Maplebear Inc. connects North American households with personal shoppers through its technology-driven grocery delivery platform.On February 4, 2026, Provident Investment Management, Inc. sold out its entire stake in Maplebear (CART +1.46%).What happenedAccording to a recent SEC filing dated February 4, 2026, Provident Investment Management, Inc. liquidated its holdings in Maplebear, selling 489,560 shares. The estimated transaction value is approximately $18.00 million, based on the average share price dur ...

Core Insights - Instacart has formed a nationwide partnership with 1-800-Flowers.com, marking the first pure-play floral partnership on the Instacart App, aimed at enhancing customer access to fresh flowers and gifts for Valentine's Day [1][2] Partnership Details - The partnership allows customers across the U.S. to order fresh bouquets and gifts from 1-800-Flowers.com through the Instacart App, with delivery from over 700 participating florist locations [1][2] - Instacart customers can pre-order specialty bouquets starting February 9, with same-day orders available on February 14 in select markets [2] Market Trends - Purchase data from 2025 indicates a significant increase in orders for Combination Flower Bouquets and Fresh Cut Roses, which surged by over 1,000% on February 14 [2][7] Customer Experience - The partnership aims to provide customers with more flexibility and variety in gifting, aligning with Instacart's commitment to convenience and reliability [2] - 1-800-Flowers.com will join the Instacart App without any markup, ensuring customers receive the same value as purchasing directly [3] Company Background - Instacart partners with over 1,800 retailers to facilitate online shopping and delivery services across nearly 100,000 stores in North America [4] - 1-800-Flowers.com operates a diverse e-commerce platform featuring multiple brands and aims to inspire customers to connect through thoughtful gifting [5][6]

Group 1 - The company Instacart, known as Maplebear Inc. (CART), has seen its stock price decline nearly 30% since a previous analysis in July 2025, which assigned a Sell rating [1] - The analyst emphasizes the importance of observing megatrends and technological advancements to identify potential investment opportunities, despite the challenges in recognizing these trends [1] - The focus has shifted towards marketing and business strategy for medium-sized companies and startups, with experience in evaluating startups and emerging industries/technologies [1] Group 2 - The analyst has a beneficial long position in AMZN shares, indicating a personal investment interest in the company [2] - The article reflects the analyst's personal opinions and is not influenced by compensation from any company mentioned [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not represent the platform as a whole [3]

Core Viewpoint - The market anticipates a year-over-year decline in earnings for Maplebear (CART) despite higher revenues when it reports results for the quarter ended December 2025 [1] Earnings Expectations - The upcoming earnings report is expected to show earnings of $0.52 per share, reflecting a year-over-year decrease of 1.9% [3] - Revenues are projected to reach $972.77 million, which is an increase of 10.2% compared to the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised down by 2.95% over the last 30 days, indicating a reassessment by analysts [4] - The Most Accurate Estimate for Maplebear is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -15.61% [12] Earnings Surprise Prediction - A positive Earnings ESP is a strong indicator of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10] - Maplebear currently holds a Zacks Rank of 3, making it challenging to predict a beat on the consensus EPS estimate [12] Historical Performance - In the last reported quarter, Maplebear was expected to post earnings of $0.50 per share but exceeded expectations with earnings of $0.51, resulting in a surprise of +2.00% [13] - Over the past four quarters, the company has beaten consensus EPS estimates three times [14] Conclusion - Maplebear does not appear to be a strong candidate for an earnings beat, and investors should consider other factors when making decisions regarding the stock ahead of the earnings release [17]

We recently published an article titled 12 High Growth E-commerce Stocks To Buy.  Baird analyst Colin Sebastian lowered the firm’s price target on Maplebear Inc. (NASDAQ:CART) to $49 from $50 while maintaining an Outperform rating on the shares on January 27. This reflects modest model updates following a review of key issues ahead of the company’s upcoming earnings release. Despite the slight adjustment, Baird’s continued Outperform stance underscores confidence in the company’s strategic positioning and ...

We came across a bullish thesis on Maplebear Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on CART. Maplebear Inc.'s share was trading at $36.08 as of February 3rd. CART’s trailing and forward P/E were 20.77 and 15.70 respectively according to Yahoo Finance. Sysco (SYS) Soars 11% on Upbeat Outlook Maplebear Inc., doing business as Instacart, engages in the provision of online grocery shopping services to households in North America. CART delive ...

Core Insights - Companies are investing approximately $10 million for 30 seconds of advertising during the Super Bowl, one of the most-watched television events, which generates significant ad revenue [1][1] - High-profile figures such as Lady Gaga, Ben Stiller, Bowen Yang, and Emma Stone are featured in this year's Super Bowl commercials to create buzz and engage audiences [1][1] - The cost of airing ads has increased alongside viewership, with 30-second spots costing around $10 million, and total costs including production ranging from $16 million to $29 million [1][1] Advertising Trends - Brands are releasing teasers for their Super Bowl commercials, aiming to build anticipation among football fans [1][1] - Companies like Redfin, Svedka, and Budweiser are utilizing creative content to attract viewers, with Budweiser releasing a full 60-second ad ahead of the game [1][1] - Online prediction markets such as Kalshi and Polymarket are seeing significant betting activity on which companies will advertise during the Super Bowl [1][1] Market Impact - The Super Bowl's advertising landscape is becoming increasingly competitive, with brands facing scrutiny over their marketing campaigns [1][1] - A record 128 million viewers watched the Super Bowl last year, indicating a growing audience for advertisers [1][1] - The unique opportunity to reach an engaged audience during the Super Bowl is seen as valuable by companies with substantial marketing budgets [1][1]

Maplebear Inc. (NASDAQ:CART) ranks among the mid-cap stocks to buy according to top investors. Stifel reduced its price target for Maplebear Inc. (NASDAQ:CART) to $46 from $49 on January 27, maintaining a Buy rating on the company’s stock. The firm cited persistent marketplace competition as impacting the stock, though it contends these issues have already been reflected in current market forecasts. Stifel’s forecasts for Maplebear Inc. (NASDAQ:CART) remain constant, with the company expected to lose aro ...

Core Viewpoint - Kahn Swick & Foti, LLC has initiated an investigation into Maplebear Inc. (Instacart) following allegations of deceptive practices and potential breaches of fiduciary duties by its officers and directors [1][2]. Group 1: Investigation Details - The investigation is prompted by a $60 million penalty imposed by the U.S. Federal Trade Commission (FTC) for misleading advertising and unlawful subscription practices related to the Instacart+ program [2]. - The FTC is also examining Instacart's pricing practices, which allegedly involved an AI tool allowing different prices for the same item to different customers [2]. - KSF's focus is on whether Maplebear's leadership violated state or federal laws or failed to uphold their fiduciary responsibilities to shareholders [2]. Group 2: Legal Assistance - KSF is inviting individuals with relevant information or long-term shareholders of Maplebear to discuss their legal rights without any obligation [3]. - The firm is recognized as a leading boutique securities litigation law firm, having been ranked among the top 10 nationally based on total settlement value [3].

Core Insights - Instacart and Costco have expanded their partnership into Europe, launching Costco's first same-day delivery websites in France and Spain, utilizing Instacart's Storefront Pro technology [1][3] - This expansion allows Costco members in these countries to shop online and receive same-day delivery from local Costco locations, enhancing convenience and access to products [2][3] Group 1: Expansion Details - Costco members in France and Spain can now place orders directly through Costco's websites, with deliveries fulfilled from local stores [2] - The initial rollout includes delivery from all Costco locations in France and Spain, covering major cities such as Paris, Mulhouse, Bilbao, Madrid, Seville, and Zaragoza [1] - Instacart's technology and fulfillment services are now being introduced in Europe for the first time, marking a significant step in its international expansion [1][4] Group 2: Technology and Services - Instacart's Storefront Pro is an enterprise-grade commerce platform that enables retailers like Costco to efficiently scale their online ordering and delivery programs [4] - The partnership aims to provide a seamless shopping experience for members, with same-as-in-store pricing and a flat service fee per order [2][3] - Instacart's technology supports hundreds of grocers' e-commerce sites in North America and is now extending its capabilities to European markets [4]