Instacart Crushes Q3, Boosts Buyback
Update: 2025-12-20
Description
Instacarts Q3 FY2025 earnings surge: Revenue up 10% to $939M, GTV climbs 10% to $9.17B, orders jump 14% to 83.4M, advertising revenue rises 10% to $269M, adjusted Ebitda up 22% to $278M. Kroger partnership strengthens, AI-powered upgrades boost efficiency. Share buyback program increased by $1.5B, Q4 guidance for GTV $9.45B-$9.6B, adjusted Ebitda $285M-$295M. Analysts give moderate buy rating, hinting at 10% upside.
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