Maplebear (NASDAQ:CART) Stock Rating Upgraded by Wall Street Zen

Maplebear (NASDAQ:CART) was upgraded by investment analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research note issued on Saturday.

A number of other research analysts have also recently issued reports on the stock. JPMorgan Chase & Co. dropped their target price on shares of Maplebear from $65.00 to $55.00 and set an “overweight” rating for the company in a report on Tuesday, November 11th. Needham & Company LLC raised their price objective on Maplebear from $50.00 to $55.00 and gave the company a “buy” rating in a research note on Friday. BNP Paribas Exane started coverage on Maplebear in a report on Wednesday, January 14th. They set an “underperform” rating and a $41.00 price objective for the company. Citigroup decreased their target price 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, Wells Fargo & Company dropped their price target on Maplebear from $47.00 to $43.00 and set an “equal weight” rating for the company in a research report on Friday. Fifteen analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $51.38.

Maplebear Stock Up 9.2%

NASDAQ:CART opened at $36.30 on Friday. The firm’s fifty day simple moving average is $41.19 and its 200-day simple moving average is $41.85. The stock has a market cap of $9.53 billion, a PE ratio of 22.83, a price-to-earnings-growth ratio of 0.86 and a beta of 1.00. Maplebear has a fifty-two week low of $32.73 and a fifty-two week high of $53.50.

Insiders Place Their Bets

In other news, General Counsel Morgan Fong sold 4,914 shares of the business’s 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 completion of the transaction, the general counsel directly owned 404,940 shares of the company’s stock, valued at $18,307,337.40. The trade was a 1.20% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Insiders own 26.00% of the company’s stock.

Institutional Trading of Maplebear

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Viking Global Investors LP purchased a new position in Maplebear in the 2nd quarter valued at about $169,782,000. William Blair Investment Management LLC acquired a new position in shares of Maplebear in the second quarter valued at approximately $151,364,000. Marshall Wace LLP purchased a new position in shares of Maplebear during the fourth quarter valued at approximately $126,206,000. Holocene Advisors LP acquired a new stake in Maplebear during the third quarter worth approximately $90,167,000. Finally, Norges Bank acquired a new stake in Maplebear during the fourth quarter worth approximately $97,221,000. Hedge funds and other institutional investors own 63.09% of the company’s stock.

Trending Headlines about Maplebear

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

About Maplebear

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.