Simply Wall St

Reviewed by Sasha Jovanovic

October 10, 2025

• Instacart recently announced a partnership with TikTok, becoming the first retail media network to enable end-to-end campaign targeting, shoppable formats, and closed-loop measurement natively within TikTok Ads Manager for select CPG advertisers.
• This collaboration expands Instacart’s reach, letting brands connect with high-intent consumers directly on a major social platform while enhancing ad performance measurement using Instacart’s first-party retail data.
• We'll examine how Instacart’s TikTok integration could reinforce its push into retail media and advertising-driven revenue streams.

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Maplebear Investment Narrative Recap

To be a shareholder in Maplebear, you need conviction that online grocery adoption, technology integration, and new advertising channels will keep expanding the company’s addressable market and revenue base. The TikTok integration adds weight to Instacart’s retail media ambitions but does not materially reduce the most prominent risks facing the business right now, such as intensifying competition and the challenge of maintaining large retail partnerships amid fast-moving market dynamics.

In light of this push into retail media, Instacart’s recent partnership with Advantage Solutions stands out. This collaboration goes beyond digital ads by combining tech-enabled in-store insights with rapid execution, offering consumer brands a broader toolkit. Both announcements show how Instacart aims to anchor itself deeper into CPG brand strategies as digital and physical retail continue to blur.

Yet, with competitors like DoorDash expanding their grocery reach and major retailers exploring other delivery partnerships, investors should not overlook...

Read the full narrative on Maplebear (it's free!)

Maplebear's outlook forecasts $4.6 billion in revenue and $779.9 million in earnings by 2028. This is based on an expected 9.3% annual revenue growth and an increase in earnings of $300.9 million from the current $479.0 million.

Uncover how Maplebear's forecasts yield a $58.72 fair value, a 53% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members have posted three fair value estimates for Maplebear, ranging from US$46.47 to US$106.32. While opinions differ, concerns about competitive partnerships may affect the company’s ability to maintain strong revenue growth, prompting investors to explore alternative outlooks.

Explore 3 other fair value estimates on Maplebear - why the stock might be worth just $46.47!

Build Your Own Maplebear Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Maplebear research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free Maplebear research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Maplebear's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.