1125 ET - Instacart's 4Q earnings showed improvement across all fronts after a period of dropping shares, JPMorgan analysts write in a note. The company has strengthened its relationships with retailers and is seeing momentum across its marketplace, enterprise, and ads segments. Though some investors were concerned about competition from Amazon's same-day perishable delivery service, that offering is mostly geared toward smaller, fill-in orders. Instacart has also leveraged artificial-intelligence to boost its output per engineer by 40% and improve the efficiency of its ads and enterprise businesses. "Overall, we're encouraged by CART's execution around improving the business across the board while maintaining cost discipline," the analysts write. Shares gain 10%. (elias.schisgall@wsj.com)
(END) Dow Jones Newswires
February 13, 2026 11:26 ET (16:26 GMT)
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