Maplebear (NASDAQ:CART) Rating Increased to Buy at Wall Street Zen

Wall Street Zen upgraded shares of Maplebear (NASDAQ:CART) from a hold rating to a buy rating in a research note issued to investors on Saturday.

A number of other equities research analysts have also recently issued reports on CART. Argus initiated coverage on shares of Maplebear in a research report on Wednesday, January 7th. They set a “buy” rating and a $52.00 target price for the company. Fox Advisors lowered shares of Maplebear from a “strong-buy” rating to a “hold” rating in a report on Thursday, December 18th. Benchmark reduced their target price on Maplebear from $60.00 to $53.00 and set a “buy” rating on the stock in a report on Tuesday, February 10th. Citigroup decreased their price target on Maplebear from $65.00 to $50.00 and set a “buy” rating on the stock in a research report on Tuesday, November 11th. Finally, Jefferies Financial Group lifted their price objective on Maplebear from $41.00 to $48.00 and gave the company a “hold” rating in a research report on Thursday, December 11th. Fifteen analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Hold” and an average price target of $51.38.

Maplebear Price Performance

Shares of NASDAQ:CART opened at $36.30 on Friday. The business’s fifty day moving average price is $41.19 and its two-hundred day moving average price is $41.81. Maplebear has a fifty-two week low of $32.73 and a fifty-two week high of $53.50. The stock has a market capitalization of $9.53 billion, a price-to-earnings ratio of 22.83, a price-to-earnings-growth ratio of 0.94 and a beta of 1.00.

Insider Buying and Selling

In other Maplebear news, General Counsel Morgan Fong sold 4,914 shares of the stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $45.21, for a total value of $222,161.94. Following the transaction, the general counsel directly owned 404,940 shares in the company, valued at approximately $18,307,337.40. This trade represents a 1.20% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 26.00% of the company’s stock.

Hedge Funds Weigh In On Maplebear

Hedge funds have recently added to or reduced their stakes in the company. Hantz Financial Services Inc. raised its holdings in Maplebear by 78.6% during the 3rd quarter. Hantz Financial Services Inc. now owns 884 shares of the company’s stock worth $32,000 after purchasing an additional 389 shares during the last quarter. Allworth Financial LP grew its position in shares of Maplebear by 35.7% during the 3rd quarter. Allworth Financial LP now owns 928 shares of the company’s stock worth $34,000 after buying an additional 244 shares during the period. Abich Financial Wealth Management LLC bought a new stake in shares of Maplebear during the third quarter worth approximately $43,000. IFP Advisors Inc lifted its holdings in Maplebear by 761.3% in the fourth quarter. IFP Advisors Inc now owns 956 shares of the company’s stock valued at $43,000 after buying an additional 845 shares during the period. Finally, Sunbelt Securities Inc. boosted its stake in Maplebear by 212.7% in the third quarter. Sunbelt Securities Inc. now owns 1,157 shares of the company’s stock valued at $43,000 after acquiring an additional 787 shares during the last quarter. Institutional investors own 63.09% of the company’s stock.

More Maplebear News

Here are the key news stories impacting Maplebear this week:

• Positive Sentiment: Company outlook and volume trends lifted investor sentiment — management flagged continued GTV and engagement momentum and issued upbeat guidance that helped ease competition concerns, a major reason for the bullish move. Instacart shares soar as upbeat forecast tempers competition fears
• Positive Sentiment: Analyst support: Needham raised its price target to $55 and maintained a Buy, signaling upside for investors who focus on Street revisions. Needham raises price target to $55
• Positive Sentiment: Unusually large call‑option flow — traders bought ~27,162 calls (≈247% above average), indicating bullish speculation or hedging that can amplify intraday upside and liquidity.
• Neutral Sentiment: Revenue growth was solid (revenue ~ $992M, +12% YoY and roughly in line/above estimates) even as profits and EPS showed pressure; mixed fundamental signal that could support longer‑term recovery if margins stabilize. Maplebear Q4 earnings report
• Negative Sentiment: EPS and profitability disappointed: GAAP EPS and net income declined year‑over‑year (EPS missed consensus), highlighting margin pressure despite higher revenue — a near‑term headwind for valuation. Quiver: Stock Rises on Q4 2025 Earnings
• Negative Sentiment: Wells Fargo trimmed its price target (to $43) and moved to an equal‑weight stance, reducing near‑term Street support and contributing to volatility. Wells Fargo lowers price target to $43
• Negative Sentiment: Analyst downgrade(s) pushed the stock to a new 12‑month low in some sessions and insider selling activity noted by data providers may add to negative sentiment for cautious investors. Maplebear Hits New 12-Month Low After Analyst Downgrade

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.