Maplebear Inc.
Instacart, the business name of Maplebear Inc., provides technology and services for grocery retailers, customers, brands and shoppers. Its Instacart Marketplace lets customers order groceries and other items for delivery or pickup from retailers through its app or website. Instacart Enterprise is a modular platform for retailers’ own online storefronts and business operations, with e-commerce, fulfillment, Connected Stores, advertising and marketing, and insights tools. Instacart Ads provides digital advertising and consumer insights to brands. The company also offers Instacart+, a membership program with benefits including unlimited $0 delivery fees on orders over a certain size. Instacart makes money through its marketplace, retailer technology services and advertising offerings. As of December 31, 2025, it serves more than 2,200 retail banners, provides discovery and advertising tools to over 9,000 active brands, and offers approximately 600,000 shoppers flexible work opportunities. Instacart is headquartered in San Francisco, California.
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DoorDash (DASH) will acquire Instacart (CART) for $17 billion, or $65 per share. The deal is 75% cash, 25% stock. Instacart's board approved the agreement. Latham & Watkins advised DoorDash on the transaction.
Citigroup kept its Buy rating on Maplebear and increased its price target to $65 from $58, suggesting a 15.1% upside from the Oct 30 close of $56.45. This represents a 12.1% increase in the target price.
Maplebear Inc. (CART), operating as Instacart, reported Q3 2026 earnings of 60 cents per share, missing estimates by 4 cents, but revenues rose 16.6% to $1,095 million, beating expectations. The company announced a $17 billion acquisition by DoorDash (DASH). Transaction and advertising revenues grew, but higher costs pressured margins. Instacart suspended guidance due to the pending acquisition, expected to close by mid-2028.
Over the past 7 days, AlphAI's AI scored 4 news stories mentioning CART (Maplebear Inc.). Coverage has been balanced: 2 bullish, 0 neutral, and 2 bearish.
Recent CART coverage spans financial news, mergers & acquisitions and corporate actions.
In the last 30 days, CART insiders filed 6 SEC Form 4 transactions — no purchases and 6 sales ($6.6M). The most active reporter was Fong Morgan, Chief Legal Officer, with 2 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Instacart shareholders will receive cash and/or DoorDash stock, likely driving a short-term price surge as the deal is priced.
Citigroup kept its Buy rating on Maplebear and increased its price target to $65 from $58, suggesting a 15.1% upside from the Oct 30 close of $56.45. This represents a 12.1% increase in the target price.
Shares likely to rise on the 26% acquisition premium despite earnings miss, but margin pressure may temper upside.
Wedbush downgraded Maplebear to Neutral from Outperform, raising its price target to $65 from $63, a 3.2% increase. The new target suggests a 15.1% upside from the Oct 30 close of $56.45.
Bernstein downgraded Maplebear to Market Perform from Outperform but raised its price target to $65 from $60. The new target suggests a 13.8% upside from the Oct 29 close of $57.11. Recent analyst price targets for Maplebear range from $56 to $65.
AlphAI scores every news story that mentions CART with an AI model for sentiment and relevance, and aggregates insider trades from Maplebear Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
DoorDash (DASH) will acquire Instacart (CART) for $17 billion, or $65 per share. The deal is 75% cash, 25% stock. Instacart's board approved the agreement. Latham & Watkins advised DoorDash on the transaction.
Citigroup kept its Buy rating on Maplebear and increased its price target to $65 from $58, suggesting a 15.1% upside from the Oct 30 close of $56.45. This represents a 12.1% increase in the target price.
Maplebear Inc. (CART), operating as Instacart, reported Q3 2026 earnings of 60 cents per share, missing estimates by 4 cents, but revenues rose 16.6% to $1,095 million, beating expectations. The company announced a $17 billion acquisition by DoorDash (DASH). Transaction and advertising revenues grew, but higher costs pressured margins. Instacart suspended guidance due to the pending acquisition, expected to close by mid-2028.
Wedbush downgraded Maplebear to Neutral from Outperform, raising its price target to $65 from $63, a 3.2% increase. The new target suggests a 15.1% upside from the Oct 30 close of $56.45.
Bernstein downgraded Maplebear to Market Perform from Outperform but raised its price target to $65 from $60. The new target suggests a 13.8% upside from the Oct 29 close of $57.11. Recent analyst price targets for Maplebear range from $56 to $65.
Wedbush upgraded DoorDash (DASH) to Outperform with a $230 price target, citing record Q3 results and Instacart (CART) acquisition. Jefferies upgraded Rivian (RIVN) to Buy, expecting EV demand recovery. Rosenblatt upgraded Monolithic Power (MPWR) to Buy with a $1,700 target. Oppenheimer upgraded Incyte (INCY) to Outperform with a $144 target. MoffettNathanson upgraded Lumen (LUMN) to Neutral. Oppenheimer, KeyBanc, and Citizens downgraded Reddit (RDDT).
Needham downgraded Maplebear from Buy to Hold. The change in rating was announced without a specific price target or detailed rationale.
Maplebear Inc. (CART) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Exhibit 99.1 DoorDash to Acquire Instacart to Help Local Stores Win • Transaction values Instacart at $65.00 per share, representing a 26% premium to Instacart’s closing price on October 22, 2026 • Together, DoorDash and Instacart would help stores of every size reach more custom
DoorDash, Inc. (DASH) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Exhibit 99.1 DoorDash to Acquire Instacart to Help Local Stores Win ● Transaction values Instacart at $65.00 per share, representing a 26% premium to Instacart's closing price on October 22, 2026 ● Together, DoorDash and Instacart would help stores of every size reach more custom
Maplebear (Instacart) reported Q3 GAAP EPS of $0.60, missing estimates by $0.03. Revenue of $1.1B beat expectations by $30M, up 17.1% year-over-year. Gross transaction volume grew 15% to $10.53B, while orders increased 10% to 91.4M, and transaction revenue rose 14% to $764M.
