US · Consumer Cyclical · Internet Retail
EPS came in at 0.60 against a street estimate of 0.64 — a miss of 6.3%.
Analysts rate Maplebear Inc. a buy (16 buy, 14 hold, 1 sell out of 31) with an average price target of $58.79.
CONFIDENT Instacart delivered Q2 GTV growth of 14% YoY with accelerating customer acquisition, expanded profitability, and diversified revenue streams. Enterprise and AI initiatives gaining traction; guidance raised slightly. Q2 2026 International described as early but encouraging; no quantified metrics provided. Instaleap acquisition enabling multi-market fulfillment orchestration. Analysts pressed on new customer growth drivers (strong fundamentals and AI), enterprise monetization (integrated platform, no separate breakout), international readiness (disciplined, Instaleap unlocking), and AI assistant durability (early but multi-metric upside expected). Management consistently emphasized data moat, unified ecosystem, and long-term category opportunity vs. near-term linearity. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| SC US (TTGP), LTD. | 11.77% |
| D1 Capital Partners L.P. | 9.51% |
| BlackRock Inc | 6.68% |
| Vanguard Portfolio Management, LLC | 3.45% |
| Vanguard Capital Management, LLC | 3.29% |
| State Street Corp | 2.20% |
| Dimensional Fund Advisors, Inc. | 2.03% |
| LSV Asset Management | 1.91% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the three months ended September 30, 2026, revenue was $1,095 million, up from $939 million in the same period of 2025. • Net | 2026-11-05 |
| Material agreement · Q4 2026 MERGER HEADLINE • On October 28, 2026, Maplebear Inc. (Instacart; ticker: CART) agreed to be acquired by DoorDash through a merger. • Maplebear’s bo | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Instacart reported third-quarter 2026 results for the period ended September 30, 2026. • Gross Transaction Value (GTV) was $10,52 | 2026-10-29 |
| Current report · Q4 2026 HEADLINE NUMBERS • Maplebear Inc. will wind down its Caper Cart operations, with the process expected to be substantially completed by the end of the | 2026-10-26 |
| Charter / bylaws change · Q3 2026 MAPLEBEAR INC. (CART) – FORM 8-K SUMMARY HEADLINE NUMBERS • 5,833,333 shares of Series A Convertible Preferred Stock converted into 5,833,333 shares | 2026-09-25 |
| Quarterly report · Q2 2026 MAPLEBEAR INC. (INSTACART) – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue Q2 2026: $1,043 million (up 14% vs Q2 2025: $914 million) • Revenue Fir | 2026-08-07 |
| Results announced · Q3 2026 INSTACART Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • GTV (Gross Transaction Value): $10,351 million, up 14% year-over-year • Total Revenue | 2026-08-06 |
| Shareholder vote results · Q2 2026 MAPLEBEAR INC. (CART) - 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held: May 22, 2026 • Record date for voting: April 1, 2026 • Stock exchange: N | 2026-05-29 |
Readable in the app.
| Announcement | Date |
|---|---|
| Entered merger agreement to be acquired by DoorDash Maplebear (Instacart) agreed to be acquired by DoorDash in a merger announced October 28, 2026. Instacart shareholders will receive either $65.00 in cash or 0.3372 DoorDash Class A shares pe | 2026-10-29 |
| Share repurchase program increased to $2.5 billion Maplebear Inc. (Instacart) reported Q3 2025 results and announced significant shareholder-friendly actions. The company's Board increased its share repurchase program from $1 billion to $2.5 | 2025-11-10 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Maplebear Inc. — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.