Instacart Announces Fourth Quarter and Full Year 2025 Financial Results
Rhea-AI Summary
Instacart (NASDAQ: CART) reported fourth quarter and full year 2025 financial results for the year ended December 31, 2025.
Results are published in Instacart's fourth quarter 2025 Shareholder Letter on the company's Investor Relations website. Management will host a conference call today at 2:00 p.m. PT / 5:00 p.m. ET with an audio webcast available on the Investor Relations site.
Effective this quarter, Instacart is transitioning to an annual shareholder letter while maintaining quarterly earnings calls, releases, and supplemental materials.
Positive
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Negative
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Market Reaction
Following this news, CART has gained 14.50%, reflecting a significant positive market reaction. Our momentum scanner has triggered 11 alerts so far, indicating notable trading interest and price volatility. The stock is currently trading at $38.50. This price movement has added approximately $1.11B to the company's valuation.
Data tracked by StockTitan Argus (15 min delayed). Upgrade to Silver for real-time data.
Key Figures
Market Reality Check
Peers on Argus
While CART showed a -4.88% move pre-release, key Internet Retail peers were mostly lower as well: DASH -5.48%, EBAY -5.26%, CHWY -4.81%, W -2.89%, with JD +0.82%. Scanner data did not flag a coordinated sector momentum move.
Previous Earnings Reports
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Nov 10 | Q3 2025 earnings | Neutral | +1.6% | Release of Q3 2025 results with shareholder letter and conference call. |
| Aug 07 | Q2 2025 earnings | Neutral | +3.7% | Release of Q2 2025 financial results and investor conference call. |
| May 01 | Q1 2025 earnings | Neutral | +13.6% | Announcement of Q1 2025 results with shareholder letter and webcast. |
| Feb 25 | FY 2024 earnings | Neutral | -12.3% | Release of Q4 and full-year 2024 results and earnings call details. |
| Nov 12 | Q3 2024 earnings | Neutral | -11.0% | Q3 2024 financial results posted with accompanying conference call. |
Earnings releases have produced mixed reactions, with three prior quarters seeing gains and two showing double-digit declines, resulting in an average move of -0.88% on earnings days.
Over the past five earnings events, Instacart has followed a consistent communication pattern: posting detailed shareholder letters and hosting conference calls on its Investor Relations site. Price reactions have ranged from a +13.62% move after the Q1 2025 results to declines of -12.26% and -11.01% on the FY 2024 and Q3 2024 releases. Today’s Q4 and full-year 2025 announcement continues this cadence of quarterly and annual financial disclosures via shareholder letters and scheduled calls.
Historical Comparison
In the past year, Instacart reported 5 earnings updates with an average move of -0.88%, showing that earnings days have often brought modest but directional volatility.
Earnings communications have followed a regular pattern of quarterly and annual results shared via shareholder letters and conference calls across 2024–2025.
Market Pulse Summary
The stock is surging +14.5% following this news. A strong positive reaction aligns with the company’s established pattern of using shareholder letters and calls to frame quarterly and annual results. Past earnings moves have sometimes been sizable, both up and down, so a sharp gain could reflect investors reassessing growth, profitability, or guidance details disclosed in the materials. Future trading could still be sensitive to subsequent guidance changes or competitive developments.
AI-generated analysis. Not financial advice.
Instacart management will host a conference call to discuss the company's results at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) today. An audio webcast of the conference call will be available on the company's Investor Relations website at https://investors.instacart.com/.
Effective this quarter, the company is transitioning to an annual rather than quarterly shareholder letter and will continue to provide regular updates through a quarterly earnings call, earnings release, and supplemental materials.
About Instacart
Instacart is a leading grocery technology company that partners with more than 2,200 retail banners – representing nearly 100,000 stores – to transform how people shop for the groceries they need from the retailers they trust, while creating flexible earning opportunities for shoppers. Through the Instacart Marketplace, Instacart Enterprise platform, and Instacart Ads ecosystem, the company powers e-commerce, fulfillment, in-store technology, AI Solutions, and advertising for partners. For more information, visit www.instacart.com/company. Maplebear Inc. is the registered corporate name of Instacart.
Investor Relations:
investors@instacart.com
Press:
press@instacart.com
View original content to download multimedia:https://www.prnewswire.com/news-releases/instacart-announces-fourth-quarter-and-full-year-2025-financial-results-302686923.html
SOURCE Maplebear Inc. dba Instacart
FAQ
When did Instacart (CART) announce its fourth quarter and full year 2025 results?
How can investors access Instacart's (CART) Q4 2025 shareholder letter and financial results?
When is Instacart's (CART) conference call to discuss Q4 and full year 2025 results?
Will Instacart (CART) continue quarterly updates after changing the shareholder letter frequency?
Where will the audio webcast of Instacart's (CART) earnings call be posted?
Does Instacart's (CART) announcement include detailed financial tables for Q4 2025?
