Shares of online grocery delivery platform Instacart (NASDAQ:CART) jumped 13.2% in the morning session after the company reported strong fourth-quarter revenue that beat analyst estimates and provided a robust forecast for the upcoming quarter, overshadowing a miss on earnings per share.
Online grocery delivery platform Instacart (NASDAQ:CART) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 12.3% year on year to $992 million. Its non-GAAP profit of $0.97 per share was 2.8% above analysts’ consensus estimates.
DoorDash is a more preferred stock for Wall Street, given its vast food delivery expansion, while Instacart, in its nascent stage, has been able to grow steadily.
Online grocery delivery platform Instacart (NASDAQ:CART) announced better-than-expected revenue in Q4 CY2025, with sales up 12.3% year on year to $992 million. Its GAAP profit of $0.30 per share was 41.3% below analysts’ consensus estimates.
Since the debut of ChatGPT in late 2022, the world has been captivated by AI that can talk. But as of February 2026, the conversation has fundamentally shifted. We are no longer in the "Chatbot Era"; we have entered the "Agentic Era," catalyzed by the widespread rollout of OpenAI’s "Operator." This autonomous browser agent has [...]
As the Q3 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the online marketplace industry, including Instacart (NASDAQ:CART) and its peers.
Consumer internet businesses are redefining how people engage with the world by giving them instant connectivity and convenience. But it’s not all sunshine and rainbows as consumer purchasing power can make or break demand.
Unfortunately, the market seems to believe stormy skies are ahead as the industry has shed 8.5% over the past six months. This drop is a far cry from the S&P 500’s 10% ascent.
Bank of America said that Amazon’s announcement signals growing confidence in the company’s current strategy and opportunity for category growth, according to TheFly.
Shares of online grocery delivery platform Instacart (NASDAQ:CART) fell 7.5% in the morning session after analysts from Wedbush expressed a bearish view on the company, citing fierce competition and reports of declining performance metrics. Wedbush assigned the company an "Underperform" rating, pointing to the threat from major retailers like Amazon and Walmart.
In a move that signals a paradigm shift for regional grocery chains, Stater Bros. Markets announced on January 15, 2026, that it is significantly expanding its artificial intelligence footprint to manage its entire fresh food operation. The San Bernardino-based retailer, which operates 169 stores across Southern California, is scaling its partnership with Afresh Technologies to [...]
Shares of online grocery delivery platform Instacart (NASDAQ:CART) fell 3.3% in the afternoon session after investor concerns grew over increased competition as grocery giant Kroger launched its delivery service on the Uber Eats and Postmates apps. The partnership expanded Kroger's delivery options across nearly 2,700 of its stores nationwide, including banners like Ralphs and Fred Meyer. This development placed Kroger's full range of products in direct competition with Instacart on major on-demand delivery platforms. The stock's decline to a near two-month low reflected worries that this new, convenient option for shoppers could chip away at Instacart's market share.
