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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美东时间11月13日，多家华尔街大行更新了$Maplebear (CART.US)$的评级，目标价介于48美元至56美元。
摩根大通分析师Doug Anmuth维持买入评级，并将目标价从47美元上调至52美元。
美银证券分析师Justin Post维持持有评级，目标价51美元。
巴克莱银行分析师Ross Sandler维持买入评级，并将目标价从48美元上调至56美元。
BMO资本市场分析师Brian Pitz维持持有评级，并将目标价从39美元上调至48美元。
贝雅分析师Colin Sebastian维持买入评级，并将目标价从44美元上调至51美元。
此外，综合报道，$Maplebear (CART.US)$近期主要分析师观点如下：
Instacart的第三季度业绩表现强劲，尽管第四季度调整后的EBITDA预测未达到投资者预期。分析师指出，管理层已重申他们致力于在公司在利润和成长投资之间权衡的同时逐步实现年度利润率提高，涵盖可负担性、科技和营销等领域。
在Instacart的第三季度报告后，第四季度的毛交易价值（GTV）和营业收入预测均出现轻微下调。展望2025年，估值基础显示GTV预测略有增加，同时营收和EBITDA的预测有所减少。
Instacart股价开始反映出公司强劲的基本故事，其EBITDA估值明显落后于同行公司。公司服务的全面性展示了竞争对手可能会遇到的相当大挑战，他们通常将杂货视为补充选择。
由于产品改进，Instacart的毛交易价值（GTV）出现上升，2025年的预测似乎保守。公司正在通过增加营销力度积极追求增长，第三季度的营销力度同比增长23%，而第二季度仅增长6%。尽管这些努力可能会在短期内削弱价值，但被视为一项战略上明智的决定，以确保持续的两位数增长。
Instacart的第三季度业绩超出预期，展示了强劲的在线杂货增长、稳定的市场份额、增加的订单频率以及与Uber Eats合作带来的额外营收。
以下为今日8位分析师对$Maplebear (CART.US)$的最新投资评级及目标价：
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