Instacart shares jump on upbeat forecast fueled by grocery demand and advertising growth

Instacart shares surged today after the firm issued an upbeat forecast driven by grocery demand. Rising ad revenue helped the company beat quarterly estimates.

Insights:
Instacart (Maplebear Inc.) , also known as Maplebear, reported stronger-than-expected fourth-quarter results on February 12, 2026, and forecast current-quarter gross transaction value (GTV) and adjusted core profit above analyst expectations. The announcement, which highlighted accelerating GTV and advertising revenue scale, coincided with an approximately 14% rise in the company’s share price during extended trading. This development has materially affected the company's near-term financial outlook and market sentiment.
Signage for Instacart is displayed at National Retail Federation (NRF) 2026: Retail's Big Show, in New York City, U.S., January 12, 2026. REUTERS/Kylie Cooper
Signage for Instacart is displayed at National Retail Federation (NRF) 2026: Retail's Big Show, in New York City, U.S., January 12, 2026. REUTERS/Kylie Cooper
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