Maplebear (NASDAQ:CART) Stock Price Expected to Rise, Needham & Company LLC Analyst Says

Maplebear (NASDAQ:CART) had its target price upped by equities research analysts at Needham & Company LLC from $50.00 to $55.00 in a report issued on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. Needham & Company LLC’s target price points to a potential upside of 65.46% from the company’s current price.

CART has been the topic of a number of other research reports. Weiss Ratings reiterated a “hold (c)” rating on shares of Maplebear in a research note on Monday, December 29th. BMO Capital Markets upgraded shares of Maplebear from a “market perform” rating to an “outperform” rating and set a $58.00 target price on the stock in a research report on Tuesday, November 11th. Benchmark lowered their target price on shares of Maplebear from $60.00 to $53.00 and set a “buy” rating on the stock in a research note on Tuesday. Argus began coverage on shares of Maplebear in a research report on Wednesday, January 7th. They issued a “buy” rating and a $52.00 price target for the company. Finally, Wall Street Zen cut shares of Maplebear from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. Fifteen investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $51.54.

Maplebear Stock Up 0.9%

Maplebear stock opened at $33.24 on Friday. The business has a 50 day moving average price of $41.34 and a two-hundred day moving average price of $41.92. Maplebear has a 12 month low of $32.73 and a 12 month high of $53.50. The stock has a market cap of $8.73 billion, a price-to-earnings ratio of 18.26, a price-to-earnings-growth ratio of 0.85 and a beta of 1.00.

Maplebear (NASDAQ:CART) last released its quarterly earnings data on Monday, November 10th. The company reported $0.51 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.50 by $0.01. The business had revenue of $939.00 million for the quarter, compared to analysts’ expectations of $933.76 million. Maplebear had a return on equity of 15.72% and a net margin of 14.09%.Maplebear’s quarterly revenue was up 10.2% on a year-over-year basis. During the same period in the previous year, the business posted $0.42 earnings per share. On average, analysts expect that Maplebear will post 1.43 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, General Counsel Morgan Fong sold 4,914 shares of the stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $45.21, for a total transaction of $222,161.94. Following the sale, the general counsel directly owned 404,940 shares in the company, valued at $18,307,337.40. This represents a 1.20% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 26.00% of the stock is currently owned by company insiders.

Institutional Trading of Maplebear

Large investors have recently made changes to their positions in the business. Hantz Financial Services Inc. increased its stake in shares of Maplebear by 78.6% in the third quarter. Hantz Financial Services Inc. now owns 884 shares of the company’s stock valued at $32,000 after buying an additional 389 shares in the last quarter. Allworth Financial LP increased its position in Maplebear by 35.7% in the 3rd quarter. Allworth Financial LP now owns 928 shares of the company’s stock valued at $34,000 after acquiring an additional 244 shares in the last quarter. Abich Financial Wealth Management LLC acquired a new stake in Maplebear in the 3rd quarter valued at about $43,000. IFP Advisors Inc increased its position in Maplebear by 761.3% in the 4th quarter. IFP Advisors Inc now owns 956 shares of the company’s stock valued at $43,000 after acquiring an additional 845 shares in the last quarter. Finally, Sunbelt Securities Inc. raised its stake in shares of Maplebear by 212.7% in the third quarter. Sunbelt Securities Inc. now owns 1,157 shares of the company’s stock worth $43,000 after acquiring an additional 787 shares during the last quarter. Institutional investors own 63.09% of the company’s stock.

Maplebear News Summary

Here are the key news stories impacting Maplebear this week:

• Positive Sentiment: Revenue and growth momentum — Maplebear reported Q4 revenue of ~$992M, up ~12% year-over-year, with the company saying it saw its strongest gross-transaction value quarter in three years and double‑digit growth across key metrics. This supports expectations for continued demand and helped push sentiment. Maplebear Inc. 2025 Q4 – Results – Earnings Call Presentation
• Positive Sentiment: Upbeat guidance / ad & enterprise strength — Management guided the next quarter above Street expectations, citing stronger essentials demand and growth in its advertising and enterprise platform, which investors view as higher‑margin growth levers. Instacart forecasts strong quarter
• Neutral Sentiment: Corporate updates and partnerships — Company slide deck and call transcript provide detail on metrics and strategy; new retail partnerships (e.g., Lush same‑day) expand SKU and delivery density but are incremental in near term. Q4 2025 Earnings Call Transcript Instacart & Lush partnership
• Negative Sentiment: GAAP earnings miss and profitability weakness — The company reported GAAP EPS of $0.30, below consensus, and net income/operating profit declined significantly year-over-year (operating profit down ~37%, net income down ~47% in some reports). That raises near‑term EPS risk despite revenue growth. Q4 results summary
• Negative Sentiment: Analyst downgrades and lower expectations — Following the mixed results, at least one shop lowered its outlook/price target and coverage changes pushed the stock to a 12‑month low in some reports, adding downside pressure. Hits New 12-Month Low After Analyst Downgrade Benchmark Lowers Expectations
• Negative Sentiment: Cashflow / margins and insider selling — While operating cash flow improved, gross profit growth lagged revenue and the company still shows margin pressure; recent insider sales noted in filings could be viewed negatively by some investors. QuiverQuant financials & insider activity

Maplebear Company Profile

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.