Instacart (Maplebear Inc.) (CART) in a Phase of Robust Growth and Improving Profitability

Instacart (Maplebear Inc.) (NASDAQ:CART) is one of the best debt-free mid-cap stocks to buy according to hedge funds. On February 12, Instacart (Maplebear Inc.) (NASDAQ:CART) delivered impressive fourth-quarter and full-year 2025 results that affirmed accelerating growth and improving profitability.

The company delivered a 12.3% year-over-year increase in revenue in the fourth quarter to $992 million, while adjusted earnings per share came in at $0.97, against the $0.95 expected. Full-year revenue was up 11% year over year to $3.74 billion, driven by an 11% increase in transaction revenue.

The better-than-expected results were driven by strong GTV growth of 14% year over year as the company maintained its position as the leading digital-first grocery delivery platform.

“In Q1, we’re guiding to the strongest year-over-year GTV growth we’ve provided as a public company, and we’re focused on building on this momentum to drive durable, profitable growth over the long term,” said Chris Rogers, Chief Executive Officer

Consequently, adjusted EBITDA rose 23% to $1.09 billion, while GAAP net income came in at $447 million. The company generated $971 million in operating cash flow and also returned $1.4 billion to shareholders through stock buybacks. “This opportunistic approach to share repurchases reflects our confidence in our business today and in our ability to keep investing, scaling, and pressing our advantage,” Rogers said.

Instacart (Maplebear Inc.) (NASDAQ:CART) is a North American retail technology company that operates a massive online marketplace for grocery delivery and pickup, connecting customers with personal shoppers who fulfill orders from local retail stores.