FMP
Jefferies Raises Instacart Price Target to $50 on Growth Potential
May 27, 2025 9:19 AM - Davit Kirakosyan
Image credit: FMP
Jefferies lifted its price target on Instacart (NASDAQ:CART) to $50 from $48, maintaining a Hold rating as analysts see upside in gross transaction value (GTV) but remain cautious on margin visibility.
The firm’s updated cohort analysis suggests Instacart is on track to meet consensus GTV estimates, with potential for further upside tied to incremental contributions from Uber Eats. As a result, Jefferies raised its financial estimates slightly above consensus levels.
Despite the GTV momentum, the firm cited lingering concerns over the company’s profitability outlook. Recent investments in affordability and marketing efforts, along with a slower-than-expected ramp in high-margin advertising revenue, have clouded near-term margin expansion potential.
Jefferies remains on the sidelines, awaiting greater clarity on Instacart’s monetization strategy before turning more constructive on the stock.
Other Blogs
Nov 22, 2024 5:08 AM - Parth Sanghvi
Fundamental Analysis: Principles, Types, and How to Use It
Fundamental analysis is one of the most essential tools for investors and analysts alike, helping them assess the intrinsic value of a stock, company, or even an entire market. It focuses on the financial health and economic position of a company, often using key data such as earnings, expenses, ass...
Dec 17, 2024 8:58 AM - Sanzhi Kobzhan
Examining Tesla’s Financial Health Using FinancialModelingPrep’s Ratios API
Tesla, one of the world’s most talked-about electric vehicle manufacturers, attracts a lot of attention from investors and market watchers. By examining a snapshot of Tesla’s financial ratios—such as those provided by FinancialModelingPrep’s Ratios API—we can get a clearer picture of the company’s f...
Dec 22, 2024 7:59 AM - Sanzhi Kobzhan
Two great Software Platform Stocks Similar to Palantir (PLTR)
When it comes to cutting-edge software and data analytics, Palantir Technologies (NYSE: PLTR) is often front and center. But for many investors, it’s important to consider alternative or complementary stocks in the same sector that may offer robust growth potential. As PLTR looks expensive (overvalu...
