
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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: 42.350
Low
36.00
Averages
50.83
High
66.00
Current: 42.350
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, which works with grocers and retailers to transform how people shop. The Company enables more than 2,200 retail banners to grow by providing technology that can accelerate the digital transformation of their entire business both online and in-store. The key pillars of the Company’s technology are Instacart Marketplace, Instacart Enterprise platform, and Instacart Ads. Through Instacart Marketplace, it helps retailers serve their customers’ needs as to how and where they want to shop by supporting a wide array of fulfillment options, shopping occasions, and categories. Instacart Enterprise platform is an end-to-end technology solution that powers retailers across all aspects of their business. The Company also owns Instaleap, a global enablement and fulfillment solutions services platform that empowers retailers to streamline and scale their online operations.
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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See More
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- User Growth Forecast: Analysts predict that DoorDash's monthly active users and order frequency will grow at compound annual rates of 8% and 4%, respectively, from 2025 to 2030, which will support sustained growth and rising profitability for the company.
- Diversified Product Lines: DoorDash is diversifying its offerings beyond food delivery into pet care, flowers, sporting goods, and other e-commerce verticals, which will help maintain growth momentum in a competitive market.
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See More
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- Shareholder Rights Protection: The investigation focuses on safeguarding the rights of Maplebear's shareholders, with the law firm offering free consultations to help shareholders understand their rights and options, demonstrating a commitment to shareholder interests.
- Legal Service Commitment: Purcell & Lefkowitz LLP is dedicated to representing shareholders nationwide who are victims of securities fraud and breaches of fiduciary duty, highlighting their expertise in protecting shareholder rights.
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See More
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- Market Integration: Instaleap has established partnerships with nearly 100 food retailers outside North America, including notable brands like Cencosud, Continente, and SPAR, which enhances Instacart's integration capabilities in the global market and promotes diversification of its products and services.
- Technological Advantage: The specialized technology solutions offered by Instaleap will complement Instacart's existing product portfolio, expected to enhance customer shopping experiences both online and in-store, thereby driving business growth for retailers and increasing consumer satisfaction.
- Strategic Vision: Instacart's Chief Commercial Officer, Ryan Hamburger, stated that the acquisition will accelerate international expansion to meet the growing omnichannel needs of global retailers, further solidifying its leadership position in the global grocery retail market.
See More
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- International Expansion Strategy: Instacart's acquisition of global service platform Instaleap aims to enhance its market share in Europe, Latin America, and the Middle East, leveraging Instaleap's partnerships with nearly 100 retailers to further expand its international business.
- Technology Integration Advantage: The solutions provided by Instaleap focus on improving online operational efficiency for retailers, supporting order management and logistics, which is expected to enhance Instacart's overall service capabilities, thereby improving customer experience and market competitiveness.
- Transaction Volume Growth: Instaleap has completed over 100 million transactions to date, demonstrating its strong influence in global markets, and Instacart can capitalize on this opportunity to accelerate its international business growth by utilizing Instaleap's technology and market expertise.
- Commitment to Continuous Innovation: Instacart plans to operate Instaleap as a wholly-owned subsidiary to ensure service continuity and gradually expand its enterprise technology product line to meet the growing demands of retail partners, further solidifying its market position.
See More
