Maplebear Inc. — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 42/100
What the filing says
Maplebear Inc. (Instacart) reported Q2 2026 results (ended June 30, 2026): GTV grew 14% YoY to $10,351M; total revenue grew 14% YoY to $1,043M; GAAP net income was $111M (down 4% YoY); Adjusted EBITDA was $313M (up 19% YoY). Free cash flow surged 156% YoY to $480M; the company repurchased $325M in shares and ended with $1B cash. Q3 2026 guidance: GTV $10,300–$10,550M (14% YoY growth at midpoint); Adj. EBITDA $320–$340M (19% YoY growth at midpoint).
Why this rating
Solid operational execution with 14% revenue growth and 19% Adj. EBITDA expansion, but absolute scale ($1B+ quarterly revenue) is material for a $6.9B company. No transformational M&A or material change in trajectory; results within forward guidance expectations.
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