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Instacart Surges 14% Despite Earnings Miss, Strong Growth Ahead

2/13/2026

Summary

Story summary

Instacart will report its earnings on February 12, 2026, after beating revenue expectations in the previous quarter with $992 million, a 12% year-on-year increase.
The company missed earnings per share at 30 cents, below the expected 52 cents, despite achieving its strongest gross transaction value growth in three years at $9.85 billion.
CEO Chris Rogers attributed growth to customer-focused strategies and projected gross transaction value for the upcoming quarter between $10.13 billion and $10.28 billion.
Instacart expects adjusted EBITDA between $280 million and $290 million, and its stock rose 14% in extended trading following the announcement.

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Story summary

Instacart will report its earnings on February 12, 2026, after beating revenue expectations in the previous quarter with $992 million, a 12% year-on-year increase.
The company missed earnings per share at 30 cents, below the expected 52 cents, despite achieving its strongest gross transaction value growth in three years at $9.85 billion.
CEO Chris Rogers attributed growth to customer-focused strategies and projected gross transaction value for the upcoming quarter between $10.13 billion and $10.28 billion.
Instacart expects adjusted EBITDA between $280 million and $290 million, and its stock rose 14% in extended trading following the announcement.