CA
CART
Maplebear Inc.
$41.22
+2.82%
$9.7B
No data for this timeframe.
Vol
Market Cap$9.7B
Cap SizeMid Cap
Analyst ConsensusBuy (59%)
Inst. Holders9 funds
Inst. Value$1.3B
Inst. Activity3 buys / 3 sells
Insider Activity0B / 5S
Insider Net $-$4.1M
SEC Reports2
Recent Activity
May 18, 2026
Insider
Fong Morgan sold 12,575 shares
Chief Legal Officer @ $39.88 ($501.5K)
May 15, 2026
Insider
BLACKWOOD-KAPRAL LISA sold 6,103 shares
Chief Accounting Officer @ $38.47 ($234.8K)
May 15, 2026
Insider
Rogers Chris sold 45,464 shares
President and CEO @ $38.47 ($1.7M)
May 14, 2026
short_volume
Short Volume: CART — 75.6% short (1.4M / 1.9M)
Short: 1,410,286 | Exempt: 100 | TRF Vol: 1,864,838 | Short Ratio: 75.6% | Off-exchange volume (dark
May 6, 2026
SEC
Instacart (CART) reported strong Q1 2026 results with revenue of $1.019B (+14% YoY) and GAAP EPS of $0.57, beating conse
8-K — Impact 7/10
Mar 18, 2026
SEC
Lisa Blackwood-Kapral, Chief Accounting Officer of Maplebear Inc. (CART), sold 9,390 shares in the open market for appro
CLUSTER — Impact 3/10
Inst.
NORGES BANK — NEW
2,161,422 shares ($97.2M)
Inst.
MORGAN STANLEY — TRIM
2,023,855 shares ($91.0M)
Price Targets
$50.11
+21.6% upside
Strong Buy
Current $41.22
Low $37.00
Median $50.00
High $69.00
27 analysts
$37.00
$69.00
Analyst Ratings
10Strong Buy
14Buy
15Hold
1Sell
1Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 7, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| May 7, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| May 7, 2026 | Needham | REITERATE | Buy → Buy |
| Mar 30, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| Mar 30, 2026 | Jefferies | UPGRADE | Hold → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.53 ▼ -1.4% | $0.40 — $0.70 | 30% YoY | 25 |
| Next Q | $0.64 ▲ +1.8% | $0.58 — $0.75 | 25% YoY | 24 |
| Current FY | $2.42 ▲ +1.3% | $2.18 — $2.74 | 51% YoY | 26 |
| Next FY | $2.95 ▲ +6.2% | $2.48 — $3.48 | 22% YoY | 27 |
Latest Reports
BULLISH
8-K
7/10
Instacart (CART) reported strong Q1 2026 results with revenue of $1.019B (+14% YoY) and GAAP EPS of $0.57, beating conse
May 6, 2026
NEUTRAL
CLUSTER
3/10
Lisa Blackwood-Kapral, Chief Accounting Officer of Maplebear Inc. (CART), sold 9,390 shares in the open market for appro
Mar 18, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $856.6M | — |
| NORGES BANK | $97.2M | NEW |
| MORGAN STANLEY | $91.0M | TRIM |
| RENAISSANCE TECHNOLOGIES LLC | $64.1M | — |
| BANK OF AMERICA CORP | $60.3M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 18, 2026 | Fong Morgan | SELL | $501.5K |
| May 15, 2026 | BLACKWOOD-KAPRAL LISA | F | $234.8K |
| May 15, 2026 | Rogers Chris | F | $1.7M |
| May 15, 2026 | Fong Morgan | F | $611.6K |
| May 15, 2026 | Reuter Emily | F | $1.0M |
9 institutional holders with $1.3B total value (28,495,241 shares) as of 2025-Q4. Top holders: VANGUARD, NORGES, MORGAN.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 19,044,096 | $856.6M | 66.8% | — |
| 2 | NORGES BANK | 2,161,422 | $97.2M | 7.6% | NEW |
| 3 | MORGAN STANLEY | 2,023,855 | $91.0M | 7.1% | TRIM -33.7% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 1,424,454 | $64.1M | 5.0% | — |
| 5 | BANK OF AMERICA CORP /DE/ | 1,341,061 | $60.3M | 4.7% | TRIM -55.8% |
| 6 | FMR LLC | 1,283,864 | $57.7M | 4.5% | ADD +33.8% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,186,822 | $53.4M | 4.2% | TRIM -25.2% |
| 8 | TWO SIGMA INVESTMENTS, LP | 20,000 | $899.6K | 0.1% | NEW |
| 9 | WELLS FARGO & COMPANY/MN | 9,667 | $434.8K | 0.0% | NEAR_EXIT -80.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 2,161,422 | — | $97.2M | 2025-Q4 |
| MORGAN STANLEY | TRIM | 3,052,607 | 2,023,855 | -33.7% | $91.0M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 3,036,736 | 1,341,061 | -55.8% | $60.3M | 2025-Q4 |
| FMR LLC | ADD | 959,543 | 1,283,864 | +33.8% | $57.7M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 20,000 | — | $899.6K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | NEAR_EXIT | 50,711 | 9,667 | -80.9% | $434.8K | 2025-Q4 |
| MORGAN STANLEY | ADD | 1,672,883 | 3,052,607 | +82.5% | $112.2M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 1,748,344 | 3,036,736 | +73.7% | $111.6M | 2025-Q3 |
| UBS Group AG | ADD | 1,538,284 | 1,971,524 | +28.2% | $72.5M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | TRIM | 1,532,033 | 1,146,629 | -25.2% | $42.2M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 21,582 | 50,711 | +135.0% | $1.9M | 2025-Q3 |
| NORGES BANK | EXIT | 2,151,879 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 2,151,879 | — | $97.4M | 2025-Q2 |
| UBS Group AG | TRIM | 2,250,325 | 1,538,284 | -31.6% | $69.6M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | NEAR_EXIT | 160,169 | 21,582 | -86.5% | $976.4K | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 90,865 | 0 | -100.0% | $0.00 | 2025-Q2 |
| CITADEL ADVISORS LLC | ADD | 1,099,872 | 1,841,090 | +67.4% | $73.4M | 2025-Q1 |
| MORGAN STANLEY | TRIM | 1,831,592 | 1,342,429 | -26.7% | $53.5M | 2025-Q1 |
| FMR LLC | TRIM | 1,481,606 | 808,932 | -45.4% | $32.3M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 13,702 | 160,169 | +1068.9% | $6.4M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 878,648 | 90,865 | -89.7% | $3.6M | 2025-Q1 |
| NORGES BANK | EXIT | 2,297,497 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 208,397 | 2,216,410 | +963.6% | $91.8M | 2024-Q4 |
| MORGAN STANLEY | TRIM | 2,598,796 | 1,831,592 | -29.5% | $75.9M | 2024-Q4 |
| CITADEL ADVISORS LLC | ADD | 796,756 | 1,099,872 | +38.0% | $45.6M | 2024-Q4 |
5 unique insiders with 5 transactions. Net insider value: -$4.1M ($0.00 bought, $4.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 18, 2026 | Fong Morgan | Chief Legal Officer | SELL | 12,575 | $39.88 | $501.5K |
| May 15, 2026 | BLACKWOOD-KAPRAL LISA | Chief Accounting Officer | F | 6,103 | $38.47 | $234.8K |
| May 15, 2026 | Rogers Chris | President and CEO | F | 45,464 | $38.47 | $1.7M |
| May 15, 2026 | Fong Morgan | Chief Legal Officer | F | 15,898 | $38.47 | $611.6K |
| May 15, 2026 | Reuter Emily | CHIEF FINANCIAL OFFICER | F | 26,929 | $38.47 | $1.0M |
| Apr 15, 2026 | Rogers Chris | President and CEO | A | 376,405 | $0.00 | $0.00 |
| Apr 15, 2026 | Reuter Emily | CHIEF FINANCIAL OFFICER | A | 254,283 | $0.00 | $0.00 |
| Apr 15, 2026 | Fong Morgan | Chief Legal Officer | A | 187,366 | $0.00 | $0.00 |
| Apr 15, 2026 | BLACKWOOD-KAPRAL LISA | Chief Accounting Officer | SELL | 9,390 | $40.25 | $377.9K |
| Apr 15, 2026 | BLACKWOOD-KAPRAL LISA | Chief Accounting Officer | A | 20,851 | $0.00 | $0.00 |
| Mar 16, 2026 | BLACKWOOD-KAPRAL LISA | Chief Accounting Officer | SELL | 9,390 | $38.74 | $363.8K |
| Mar 11, 2026 | Fong Morgan | GENERAL COUNSEL & SECRETARY | SELL | 75,219 | $36.87 | $2.8M |
| Mar 11, 2026 | Fong Morgan | GENERAL COUNSEL & SECRETARY | M | 110,340 | $7.32 | $807.7K |
| Mar 11, 2026 | Fong Morgan | GENERAL COUNSEL & SECRETARY | M | 110,340 | $0.00 | $0.00 |
| Feb 25, 2026 | Sarafan Lily | Director | SELL | 3,500 | $36.53 | $127.8K |
2 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (59% buy). Based on 41 analysts: 10 strong buy, 14 buy, 15 hold, 1 sell, 1 strong sell.
Analyst Price Targets
$50.11 mean target
+21.6% upside
Strong Buy (2.03)
$37.00 Low
$69.00 High
| Metric | Value |
|---|---|
| Current Price | $41.22 |
| Target Low | $37.00 |
| Target Mean | $50.11 |
| Target Median | $50.00 |
| Target High | $69.00 |
| # Analysts | 27 |
| Recommendation | Strong Buy (2.03) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.53 | $0.40 | $0.70 | 30.2% | -1.4% | 9↑ 12↓ | $1.0B | 12.0% | 25 |
| Next Q 2026-09-30 |
$0.64 | $0.58 | $0.75 | 24.7% | +1.8% | 14↑ 7↓ | $1.0B | 11.4% | 24 |
| Current FY 2026-12-31 |
$2.42 | $2.18 | $2.74 | 51.4% | +1.3% | 14↑ 10↓ | $4.2B | 12.0% | 26 |
| Next FY 2027-12-31 |
$2.95 | $2.48 | $3.48 | 21.9% | +6.2% | 17↑ 6↓ | $4.6B | 9.5% | 27 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.534 | |
| 7d ago | $0.536 | -0.002 |
| 30d ago | $0.542 | -0.008 |
| 60d ago | $0.535 | -0.001 |
| 90d ago | $0.505 | +0.029 |
7 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 7, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| May 7, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| May 7, 2026 | Needham | REITERATE | Buy | Buy |
| Mar 30, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 30, 2026 | Jefferies | UPGRADE | Hold | Buy |
| Feb 13, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 13, 2026 | Benchmark | MAINTAIN | Buy | Buy |
| Feb 13, 2026 | Needham | MAINTAIN | Buy | Buy |
| Feb 10, 2026 | Benchmark | MAINTAIN | Buy | Buy |
| Jan 27, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Jan 8, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | Overweight |
| Dec 11, 2025 | Jefferies | MAINTAIN | Hold | Hold |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 10 | 14 | 15 | 1 | 1 | 59% | |
| Apr 1, 2026 | 10 | 13 | 16 | 1 | 1 | 56% | |
| Mar 1, 2026 | 9 | 13 | 18 | 1 | 1 | 52% | |
| Feb 1, 2026 | 9 | 14 | 17 | 1 | 1 | 55% | |
| Jan 1, 2026 | 8 | 14 | 17 | 0 | 1 | 55% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 14, 2026
short_volume
Short Volume: CART — 75.6% short (1.4M / 1.9M)
Short: 1,410,286 | Exempt: 100 | TRF Vol: 1,864,838 | Short Ratio: 75.6% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: CART — 66.4% short (1.0M / 1.5M)
Short: 966,691 | Exempt: 163 | TRF Vol: 1,456,323 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: CART — 60.7% short (1.3M / 2.1M)
Short: 1,269,448 | Exempt: 289 | TRF Vol: 2,090,850 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
CART Q1 2026 Earnings After Market Close — 2026-05-06
May 6, 2026
short_volume
Short Volume: CART — 57.0% short (2.3M / 4.1M)
Short: 2,324,721 | Exempt: 33,021 | TRF Vol: 4,075,890 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: CART — 69.1% short (0.6M / 0.8M)
Short: 582,879 | Exempt: 0 | TRF Vol: 843,537 | Short Ratio: 69.1% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: CART — 55.3% short (0.6M / 1.1M)
Short: 631,402 | Exempt: 0 | TRF Vol: 1,141,538 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: CART — 64.0% short (0.8M / 1.2M)
Short: 771,088 | Exempt: 0 | TRF Vol: 1,204,228 | Short Ratio: 64.0% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: CART — 4.9M shares, 79,507 trades
Week starting 2026-04-27. Total ATS volume: 4,853,566 shares across 79,507 trades.
Apr 24, 2026
short_volume
Short Volume: CART — 67.1% short (0.6M / 0.9M)
Short: 590,167 | Exempt: 0 | TRF Vol: 879,626 | Short Ratio: 67.1% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: CART — 5.2M shares, 82,626 trades
Week starting 2026-04-20. Total ATS volume: 5,201,120 shares across 82,626 trades.
Apr 17, 2026
short_volume
Short Volume: CART — 69.2% short (0.7M / 1.1M)
Short: 738,241 | Exempt: 0 | TRF Vol: 1,066,266 | Short Ratio: 69.2% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
short_volume
Short Volume: CART — 56.3% short (0.6M / 1.0M)
Short: 582,875 | Exempt: 0 | TRF Vol: 1,034,428 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
dark_pool
Dark Pool: CART — 4.6M shares, 77,731 trades
Week starting 2026-04-13. Total ATS volume: 4,633,881 shares across 77,731 trades.
Apr 10, 2026
short_volume
Short Volume: CART — 58.1% short (0.7M / 1.2M)
Short: 687,126 | Exempt: 400 | TRF Vol: 1,182,416 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)