On Nov 14, major Wall Street analysts update their ratings for $Maplebear (CART.US)$, with price targets ranging from $49 to $60.
Loop Capital analyst Rob Sanderson maintains with a buy rating, and maintains the target price at $49.
Oppenheimer analyst Jason Helfstein maintains with a buy rating, and adjusts the target price from $55 to $60.
Stifel analyst Mark Kelley maintains with a buy rating, and maintains the target price at $55.
KeyBanc analyst Justin Patterson maintains with a hold rating.
Piper Sandler analyst Thomas Champion maintains with a buy rating, and adjusts the target price from $50 to $58.
Furthermore, according to the comprehensive report, the opinions of $Maplebear (CART.US)$'s main analysts recently are as follows:
Instacart's Q3 results were robust, yet the Q4 adjusted EBITDA forecast did not meet investor expectations, according to an analyst. Nevertheless, it was noted that management emphasized a consistent dedication to achieving gradual annual margin enhancements as the company navigates the equilibrium between profitability and growth investments in areas such as affordability, technology, and marketing.
Following Instacart's Q3 report, there has been a modest decrease in the Gross Transaction Value (GTV) and revenue projections for Q4. Looking ahead to 2025, which serves as the valuation basis, there's a slight increase in GTV forecasts but a reduction in revenue and EBITDA expectations.
Instacart's shares are beginning to mirror its robust fundamental narrative. Despite improvement, its valuation based on EBITDA still significantly lags behind its peers by a considerable margin. The comprehensive scope and scale of the company's services demonstrate the considerable challenge competitors encounter, especially those who treat grocery services as a supplementary option.
The company's unit volume surpassed expectations in Q3, bolstered by its enhancing supply flexibility in partnership with Uber, affordability features stimulating additional demand, and technological advancements that are beneficial to grocer profit margins.
Product enhancements are contributing to increased Gross Transaction Value (GTV), and projections for 2025 appear to be on the conservative side. The company is putting a strong emphasis on expansion through marketing, with a notable increase in Sales & Marketing (S&M) expenses in the third quarter compared to the second. Although this strategy may dilute earnings in the short term, it is viewed as a strategic decision to secure continued double-digit growth.
Here are the latest investment ratings and price targets for $Maplebear (CART.US)$ from 6 analysts:
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美東時間11月14日，多家華爾街大行更新了$Maplebear (CART.US)$的評級，目標價介於49美元至60美元。
Loop Capital分析師Rob Sanderson維持買入評級，維持目標價49美元。
奧本海默控股分析師Jason Helfstein維持買入評級，並將目標價從55美元上調至60美元。
斯迪富分析師Mark Kelley維持買入評級，維持目標價55美元。
KeyBanc分析師Justin Patterson維持持有評級。
派傑投資分析師Thomas Champion維持買入評級，並將目標價從50美元上調至58美元。
此外，綜合報道，$Maplebear (CART.US)$近期主要分析師觀點如下：
根據一位分析師的說法，Instacart的第三季度業績強勁，但第四季度的調整後EBITDA預測未能滿足投資者的預期。然而，管理層強調持續致力於在利潤和在可負擔性、科技和營銷等領域的增長投資之間實現逐年利潤率逐步提升的平衡。
在Instacart的第三季度報告之後，第四季度的總交易價值（GTV）和營業收入預測都有所減少。展望2025年，作爲估值基礎，GTV預測略有增加，但營業收入和EBITDA預期減少。
Instacart的股價開始反映其強勁的基本面敘述。儘管有所改善，但其基於EBITDA的估值仍顯著落後於同行，差距相當大。公司服務的綜合範圍和規模表明，競爭對手面臨着相當大的挑戰，尤其是那些將雜貨服務視爲補充選項的公司。
公司的成交量在第三季度超過了預期，得益於與Uber的合作提升了供給靈活性、可負擔性特點刺激了額外需求，以及對雜貨商利潤率有利的科技進步。
產品改進正在推動總交易價值（GTV）的增長，2025年的預測似乎相對保守。公司在營銷方面強調擴張，第三季度的銷售與營銷(S&M)費用較第二季度明顯增加。儘管這一策略可能在短期內稀釋收益，但這一決策被視爲確保持續雙位數增長的策略選擇。
以下爲今日6位分析師對$Maplebear (CART.US)$的最新投資評級及目標價：
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