Maplebear Inc. (CART)

Maplebear, Inc.'s stock price has experienced fluctuations in the past six months. Since January 1st, 2026, CART shares have decreased by 10.3%, trading at $40.35 as of May 9, 2026. The stock saw a 5.2% decline in the last week and a 2.3% decline over the past 30 days, with an 8.5% year-to-date decrease as of May 7, 2026. The Q1 2026 earnings report initially led to an approximate 8% drop in the stock price, but shares rebounded, gaining over 6% on May 7, 2026. The company also announced an expansion of its share repurchase authorization to $3.5 billion. Positive analyst upgrades from Raymond James and Jefferies also contributed to some positive stock movement.

Specific detailed information regarding the overall demand seasonality for Maplebear, Inc.'s products and services is limited. However, some historical positive performance in May following April has been observed.

Maplebear, Inc., operating as Instacart, is a North American grocery technology company facilitating online grocery and essential item delivery and pickup services. It operates in the Consumer Retailing sector, specifically in the Food Retail industry, and is also a Software & IT Services company. The company connects consumers, retail partners, and personal shoppers through its digital marketplace. Its major offerings include the Instacart Marketplace, the Instacart Enterprise Platform, Instacart Ads, Instacart+, and alcohol delivery in permitted regions.

Maplebear, Inc. has a significant geographic footprint across the United States and Canada. The company partners with over 1,800 national, regional, and local retail banners, providing services from nearly 100,000 stores across North America. Instacart's services are accessible to approximately 98% of households in both the U.S. and Canada.

Maplebear, Inc., through its Instacart brand, has established a strong market presence and brand recognition as a leader in the grocery delivery sector. The company's platform is recognized for its extensive network of shoppers and partnerships with numerous grocers, contributing to a wide product selection and a loyal customer base. However, there have been some negative sentiments expressed in user comments and shareholder investigations were initiated in March and April 2026.

Maplebear, Inc. has a substantial institutional ownership base, with 464 institutional owners and shareholders holding a total of 183,264,882 shares. Major institutional owners include Sc Us (ttgp), Ltd., D1 Capital Partners L.P., Vanguard Group Inc, BlackRock, Inc., Holocene Advisors, LP, State Street Corp, Dimensional Fund Advisors Lp, Geode Capital Management, Llc, Federated Hermes, Inc., and Marshall Wace, Llp. Other notable institutional holders include Sequoia Capital Fund, L.P., and GCM Grosvenor Inc.