CART Stock — Maplebear Inc.

Up next

Next earnings call

Feb 11, 2027 Est · unconfirmed · in 13 wks

Q2 2026 earnings call transcript

call held Aug 6, 2026

Play latest call

Latest documents

what the company just published, in one sentence each

2026

Nov 5

Quarterly report 10-Q FY2026 Q3, ended Sep 30

DoorDash merger offers cash and stock consideration

Maplebear Inc. agreed to merge with DoorDash, with consideration of $65.00 cash, 0.3372 DoorDash Class A shares, or $48.75 cash plus 0.0843 DoorDash Class A shares; expected close at the end of 2027 or in the first half of 2028.

Revenue $1.1B ▲ 16.6% Net income $147M ▲ 2.1% Diluted EPS $0.60 ▲ 17.6%

Read from the MD&A section

2 source passages

At the effective time of the Merger, each outstanding share of our common stock (other than excluded shares and shares for which appraisal rights are properly demanded and perfected, as described in the Merger Agreement) will be converted into the right to receive, at the holder’s election and without interest, $65.00 in cash, 0.3372 shares of DoorDash Class A common stock, or $48.75 in cash plus 0.0843 shares of DoorDash Class A common stock. The Merger is expected to close at the end of 2027 or in the first half of 2028, subject to stockholder and regulatory approvals and other conditions set forth in the Merger Agreement. Open the document at this passage

Oct 29

Current report 8-K Events of Oct 28

DoorDash to acquire Maplebear in cash-and-stock deal

DoorDash agreed to acquire Maplebear Inc. for $65.00 cash per share or 0.3372 DoorDash Class A Common Stock shares, subject to holder elections and proration.

Entered into a material agreement, Other events Read from the first part of this long document

3 source passages

On October 28, 2026, Maplebear Inc., a Delaware corporation (the “Company”), entered into an Agreement and Plan of Merger (the “Merger Agreement”) with DoorDash, Inc., a Nevada corporation (“Parent”), and Ibiza Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Parent (“Merger Sub”). (i) if a cash election (a “Cash Election”) has been properly made and not revoked or deemed revoked in accordance with the requirements set forth in the Merger Agreement, $65.00 in cash, without interest (the “Cash Consideration”); (ii) if an election to receive Parent Class A Common Stock (a “Stock Election”) has been properly made and not revoked or deemed revoked in accordance with the requirements set forth in the Merger Agreement, 0.3372 shares of Parent Class A Common Stock (the “Stock Exchange Ratio”), subject to Parent’s election to issue the Alternative Stock Consideration (as defined below), without interest (the “Stock Consideration”) The Merger Agreement includes a proration mechanism pursuant to which the total number of Shares to be converted into the right to receive the Stock Consideration will not exceed a maximum number of Shares Open the document at this passage

Oct 29

Current report 8-K

Financial results

Maplebear Inc. entered a definitive agreement to be acquired by DoorDash in a cash-and-stock transaction valued at approximately $17 billion. Third-quarter GTV was $10,528 million, up 15% year-over-year, and total revenue was $1,095 million, up 17%.

Oct 26

Current report 8-K Events of Oct 25

Exit or restructuring costs

Maplebear Inc. will wind down Caper Cart operations, expecting pre-tax charges of approximately $55 million to $80 million, substantially completed by the end of the second quarter of 2027, and plans to reinvest resulting savings into strategic growth initiatives.

Sep 25

Current report 8-K Events of Sep 21

Unregistered sale of equity, Charter or bylaw amendment, or fiscal year change

Maplebear Inc.’s holder converted 5,833,333 Series A Preferred Stock shares into common stock, and Maplebear issued 5,833,333 common shares on September 21, 2026. Maplebear eliminated the series designation on September 24, 2026; no Series A Preferred Stock remains outstanding.

All documents

Metrics snapshot

Useful current figures from the complete screener profile.

View all 125 metrics

Revenue (TTM)

$4.15B

Trailing 12 months

Net income (TTM)

$483.00M

Trailing 12 months

Revenue growth YoY

+16.6%

Year over year

Operating margin

14.4%

Trailing 12 months

P / E (TTM)

30.5

Trailing earnings · reciprocal yield 3.3%

FCF yield

8.7%

TTM · current market cap

Return on invested capital

—

Trailing 12 months

Net cash

$927.00M

Latest balance sheet

Dividend yield

—

Trailing 12 months

Shares change YoY

-12.6%

Year over year · fewer shares

Price change (1Y)

+46.0%

Trailing year

Short interest

7.6%

Latest settlement · 1.7 days to cover

View all 125 metrics

Quarterly results

Revenue Net income Net loss

▲10% $883.00M $148.00M '24 Q4* ▲9.4% $897.00M $106.00M '25 Q1 ▲11.1% $914.00M $116.00M '25 Q2 ▲10.2% $939.00M $144.00M '25 Q3 ▲12.3% $992.00M $81.00M '25 Q4* ▲13.6% $1.02B $144.00M '26 Q1 ▲14.1% $1.04B $111.00M '26 Q2 LATEST ▲16.6% $1.09B $147.00M '26 Q3

* Q4 derived as the full year minus Q1 to Q3.

Equibles Rating

blended score · not investment advice

Overall

Buy

SellHoldBuy

Technical Buy Momentum Very Strong Sentiment Bullish Fundamentals Excellent Quant / Vol Moderate

Market backdrop VIX 19.3 · elevated Equity put/call 0.63

Technical

price trend

Buy

50 / 200-day cross No cross

Price vs 200-day avg +33%

above

Price vs 50-day avg +16%

above

RSI (14) 66

neutral

MACD trend Negative

52-week position 93%

near high

Volume (OBV) Confirms

volume backs price

Momentum

relative strength

Very Strong

1-month return +18%

trailing

6-month return +45%

trailing

YTD return +31%

this year

Relative strength +45%

vs S&P · 6-mo

Sentiment

smart money

Bullish

Trend (MA cross) No cross

50d $51 › 200d $44 — 50d above 200d

Institutional flow Accumulating

441 of 510 funds reported for Sep 30 · net +2.4M sh shares · +63 new

Insider flow Distributing

Net -$8.1M over 90 days · 100% sells

Short interest Falling

7.59% of shares out · ▼ -22.2% MoM · 1.7 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

510 holders — near 3-yr high, broad support

Squeeze score 55

elevated · 0–100

Fundamentals

Excellent

Revenue growth +11%

Y/Y

Gross margin 74%

contracting

EPS growth +1%

Y/Y

Free cash flow $910.0M

Valuation P/E 30.5

below peers

Buyback $768.0M

remaining

Balance sheet $637.0M

net cash

Quant / Vol

risk profile

Moderate

Volatility 43%

annualized · 1-yr

Max drawdown −29%

past year

ATR 2.7%

of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

what management promised — and delivered

Latest guidance · from the Earnings Call filed May 6, 2026

Q2

Ads and other 11% – 14%

long term

Ads as a percentage of GTV 4% – 5%

Previous outlook earlier release · from the Earnings Call filed Nov 10, 2025

Still-open targets the latest release did not restate under the same label.

Advertising growth · Q4 6% – 9%

Advertising growth · full year at least 10%

Prior guidance period ended · from the Earnings Call filed Aug 6, 2026

GTV · Q3, 2026 $10.3B – $10.55B

Adjusted EBITDA · Q3, 2026 $320M – $340M

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy

1 · 3 · 3

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

+33% Bullish

Price vs 50-day avg

+16% Bullish

RSI (14)

66 Neutral

MACD trend

Negative Bearish

52-week position

93% Bullish

Volume (OBV)

Confirms Neutral

Market signals — smart money & positioning

Bullish · 3 of 6

Trend (MA cross) No cross

50d $51 › 200d $44 — 50d above 200d

Institutional flow Accumulating

441 of 510 funds reported for Sep 30 · net +2.4M sh shares · +63 new

Insider flow Distributing

Net -$8.1M over 90 days · 100% sells

Short interest Falling

7.59% of shares out · ▼ -22.2% MoM · 1.7 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

510 holders — near 3-yr high, broad support

Price context

position in its 52-week range

Range low $33 Now $59 · 93% Range high $61

vs 200-day avg +33% vs 50-day avg +16%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings

Metric	Latest	Period	YoY
Adjusted EBITDA as a percent of GTV non-GAAP	3%	the three months ended June 30, 2026 filing	—
Advertising and other investment rate	2.9%	the second quarter of 2026 filing	—
GTV growth	14%	the second quarter of 2026 filing	—
Adjusted cost of revenue non-GAAP	$262M	Three Months Ended June 30, 2026	—
GAAP → non-GAAP reconciliation GAAP Cost of revenue 292M -26M Depreciation and amortization expense -3M Stock-based compensation expense = Adjusted cost of revenue 262M
Adjusted cost of revenue as a percent of GTV non-GAAP	2.5%	Three Months Ended June 30, 2026	—
Adjusted EBITDA non-GAAP	$313M	Q2 2026	—
GAAP → non-GAAP reconciliation GAAP Net income 111M +36M Provision for income taxes -5M Interest income +1M Other expense (income), net +32M Depreciation and amortization expense +142M Stock-based compensation expense +6M Payroll taxes related to stock-based compensation -13M Certain legal and regulatory accruals and settlements, net +1M Reserves for sales and other indirect taxes, net +3M Acquisition-related expenses = Adjusted EBITDA 313M
Adjusted EBITDA margin non-GAAP	30%	Three Months Ended June 30, 2026	—
Adjusted general and administrative expense non-GAAP	$79M	Three Months Ended June 30, 2026	—
Adjusted general and administrative expense as a percent of GTV non-GAAP	0.8%	Three Months Ended June 30, 2026	—
Adjusted operations and support expense non-GAAP	$68M	Three Months Ended June 30, 2026	—
GAAP → non-GAAP reconciliation GAAP Operations and support expense 74M -1M Depreciation and amortization expense -5M Stock-based compensation expense = Adjusted operations and support expense 68M
Adjusted operations and support expense as a percent of GTV non-GAAP	0.7%	Three Months Ended June 30, 2026	—
Adjusted research and development expense non-GAAP	$113M	Three Months Ended June 30, 2026	—
Adjusted research and development expense as a percent of GTV non-GAAP	1.1%	Three Months Ended June 30, 2026	—
Adjusted sales and marketing expense non-GAAP	$208M	Three Months Ended June 30, 2026	—
GAAP → non-GAAP reconciliation GAAP Sales and marketing expense 233M -3M Depreciation and amortization expense -22M Stock-based compensation expense -1M Payroll taxes related to stock-based compensation = Adjusted sales and marketing expense 208M
Free cash flow non-GAAP	$480M	Q2 2026	—
GAAP → non-GAAP reconciliation GAAP Net cash provided by operating activities 493M -13M Purchases of property and equipment, including capitalized internal-use software = Free cash flow 480M
GTV	$10.35B	Q2 2026	—
Orders	90.3M	Q2 2026	—

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Internet Retail — same industry group

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
CART Maplebear Inc. this stock	$13.93B	+30.9%	+10.8%	30.5	7.6%
AMZN Amazon Com Inc	$2.88T	+15.5%	+12.4%	21.6	0.9%
BABA Alibaba Group Holding Ltd	$234.79B	-35.6%	+8.1%	—	1.5%
PDD PDD Holdings Inc.	$112.41B	-30.4%	+14.5%	—	2.0%
MELI Mercadolibre Inc	$75.61B	-26.0%	+39.1%	40.0	2.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Accumulating

Holders

539

% held: 86.0%
Reported: 441 of 510
Top holder: D1 Capital Partners L.P.

Held Float

View

Held by Funds

Fund positions

495

View

Short & Settlement

Short Interest Falling

Shares short

18.0M

Days to cover: 1.7d
Change: -5.1M sh

View

Short Volume

Short vol %

47%

As of: Nov 13, 2026

Short Total

View

Fails to Deliver

FTD shares

62

Value: $2.8K
As of: Oct 6, 2026

View

Off-Exchange

Off-exchange %

35.5%

Week of: Oct 5, 2026

Off-exch Lit

View

Smart Money

Insider Trades Net selling

Net (90d)

-$8.1M

Buyers / Sellers: 0 / 2

Buyers Sellers

View

Congressional Trades Sell

Member

Lisa McClain

Amount: $1.0K–$15.0K
Traded: Sep 25, 2025

View

Financials

Revenue (FY)

$3.7B

Net income (FY): $447.0M
EPS diluted: $1.60

View

Buybacks

Authorized · 5 programs

$8.3B

Remaining: $768.0M

Spent Remaining

View

Filings

SEC Filings

Latest

10-Q

Filed: Nov 5, 2026
This year: 20

Maplebear Inc. agreed to merge with DoorDash, with consideration of $65.00 cash, 0.3372 DoorDash Class A shares, or $48.75 cash plus 0.0843 DoorDash Class A shares; expected close at the end of 2027 or in the first half of 2028.

View

Proposed Sales

Value

$1.5M

Shares: 24.7K
Filed: Oct 26, 2026

View

Exempt Offerings

Offering

$290.0M

Filed: Nov 1, 2021

View

Earnings & Events

Webcasts

Last webcast

Nov 5, 2026

View

Investor Relations

	5D	20D	120D	MTD	YTD
CART	+1.3%	+18.1%	+45.3%	+4.3%	+30.9%
SPY	+2.6%	-1.2%	+0.5%	-0.2%	+10.6%
vs SPY	-1.3%	+19.3%	+44.8%	+4.5%	+20.3%

CART · Maplebear Inc.

Price & Indicators

Up next

Latest documents

Metrics snapshot

Quarterly results

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns