On Nov 13, major Wall Street analysts update their ratings for $Maplebear (CART.US)$, with price targets ranging from $48 to $56.
J.P. Morgan analyst Doug Anmuth maintains with a buy rating, and adjusts the target price from $47 to $52.
BofA Securities analyst Justin Post maintains with a hold rating, and sets the target price at $51.
Barclays analyst Ross Sandler maintains with a buy rating, and adjusts the target price from $48 to $56.
BMO Capital analyst Brian Pitz maintains with a hold rating, and adjusts the target price from $39 to $48.
Baird analyst Colin Sebastian maintains with a buy rating, and adjusts the target price from $44 to $51.
Furthermore, according to the comprehensive report, the opinions of $Maplebear (CART.US)$'s main analysts recently are as follows:
Instacart's Q3 outcomes were robust, though the Q4 adjusted EBITDA forecast didn't meet investor expectations. Analysts note that management has reaffirmed their dedication to achieving yearly margin enhancements incrementally as the company navigates the trade-offs between profitability and growth investments in areas such as affordability, technology, and marketing.
Following Instacart's Q3 report, there has been a slight reduction in the Gross Transaction Value (GTV) and revenue forecasts for the fourth quarter. Looking ahead to 2025, the valuation basis sees a minor increase in GTV projections alongside reduced forecasts for both revenue and EBITDA.
Instacart shares are beginning to mirror the company's robust fundamental narrative, with its EBITDA valuation lagging behind its peers by a significant margin. The comprehensive nature of the company's services exemplifies the considerable challenges that competitors, who generally treat grocery as a supplementary option, are likely to encounter.
Instacart is experiencing an uptick in Gross Transaction Value (GTV) due to enhancements in their products, and the projections for 2025 appear to remain on the conservative side. The company is aggressively pursuing growth through increased marketing efforts, which saw a significant rise in the third quarter at 23% year-over-year compared to the second quarter's 6% increase. Although these efforts may dilute value in the short term, it is perceived as a strategically sound decision to ensure sustained double-digit growth.
Instacart's third-quarter results surpassed expectations, showcasing robust online grocery growth, consistent market share, increased order frequency, and additional revenue from Uber Eats collaborations.
Here are the latest investment ratings and price targets for $Maplebear (CART.US)$ from 8 analysts:
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美東時間11月13日，多家華爾街大行更新了$Maplebear (CART.US)$的評級，目標價介於48美元至56美元。
摩根大通分析師Doug Anmuth維持買入評級，並將目標價從47美元上調至52美元。
美銀證券分析師Justin Post維持持有評級，目標價51美元。
巴克萊銀行分析師Ross Sandler維持買入評級，並將目標價從48美元上調至56美元。
BMO資本市場分析師Brian Pitz維持持有評級，並將目標價從39美元上調至48美元。
貝雅分析師Colin Sebastian維持買入評級，並將目標價從44美元上調至51美元。
此外，綜合報道，$Maplebear (CART.US)$近期主要分析師觀點如下：
Instacart的第三季度業績強勁，但第四季度調整後的EBITDA預測未能滿足投資者預期。分析師指出，管理層重申了他們致力於逐步實現年度利潤率提升的承諾，因爲公司在盈利能力和在可負擔性、科技和營銷等領域的增長投資之間進行權衡。
在Instacart發佈第三季度報告後，第四季度的總交易價值（GTV）和營業收入預測略有下降。展望2025年，估值基礎上GTV預測略微增加，而營業收入和EBITDA的預測則有所下調。
Instacart的股份開始反映公司的強勁基本面敘事，其EBITDA估值遠遠落後於同行。公司的服務的綜合性體現出競爭對手可能面臨的重大挑戰，競爭對手通常將雜貨視爲一種補充選項。
由於產品的提升，Instacart的總交易價值（GTV）正在上升，2025年的預測似乎仍然偏向保守。公司在市場營銷方面積極尋求增長，第三季度的營銷支出較第二季度的6%增幅翻了一番，達到了23%。儘管這些努力可能會在短期內稀釋價值，但被視爲確保持續兩位數增長的戰略明智之舉。
Instacart的第三季度業績超出預期，展示了強勁的在線雜貨增長、穩定的市場份額、增加的訂單頻率，以及來自Uber Eats合作的額外營業收入。
以下爲今日8位分析師對$Maplebear (CART.US)$的最新投資評級及目標價：
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