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Instacart (Maplebear Inc.) (CART) Price Target Analysis

Wall Street analyst price targets, ratings consensus & upside potential · Updated Feb 28, 2026

Current Price
$37.51
Market reference
Price Target
$47.54
+26.7% Upside
Target Range
$40.00 — $60.00
Wide divergence
Analyst Rating
Buy
26 analysts
Forward P/E15.7x
Trailing P/E23.7x
Forward PEG—
Implied Growth+31.7%
Median Target$47.00
Analyst Spread42.1%

Analysts see +26.7% upside to their consensus target of $47.54. The bullish rating consensus aligns with positive price target gap.

Price Forecast (1 Year)

Last 12 months price action with 12-month analyst target path

Current$37.51
Consensus$47.54
High$60.00
Low$40.00
Model$40.69
Bear Case
$40
+6.6%
Consensus
$48
+26.7%
Bull Case
$60
+60.0%
Valuation Model TargetsConfidence: 53/100
Bear$-382
Base$41
Bull$158

Analyst Ratings Distribution

Breakdown of 26 published analyst recommendations for CART

19/26 analysts are bullish
+35
BearishBullish
Weighted analyst sentiment score based on 26 ratings
ConsensusBuy
Coverage26 Analysts
Net Score+35
Bull / Bear73% / 4%
Strong Buy00%
Buy1973%
Hold623%
Sell14%
Strong Sell00%
Strong Buy
00%
Buy
1973%
Hold
623%
Sell
14%
Strong Sell
00%
Recommendation Mix73% Buy · 23% Hold · 4% Sell
Buy (19)Hold (6)Sell (1)

CART Price Target Analysis

Updated February 28, 2026

As of February 28, 2026, Instacart (Maplebear Inc.) (CART) has a Wall Street consensus price target of $47.54, based on estimates from 26 covering analysts. With the stock currently trading at $37.51, this represents a potential upside of +26.7%. The company has a market capitalization of $9.96B.

Analyst price targets range from a low of $40.00 to a high of $60.00, representing a 42% spread in expectations. The median target of $47.00 aligns closely with the consensus average.

The current analyst consensus rating is Buy, with 19 analysts rating the stock as a Buy or Strong Buy,6 rating it Hold, and 1 rating it Sell or Strong Sell. This overwhelmingly bullish sentiment suggests analysts see significant catalysts for upside ahead.

From a valuation perspective, CART trades at a trailing P/E of 23.7x and forward P/E of 15.7x. Analysts expect EPS to grow +31.7% over the next year.

Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $40.69, with bear and bull scenarios of $-382.44 and $158.49 respectively. Model confidence stands at 53/100, reflecting moderate uncertainty in projections.

Investment Context: Price targets represent analyst expectations for the next 12 months and should be considered alongside your own research. Targets are based on analysts' assumptions about earnings growth, margins, and market conditions which may change. For sector-specific context, view other Consumer Cyclical stocks.

Analyst Sentiment Comparison

Industry Peer Analysis
Avg Peer Upside+13.0%
Avg Forward P/E25.0x
Peers with Coverage4 / 6
CompanyMarket CapPriceTargetUpsideRatingFwd P/EAnalysts
CARTInstacart (Maplebear Inc.)
$10.0B$37.51$47.54+26.7%Buy15.7x26
CASYCasey's General Stores, Inc.$25.4B$685.59$630.91-8.0%Buy39.5x24
MUSAMurphy USA Inc.$7.3B$390.74$451.25+15.5%Hold15.6x11
ARKOArko Corp.$713M$6.43$7.58+17.9%Hold29.2x4
WNWMeiwu Technology Company Limited$98M$1.54—————
WBUYWEBUY GLOBAL Ltd. Ordinary Shares$97M$1.06—————

Upside Potential Comparison

CART
+26.7%
ARKO
+17.9%
MUSA
+15.5%
CASY
-8.0%

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Is CART Undervalued?

See our Bear / Base / Bull DCF models and intrinsic value estimates.

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Frequently Asked Questions

What is the CART stock price target for 2026?

The consensus Wall Street price target for CART is $47.54, representing 26.7% upside from the current price of $37.51. With 26 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.

Is CART a buy, sell, or hold?

CART has a consensus rating of "Buy" based on 26 Wall Street analysts. The rating breakdown is predominantly bullish, with 19 Buy/Strong Buy ratings. The consensus 12-month price target of $47.54 implies 26.7% upside from current levels.

Is CART stock overvalued or undervalued?

With a forward P/E of 15.6959x, CART trades at a relatively low valuation. The consensus target of $47.54 implies 26.7% appreciation, suggesting meaningful undervaluation.

How high can CART stock go?

The most bullish Wall Street analyst has a price target of $60 for CART, while the most conservative target is $40. The consensus of $47.54 represents the median expectation. Our quantitative valuation model projects a bull case target of $158 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.

How many analysts cover CART stock?

CART is heavily covered by Wall Street, with 26 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 19 have Buy ratings, 6 recommend Hold, and 1 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.

What is the CART stock forecast?

The 12-month CART stock forecast based on 26 Wall Street analysts shows a consensus price target of $47.54, with estimates ranging from $40 (bear case) to $60 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $41, with bear/bull scenarios of $-382/$158.

What is CART's fair value based on fundamentals?

Our quantitative valuation model calculates CART's fair value at $41 (base case), with a bear case of $-382 and bull case of $158. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 53/100.

What is CART's forward P/E ratio?

CART trades at a forward P/E ratio of 15.7x based on next-twelve-months earnings estimates compared to a trailing P/E of 23.7x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.

Should I buy CART stock?

Wall Street analysts are very optimistic on CART, with a "Buy" consensus rating and $47.54 price target (26.7% upside). 19 of 26 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.

Why do CART price targets vary so much?

CART analyst price targets range from $40 to $60, a 42% moderate spread showing some variance in outlooks. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $47.54 consensus represents the middle ground. Our model's $-382-$158 range provides an independent fundamental perspective.

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