US · Consumer Cyclical · Internet Retail
EPS came in at 0.45 against a street estimate of 0.55 — a miss of 18.2%.
Analysts rate Maplebear Inc. a buy (18 buy, 14 hold, 0 sell out of 32) with an average price target of $58.00.
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. | 12.06% |
| D1 Capital Partners L.P. | 9.75% |
| BlackRock Inc | 7.30% |
| Vanguard Portfolio Management, LLC | 3.58% |
| Vanguard Capital Management, LLC | 3.34% |
| FMR Inc | 2.60% |
| State Street Corp | 2.38% |
| Dimensional Fund Advisors, Inc. | 2.08% |
| Document | Date |
|---|---|
| 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 |
| Quarterly report · Q1 2026 MAPLEBEAR INC. (INSTACART) – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue: $1,019 million (Q1 2026) vs. $897 million (Q1 2025) – 13.6% increase y | 2026-05-07 |
| Results announced · Q2 2026 INSTACART REVOLVING CREDIT AGREEMENT SUMMARY HEADLINE NUMBERS • Borrower: Maplebear Inc. (doing business as Instacart) • Facility Type: Revolving Cr | 2026-05-06 |
| Proxy statement · Q4 2025 MAPLEBEAR INC. (INSTACART) 2026 PROXY STATEMENT SUMMARY CEO COMPENSATION • Chris Rogers (current CEO): Total compensation not explicitly stated in p | 2026-04-09 |
| Annual report FY2025 MAPLEBEAR INC. (INSTACART) - 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market Capitalization: $6.9 billion as of June 30, 2025 (non-affil | 2026-02-26 |
| Results announced · Q1 2026 INSTACART Q4 2025 SHAREHOLDER LETTER SUMMARY HEADLINE NUMBERS • Full Year 2025 GTV: $37,224 million, up 11% year-over-year • Full Year 2025 Orders: | 2026-02-12 |
Readable in the app.
| Announcement | Date |
|---|---|
| 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.
Google PlayApp StoreData updated 2026-09-18.