What Instacart's Results Tell Us About Grocery Delivery
Maplebear (CART), better known as Instacart, posted better-than-expected results as shoppers placed more orders and spent more money on them.
Instacart: The Growth Story Is Intact After Q3 (Rating Upgrade)
Maplebear Inc., Instacart's owner, reported good Q3 results. The company continues to grow despite competitive pressure, resulting in record earnings. Pressure from DoorDash, Amazon, Uber, and others hasn't deteriorated the growth story. Instacart's Q4 GTV guidance is highly encouraging. The market is now overly concerned with Instacart's market share pressure. I estimate 57% upside for CART stock to $55.8.
Maplebear Inc. (CART) Q3 2025 Earnings Call Transcript
Maplebear Inc. ( CART ) Q3 2025 Earnings Call November 10, 2025 8:00 AM EST Company Participants Rebecca Yoshiyama - Vice President of Investor Relations Chris Rogers - CEO, President & Director Emily Maher - CFO & Treasurer Conference Call Participants Eric Sheridan - Goldman Sachs Group, Inc., Research Division Colin Sebastian - Robert W. Baird & Co. Incorporated, Research Division Shweta Khajuria - Wolfe Research, LLC Nikhil Devnani - Sanford C.
Instacart shares slip on cautious fourth quarter guidance
Instacart (NASDAQ:CART) reported third quarter 2025 results that surpassed Wall Street estimates for both revenue and earnings per share, but cautious guidance for the holiday quarter weighed on its shares on Monday morning. The grocery technology company posted Q3 revenue of $939 million, slightly above analyst projections of $934.1 million, representing a 10.2% increase from the same period last year.
Maplebear (CART) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Maplebear (CART) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Maplebear (CART) Q3 Earnings and Revenues Surpass Estimates
Maplebear (CART) came out with quarterly earnings of $0.51 per share, beating the Zacks Consensus Estimate of $0.5 per share. This compares to earnings of $0.42 per share a year ago.
Instacart tops third-quarter expectations under new CEO Rogers, gives strong guidance
Instacart topped third-quarter earnings and issued an upbeat outlook as more consumers utilize online grocery delivery. CEO Chris Rogers called the company a "clear leader" in online grocery delivery in a letter to shareholders and said Instacart is focused on investing.
Maplebear (CART) Earnings Expected to Grow: Should You Buy?
Maplebear (CART) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Grubhub Platform Integrates Grocery Delivery Powered by Instacart
Grubhub customers will soon be able to order goods from Instacart's network of grocery stores and pharmacies within the Grubhub app or website. This capability will be enabled by a new partnership between the two companies, in which Instacart has become Grubhub's grocery delivery partner, according to a Tuesday (Oct. 28) press release.
Instacart downgraded on competition concerns, shares slip
Instacart (NASDAQ:CART) shares moved lower after Wedbush downgraded the company to ‘Underperform' from ‘Neutral' and lowered its price target to $42 from $55, with analysts citing intensifying competition in the grocery delivery space. “Instacart has demonstrated healthy gross transaction volume (GTV) growth and an improving margin trajectory over the last few quarters, tempering some investor concern,” the analysts wrote.
Grocery Delivery Stock Downgraded on Stiff Competition
Shares of Maplebear Inc (NASDAQ:CART), which does business as Instacart, are down 3.2% at $44.07, after a downgrade from Wedbush to "underperform" from "neutral," with a price-target cut to $42 from $55.
Instacart Stock Rises on Earnings Beat, Upgrade. Why Fierce Competition Is Helping.
Benchmark Equity Research upgraded Instacart to Buy from Hold due to its strong growth trajectory.
