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RegExp("[?&]notifications=1(&|#|$)");"desktop"===y&&i&&b.test(window.location.search)&&(i.checked=!0)};ge("ybar-mod-notification",(function(e){var t={isUH3:"crunch"===e.getConfig().ytheme,notifContainer:document.getElementById("notification-container"),notifBadge:document.getElementById("notif-badge"),notifMenu:document.getElementById("ybarNotificationMenu"),notifMenuOpener:document.querySelector("#ybarNotificationMenu + label"),notifDropdown:document.getElementById("notifDropdownContainer"),tooltipContainer:document.querySelector(".".concat($n)),notifLabel:document.querySelector(".".concat(Xn))};t.notifDropdown&&so(e,t)}))}()}};]]>Radek StrnadMon, November 10, 2025 at 2:50 PM GMT+1 3 min readOnline grocery delivery platform Instacart (NASDAQ:CART) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 10.2% year on year to $939 million. Its GAAP profit of $0.51 per share was 2.8% above analysts’ consensus estimates.Is now the time to buy Instacart? Find out in our full research report.Revenue: $939 million vs analyst estimates of $934.1 million (10.2% year-on-year growth, 0.5% beat)EPS (GAAP): $0.51 vs analyst estimates of $0.50 (2.8% beat)Adjusted EBITDA: $278 million vs analyst estimates of $267.1 million (29.6% margin, 4.1% beat)Operating Margin: 17.7%, up from 16.2% in the same quarter last yearFree Cash Flow Margin: 29%, up from 20.5% in the previous quarterMarket Capitalization: $9.68 billionPowering more than one billion grocery orders since its founding, Instacart (NASDAQ:CART) is an online grocery shopping and delivery platform that partners with retailers to help customers shop from local stores through its app or website.A company’s long-term sales performance is one signal of its overall quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Over the last three years, Instacart grew its sales at a solid 17% compounded annual growth rate. Its growth surpassed the average consumer internet company and shows its offerings resonate with customers, a great starting point for our analysis.Instacart Quarterly RevenueThis quarter, Instacart reported year-on-year revenue growth of 10.2%, and its $939 million of revenue exceeded Wall Street’s estimates by 0.5%.Looking ahead, sell-side analysts expect revenue to grow 9.7% over the next 12 months, a deceleration versus the last three years. This projection is underwhelming and indicates its products and services will see some demand headwinds. At least the company is tracking well in other measures of financial health.While Wall Street chases Nvidia at all-time highs, an under-the-radar semiconductor supplier is dominating a critical AI component these giants can’t build without. Click here to access our free report one of our favorites growth stories.If you’ve followed StockStory for a while, you know we emphasize free cash flow. Why, you ask? We believe that in the end, cash is king, and you can’t use accounting profits to pay the bills.Instacart has shown terrific cash profitability, driven by its lucrative business model and cost-effective customer acquisition strategy that enable it to stay ahead of the competition through investments in new products rather than sales and marketing. The company’s free cash flow margin was among the best in the consumer internet sector, averaging 22.8% over the last two years.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,846.61 +14.18 (+0.21%)Dow 3047,927.96 +559.33 (+1.18%)Nasdaq23,468.30 -58.87 (-0.25%)Russell 20002,458.28 +2.63 (+0.11%)VIX17.28 -0.32 (-1.82%)Gold4,133.10 +11.10 (+0.27%)PortfolioSign in to access your portfolioSign inTop gainersEWTX Edgewise Therapeutics, Inc. 21.48 +3.20 (+17.51%)LB LandBridge Company LLC 85.55 +10.55 (+14.07%)DNLI Denali Therapeutics Inc. 17.58 +1.98 (+12.69%)APGE Apogee Therapeutics, Inc. 62.95 +6.18 (+10.89%)CWAN Clearwater Analytics Holdings, Inc. 18.40 +1.71 (+10.25%)Top losersLIF Life360, Inc. 72.79 -20.51 (-21.98%)CRWV CoreWeave, Inc. 88.39 -17.22 (-16.31%)BTDR Bitdeer Technologies Group 15.02 -2.63 (-14.90%)CENX Century Aluminum Company 27.88 -4.43 (-13.71%)WULF TeraWulf Inc. 12.37 -1.93 (-13.50%)Most activeOPEN Opendoor Technologies Inc. 8.48 +0.51 (+6.40%)PLUG Plug Power Inc. 2.5300 -0.0300 (-1.17%)NVDA NVIDIA Corporation 193.16 -5.89 (-2.96%)BBAI BigBear.ai Holdings, Inc. 6.06 +0.35 (+6.13%)PFE Pfizer Inc. 25.51 +1.12 (+4.59%)Earnings eventsMy earnings eventsEarnings eventsTrending tickersBTC-USD Bitcoin USD 102,542.94 -3,109.74 (-2.94%)CRWV CoreWeave, Inc. 88.39 -17.22 (-16.31%)NBIS Nebius Group N.V. 102.22 -7.73 (-7.03%)FDX FedEx Corporation 267.72 +13.83 (+5.45%)NVO Novo Nordisk A/S 49.15 +3.21 (+6.99%)Top economic events