Benchmark Cuts Maplebear (NASDAQ:CART) Price Target to $53.00

Maplebear (NASDAQ:CART) had its price target reduced by Benchmark from $60.00 to $53.00 in a research note published on Tuesday,Benzinga reports. They currently have a buy rating on the stock.

A number of other research firms have also weighed in on CART. Weiss Ratings reiterated a “hold (c)” rating on shares of Maplebear in a research note on Monday, December 29th. Stifel Nicolaus decreased their price target on shares of Maplebear from $49.00 to $46.00 and set a “buy” rating on the stock in a report on Tuesday, January 27th. Citigroup decreased their price objective on Maplebear from $65.00 to $50.00 and set a “buy” rating on the stock in a report on Tuesday, November 11th. BMO Capital Markets raised shares of Maplebear from a “market perform” rating to an “outperform” rating and set a $58.00 price target for the company in a research note on Tuesday, November 11th. Finally, Cantor Fitzgerald increased their price objective on Maplebear from $45.00 to $54.00 and gave the company an “overweight” rating in a research note on Thursday, January 8th. Fifteen research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, Maplebear has a consensus rating of “Hold” and a consensus price target of $51.35.

Maplebear Stock Up 0.9%

NASDAQ:CART opened at $33.24 on Tuesday. The company has a fifty day moving average of $41.34 and a 200-day moving average of $41.92. Maplebear has a twelve month low of $32.73 and a twelve month high of $53.50. The firm has a market capitalization of $8.73 billion, a P/E ratio of 18.26, a P/E/G ratio of 0.85 and a beta of 1.00.

Maplebear (NASDAQ:CART) last issued its quarterly earnings data on Thursday, February 12th. The company reported $0.30 EPS for the quarter, missing the consensus estimate of $0.52 by ($0.22). Maplebear had a return on equity of 15.72% and a net margin of 14.09%.The company had revenue of $992.00 million during the quarter, compared to analysts’ expectations of $969.95 million. During the same period last year, the company earned $0.53 earnings per share. The business’s revenue for the quarter was up 12.3% compared to the same quarter last year. On average, analysts anticipate that Maplebear will post 1.43 EPS for the current fiscal year.

Insider Activity at Maplebear

In related news, General Counsel Morgan Fong sold 4,914 shares of Maplebear stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $45.21, for a total transaction of $222,161.94. Following the transaction, the general counsel owned 404,940 shares in the company, valued at approximately $18,307,337.40. The trade was a 1.20% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 26.00% of the stock is owned by company insiders.

Institutional Investors Weigh In On Maplebear

Several large investors have recently bought and sold shares of the business. Federation des caisses Desjardins du Quebec raised its holdings in Maplebear by 17.8% during the 4th quarter. Federation des caisses Desjardins du Quebec now owns 13,587 shares of the company’s stock valued at $611,000 after buying an additional 2,055 shares during the period. DRW Securities LLC purchased a new position in Maplebear during the fourth quarter worth $264,000. Orion Porfolio Solutions LLC bought a new position in Maplebear during the fourth quarter valued at $208,000. Dimensional Fund Advisors LP raised its stake in shares of Maplebear by 114.7% in the fourth quarter. Dimensional Fund Advisors LP now owns 3,792,673 shares of the company’s stock valued at $170,594,000 after acquiring an additional 2,026,567 shares during the period. Finally, Federated Hermes Inc. raised its stake in shares of Maplebear by 3.2% in the fourth quarter. Federated Hermes Inc. now owns 3,287,952 shares of the company’s stock valued at $147,892,000 after acquiring an additional 101,278 shares during the period. Institutional investors own 63.09% of the company’s stock.

Key Stories Impacting Maplebear

Here are the key news stories impacting Maplebear this week:

• Positive Sentiment: Revenue and guidance beat — Instacart reported Q4 revenue of roughly $992M (up ~12% YoY) and issued stronger-than-expected guidance and gross-transaction-value momentum, which traders cited as the primary catalyst for the post-earnings rally. Instacart stock pops 14% on revenue beat, rosy guidance
• Positive Sentiment: Advertising & enterprise platform strength — Management highlighted rising ad revenue and enterprise business adoption (strongest GTv in three years), supporting near-term growth expectations. Instacart forecasts strong quarter driven by essentials demand, advertisement business
• Neutral Sentiment: New retail partnership — Instacart announced a same-day partnership with Lush to expand beauty/skincare offerings, which incrementally supports GMV and customer choice but is not a major near-term revenue driver. Instacart Partners with Lush
• Neutral Sentiment: Investor materials available — Company released its shareholder letter, slide deck and call recording (useful for modeling the guidance detail and assumptions). Instacart Announces Fourth Quarter and Full Year 2025 Financial Results
• Negative Sentiment: Profitability mixed / EPS confusion — On a GAAP-looking basis multiple outlets reported EPS of $0.30 (down sharply YoY and below some street estimates), though one Zacks write-up cited a $0.53 figure (likely reflecting a different adjusted metric). The EPS drop and inconsistent metrics created near-term uncertainty. Earnings report / call materials Maplebear (CART) Q4 Earnings and Revenues Surpass Estimates
• Negative Sentiment: Margins and net income contracted — Operating profit and net income declined materially year-over-year; cost of sales and liabilities increased — a reminder that growth is coming with margin pressure. Maplebear Inc. (CART) Stock Rises on Q4 2025 Earnings Instacart Profit Falls Following $60 Million Settlement With FTC
• Negative Sentiment: Insider and institutional selling; some analyst downward pressure — Recent insider sales and large fund position reductions, plus at least one firm lowering expectations, add selling risk even as some analysts remain constructive. Insider and institutional activity Benchmark lowers expectations

About Maplebear

Maplebear, Inc, doing business as Instacart, operates a leading online grocery and essentials marketplace that connects consumers, retail partners and personal shoppers through its digital platform. The company enables customers to order groceries, household items and specialty products for same-day or scheduled delivery, as well as in-store pickup. By integrating its technology with retailers’ existing inventory and point-of-sale systems, Maplebear streamlines the shopping experience and provides real-time availability and pricing.

Founded in 2012 and headquartered in San Francisco, Maplebear has grown from a regional startup to a publicly traded company listed on NASDAQ under the ticker CART.