Macquarie analyst Ross Compton maintains $Maplebear (CART.US)$ with a buy rating.
According to TipRanks data, the analyst has a success rate of 100.0% and a total average return of 39.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Maplebear (CART.US)$'s main analysts recently are as follows:
Instacart's Q3 outcomes were impressive, though the projection for Q4 adjusted EBITDA did not meet investor anticipations. Despite this, management has reaffirmed their pledge to achieve yearly margin enhancements incrementally. This commitment is set as the company weighs profitability with growth investments in areas such as affordability, technology, and marketing.
For the fourth quarter, expectations for gross transaction value (GTV) and revenue have been modestly reduced. Looking ahead to 2025, which serves as the basis for valuation, projections for GTV have been modestly increased, while forecasts for revenue and EBITDA have been adjusted downwards, following the company's third-quarter report.
Instacart shares are beginning to mirror the robustness of its fundamental narrative, yet they are currently valued at an EBITDA multiple that lags significantly behind peer averages. The extensive range of the company's offerings illustrates the considerable challenges competitors encounter, as they generally treat grocery as a supplementary aspect of their services.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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麥格理集團分析師Ross Compton維持$Maplebear (CART.US)$買入評級。
根據TipRanks數據顯示，該分析師近一年總勝率為100.0%，總平均回報率為39.3%。
此外，綜合報道，$Maplebear (CART.US)$近期主要分析師觀點如下：
Instacart第三季度的業績令人印象深刻，儘管對第四季度調整後的息稅折舊攤銷前利潤的預測沒有達到投資者的預期。儘管如此，管理層還是重申了逐步提高利潤率的承諾。這一承諾是在公司權衡盈利能力與對可負擔性、技術和營銷等領域的增長投資時做出的。
第四季度，對總交易價值（GTV）和收入的預期略有下降。展望作爲估值基礎的2025年，該公司發佈第三季度報告後，對GTV的預測略有增加，而對收入和息稅折舊攤銷前利潤的預測已下調。
Instacart股票已開始反映其基本面陳述的穩健性，但它們目前的估值爲息稅折舊攤銷前利潤倍數，大大落後於同行平均水平。該公司廣泛的產品說明了競爭對手面臨的巨大挑戰，因爲他們通常將雜貨店視爲服務的補充方面。
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