Maplebear Inc. (CART) Stock Rises on Q4 2025 Earnings

Maplebear Inc. (CART) reported fourth-quarter 2025 revenue of $992 million, up 12.3% year-over-year, with gross profit of $716 million (up 7.8%).

Operating profit: $98 million (down 36.8% year-over-year).

Net income attributable to common shareholders: $78 million (down 46.6% year-over-year).

Diluted earnings per share: $0.30 (down 42.3% year-over-year).

Cash flow and balance-sheet highlights included cash from operating activities of $184 million (up 20.3%), capital spending of $12 million, and cash and cash equivalents of $637 million.

Cost of sales: $275 million (up 25.6% year-over-year).

Total liabilities: $974 million (up 16.5% year-over-year).

Revenue was essentially in line with expectations at $992 million versus an estimate of $993.8 million, while diluted EPS of $0.30 missed an estimate of $0.53. Shares moved strongly after the release, trading up 14.02% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Maplebear Inc. Insider Trading Activity

Maplebear Inc. insiders have traded $CART stock on the open market 15 times in the past 6 months. Of those trades, 0 have been purchases and 15 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 6 sales selling 20,464 shares for an estimated $874,730.
CHRIS ROGERS (President and CEO) has made 0 purchases and 3 sales selling 18,246 shares for an estimated $803,648.
FIDJI SIMO has made 0 purchases and 5 sales selling 15,270 shares for an estimated $661,369.
MARY BETH LAUGHTON sold 4,056 shares for an estimated $165,167

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

Maplebear Inc. Hedge Fund Activity

We have seen 238 institutional investors add shares of Maplebear Inc. stock to their portfolio, and 279 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

VICTORY CAPITAL MANAGEMENT INC removed 5,270,599 shares (-59.7%) from their portfolio in Q3 2025, for an estimated $193,747,219
GCM GROSVENOR HOLDINGS, LLC removed 4,864,272 shares (-54.0%) from their portfolio in Q3 2025, for an estimated $178,810,638
GOLDMAN SACHS GROUP INC removed 4,240,346 shares (-68.2%) from their portfolio in Q4 2025, for an estimated $190,730,763
VIKING GLOBAL INVESTORS LP removed 2,920,067 shares (-77.8%) from their portfolio in Q3 2025, for an estimated $107,341,662
TECHNOLOGY CROSSOVER MANAGEMENT XI, LTD. removed 2,700,000 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $121,445,999
CITADEL ADVISORS LLC added 2,657,953 shares (+9617.4%) to their portfolio in Q3 2025, for an estimated $97,706,352
HOLOCENE ADVISORS, LP added 2,452,850 shares (+inf%) to their portfolio in Q3 2025, for an estimated $90,166,766

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

Maplebear Inc. 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.

Maplebear Inc. Analyst Ratings

Wall Street analysts have issued reports on $CART in the last several months. We have seen 4 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

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
Wedbush issued a "Underperform" rating on 08/21/2025

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

Maplebear Inc. Price Targets

Multiple analysts have issued price targets for $CART recently. We have seen 14 analysts offer price targets for $CART in the last 6 months, with a median target of $50.0.

Here are some recent targets:

Mark Zgutowicz from Benchmark set a target price of $53.0 on 02/10/2026
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
Brian Pitz from BMO Capital set a target price of $58.0 on 11/11/2025
Ronald Josey from Citigroup set a target price of $50.0 on 11/11/2025
Doug Anmuth from JP Morgan set a target price of $55.0 on 11/11/2025