Maplebear Inc. (NASDAQ:CART) , which operates as Instacart, saw its stock fall on Tuesday as Amazon.com, Inc. (NASDAQ:AMZN) expanded its grocery delivery footprint, heightening competitive pressure on Instacart despite the company's newly announced retail technology partnerships.The stock has faced renewed selling after Amazon said it now offers fast grocery delivery in more than 5,000 U.S. cities and towns, adding that strong customer feedback is driving plans to expand same-day delivery of fresh groceries ...

Wedbush analysts suggested “incremental caution” across the mobility, delivery and grocery sectors, heading into the fourth-quarter earnings season. While the analysts believe current estimates remain achievable, they warned that upside potential is limited due to a softening demand environment and persistent macro uncertainty. UBER stock is moving. See the chart and price action here. Wedbush analysts were lukewarm, at best, on Uber Technologies, Inc. (NYSE:UBER) , maintaining a Neutral rating with a $78 p ...

22 January 2026 | 4:11PM EST Equity Research AMERICAS TECHNOLOGY: INTERNET Ridesharing & Delivery Q4'25 Preview: Analyzing the Industry Debates & Estimates In previewing the upcoming earnings season for the Mobility/Delivery Internet sub-sector, we expect reported results to come in broadly inline with investor expectations, with a relatively healthy consumer backdrop across all industry work and conversations. Within this note, we take the opportunity to update our UCAN Rideshare Industry model and US Food ...

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 shop ...

Core Insights - The article compares two Internet - Commerce stocks, Maplebear (CART) and Chewy (CHWY), to determine which offers better value for investors [1] Group 1: Zacks Rank and Analyst Outlook - Maplebear has a Zacks Rank of 2 (Buy), indicating a more favorable earnings estimate revision trend compared to Chewy, which has a Zacks Rank of 3 (Hold) [3] - The improving analyst outlook for CART suggests a more positive sentiment among analysts compared to CHWY [3] Group 2: Valuation Metrics - CART has a forward P/E ratio of 18.02, significantly lower than CHWY's forward P/E of 26.72, indicating that CART may be undervalued [5] - The PEG ratio for CART is 1.07, while CHWY's PEG ratio is 1.46, suggesting that CART has a better balance between its price and expected earnings growth [5] - CART's P/B ratio is 3.19, compared to CHWY's P/B of 30.02, further highlighting CART's relative undervaluation [6] Group 3: Value Grades - CART has a Value grade of B, while CHWY has a Value grade of D, indicating that CART is perceived as a better value investment [6] - The combination of Zacks Rank and Style Scores suggests that value investors may prefer CART over CHWY at this time [6]

Core Viewpoint - New York State Attorney General Letitia James is investigating Instacart for potential violations of the state's Algorithmic Pricing Disclosure Act due to concerns over its pricing practices [1][3][4]. Group 1: Investigation and Legal Concerns - Attorney General James demanded information from Instacart regarding its algorithmic pricing and price-setting experiments following a study that indicated the company was displaying different prices for the same product to different shoppers [2][4]. - The Algorithmic Pricing Disclosure Act, effective November 10, mandates that companies using algorithmic pricing must provide clear disclosures near prices [3]. - James emphasized the need for fair pricing and transparency in how companies utilize personal information, indicating potential legal action if violations are confirmed [4]. Group 2: Company Response - An Instacart spokesperson stated that the company ceased all item price testing in December and asserted that their pricing practices did not involve personalized or surveillance pricing [5][6]. - Instacart expressed confidence in its compliance with the Algorithmic Pricing Disclosure Act and is committed to industry best practices, looking forward to clarifying any misunderstandings with the Attorney General [5]. - The company acknowledged that some media coverage contained misconceptions about its pricing practices, indicating a commitment to meet customer expectations [6]. Group 3: Regulatory Scrutiny - The Federal Trade Commission (FTC) has also shown interest in Instacart's pricing practices, having sent a civil investigative demand regarding the company's AI pricing tool [6][7]. - The FTC has refrained from commenting on the specifics of the investigation but expressed concern over the allegations surrounding Instacart's pricing methods [7].

New York Attorney General Letitia James is demanding that Instacart share information about its price-testing experiments following a report that the app's users were charged different prices for iden... ...

Core Viewpoint - The article summarizes significant analyst rating changes that could impact market trends, highlighting upgrades, downgrades, and new coverage ratings for various companies [1][6]. Upgrades - Barclays upgraded Whirlpool (W) from "Neutral" to "Overweight," raising the target price from $104 to $123, citing accelerated market share growth expected in 2025 and continuation into 2026 [5]. - Oppenheimer upgraded McDonald's (MCD) from "Market Perform" to "Outperform," setting a target price of $355, with a more optimistic outlook for the restaurant sector in 2026 despite a poor performance in 2025 [5]. - Barclays upgraded Lowe's (LOW) from "Neutral" to "Overweight," increasing the target price from $259 to $285, based on an expected improvement in non-essential goods demand due to upcoming tax policy changes [5]. - Piper Sandler upgraded Hershey (HSY) from "Neutral" to "Overweight," raising the target price from $193 to $213, noting lower cocoa costs and the removal of cocoa tariffs, which provide flexibility for reinvestment and growth [5]. - Bank of America upgraded Regeneron Pharmaceuticals (REGN) from "Underperform" to "Buy," significantly raising the target price from $627 to $860, as previous concerns regarding Eylea SD have been addressed [5]. Downgrades - Jefferies downgraded First Solar (FSLR) from "Buy" to "Hold," lowering the target price from $269 to $260 due to limited visibility on orders and emerging strategic issues [10]. - Oppenheimer downgraded Yum Brands (YUM) from "Outperform" to "Market Perform," with no target price set, as the stock's risk-reward profile has become balanced after a 13% increase in 2025 [10]. - Montreal Bank Capital Markets downgraded Union Pacific Railroad (UNP) from "Outperform" to "Market Perform," reducing the target price from $270 to $255, citing high uncertainty regarding regulatory outcomes and weak freight demand [10]. - Piper Sandler downgraded Deckers Outdoor (DECK) from "Neutral" to "Underweight," lowering the target price from $100 to $85, as the company has increased discount promotions on its core brands [10]. - Wells Fargo downgraded Humana (HUM) from "Overweight" to "Neutral," setting a target price of $290, due to uncertainties regarding profit margin targets for 2026 [10]. New Coverage - Argus Research initiated coverage on grocery delivery platform Instacart (CART) with a "Buy" rating and a target price of $52, highlighting revenue growth and recent profitability achievements [11]. - Citigroup initiated coverage on Natera (NTRA) with a "Buy" rating and a target price of $300, citing significant growth potential [11]. - Link Consulting initiated coverage on Galecto (GLTO) with an "Outperform" rating and a target price of $46, noting its acquisition of Damola Therapeutics to advance its oncology pipeline [11]. - Wolfe Research initiated coverage on Apogee Therapeutics (APGE) with a "Market Perform" rating, without a target price, predicting mixed catalysts for the stock in 2026 [11]. - Mizuho Securities initiated coverage on Palvella Therapeutics (PVLA) with an "Outperform" rating and a target price of $205, based on positive clinical trial data for its drug Qtorin [11].

New tool helps brands and agencies combine their data with Instacart's first-party grocery signals to unlock deeper insights, build custom audiences for off-platform activation, and run tailored measurement SAN FRANCISCO and LAS VEGAS, Jan. 6, 2026 /PRNewswire/ -- At CES 2026, Instacart (Nasdaq: CART) unveiled Data Hub, its new clean room solution that gives consumer packaged goods (CPG) brands and their agency partners secure, privacy-safe access to Instacart's rich first-party grocery data. Data Hub lets ...

U.S. stock futures are showing modest declines this Tuesday, December 23, 2025, as investors brace for a crucial slate of economic data releases in what is shaping up to be a holiday-thinned trading week. This cautious premarket sentiment follows a robust performance on Monday, where major indexes closed higher, largely propelled by renewed optimism in the artificial intelligence (AI) sector.Premarket Activity and Futures MovementsAs the trading day approaches, S&P 500 futures are down approximately 0.08%, ...