Instacart Shares Jump as Sustained Grocery Demand Buoys Outlook

Instacart shares rose by the most in more than two years after the company issued a strong outlook for the start of 2026 that far exceeded analyst expectations, signaling sustained demand for its grocery delivery services.

The company expects gross transaction value for the three months ending in March to be $10.1 billion to $10.3 billion, the company said Thursday, far surpassing the average estimate of $9.97 billion. That would translate to Instacart’s “strongest” quarterly growth on that metric as a public company, Chief Executive Officer Chris Rogers said in a letter to shareholders.