
CART Stock Forecast & Price Target
CART Analyst Ratings
Bulls say
Maplebear, operating as Instacart, has demonstrated a robust performance with a revenue increase of 10%, reaching $883 million, alongside a growing base of approximately 8 million monthly active users. The company's advertising revenue is anticipated to outpace overall gross transaction value (GTV) growth in 1Q25, indicating a positive shift in its revenue streams. Additionally, Instacart is showing continuous improvement in operational metrics, including the enhancement of its margin profile towards a long-term adjusted EBITDA target of approximately 39%, while the adoption of innovative advertising initiatives underscores significant growth potential in its advertising business.
Bears say
Maplebear (Instacart) is facing a negative outlook primarily due to projected declines in its transaction take rate, estimated to decrease by approximately 10 basis points year-over-year in 2025, which could negatively impact revenue. Additionally, the company is anticipated to experience a decline in average order value (AOV) due to shifts in order composition towards restaurants and the reduction of the basket minimum to $10, further exacerbated by a challenging macroeconomic environment for food and beverage advertising. Instacart's reliance on a limited number of retail partners poses a significant revenue concentration risk, coupled with the uncertainty surrounding its ability to effectively scale its advertising business in an evolving digital landscape.
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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