Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$11.2B
235M shares
52-week range
$32.73 – $53.50
70% from low
Sector
SERVICES-BUSINESS SERVICES, NEC
Exchange
NASDAQ
CS
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|
| Revenue | $214.0M | $1.48B | $1.83B | $2.55B | $3.04B | $3.38B | $3.74B |
| Cost of revenue | $232.0M | $598.0M | $608.0M | $720.0M | $764.0M | $836.0M | $984.0M |
| Gross profit | −$18.0M | $879.0M | $1.23B | $1.83B | $2.28B | $2.54B | $2.76B |
| Gross margin | -8.4% | 59.5% | 66.8% | 71.8% | 74.9% | 75.3% | 73.7% |
| R&D | $127.0M | $194.0M | $368.0M | $518.0M | $2.31B | $604.0M | $650.0M |
| Operating income | −$556.0M | −$75.0M | −$86.0M | $62.0M | −$2.14B | $489.0M | $498.0M |
| EBITDA | −$551.0M | −$55.0M | −$45.0M | $118.0M | −$2.00B | $619.0M | $655.0M |
| Net income | −$531.0M | −$70.0M | −$73.0M | $428.0M | −$1.62B | $457.0M | $447.0M |
| Net margin | -248.1% | -4.7% | -4.0% | 16.8% | -53.3% | 13.5% | 11.9% |
| EPS (diluted) | -9.71 | -0.25 | -0.26 | 0.28 | -12.43 | 1.58 | 1.60 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $4.2B | $2.44 | $2.17–$2.73 | 21 |
| 2027 | $4.6B | $3.00 | $2.56–$3.40 | 21 |
| 2028 | $5.0B | $3.60 | $2.76–$4.68 | 12 |
| 2029 | $5.3B | $4.05 | $3.85–$4.20 | 10 |
Forward consensus · source: Financial Modeling Prep
Maplebear (Instacart) is a grocery-focused delivery marketplace that connects national and regional grocers with consumers and couriers, and consumers with their favorite stores. Its app provides on-demand convenience for consumers, allows couriers to earn income, and helps grocers to scale their business through digital channels. The marketplace gathers valuable consumer behavior data, attracting consumer-packaged-goods advertisers that seek to reach consumers at the point of purchase. With approximately 600,000 shoppers and 1,800 retail partners, Instacart delivers to about 98% of households in the United States and Canada.
www.instacart.comNo one on the platform currently holds CART.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 1,567,054 | $58.7M |
| Bridgewater Associatesas of 2025-12-31 | 917,620 | $41.3M |
No one on the platform has traded CART yet.
| $3.6B |
| — |
| MUSAMurphy USA Inc. | $535.11 | +1.67% | $9.9B | — |
| NCLHNorwegian Cruise Line Holdings Ltd. | $21.92 | +3.20% | $10.1B | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 3.9× sales vs its 3.0× historical median P/S.
Fair value ≈ $36.79 · price $47.23 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$NKE Time to give em smptn' to talk about baby . . . punch right through that $45.71 initial Gapfill $COST $CART
View on StockTwits ↗$CART Cherry picking stocktwitters making non-apples-to-apples comparisons regarding food delivery apps. Making comments is easy as cherry pie here on stocktwits, no such thing as too many cooks in the kitchen here. These people with the lofty opinions of their own melons, its bananas. Are they the coolest cucumbers in the crisper, or are their ideas wilting like expired produce?
View on StockTwits ↗Your timeline will do its best to spread fear today. Your job is to find relative strength. Names standing out so far: $CART $TTWO $RBRK $PANW $FTNT When the macro timeline aggressively broadcasts fear, the ultimate mandate for smart money is identifying Relative Strength. This specific shortlist captures pristine capital insulating itself heavily against systemic de-risking. As macro liquidity drains, enterprise-grade data defense emerges as the ultimate institutional safe haven. $PANW, $FTNT, and cloud-newcomer $RBRK are absorbing selling pressure beautifully, anchoring strongly above critical Fibonacci volume nodes. Grocery tech sovereign $CART is executing an explosive ~10% anti-gravity rally alongside gaming titan $TTWO, acting as psychological beacons for long-term compounding capital. While retail leverage flushes out, relative strength uncovers the next leg of institutional leadership. Which of these high-beta defenders are you prioritizing on your watchlist today?
View on StockTwits ↗$CART Long. Costco delivery alone gives it significant value
View on StockTwits ↗Top 3 #momentum #stocks In The GorillaTrades #portfolio This Week: Maplebear $CART +9.0%, Trane Tech. $TT +5.0%, and JPMorgan Chase $JPM +2.3%
View on StockTwits ↗$CART $FIGS $TRUP figs crushed the other two by 100%
View on StockTwits ↗$NKE added again @ 44.45 for Sharp Reversal back towards $80.17 with Shorts headed for Exits . . . $LULU $CART
View on StockTwits ↗$CART Current Stock Price: $42.36 Contracts to trade: $42.5 CART Jun 05 2026 Call Entry: $0.55 Exit: $0.76 ROI: 37% Hold ~24 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗$CART genuinely such a solid over looked company.
View on StockTwits ↗$CART “What’s the long-term moat for Maplebear Inc. (CART) compared to Uber Technologies, Inc.? I understand Instacart is focused on grocery delivery/shopping, but what stops Uber from continuing to expand grocery inside the Uber app and taking share? Is Instacart’s advantage mainly its retailer partnerships and grocery-specific software/infrastructure, or is there something else that gives it a durable edge? Curious to hear the bull and bear cases.”
View on StockTwits ↗@ribbey @Jeremymartin007 @simon58 @judgeyoung2 @jenbunn @EBE_day @TraderRapp @Godreal1 @tonyctl @zuby34 $dash why $CART barely up then and $WRBY why poots barely up despite big drop
View on StockTwits ↗$GOOG $CART Instacart now integrated with Google Gemini Instacart (CART) announced that it is now integrated with Gemini, Google's (GOOGL) AI assistant, making us the first grocery partner on the Gemini platform. Users can connect their Instacart account within Gemini and build a real, shoppable grocery cart through natural conversation, then head to Instacart to place their order for delivery or pickup, the company said. "For years, Instacart has been building the intelligence layer for grocery - the data infrastructure, personalization, localization, and fulfillment connectivity that transforms everyday intent into groceries delivered," Instacart said. "When a customer links their Instacart account through Gemini, they unlock personalized results based on how they shop: their usual brands, dietary needs, preferred substitutions, and local store. The more you shop with Instacart, the smarter our intelligence layer gets for you, surfacing the right products, flagging the right replacements, and helping you discover things that fit your household's needs. We built this infrastructure to meet customers wherever the grocery journey begins - with a recipe, a weekly meal plan, a pantry restock, or for some, in a conversation with an AI assistant. Whatever the starting point, Instacart's intelligence layer is what makes the grocery experience actually work, translating natural language input into a real, shoppable cart that is accurate, local, and built around how you shop."
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.