
CART Stock Forecast & Price Target
CART Analyst Ratings
Bulls say
Maplebear, operating as Instacart, demonstrates a strong financial outlook with expected advertising revenue growth surpassing overall gross transaction value (GTV) in the first quarter of 2025, indicating effective monetization strategies. The company also boasts an impressive network of over 8 million monthly active users, along with increased engagement from brand partners, collectively spending over $1 billion in 4Q, which underscores the platform's expanding reach and relevance in the market. Furthermore, with improvements in the company's margin profile and operational efficiencies, including increased delivery efficiency and enhanced technology implementations, Maplebear is poised to achieve its long-term adjusted EBITDA target of approximately 39%.
Bears say
Maplebear (Instacart) faces a challenging financial outlook, primarily indicated by an estimated decline in the transaction take rate by approximately 10 basis points year-over-year in 2025, compounded by a projected decrease in average order value (AOV) due to a shift in order mix and a lower basket minimum of $10. The company's advertising revenue growth has shown signs of deceleration, and the competitive landscape poses risks, including the loss of market share to larger retailers and a reliance on a limited number of grocery partners, resulting in revenue concentration risk. Additionally, uncertainties surrounding the scaling of its advertising business and potential regulatory challenges regarding its independent contractors further contribute to a negative assessment of the company's financial stability.
This aggregate rating is based on analysts' research of Instacart (Maplebear Inc.) and is not a guaranteed prediction by Public.com or investment advice.
CART Analyst Forecast & Price Prediction
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