Maplebear (CART) rises as investors weigh post-earnings momentum and buyback support

Maplebear Inc. (CART) is up 3.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The move looks consistent with continued optimism following Maplebear’s recent quarterly results and outlook, alongside ongoing capital return activity that can provide incremental support to the stock. This could also reflect investors positioning ahead of the expected completion timing for the company’s accelerated share repurchase program.

Details:

Maplebear’s Q4 and full-year 2025 update highlighted continued growth in its platform and higher-margin advertising business, which investors often treat as a key driver of longer-term profitability.

The company’s board approved a larger share repurchase authorization and disclosed plans for a $250 million accelerated share repurchase with settlement expected by the end of Q1 2026.

With an ASR, share count reduction can be front-loaded versus open-market repurchases, and traders sometimes anticipate additional share delivery at final settlement as the valuation period concludes.

Street sentiment has also been supported by recent target-price increases and reiterated positive ratings, which can help improve near-term demand for the shares.

Sources:

Maplebear Investor Relations, SEC Info, GuruFocus

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$CART Insider Trading Activity

$CART insiders have traded $CART stock on the open market 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 have been sales.

Here’s a breakdown of recent trading of $CART stock by insiders over the last 6 months:

MORGAN FONG (GENERAL COUNSEL & SECRETARY) has made 0 purchases and 5 sales selling 16,920 shares for an estimated $712,947.
FIDJI SIMO has made 0 purchases and 5 sales selling 15,270 shares for an estimated $661,369.
CHRIS ROGERS (President and CEO) sold 9,259 shares for an estimated $392,283
MARY BETH LAUGHTON sold 4,056 shares for an estimated $165,167
LILY SARAFAN sold 3,500 shares for an estimated $127,847

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$CART Hedge Fund Activity

We have seen 210 institutional investors add shares of $CART stock to their portfolio, and 333 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 5,406,188 shares (-94.4%) from their portfolio in Q4 2025, for an estimated $243,170,336
GOLDMAN SACHS GROUP INC removed 4,240,346 shares (-68.2%) from their portfolio in Q4 2025, for an estimated $190,730,763
BOSTON PARTNERS removed 3,612,747 shares (-92.4%) from their portfolio in Q4 2025, for an estimated $162,501,360
ALTIMETER CAPITAL MANAGEMENT, LP removed 3,324,951 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $149,556,295
VICTORY CAPITAL MANAGEMENT INC removed 3,173,124 shares (-89.2%) from their portfolio in Q4 2025, for an estimated $142,727,117
HOLOCENE ADVISORS, LP added 3,019,179 shares (+123.1%) to their portfolio in Q4 2025, for an estimated $135,802,671
MARSHALL WACE, LLP added 2,805,821 shares (+inf%) to their portfolio in Q4 2025, for an estimated $126,205,828

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$CART Congressional Stock Trading

Members of Congress have traded $CART stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $CART stock by members of Congress over the last 6 months:

REPRESENTATIVE LISA C. MCCLAIN sold up to $15,000 on 09/25.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$CART Analyst Ratings

Wall Street analysts have issued reports on $CART in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Needham issued a "Buy" rating on 02/13/2026
Citigroup issued a "Buy" rating on 11/11/2025
BMO Capital issued a "Outperform" rating on 11/11/2025
Stifel issued a "Buy" rating on 10/24/2025
Baird issued a "Outperform" rating on 10/01/2025

To track analyst ratings and price targets for $CART, check out Quiver Quantitative's $CART forecast page.

$CART Price Targets

Multiple analysts have issued price targets for $CART recently. We have seen 13 analysts offer price targets for $CART in the last 6 months, with a median target of $50.0.

Here are some recent targets:

Ken Gawrelski from Wells Fargo set a target price of $43.0 on 02/13/2026
Bernie McTernan from Needham set a target price of $55.0 on 02/13/2026
Mark Zgutowicz from Benchmark set a target price of $55.0 on 02/13/2026
Mark Kelley from Stifel set a target price of $46.0 on 01/27/2026
Deepak Mathivanan from Cantor Fitzgerald set a target price of $54.0 on 01/08/2026
John Colantuoni from Jefferies set a target price of $48.0 on 12/11/2025
Ronald Josey from Citigroup set a target price of $50.0 on 11/11/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.