Instacart (Maplebear Inc.)CARTNASDAQ

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Overview Charts News Fundamentals Key Metrics TTM Financials Earnings Growth Rating Analysts Institutional Peers Historical

Analyst Sentiment

Analysts lean bullish — 73% recommend buying.

Consensus Rating

Buy

26 analysts·High coverage

73%

Rating Distribution

Strong Buy

00%

Buy

1973%

Hold

623%

Sell

14%

Strong Sell

00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Analysts see moderate upside — consensus target 29% higher.

Bear Case

$40.00

+5%

Consensus

$49.07

+29%

Bull Case

$65.00

+71%

Price Range26 analysts

Low

Consensus

High

$40.00

$65.00

Current Target

Current Price

$38.11

Upside to Target

$10.96

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

2026E$2.24(23 analysts)

P/E20x

Current: 19.6x

Actual

Estimate

Range (Low–High)

Stock Alarm Pro

Forward Growth Estimates (YoY)

FY2027

Rev+9.22%

EPS+16.58%

FY2028

Rev+7.44%

EPS+8.98%

FY2029

Rev+6.13%

EPS+10.87%

Earnings Surprises

Beat rate:78%(7/9 quarters)

Avg surprise:+330.9%

Beat

Miss

Inline

Estimate

Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Jan 27, 2026Robert W. Baird

Instacart price target lowered to $49 from $50 at Baird

Target:$49.00

+21.4%from $40.35

Jan 27, 2026Stifel Nicolaus

Instacart price target lowered to $46 from $49 at Stifel

Target:$46.00

+14.0%from $40.35

Jan 8, 2026Cantor Fitzgerald

Instacart price target raised to $54 from $45 at Cantor Fitzgerald

Target:$54.00

+20.9%from $44.67

Jan 7, 2026Argus Research

Instacart initiated with a Buy at Argus

Target:$52.00

+17.1%from $44.42

Dec 11, 2025Jefferies

Instacart price target raised to $48 from $41 at Jefferies

Target:$48.00

+8.3%from $44.33

Nov 11, 2025Needham

Instacart (CART) PT Lowered to $50 at Needham

Target:$50.00

+33.9%from $37.33

Nov 11, 2025Mizuho Securities

Instacart (CART) PT Lowered to $42 at Mizuho

Target:$42.00

+12.5%from $37.33

Oct 29, 2025Wedbush

Instacart price target lowered to $40 from $42 at Wedbush

Target:$40.00

+5.8%from $37.79

Oct 14, 2025Guggenheim

Guggenheim starts 'show me' story Instacart at Neutral

Target:$40.00

+1.3%from $39.47

Oct 3, 2025Wells Fargo

Instacart price target lowered to $47 from $57 at Wells Fargo

Target:$47.00

+19.6%from $39.30

Oct 3, 2025Piper Sandler

Instacart downgraded to Neutral from Overweight at Piper Sandler

Target:$41.00

+4.3%from $39.30

Oct 1, 2025Robert W. Baird

Instacart price target lowered to $50 from $60 at Baird

Target:$50.00

+36.0%from $36.76

Sep 29, 2025Mizuho Securities

Instacart initiated with a Neutral at Mizuho

Target:$45.00

+18.7%from $37.92

Sep 16, 2025BTIG

Instacart price target lowered to $55 from $58 at BTIG

Target:$55.00

+20.6%from $45.60

Sep 5, 2025Wells Fargo

Instacart price target raised to $57 from $55 at Wells Fargo

Target:$57.00

+25.9%from $45.29

Aug 22, 2025Robert W. Baird

Instacart price target lowered to $60 from $65 at Baird

Target:$60.00

+38.3%from $43.37

Aug 8, 2025BMO Capital

Instacart price target raised to $58 from $49 at BMO Capital

Target:$58.00

+12.8%from $51.41

Aug 8, 2025Oppenheimer

Instacart price target raised to $65 from $60 at Oppenheimer

Target:$65.00

+26.6%from $51.35

Mar 6, 2025Loop Capital Markets

Instacart price target lowered to $52 from $56 at Loop Capital

Target:$52.00

+37.7%from $37.75

Jan 14, 2025BTIG

Instacart upgraded to Buy from Neutral at BTIG

Target:$58.00

+35.2%from $42.91

Dec 9, 2024Loop Capital Markets

Instacart (CART) PT Raised to $56 at Loop Capital

Target:$56.00

+30.8%from $42.80

Nov 18, 2024Robert W. Baird

Baird Reiterates Outperform Rating on Instacart (CART)

Target:$51.00

+21.7%from $41.89

Nov 13, 2024Piper Sandler

Instacart (CART) PT Raised to $58 at Piper Sandler

Target:$58.00

+81.8%from $31.90

Nov 13, 2024Stifel Nicolaus

Instacart (CART) PT Raised to $56 at Stifel

Target:$56.00

+75.5%from $31.90

Nov 13, 2024BMO Capital

Instacart price target raised to $48 from $39 at BMO Capital

Target:$48.00

+50.5%from $31.90

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