Skip to main content

Maplebear Inc. (CART) Stock Analysis

Range Bound setup

SellVALUE-TRAP 1/5Moderate Confidence

Consumer Cyclical · Internet Retail

Sell if holding. At $41.00, A.R:R 0.9:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: retail partners; Sector modifier (Consumer Cyclical): -1.5.

Instacart (Maplebear Inc.) is a grocery technology and enablement platform serving 2,200+ retail banners across North America, reaching over 98% of households. Revenue comes from transaction fees on grocery delivery/pickup orders, Instacart Ads serving 9,000+ active brands, and... Read more

$41.00+10.2% A.UpsideScore 5.8/10#5 of 18 Internet Retail
QualityF-score8 / 9FCF yield6.48%
Stop $38.11Target $45.17(analyst − 10%)A.R:R 0.9:1
Analyst target$50.19+22.4%27 analysts
$45.17our TP
$41.00price
$50.19mean
$37
$69

Sell if holding. At $41.00, A.R:R 0.9:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: retail partners; Sector modifier (Consumer Cyclical): -1.5. Chart setup: RSI 46 mid-range, Bollinger mid-band. Score 5.8/10, moderate confidence.

Passes 6/9 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 79d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and death cross (50MA < 200MA). Suitability: moderate.

Recent Developments — Maplebear Inc.

Generated 2026-05-20T20:21:21Z.

Thesis

Rewards
V7 quality resilience bonus: +0.2 (Q=7.4 in RISK_OFF)
High-quality business
Strong growth profile
Risks
Concentration risk — Customer: retail partners
Sector modifier (Consumer Cyclical): -1.5
Leverage penalty (D/E 1.3): -0.5

Key Metrics

P/E (TTM)22.8
P/E (Fwd)8.7
Mkt Cap$9.6B
EV/EBITDA15.2
Profit Mgn12.6%
ROE16.3%
Rev Growth13.6%
Beta0.96
DividendNone
Rating analysts41

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C1.06bearish
IV61%elevated

Concentration Risks(10-K Item 1A)

  • HIGHCustomerretail partners
    10-K Item 1A: 'The success of our business is dependent on our relationships with retailers. The loss of one or more of our retail partners or reduction in their engagement with Instacart could harm our business.'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers

No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static

Earnings History
0.0
Surprise Avg
0.0
Erm
5.0
Earnings Timing
5.0
Earnings concerns: 1B/3M

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.1
Volume
3.0
Ma Position
5.0
Obv
5.2
Rsi
5.5
Above 200-MA but MA slope flat
GatesMomentum 3.8<4.5A.R:R 0.9 < 1.5@spotDeath cross (50MA < 200MA)Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 79d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Moderate
RSI
46 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $37.63Resistance $44.45

Price Targets

$38
$45
A.Upside+10.2%
A.R:R0.9:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Momentum score 3.8/10 — below 4.5 minimum
! Reward/Risk 0.9:1 at current price — below 1.5:1 minimum
! Death cross — 50-day MA below 200-day MA

Earnings

B
M
M
M
1/4 beats
Next Earnings2026-08-06 (79d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is CART stock a buy right now?

Sell if holding. At $41.00, A.R:R 0.9:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: retail partners; Sector modifier (Consumer Cyclical): -1.5. Chart setup: RSI 46 mid-range, Bollinger mid-band. Prior stop was $38.11. Score 5.8/10, moderate confidence.

What is the CART stock price target?

Take-profit target: $45.17 (+10.2% upside). Prior stop was $38.11. Stop-loss: $38.11.

What are the risks of investing in CART?

Concentration risk — Customer: retail partners; Sector modifier (Consumer Cyclical): -1.5; Leverage penalty (D/E 1.3): -0.5.

Is CART overvalued or undervalued?

Maplebear Inc. trades at a P/E of 22.8 (forward 8.7). TrendMatrix value score: 6.2/10. Verdict: Sell.

What do analysts say about CART?

41 analysts cover CART with a consensus score of 3.8/5. Average price target: $50.

What does Maplebear Inc. do?Instacart (Maplebear Inc.) is a grocery technology and enablement platform serving 2,200+ retail banners across North...

Instacart (Maplebear Inc.) is a grocery technology and enablement platform serving 2,200+ retail banners across North America, reaching over 98% of households. Revenue comes from transaction fees on grocery delivery/pickup orders, Instacart Ads serving 9,000+ active brands, and enterprise platform licensing to retailers. The platform connects approximately 600,000 shoppers with retailers and consumers.

Related stocks: RERE (ATRenew Inc.) · GLBE (Global-E Online Ltd.) · RVLV (Revolve Group, Inc.) · EBAY (eBay Inc.) · SE (Sea Limited)