Instacart (Maplebear) (CART) Business News

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Phil Spencer will retire from Microsoft after 38 years at the company. Asha Sharma, who came to Microsoft from Instacart in 2024, will take over as the head of the gaming division.

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3:32 PM | Friday | Feb 20, 2026

Microsoft gaming chief Phil Spencer retires, replaced by ex-Instacart exec Asha Sharma

CNBC

Phil Spencer will retire from Microsoft after 38 years at the company. Asha Sharma, who came to Microsoft from Instacart in 2024, will take over as the head of the gaming division.

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9:15 AM | Saturday | Feb 14, 2026

Instacart: GTV Acceleration Makes This A Dip Worth Buying (Rating Upgrade)

Seeking Alpha

Instacart is upgraded to a buy after a strong Q4 and a sharp valuation reset. CART benefits from a massive $1T U.S. grocery market, ongoing convenience trends, and new AI-driven customer acquisition. Advertising (Carrot Ads) and AI integration are key growth catalysts, with GTV and adjusted EBITDA margins improving.

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9:15 AM | Saturday | Feb 14, 2026

Instacart: GTV Acceleration Makes This A Dip Worth Buying (Rating Upgrade)

Seeking Alpha

Instacart is upgraded to a buy after a strong Q4 and a sharp valuation reset. CART benefits from a massive $1T U.S. grocery market, ongoing convenience trends, and new AI-driven customer acquisition. Advertising (Carrot Ads) and AI integration are key growth catalysts, with GTV and adjusted EBITDA margins improving.

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10:52 AM | Friday | Feb 13, 2026

Instacart shares soar as upbeat forecast tempers competition fears

Reuters

Instacart's shares surged as much as 19% on Friday after the online grocery delivery company, a go-to for millions of Americans, issued an upbeat first-quarter forecast that eased worries about growing competition.

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10:52 AM | Friday | Feb 13, 2026

Instacart shares surge after strong Q4 volume

Proactive Investors

Instacart (NASDAQ:CART) shares jumped more than 14% in early trading on Friday after the grocery delivery company posted its strongest quarterly volume performance in three years, even as profit margins came under pressure. For the fourth quarter, gross transaction value (GTV) rose 14% year-over-year to $9.85 billion, while orders climbed 16% to 89.5 million.

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10:37 AM | Friday | Feb 13, 2026

Instacart jumps 14% on strong results as CEO calls grocery competition fears 'overblown'

CNBC

Instacart topped fourth-quarter estimates and issued strong guidance as new technology boosted engagement and brought more customers to the platform. CEO Chris Rogers called concerns that rising grocery competition will cut into Instacart's business model "overblown.

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11:24 PM | Thursday | Feb 12, 2026

Maplebear Inc. (CART) Q4 2025 Earnings Call Transcript

Seeking Alpha

Maplebear Inc. (CART) Q4 2025 Earnings Call Transcript

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7:00 PM | Thursday | Feb 12, 2026

Compared to Estimates, Maplebear (CART) Q4 Earnings: A Look at Key Metrics

Zacks Investment Research

While the top- and bottom-line numbers for Maplebear (CART) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

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6:45 PM | Thursday | Feb 12, 2026

Maplebear (CART) Q4 Earnings and Revenues Surpass Estimates

Zacks Investment Research

Maplebear (CART) came out with quarterly earnings of $0.53 per share, beating the Zacks Consensus Estimate of $0.52 per share. This compares to earnings of $0.53 per share a year ago.

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5:28 PM | Thursday | Feb 12, 2026

Instacart Parent Maplebear Stock Climbs After Q4 Earnings

Benzinga

Here's a look at the key figures from the quarter.

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4:16 PM | Thursday | Feb 12, 2026

Instacart stock pops 14% on revenue beat, rosy guidance

CNBC

Instacart topped Wall Street's fourth-quarter revenue estimates and issued strong guidance as more customers turn to the grocery delivery platform. Instacart said it had its strongest quarter of gross transaction value in three years as its enterprise platform gains momentum.

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4:14 PM | Thursday | Feb 12, 2026

Instacart Profit Falls Following $60 Million Settlement With FTC

WSJ

The food-delivery platform, also known as Maplebear, posted net income of $81 million, or 30 cents a share, down from $148 million, or 53 cents a share, from the same period a year earlier.

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