Instacart to Report Fourth Quarter and Full Year 2025 Financial Results on February 12, 2026

Rhea-AI Summary

Instacart (NASDAQ: CART) will report fourth quarter and full year 2025 financial results after market close on Thursday, February 12, 2026. The company's Q4 2025 Shareholder Letter will be posted on Instacart's Investor Relations website.

Management will host a conference call and live webcast at 2:00 p.m. PT / 5:00 p.m. ET on February 12, 2026, with a replay available on the Investor Relations site after the call. Instacart said it uses its Investor Relations website to disclose material information and recommends investors monitor the site, press releases, SEC filings, public calls/webcasts, and the company blog for updates.

News Market Reaction – CART

-1.51%

-1.51% Session close to close

In the Jan 22 session, CART declined 1.51%, reflecting a mild negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement sets expectations for Instacart’s fourth quarter and full-year 2025 results on Feb...

Analysis

This announcement sets expectations for Instacart’s fourth quarter and full-year 2025 results on February 12, 2026, directing investors to the shareholder letter and conference call. Context from the Nov 10, 2025 10-Q shows revenue of $939M and net income of $144M in Q3, plus strong cash of $1.69B. Investors may watch for updated profitability metrics, cash flow trends, regulatory developments, and any changes to capital return activity such as the prior $272M in repurchases.

Key Figures

Q3 2025 Revenue: $939M Q3 2025 Net Income: $144M Q3 2025 Diluted EPS: $0.51 +5 more

8 metrics

Q3 2025 Revenue $939M Quarterly revenue vs $852M a year ago

Q3 2025 Net Income $144M Quarterly net income from 10-Q filing

Q3 2025 Diluted EPS $0.51 Quarterly diluted earnings per share

9M 2025 Revenue $2.75B Revenue for first nine months of 2025

9M 2025 Net Income $366M Net income for first nine months of 2025

Cash & Equivalents $1.69B Balance as of September 30, 2025

Operating Cash Flow $788M Year-to-date operating cash flow in 2025

Share Repurchases $272M Common stock repurchased year-to-date 2025

Historical Context

5 past events · Latest: Jan 06 (Positive)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
Jan 06	Product launch	Positive	+1.1%	Launched Data Hub clean room product for CPG brands and agencies.
Dec 08	AI integration	Positive	+0.7%	Introduced integrated shopping app with Instant Checkout inside ChatGPT.
Dec 02	Retail partnership	Positive	-2.9%	Announced nationwide Home Depot Canada same-day delivery partnership.
Nov 25	Investor conference	Neutral	+4.3%	CFO participation in Nasdaq London investor conference fireside chat.
Nov 20	Health partnership	Positive	-3.1%	Partnered with WellTheory to integrate Instacart Health Fresh Funds.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Positive product and partnership updates have sometimes led to mixed price reactions, with both aligned gains and sell-the-news declines.

Recent Company History

Over the past few months, Instacart announced multiple growth and engagement initiatives. A Nov 10, 2025 10-Q showed Q3 revenue of $939M and net income of $144M. Subsequent news highlighted a WellTheory partnership on Nov 20, a Nasdaq conference appearance on Nov 25, a Home Depot Canada partnership on Dec 2, and a ChatGPT app launch on Dec 8, followed by the Data Hub product launch on Jan 6, 2026. The new earnings-date announcement fits into this ongoing communication cadence.

Key Terms

regulation fd, form 144, form 4, 8-k, +3 more

7 terms

regulation fd regulatory

"for complying with its disclosure obligations under Regulation FD."

Regulation FD is a rule that prevents company insiders, like executives, from sharing important information with some people before others get it. It matters because it helps ensure all investors have equal access to key news, making the stock market fairer and reducing chances of insider trading.

form 144 regulatory

"insider Fidji Simo has filed a Form 144 indicating an intention to sell"

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

View in glossary

form 4 regulatory

"title": "[Form 4] Maplebear Inc. Insider Trading Activity""

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

View in glossary

8-k regulatory

"title": "[8-K] Maplebear Inc. Reports Material Event""

An 8-K is a public report companies must file with the U.S. Securities and Exchange Commission to disclose major events or changes that shareholders should know about, such as leadership changes, mergers, financial surprises, or legal developments. It matters to investors because it acts like a breaking-news alert for a company’s health and prospects—providing timely facts that can affect stock value and investment decisions.

View in glossary

10-q regulatory

"title": "[10-Q] Maplebear Inc. Quarterly Earnings Report""

A 10-Q is a company’s required quarterly filing with U.S. regulators that provides updated financial statements, management discussion of results, and disclosures about risks, legal matters and operational changes. Think of it as a quarterly report card and progress update that lets investors track recent performance, spot trends or warning signs between annual reports, and make informed buy/sell decisions based on the latest verified financial and business information.

View in glossary

rule 10b5-1 regulatory

"under a Rule 10b5-1 trading plan intended to satisfy the affirmative defense"

Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.

rsus/psus financial

"equity compensation in the form of RSUs/PSUs, with payment also dated"

RSUs (restricted stock units) are promises by a company to give an employee shares after they meet time-based conditions, like staying for a set period; PSUs (performance stock units) only convert into shares if the company hits specific financial or operational targets. For investors, both can increase a company’s share count and signal how management is being paid—think of RSUs as a deferred paycheck and PSUs as a goal-based bonus that can affect future dilution and executive incentives.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SAN FRANCISCO, Jan. 22, 2026 /PRNewswire/ -- Instacart (NASDAQ: CART) today announced it will report its fourth quarter and full year 2025 financial results after market close on Thursday, February 12, 2026. The company's fourth quarter 2025 Shareholder Letter will be available on Instacart's Investor Relations website at https://investors.instacart.com.

Instacart management will also host a conference call to discuss the company's results at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) on Thursday, February 12, 2026. To access a live webcast of the call, please visit Instacart's Investor Relations website at https://investors.instacart.com. After the call concludes, a replay will be made available on Instacart's Investor Relations website.

Instacart uses and intends to continue to use its Investor Relations website as a means of disclosing material nonpublic information and for complying with its disclosure obligations under Regulation FD. Accordingly, investors should monitor Instacart's Investor Relations website, press releases, SEC filings, public conference calls, and public webcasts, in addition to following Instacart's blog, which is located at www.instacart.com/company/blog.

About Instacart

Instacart, the leading grocery technology company in North America, works with grocers and retailers to transform how people shop. The company partners with more than 1,800 national, regional, and local retail banners to facilitate online shopping, delivery and pickup services from nearly 100,000 stores across North America on the Instacart Marketplace. Instacart makes it possible for millions of people to get the groceries they need from the retailers they love, and for approximately 600,000 Instacart shoppers to earn by picking, packing and delivering orders on their own flexible schedule. The Instacart Platform offers retailers a suite of enterprise-grade technology products and services to power their e-commerce experiences, fulfill orders, digitize brick-and-mortar stores, provide advertising services, and glean insights. With Instacart Ads, thousands of CPG brands – from category leaders to emerging brands – partner with the company to connect directly with consumers online, right at the point of purchase. With Instacart Health, the company provides tools to increase nutrition security, make healthy choices easier for consumers, and expand the role that food can play in improving health outcomes. For more information, visit www.instacart.com/company, and to start shopping, visit www.instacart.com. Maplebear Inc. is the registered corporate name of Instacart.

View original content to download multimedia:https://www.prnewswire.com/news-releases/instacart-to-report-fourth-quarter-and-full-year-2025-financial-results-on-february-12-2026-302667165.html

SOURCE Maplebear Inc. dba Instacart

FAQ

When will Instacart (CART) report Q4 and full year 2025 results?

Instacart (CART) will report results after market close on February 12, 2026.

What time is Instacart's (CART) earnings call for Q4 2025?

The earnings call and live webcast are scheduled for 2:00 p.m. PT / 5:00 p.m. ET on February 12, 2026.

Where can investors find Instacart's (CART) Q4 2025 Shareholder Letter?

The Q4 2025 Shareholder Letter will be posted on Instacart's Investor Relations website at investors.instacart.com.

Will Instacart (CART) provide a replay of the February 12, 2026 call?

Yes. A replay of the call will be made available on Instacart's Investor Relations website after the webcast concludes.

How does Instacart (CART) disclose material nonpublic information?

Instacart uses its Investor Relations website and public filings, press releases, conference calls, webcasts, and its blog to disclose material information.

What should investors monitor ahead of Instacart's (CART) February 12, 2026 report?

Investors should monitor the Investor Relations website, press releases, SEC filings, public webcasts/calls, and the company blog for the report and related materials.