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Consumer Cyclical · Internet Retail · US

Maplebear Inc. CART

$58.46 · close of Nov 9, 2026
AI score · Solid · analysis Sep 21, 2025
7.2 of 10

Valuation holds this up; Optionality is the soft spot.

Moat7.0
Management7.0
Valuation8.0
Risk · 10 = lowest7.0
Business model7.0
Optionality7.0
Fair value
AI fair value
—
Base case
—
the single most likely path
Analyst consensus
$61.59
30 analysts · 12-month target
Price
$58.46
The business

Maplebear Inc., doing business as Instacart, operates as a technology and enablement partner for the grocery industry in the United States and internationally. The company offers Instacart Marketplace which helps retailers serve customers' needs by supporting fulfillment options, shopping occasions, and categories; Instacart Enterprise platform, an end-to-end technology solution for retailers across all aspects of business; and Instacart Ads, enables brands to learn more about general consumer behavior from discovery to purchase, offering insights about how to optimize advertising spend. It also provides advertising solutions, including sponsored product ads, display ads, coupons, and brand pages; and software-as-a-service. The company's services can be provided through company's mobile application or website. Maplebear Inc., was incorporated in 2012 and is headquartered in San Francisco, California.

Last report Oct 29, 2026

Write why this business works, set your own fair value, and let the briefing speak only when a rule you wrote is crossed.

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General investment analysis · not personalized advice · the figures carry their dates