Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTJeremy Bowman, The Motley FoolFri, August 7, 2026 at 6:26 PM GMT+2 3 min readShares of Maplebear (NASDAQ: CART), the company better known as Instacart, were moving higher today after the company topped revenue estimates in the second quarter and issued a strong outlook.As of 11:05 a.m. ET, the stock was up 11.9% on the news.Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »Image source: Getty Images.Instacart delivers strong growthInstacart said gross transaction value rose 14% to $10.35 billion, with orders up 9% to 90.3 million. Revenue rose 14% to $1.043 billion, which was ahead of the consensus at $1.03 billion.That was made up of transaction revenue of $746 million, up 13%, and advertising and other revenue of $297 million, which was up 16% in the quarter.On the bottom line, growth was solid as well, with adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) up 19% to $313 million. Generally accepted accounting principles (GAAP) earnings per share rose from $0.41 to $0.45, primarily driven by recent share buybacks, but that was short of the consensus at $0.54. Stock-based compensation also rose by $37 million, weighing on GAAP profits.CEO Chris Rogers said, "Our business is performing incredibly well. We've meaningfully accelerated our growth over the past three quarters, including a strong Q2 where we grew GTV 14%."What's next for InstacartInstacart still has a lot of levers to pull to drive growth, including expanding retail partnerships and product selection, and growing its advertising business.During the third quarter, which is seasonally weak for the grocery industry, Instacart expects GTV of $10.3 billion-$10.55 billion and adjusted EBITDA of $320 million-$340 million, which represents 14% and 19% growth, respectively. That was ahead of analyst expectations at $10.29 billion in GTV and $318.6 million in adjusted EBITDA.The company also acquired a computer vision company in the quarter, Arpalus, showing it's making investments in technology to drive margin improvement and stay ahead of the competition.Overall, Instacart is delivering accelerating growth, beating estimates, and tackling a large addressable market. As delivery demand grows, the stock looks poised to be a winner.Should you buy stock in Instacart right now?Before you buy stock in Instacart, consider this:The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Instacart wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years.Terms and Privacy PolicyEU DSA contactPrivacy & Cookie SettingsMore Info