Instacart Parent Maplebear Stock Climbs After Q4 Earnings

Instacart parent, Maplebear Inc. (NASDAQ:CART), shares moved higher in Thursday's extended trading after the company released its fourth-quarter earnings report, beating analyst revenue estimates. 

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

• CART stock is moving.

The Details: Instacart reported quarterly earnings of 30 cents per share, which missed the 52 cent Street estimate, according to data from Benzinga Pro.

Quarterly revenue came in at $992 million, beating the $974.08 million analyst estimate.

Instacart reported the following full-year 2025 highlights:

● GTV of $37.22 billion, up 11% year-over-year.
● Orders of 338.8 million, up 15% year-over-year.
● Total revenue of $3.742 billion, up 11% year-over-year, representing 10.1% of GTV.
● Transaction revenue of $2.68 billion, up 11% year-over-year, representing 7.2% of GTV.
● Advertising and other revenue of $1.07 billion, up 11% year-over-year, representing 2.9% of GTV.
● Adjusted EBITDA of $1.09 billion, up 23% year-over-year, representing 2.9% of GTV and 29% of total revenue.

“In Q4, we delivered our strongest quarterly GTV growth in three years. GTV grew 14% year-over-year, orders increased 16%, and we continued to drive efficiencies, giving us flexibility to reinvest in growth and return capital to shareholders. In 2025, we generated $971 million in operating cash flow and repurchased $1.4 billion of shares, including $1.1 billion in Q4 alone,” the company wrote in a letter to shareholders.

CART Stock Price: According to data from Benzinga Pro, Maplebear stock gained 15.82% to $38.50 in Thursday's extended trading.  

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