Maplebear (NASDAQ:CART) Stock

Maplebear

Maplebear (Instacart) operates a leading grocery delivery platform in the United States and Canada. The company partners with various regional and national grocers, which offer their selection of food and other goods to customers through Instacart's ubiquitous platform. Once an item is ordered through Instacart's site, the item is picked and delivered to the customer's home by one of the platform's 600,000 shoppers, who are classified as independent contractors. Instacart earns fees based on average order value and leverages its platform's high usage to sell advertising, mainly to consumer-packaged goods companies. Instacart currently has about 8 million monthly active users (or orderers) on its platform.

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OpenAI&#39;s AI agent, Operator, is now available for ChatGPT Pro users in multiple regions, including Australia, Brazil, Canada, India, Japan, Singapore, South Korea, and the UK. The agent combines GPT-4&#39;s vision and reinforcement learning to perform tasks like booking travel and writing code.

OpenAI Expands Operator AI Agent To Multiple Countries

Instacart

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Seaport Global&#39;s Aaron Kessler sets a Buy rating for Instacart, forecasting a price of $62.00. Despite the slow online adoption in grocery shopping, the company&#39;s market share remains strong.

Instacart&#39;s Total Addressable Market Is Massive Despite Grocery Category Being Slower To Shift Online, Says Bullish Analyst

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This Ralph Lauren Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Wednesday

Maplebear Inc

CARTICA ACQUISITION CORP L ASHS

CARTICA ACQUISITION CORP RED WTS

CARTICA ACQUISITION CORP USD 1 CL A SHS & 1/2 RED WT EXP

CARTA HOLDINGS INC by Carta Holdings Inc.

Carta Holdings Inc

Cartel Blue Inc

Carter Bankshares Inc

Carter's Inc

Cartesi - United States Dollar

Cartesian Growth Corporation II - Class A Ordinary Shares

Cartesian Growth Corp II

Cartesian Growth Corporation II - Warrant

Cartesian Therapeutics, Inc. - Common Stock

Cartesian Therapeutics Inc

CARTICA ACQ CORP A by Cartica Acquisition Corp.

Cartica Acquisition Corp

Cartica Acquisition Corp Units (1 Ord Class A & 1/2 War)

Cartica Acquisition Corp Warrants (30/04/2028)

CARTIER RESOURCES INC by Cartier Resources, Inc.

Cartier Resources Inc

CARTIER SILVER CORP by CARTIER SILVER CORP.

Cartier Silver Corp

OpenAI said its AI agent Operator is now being <a target="_blank" href="https://x.com/openai/status/1892832374997631250?s=46" rel="noreferrer noopener">launched </a>for ChatGPT&nbsp;Pro users in Australia, Brazil, Canada, India, Japan, Singapore, South Korea, the U.K., and in most regions where ChatGPT is accessible.
Operator, which was launched in January was <a target="_blank" href="https://www.benzinga.com/25/01/43186741/openai-debuts-operator-ai-agent-that-performs-web-tasks-but-early-error-has-sam-altman-scrambling-for-a-quick-fix" rel="noreferrer noopener">initially available in the U.S.</a> for subscribers of OpenAI&#8217;s $200 per month&nbsp;ChatGPT Pro tier.
The AI agent utilizes a &#8220;Computer-Using Agent&#8221; framework, combining GPT -4&#8217;s vision abilities with enhanced reasoning through reinforcement learning, enabling it to engage with graphical user interfaces (GUIs).
Shortly after its release, a user noted a limitation in Operator's news site access, prompting&nbsp;Sam Altman, OpenAI's CEO, to acknowledge the <a target="_blank" href="https://www.benzinga.com/media/24/11/41964846/openais-operator-ai-agent-will-perform-tasks-like-coding-travel-booking-and-more-launch-expected-in-january-next-year-report" rel="noreferrer noopener">issue and promise a swift fix.</a>
OpenAI mentioned that Operator has the ability to &#8220;see&#8221; through screenshots and &#8220;interact&#8221; by simulating mouse and keyboard actions, allowing it to carry out tasks on the web without the need for custom API integrations.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/02/43846469/walmart-q4-earnings-shine-but-soft-fy26-outlook-disappoints-street" rel="noreferrer noopener">Walmart Q4 Earnings Shine, But Soft FY26 Outlook Disappoints Street</a>
Recently, BofA analyst pointed to OpenAI&#8217;s demonstration of Operator which shows the AI agent ordering food from Instacart using a recipe to add each ingredient to the shopping cart.
The collaborations with Uber, Instacart and DoorDash are in the early stages and BofA analyst expects the possibility of long-term partnerships allowing for more <a target="_blank" href="https://www.benzinga.com/general/travel/25/01/43204654/openai-ai-agent-operator-could-boost-instacart-uber-doordash-says-analyst" rel="noreferrer noopener">streamlined and/or additional services offered.&nbsp;</a>
OpenAI said that efforts are ongoing to make Operator accessible in the EU, Switzerland, Norway, Liechtenstein, and Iceland.
The market is highly competitive, with companies like Google, Anthropic, and Rabbit developing agents capable of executing similar functions, reported <a target="_blank" href="https://techcrunch.com/2025/02/21/openai-rolls-out-its-ai-agent-operator-in-several-countries/" rel="noreferrer noopener">TechCrunch</a>.
Meanwhile, Google&#8217;s project is currently on a waitlist, Anthropic provides access to its agent interface through an API, and Rabbit&#8217;s action model is exclusive to users who own its device, per the report.
Last week, OpenAI said it is planning to <a target="_blank" href="https://www.benzinga.com/25/02/43682008/openai-phases-out-standalone-o3-gpt-5-to-offer-unified-aialtman-reveals-vague-release-timelines-after-admitting-we-hate-the-model-picker-as-much-as-you-do" rel="noreferrer noopener">simplify its AI products </a>by discontinuing the standalone &#8216;o3&#8217; model and that the forthcoming GPT-4.5, internally referred to as Orion, will be the final non-chain-of-thought model.
Recently, billionaire Elon Musk led group of investors proposed a $97.4 billion acquisition bid. However, OpenAI rejected the proposal and is said to be considering to grant special voting rights to<a href="https://www.benzinga.com/markets/25/02/43780644/sam-altmans-openai-reportedly-considers-special-voting-rights-to-thwart-elon-musks-acquisition-attempt-and-defend-future-unsolicited-bids" target="_blank" rel="noreferrer noopener"> avoid future unsolicited take over bids.</a>
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Image via Shutterstock.

Seaport Global analyst Aaron Kessler initiated coverage on Maplebear Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CART#NASDAQ">CART</a>) (Instacart) with a <a target="_blank" href="https://www.benzinga.com/quote/CART/analyst-ratings" rel="noreferrer noopener">Buy rating</a> and announced a price forecast of $62.00.
The grocery sector is the largest in retail, generating over $1.1 trillion annually in the U.S. Despite the large total addressable market (TAM), the shift to online grocery shopping has been slower compared to other eCommerce categories, with approximately 13% of grocery orders occurring online, noted the analyst.
This slower transition is attributed to factors such as varied consumer preferences, grocers&#8217; low profit margins leading to higher delivery costs, and the complexities of inventory management and order fulfillment.
While growth has slowed, Instacart remains optimistic, focusing on selection, affordability, quality, and convenience to drive sustained growth, noted the analyst.
Founded in 2012, Instacart set out to revolutionize the grocery industry by bringing it online and simplifying the shopping experience.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/02/43666608/kroger-names-pepsico-executive-as-finance-head" rel="noreferrer noopener">Grocery Giant Kroger Picks PepsiCo Executive David Kennerley As Finance Head</a>
By December 31, 2023, the platform partnered with over 85,000 stores across 1,500 national, regional, and local retail banners, representing more than 85% of the U.S. grocery market.
Instacart asserts its leadership in the digital grocery space, holding over 50% market share for small baskets (under $75) and more than 70% for large baskets (above $75), with large baskets accounting for about 75% of grocery spending in the U.S.
Its key advantages include extensive retailer integrations, a high-quality shopping experience, precise order fulfillment, larger basket sizes, increased customer order frequency and spending, and consistently strong unit economics, the analyst opined.
The analyst anticipates Instacart&#8217;s long-term revenue growth will be in the high single digits, fueled by greater customer adoption, expanding retail partnerships, and new collaborations, alongside increased spending on brand advertising.
The analyst expects Adjusted EBITDA margins to exceed 35% over time, driven by efficiencies from scale and controlled investment levels.
Price Action: CART shares are trading higher by 1.01% at $50.21 at the last check Wednesday.
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Image via Shutterstock.

Instacart's Total Addressable Market Is Massive Despite Grocery Category Being Slower To Shift Online, Says Bullish Analyst

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>DA Davidson analyst Gil Luria initiated coverage on Blaize Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BZAI#NASDAQ">BZAI</a>) with a Buy rating and announced a price target of $10. Blaize shares closed at $3.21 on Tuesday. <a href="https://www.benzinga.com/quote/BZAI/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jones Trading analyst Catherine Novack initiated coverage on ProQR Therapeutics N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PRQR#NASDAQ">PRQR</a>) with a Buy rating and announced a price target of $11. ProQR Therapeutics shares closed at $2.19 on Tuesday. <a href="https://www.benzinga.com/quote/PRQR/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Needham analyst Tom Nikic initiated coverage on Ralph Lauren Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>) with a Buy rating and announced a price target of $310. Ralph Lauren shares closed at $272.17 on Tuesday. <a href="https://www.benzinga.com/quote/RL/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Seaport Global analyst Aaron Kessler initiated coverage on Maplebear Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CART#NASDAQ">CART</a>) with a Buy rating and announced a price target of $62. Maplebear shares closed at $49.69 on Tuesday. <a href="https://www.benzinga.com/quote/CART/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Needham analyst Tom Nikic initiated coverage on V.F. Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>) with a Buy rating and announced a price target of $28. VF shares closed at $24.35 on Tuesday. <a href="https://www.benzinga.com/quote/VFC/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying RL stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="574" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/12085206/image-104-1024x574.png" alt="" class="wp-image-778742" style="width:573px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/12085206/image-104-1024x574.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/12085206/image-104-300x168.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/12085206/image-104-768x431.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/12085206/image-104.png 1098w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Seaport Global analyst Aaron Kessler initiates coverage on Maplebear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CART#NASDAQ">CART</a>) with a Buy rating and announces Price Target of $62.

Seaport Global Initiates Coverage On Maplebear with Buy Rating, Announces Price Target of $62

Super Bowl LIX aired on Sunday, Feb. 9, 2025 and the Philadelphia Eagles defeated the Kansas City Chiefs 40-22, ending the Chiefs' attempt to be the first three-peat <a href="https://www.benzinga.com/general/sports/25/02/43583513/eagles-fly-over-chiefs-40-22-as-super-bowl-lix-tests-potential-137-million-viewership-for-fox">Super Bowl winners.</a>
The game also featured dozens of commercials advertising products and showcasing new movies and television shows. They also featured many celebrity cameos.
What Happened: Super Bowl LIX commercials were <a href="https://www.benzinga.com/general/sports/25/02/43560232/super-bowl-lix-commercials-ai-celebs-muppets-warren-buffett-linked-brand-take-the-spotlight">priced between $7 million and $8 million</a> for a 30-second slot by Fox Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOX#NASDAQ">FOX</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>), which had the media rights to the game.
Fox was able to secure $8 million or more for some last-second advertising inventory ahead of Sunday's game.
This author tracked all the commercials, from the singing of the National Anthem to the final round of ads after the Eagles won the Super Bowl. View the 2024 and 2023 Super Bowl commercials <a href="https://www.benzinga.com/general/sports/24/02/37076429/super-bowl-commercials-2024-complete-list-of-super-bowl-lviii-ads-and-companies-behind-them">here </a>and <a href="https://www.benzinga.com/general/entertainment/23/02/30883140/super-bowl-commercials-2023-the-complete-list-of-super-bowl-lvii-ads-and-the-companies-behi">here</a>. 
The tweet below shows the Super Bowl LIX commercial tracking in real time during the big game.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Super Bowl LIX Commercial Thread. Feel free to retweet. After National Anthem: Misson: Impossible The Final Reckoning Trailer <a href="https://twitter.com/search?q=%24PARA&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$PARA</a> Sketches <a href="https://twitter.com/search?q=%24SKX&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$SKX</a> TurboTax <a href="https://twitter.com/search?q=%24INTU&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$INTU</a> NASCAR on Fox <a href="https://twitter.com/search?q=%24FOX&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$FOX</a> After Con Toss: Lilo &amp; Stitch Live Action Spot <a href="https://twitter.com/search?q=%24DIS&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$DIS</a> YouTubeTV <a href="https://twitter.com/search?q=%24GOOG&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$GOOG</a>
&mdash; Chris Katje (@chriskatje) <a href="https://twitter.com/chriskatje/status/1888740049883173010?ref_src=twsrc%5Etfw">February 10, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Here&#8217;s a list of the Super Bowl LIX commercials and the companies behind them.
After National Anthem:
<ul>
<li>"Mission: Impossible – The Final Reckoning" Trailer, Paramount (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARA#NASDAQ">PARA</a>)(NASDA:PARAA)</li>
<li>Skechers (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SKX#NYSE">SKX</a>)</li>
<li>TurboTax, brand of Intuit Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>)</li>
<li>NASCAR on Fox</li>
</ul>
After Coin Toss:
<ul>
<li>Lilo &amp; Stitch live action movie teaser for Disney (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>)</li>
<li>YouTube TV, brand of Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)</li>
</ul>
After Kickoff, During First Quarter:
<ul>
<li>Dunkin'</li>
<li>"How to Train Your Dragon" live action movie trailer, Comcast (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>)</li>
<li>Pfizer Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>)</li>
<li>"Thunderbolts" trailer, Marvel film from Disney</li>
<li>MSC Cruises</li>
<li>Little Caesars</li>
<li>Fox News</li>
<li>T-Mobile (NASDA:TMUS) with Starlink</li>
<li>Homes.com, brand of CoStar Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSGP#NASDAQ">CSGP</a>)</li>
<li>Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) with Ray-Ban</li>
<li>IndyCar racing on Fox</li>
<li>Doritos, brand of PepsiCo (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>)</li>
<li>Cirkul</li>
<li>Michelob Ultra, brand of Anheuser-Busch InBev (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BUD#NYSE">BUD</a>)</li>
</ul>
After End of First Quarter, During Second Quarter:
<ul>
<li>Disney+ and Hulu streaming platforms</li>
<li>Ritz, brand of Mondelez International (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDLZ#NASDAQ">MDLZ</a>)</li>
<li>Red Bull</li>
<li>Squarespace</li>
<li>"The Floor" on Fox</li>
<li>Local Ad</li>
<li>Mountain Dew Baja Blast, brand of PepsiCo</li>
<li>Instacart, brand of Maplebear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CART#NASDAQ">CART</a>)</li>
<li>Coors Light, brand of Molson Coors Beverage (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAP#NYSE">TAP</a>)</li>
<li>Stand Up to Hate</li>
<li>FanDuel Kick of Destiny challenge, brand of Flutter Entertainment (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FLUT#NYSE">FLUT</a>)</li>
<li>"Extracted" on Fox</li>
<li>Uber Eats, brand of Uber Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>)</li>
<li>WeatherTech</li>
<li>TurboTax, brand of Intuit</li>
<li>NASCAR on Fox</li>
<li>Google Pixel phone with Gemini AI</li>
<li>UFL on Fox</li>
<li>Rocket Companies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RKT#NYSE">RKT</a>)</li>
<li>He Gets Us</li>
<li>Liquid Death</li>
<li>HexClad</li>
<li>Duracell, brand of Berkshire Hathaway (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>)(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>)</li>
<li>OpenAI</li>
<li>CoffeeMate, brand of Nestle (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSRGY#OTC">NSRGY</a>)</li>
<li>NFL youth organizations</li>
<li>Ram Truck, brand of Stellantis (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>)</li>
<li>Hellmann's, brand of Unilever (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UL#NYSE">UL</a>)</li>
<li>Pringles, brand of Kellanova (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/K#NYSE">K</a>)</li>
<li>Budweiser, brand of Anheuser-Busch InBev</li>
<li>Nike Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>)</li>
<li>NYU Langone Health</li>
<li>Novartis Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>)</li>
</ul>
After End of Second Quarter, During Halftime, During Third Quarter:
<ul>
<li>IndyCar on Fox</li>
<li>MyFitnessPal</li>
<li>Yahoo!, brand of Apollo Global (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APO#NYSE">APO</a>) and Verizon Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>)</li>
<li>Southwest Airlines (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>)</li>
<li>Jewel-Osco, brand of Albertsons (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACI#NYSE">ACI</a>)</li>
<li>Bayer Aspirin</li>
<li>"The Masked Singer" on Fox</li>
<li>Fox Nation streaming platform</li>
<li>On Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ONON#NYSE">ONON</a>)</li>
<li>Angel Soft, brand of Georgia-Pacific</li>
<li>Reese's Lava Cup, brand of The Hershey Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HSY#NYSE">HSY</a>)</li>
<li>NFL ad</li>
<li>Tubi streaming platform, brand of Fox</li>
<li>Fox shows</li>
<li>Local ad</li>
<li>Local ad</li>
<li>Salesforce Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>)</li>
<li>DoorDash Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DASH#NASDAQ">DASH</a>)</li>
<li>Meta Platforms</li>
<li>Stand Up to Hate</li>
<li>Nerds</li>
<li>Lay's, brand of PepsiCo</li>
<li>"M3gan 2.0" trailer, distributed by Comcast</li>
<li>Taco Bell, brand of Yum! Brands (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/YUM#NYSE">YUM</a>)</li>
<li>Nerdwallet</li>
<li>Häagen-Dazs</li>
<li>Tubi</li>
<li>Fox Nation</li>
<li>Bud Light, brand of Anheuser-Busch InBev</li>
<li>Hims &amp; Hers Health Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIMS#NYSE">HIMS</a>)</li>
<li>Poppi</li>
<li>TV shows on Fox</li>
</ul>
After End of Third Quarter, During Fourth Quarter:
<ul>
<li>Salesforce Inc</li>
<li>Ramp</li>
<li>Tullamore Dew whiskey</li>
<li>Toyota (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TM#NYSE">TM</a>)</li>
<li>Sandals Resorts</li>
<li>Local Ad</li>
<li>Jeep, brand of Stellantis</li>
<li>Tubi streaming platform</li>
<li>Fox News</li>
<li>Stella Artois, brand of Anheuser-Busch InBev</li>
<li>Dove, brand of Unilever</li>
<li>Booking.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKNG#NASDAQ">BKNG</a>)</li>
<li>UFL on Fox</li>
<li>Bosch</li>
<li>Totino's Pizza Rolls, brand of General Mills (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>)</li>
<li>GoDaddy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GDDY#NYSE">GDDY</a>)</li>
<li>Fetch</li>
<li>TV shows on Fox</li>
</ul>
End of Game, Eagles win 40-22, Final Ad Spot After Game:
<ul>
<li>Progressive (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PGR#NYSE">PGR</a>)</li>
<li>Adidas (OTC:<a class="ticker" href="https://www.benzinga.com/stock/ADDYY#OTC">ADDYY</a>)</li>
<li>Cirkul</li>
<li>Vrbo, brand of Expedia Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXPE#NASDAQ">EXPE</a>)</li>
<li>Universal Resorts</li>
<li>Energy Transfer (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ET#NYSE">ET</a>)</li>
</ul>
The list includes all the Super Bowl LIX commercials that aired from the playing of the national anthem to the first ad break after the Eagles won.
Read Also:<a href="https://www.benzinga.com/general/sports/25/02/43578857/if-you-invested-in-bitcoin-instead-of-buying-super-bowl-tickets-each-year-since-2012-heres-how-much-youd-have-today"> If You Invested in Bitcoin Instead of Buying Super Bowl Tickets Each Year Since 2012, Here&#8217;s How Much You&#8217;d Have Today</a>
Winners and Losers: While everyone will have their own favorites and ads they wish they'd never seen, here's a look at some of the winners and losers.
USA Today asks consumers to <a href="https://admeter.usatoday.com/2025">vote </a>on their favorite Super Bowl commercials each year via the Ad Meter.
Here are the top 10 highest rated ads as of Monday morning:
<ol>
<li>Budweiser – "First Delivery"</li>
<li>Lay's – "The Little Farmer"</li>
<li>Michelob Ultra – "The ULTRA Hustle"</li>
<li>Stella Artois – "David and Dave</li>
<li>NFL – "Somebody"</li>
<li>NFL – "Flag 50"</li>
<li>Bud Light – "Big Men on Cul-De-Sac"</li>
<li>Uber Eats – "Century of Cravings"</li>
<li>Hellmann's – "When Sally Met Hellmann's"</li>
<li>Pfizer – "Knock Out"</li>
</ol>
Here are the 10 lowest rated ads as of Monday morning:
<ol>
<li>Tubi – "The Z Suite"</li>
<li>Fetch – "The Big Reward"</li>
<li>CoffeeMate – "Foam Diva"</li>
<li>Cirkul – "You Got Cirkul"</li>
<li>OpenAI – "ChatGPT: The Intelligence Age"</li>
<li>Squarespace – "A Tale As Old As Websites"</li>
<li>T-Mobile – "A New Era in Connectivity"</li>
<li>DoorDash – "DashPass Math"</li>
<li>Hims &amp; Hers – "Sick of the System"</li>
<li>GoDaddy – "Act Like You Know"</li>
</ol>
The list of winners shows that Anheuser-Busch InBev continues the tradition of unforgettable Super Bowl beer ads once again, taking four places on the top 10 list.
The list of losers shows that companies like CoffeeMate and Hims &amp; Hers, which had their first ever Super Bowl commercials may not have hit the mark with consumers watching.
Read Next: 
<ul>
<li><a href="EXCLUSIVE: Is Super Bowl $7M Ad Cost Worth It? 61% Say No, 18% Say They Looked Up Companies After Last Year's NFL Championship">EXCLUSIVE: Is Super Bowl $7M Ad Cost Worth It? 61% Say No, 18% Say They Looked Up Companies After Last Year&#8217;s NFL Championship</a></li>
</ul>
Photo: Shutterstock

Sports

ADDYY

BKNG

CMCSA

CSGP

EXPE

FLUT

FOXA

GDDY

GOOG

Hims & Hers Health, Inc. Class A Common Stock

HIMS

INTU

MDLZ

NSRGY

ONON

PARA

PARAA

STLA

TMUS

Super Bowl Commercials 2025: Complete List of Super Bowl LIX Ads And Companies Behind Them

The Kansas City Chiefs are attempting to win a third straight Super Bowl on Sunday with a matchup against the Philadelphia Eagles. While millions of NFL fans will tune in for the big game, millions will also tune in to see the <a href="https://www.benzinga.com/topic/super-bowl">Super Bowl commercials.</a>
What Happened: NFL media partner Fox Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOX#NASDAQ">FOX</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>) has the rights to Super Bowl LIX and set its sights on charging $7 million for <a href="https://www.benzinga.com/general/sports/25/01/43324031/super-bowl-lix-commercials-hit-record-8-million-how-fox-corporation-can-win-from-nfl-championship">30-second commercial slots.</a>
The media company was able to secure the majority of its ad slots in the $7 million to $7.5 million range and some last-minute availability came with a price tag of $8 million. Fox also saw strong demand and price increases compared to last year for the pre-game and post-game slots.
While some companies are skeptical to advertise during the Super Bowl due to the high cost, last year's record viewership could lure major brands back, as the game remains one of the most-watched events in the U.S. annually.
Here is a look at the companies that are airing Super Bowl commercials in Super Bowl LIX, as <a href="https://adage.com/article/special-report-super-bowl/super-bowl-2025-commercials-ads-brands-and-agencies/2584221">reported </a>by AdAge.
Read Also: <a href="https://www.benzinga.com/general/sports/24/02/37076429/super-bowl-commercials-2024-complete-list-of-super-bowl-lviii-ads-and-companies-behind-them">Super Bowl Commercials 2024: Complete List Of Super Bowl LVIII Ads And Companies Behind Them</a>
The Public Companies: Here are the companies that are public or tied to a public company that are airing Super Bowl commercials. With strong reception, the ads could have an impact on the company's financials and likewise its stock.
<ul>
<li>The Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>): Disney+ streaming ad.</li>
<li>Totino's, brand of General Mills (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>): Pizza Rolls makes Super Bowl debut.</li>
<li>GoDaddy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GDDY#NYSE">GDDY</a>): Focus on AI tool Airo with actor Walton Goggins.</li>
<li>Mountain Dew, unit of PepsiCo (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>): Musician Seal voices a seal.</li>
<li>Skechers (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SKX#NYSE">SKX</a>): Was first company to announce a Super Bowl ad way back in May, Chiefs head coach Andy Reid stars.</li>
<li>Stella Artois, brand of Anheuser-Busch InBev (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BUD#NYSE">BUD</a>): Brand's fourth Super Bowl ad and first since 2019, David Beckham meets his American twin Dave Beckham (Matt Damon).</li>
<li>Uber Eats, unit of Uber Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>): Company's fifth straight year with a Super Bow ad, features Matthew McConaughey, Kevin Bacon, Sean Evans, Martha Stewart, Greta Gerwig and Charli XCX.</li>
<li>Coffee mate, brand of Nestle (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSRGY#OTC">NSRGY</a>): Coffee creamer makes Super Bowl debut.</li>
<li>Dove, brand of Unilever (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UL#NYSE">UL</a>): Brand's second straight Super Bowl ad.</li>
<li>Lay's, brand of PepsiCo: Ad for the All-dressed flavor that combines multiple flavors, Lay's first Super Bowl ad in three years.</li>
<li>DoorDash (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DASH#NASDAQ">DASH</a>): Focus on DashPass subscriptions with comedian Nate Bargatze.</li>
<li>Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>): Tech giant returns for first time since 2022 with a focus on its Ray-Ban glasses featuring actors Chris Hemsworth and Chris Pratt.</li>
<li>Pringles, brand of Kellanova (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/K#NYSE">K</a>): Eighth consecutive Super Bowl ad from snack brand features actor Adam Brody along with the mustaches of Nick Offerman, James Harden and Andy Reid.</li>
<li>Coors Light, brand of Molson Coors Beverage (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAP#NYSE">TAP</a>): Brand's third straight year with Super Bowl ad, centers on campaign of "Case of the Mondays" for the day after Super Bowl.</li>
<li>Doritos, brand of PepsiCo: Snack brand features a fan-made ad that won a contest.</li>
<li>Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>): Two Super Bowl ads will feature Matthew McConaughey and Woody Harrelson with a focus on AI.</li>
<li>Booking.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKNG#NASDAQ">BKNG</a>): Travel company back for a fourth straight Super Bowl and features Muppets Miss Piggy, Kermit the Frog and Animal.</li>
<li>Bud Light, brand of Anheuser-Busch InBev: Cul-de-sac party featuring Bud Lights with comedian Shane Gillis, musician Post Malone and NFL great Peyton Manning.</li>
<li>Ram, brand of Stellantis (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>): Automotive company is back with an ad for its truck with actor Glen Powell.</li>
<li>Reese's, brand of The Hershey Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HSY#NYSE">HSY</a>): Focus on the Chocolate Lava Big Cup.</li>
<li>Google, brand of Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>): No details on the spot.</li>
<li>Instacart, brand of Maplebear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CART#NASDAQ">CART</a>): Delivery company makes Super Bowl debut, features mascots of iconic packaged goods companies.</li>
<li>TurboTax, brand of Intuit (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>): Company's 12th consecutive Super Bowl ad, promotes expert-assisted tax filing business.</li>
<li>Hellmann's, brand of Unilever: Likely one of the most talked about ads, Billy Crystal and Meg Ryan reunite at Katz's Delicatessen in New York to create a famous scene from "When Harry Met Sally."</li>
<li>Hims &amp; Hers Health (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIMS#NYSE">HIMS</a>): Super Bowl debut, focus on the company's GLP-1 weight loss treatments.</li>
<li>Michelob Ultra, brand of Anheuser-Busch InBev: Actors William Dafoe and Catherine O'Hara hustle people playing pickleball.</li>
<li>Novartis (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>): Pharmaceutical giant makes Super Bowl debut with a 60-second ad on breast cancer.</li>
<li>Rocket Companies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RKT#NYSE">RKT</a>): Fintech returns to Super Bowl for first time since 2022.</li>
<li>Tubi, brand of Fox Corporation: Streaming platform will be featured in several spots as Fox promotes one of its own products.</li>
<li>Budweiser, brand of Anheuser-Busch InBev: Beer company planned a spot with the famous Clydesdale horses as a regional ad, but bumped up to a national spot after strong reception.</li>
<li>Homes.com, brand of CoStar Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSGP#NASDAQ">CSGP</a>): Real estate company features celebrities in multiple Super Bowl ads.</li>
<li>Taco Bell, brand of Yum! Brands (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/YUM#NYSE">YUM</a>): First Super Bowl ad for restaurant brand in three years, features photos of real customers from drive-thru cameras.</li>
<li>Duracell, brand of Berkshire Hathaway (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>): Battery company makes Super Bowl debut with commercial featuring "The Duracell Scientist" showing people's bad battery decisions.</li>
<li>FanDuel, brand of Flutter Entertainment (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FLUT#NYSE">FLUT</a>): Sports betting company features Peyton Manning and Eli Manning in its now annual celebrity field goal kick during the Super Bowl.</li>
<li>Ritz, brand of Mondelez (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDLZ#NASDAQ">MDLZ</a>): Super Bowl debut.</li>
</ul>
The Private Companies: Here are the private companies that are airing Super Bowl commercials.
<ul>
<li>NerdWallet: Company's first Super Bowl ad, beluga whale mascot voiced by actor Kieran Culkin.</li>
<li>WeatherTech: Company's 13th Super Bowl ad in 12 years, comes after sitting last year's game out.</li>
<li>NFL: The National Football League will have several commercials in the game.</li>
<li>Come Near: "He Gets Us" religious ads as in past Super Bowls.</li>
<li>Little Caesars: First Super Bowl ad since 2020 and comes as the new official pizza of the NFL, Eugene Levy stars.</li>
<li>Nerds: Candy brand is back for a second-straight year with singer Shaboozey.</li>
<li>Squarespace: Former public website building company is back for 11th Super Bowl ad with actor Barry Keoghan.</li>
<li>Foundation to Combat Antisemitism: Patriots owner Robert Kraft is back with his foundation featuring Tom Brady and Snoop Dogg.</li>
<li>Dunkin': Coffee and donut company is back with Ben Affleck.</li>
<li>Häagen-Dazs: Ice cream brand's first ever Super Bowl ad features Vin Diesel, Michelle Rodriguez and Ludacris, all from the "Fast and Furious" franchise.</li>
<li>Poppi: Small soda makes second straight Super Bowl ad appearance with new "Soda Thoughts" campaign.</li>
<li>HexClad: Cookware company makes Super Bowl debut with actor Pete Davidson and celebrity chef Gordon Ramsay, who is a part owner of the company.</li>
<li>Bosch: German company makes Super Bowl debut.</li>
<li>Angel Soft, brand of Georgia-Pacific: Toilet paper brand makes Super Bowl debut.</li>
<li>Liquid Death: Water in a can company makes Super Bowl debut.</li>
<li>Cirkul: Water bottle brand makes Super Bowl debut.</li>
<li>Fetch: Company that rewards shoppers makes Super Bowl debut with a $1.2 million giveaway.</li>
<li>MSC Cruises: European cruise company's Super Bowl debut featuring actors Drew Barrymore and Orlando Bloom.</li>
<li>OpenAI: AI company to make Super Bowl debut, as <a href="https://www.wsj.com/tech/ai/openai-set-to-make-super-bowl-ad-debut-8fa1aff5">reported </a>by the Wall Street Journal Thursday.</li>
</ul>
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/general/sports/25/02/43542456/14-dot-com-companies-had-super-bowl-commercials-in-2000-heres-how-many-still-exist-today">14 Dot-Com Companies Had Super Bowl Commercials In 2000, Here&#8217;s How Many Still Exist Today</a></li>
</ul>
Photo: kovop/Shutterstock.com

Super Bowl LIX Commercials: AI, Celebs, Muppets, Warren Buffett-Linked Brand Take The Spotlight

OpenAI on Thursday released a research preview of a new AI agent called &#8220;Operator,&#8221; which uses the internet <a href="https://www.benzinga.com/topic/artificial-intelligence">to perform a range of tasks</a>. 
Analysts are weighing in on which publicly traded companies could benefit <a href="https://www.benzinga.com/media/24/11/41964846/openais-operator-ai-agent-will-perform-tasks-like-coding-travel-booking-and-more-launch-expected-in-january-next-year-report">from the collaboration</a>.
Expert Ideas: Bank of America Securities analysts, led by Michael McGovern, highlighted Operator's capabilities. For example, it can:
<ul>
<li>Book rides from Uber Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>)</li>
<li>Order from restaurants using DoorDash (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DASH#NASDAQ">DASH</a>) and</li>
<li>Add items to an order on Maplebear, Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CART#NASDAQ">CART</a>) Instacart platform. </li>
</ul>
Read Next: <a href="https://www.benzinga.com/trading-ideas/movers/25/01/43136971/will-soundhound-ai-stock-get-a-boost-from-project-stargate">Will SoundHound AI Stock Get A Boost From Project Stargate?&nbsp;</a>
BofA pointed to OpenAI's demonstration of Operator which shows the AI agent ordering food from Instacart using a recipe to add each ingredient to the shopping cart. The firm sees AI agents as especially helpful with "complex basket-building" of online grocery orders.&nbsp;
"In our view, grocery ordering online could become significantly easier with AI Agents, and expect DASH &amp; Uber would likely have the most relative benefit," the analysts wrote.&nbsp;&nbsp;
The collaborations with Uber, Instacart and DoorDash are in the early stages and BofA expects the possibility of long-term partnerships allowing for more streamlined and/or additional services offered. &nbsp;
OpenAI said that Operator employs a "Computer-Using Agent" model, which integrates GPT-4o's vision capabilities with advanced reasoning through reinforcement learning. This allows it to interact with graphical user interfaces (GUIs) without custom API integrations.
Operator is currently available to subscribers of OpenAI&#8217;s $200-per-month Pro tier in the U.S. and BofA expects expansion to subscribers on the $20-per-month tier later in 2025.  
Read Next:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/news/large-cap/25/01/43106379/trump-reverses-bidens-ai-policies-on-day-1-what-it-means-for-tech-giants-nvidia-amd-alphabet">Trump Reverses Biden&#8217;s AI Policies On Day 1: What It Means For Tech Giants Nvidia, AMD, Alphabet&nbsp;</a></li>
</ul>
Image: Shutterstock

Travel

OpenAI's AI Agent Operator Could Boost Instacart, Uber, DoorDash: Analyst

Instacart parent company Maplebear Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CART#NASDAQ">CART</a>) received an upgrade to Buy while also getting added to Needham&#8217;s conviction list on Monday as analysts expressed <a href="https://www.benzinga.com/25/01/42880309/instacart-grows-stronger-sp-midcap-400-inclusion-and-ulta-partnership-boosts-stock">concern over increasing competition</a>.
What Happened: Needham analyst Bernie McTernan upgraded Maplebear from a <a href="https://www.benzinga.com/analyst-stock-ratings">Hold rating</a> to a Buy rating. He also set a price target of $56, suggesting a nearly 30% upside from current levels.
&#8220;We think the stronger than expected results in &#8217;24E suggest our fears over competition and TAM pull forward are overblown likely driven by CART&#8217;s leading customer experience in grocery, which they continue to improve,&#8221; the Needham analyst said in a new note to clients.
Maplebear last reported quarterly earnings in November, turning in its fourth straight quarter of positive GAAP net income. Revenue jumped 12% year-over-year as orders jumped 10%. The San Francisco-based company guided for continued growth between 8% and 10%.
Check This Out: <a href="https://www.benzinga.com/news/retail-sales/25/01/42952591/thc-infused-drinks-gummies-candy-via-doordash">THC-Infused Drinks, Gummies, Candy Coming Soon To Your Front Porch Via DoorDash</a>
The Needham analyst believes Maplebear&#8217;s <a href="https://www.google.com/url?sa=t&amp;source=web&amp;rct=j&amp;opi=89978449&amp;url=https://www.benzinga.com/news/earnings/24/11/41938001/why-is-instacart-parent-maplebear-stock-sliding-today&amp;ved=2ahUKEwi7uMSxr_OKAxVD8MkDHawDPFsQFnoECBoQAQ&amp;usg=AOvVaw0w8E5Rohhvl2okt8D4GZhH">recent results</a> show stronger-than-expected customer behavior. This creates the potential for double-digit growth in the firm&#8217;s bull case. Needham put a bull case price target of $80 on Maplebear shares.
&#8220;Growth expectations for &#8217;24 have been on the rise during the second half of the year, providing further evidence to us that COVID cohorts are stable and post-COVID cohorts are large enough to drive consolidated GTV growth,&#8221; the analyst said.
McTernan noted that there&#8217;s a lot of competition in the grocery delivery space.
Maplebear stands out among consumers given its leading customer experience, McTernan says. His grocery tracking research suggests that the company maintains its supply lead versus competitors like DoorDash Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DASH#NASDAQ">DASH</a>) and Uber Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>).
Investors have some downside protection because of potential M&amp;A opportunities in the space. Uber is looking to diversify revenue streams away from mobility. Therefore, Maplebear could be an enticing acquisition, McTernan says.
&#8220;However, given the recent price movements, we think the math is difficult to get to work, which is why we view M&amp;A as floor support,&#8221; the analyst said.
&#8220;While we are not the first to write about the potential for M&amp;A between Uber and [Instacart], we do see the structural logic, and it makes more sense now if Uber mobility fears are founded on autonomous vehicles,&#8221; he added.
Price Action: <a href="http://benzinga.com/quote/cart">Maplebear shares</a> are up approximately 90% over the past year. The stock was down 0.43% at $44.04 at the time of writing Monday, per <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/42954168/investors-bet-big-on-alphabet-uber-genai-in-2025-what-jpmorgan-survey-reveals">Investors Bet Big On Alphabet, Uber, GenAI In 2025: What JPMorgan Survey Reveals</a></li>
</ul>
Photo: Shutterstock

Upgrades

Instacart, Uber Deal 'Makes More Sense Now,' Analyst Says: Here's Why

Morgan Stanley analyst Brian Nowak maintains Maplebear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CART#NASDAQ">CART</a>) with a Equal-Weight and raises the price target from $41 to $44.

Morgan Stanley Maintains Equal-Weight on Maplebear, Raises Price Target to $44

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Needham analyst Bernie McTernan upgraded the rating for Maplebear Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CART#NASDAQ">CART</a>) from Hold to Buy and announced a $56 price target. Maplebear shares closed at $44.23 on Friday. <a href="https://www.benzinga.com/quote/CART/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jefferies analyst John Colantuoni upgraded Etsy, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ETSY#NASDAQ">ETSY</a>) from Underperform to Hold and raised the price target from $45 to $55. Etsy shares closed at $52.57 on Friday. <a href="https://www.benzinga.com/quote/ETSY/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Evercore ISI Group analyst David Raso upgraded the rating for Caterpillar Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>) from Underperform to In-Line and announced a $365 price target. Caterpillar shares closed at $351.00 on Friday. <a href="https://www.benzinga.com/quote/CAT/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Morgan Stanley analyst Simeon Gutman upgraded RH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RH#NYSE">RH</a>) from Equal-Weight to Overweight and increased the price target from $435 to $530. RH shares closed at $413.95 on Friday. <a href="https://www.benzinga.com/quote/RH/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>B of A Securities analyst Julien Dumoulin-Smith upgraded the rating for American Electric Power Company, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>) from Underperform to Buy and raised the price target from $98 to $104. American Electric Power shares closed at $93.51 on Friday. <a href="https://www.benzinga.com/quote/AEP/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying CAT stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="561" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/13091842/image-75-1024x561.png" alt="" class="wp-image-730589" style="width:632px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/13091842/image-75-1024x561.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/13091842/image-75-300x164.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/13091842/image-75-768x421.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/13091842/image-75.png 1150w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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ETSY

This Caterpillar Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Monday

Needham analyst Bernie McTernan upgrades Maplebear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CART#NASDAQ">CART</a>) from Hold to Buy and announces $56 price target.

Needham Upgrades Maplebear to Buy, Announces $56 Price Target

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Citigroup analyst Jason Bazinet initiated coverage on News Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NWSA#NASDAQ">NWSA</a>) with a Buy rating and announced a price target of $36. News shares closed at $27.47 on Wednesday. See how other analysts view this stock.</li>
<li>Wells Fargo initiated coverage on Maplebear Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CART#NASDAQ">CART</a>) with an Equal-Weight rating and announced a price target of $47. Maplebear shares closed at $44.82 on Wednesday. See how other analysts view this stock.</li>
<li>UBS analyst Manav Gupta initiated coverage on Tyson Foods, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSN#NYSE">TSN</a>) with a Neutral rating and announced a price target of $62. Tyson Foods shares closed at $55.46 on Wednesday. <a href="https://www.benzinga.com/quote/KR/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Piper Sandler analyst Adam Maeder initiated coverage on ResMed Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RMD#NYSE">RMD</a>) with a Neutral rating and announced a price target of $252. ResMed shares closed at $236.17 on Wednesday. <a href="https://www.benzinga.com/quote/KR/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Benchmark analyst Mike Hickey initiated coverage on AppLovin Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>) with a Buy rating and announced a price target of $375. AppLovin shares closed at $329.20 on Wednesday. <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying APP stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="591" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/10124356/image-60-1024x591.png" alt="" class="wp-image-728673" style="width:565px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/10124356/image-60-1024x591.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/10124356/image-60-300x173.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/10124356/image-60-768x443.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/10124356/image-60.png 1106w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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NWSA

This AppLovin Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Friday

Wells Fargo initiates coverage on Maplebear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CART#NASDAQ">CART</a>) with a Equal-Weight rating and announces Price Target of $47.

Wells Fargo Initiates Coverage On Maplebear with Equal-Weight Rating, Announces Price Target of $47

Maplebear Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CART#NASDAQ">CART</a>), known for its online grocery delivery service Instacart, is trading higher following the announcement that it will join the <a target="_blank" href="https://www.benzinga.com/pressreleases/25/01/n42864159/maplebear-set-to-join-s-p-midcap-400-enovis-to-join-s-p-smallcap-600" rel="noreferrer noopener">S&amp;P MidCap 400 index</a>.
This change will see the company replace Enovis Corporation, with Enovis moving to the S&amp;P SmallCap 600. The index changes will take effect prior to the market&#8217;s opening on Tuesday, January 14.
According to&nbsp;<a target="_blank" href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" rel="noreferrer noopener">Benzinga Pro</a>, CART stock has gained over 92% in the past year. Investors can gain exposure to the stock via&nbsp;Advisor Managed Portfolios Trenchless Fund ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RVER#NYSE">RVER</a>).
In another development, Instacart has formed a nationwide partnership with retailer Ulta Beauty, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) to offer same-day delivery.
This collaboration introduces same-day delivery options for Ulta Beauty products through Instacart from over 1,400 Ulta locations nationwide.
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The partnership also brings the integration of Ulta Beauty Rewards into the Instacart app, enabling Ulta members to earn rewards points on every Ulta purchase made via Instacart.
Per the press release, new customers can enjoy $10 off orders of $50 or more, valid until January 26.
Blake Wallace, Senior Director of Retail Partnerships at Instacart, expressed excitement about the partnership, noting it would offer customers more convenience and selection, particularly as many are focusing on wellness and self-care in the new year.
Jodi Williams, Vice President of eCommerce at Ulta Beauty, emphasized how the collaboration allows the brand to meet customers in even more places.
This new partnership with Instacart further expands Ulta Beauty&#8217;s reach, joining over 1,500 retailer banners already available on the Instacart platform, which spans categories from grocery to beauty and beyond.
Earlier this week, &nbsp;Ulta announced that&nbsp;Dave Kimbell retired as CEO and stepped down from the <a target="_blank" href="https://www.benzinga.com//node/42832069" rel="noreferrer noopener">company&#8217;s board.</a>
President and COO&nbsp;Kecia Steelman succeeded Kimbell as president and CEO, effective as of Monday. Steelman also joined the company&#8217;s board.
Ulta now expects comparable sales to &#8220;increase modestly.&#8221; Ulta also said it expects operating margin to be above the high-end of the company&#8217;s previous expected range of 11.6% to 12.4% of sales.
Ulta is scheduled to report fourth-quarter financial results on March 13.
According to&nbsp;<a target="_blank" href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" rel="noreferrer noopener">Benzinga Pro</a>, ULTA stock has lost over 14% in the past year. Investors can gain exposure to the stock via&nbsp;Neuberger Berman ETF Trust Neuberger Berman Next Generation Connected Consumer ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NBCC#NYSE">NBCC</a>).
Price Action: CART shares are trading higher by 5.2% to $45.14 at last check Wednesday, while ULTA shares are trading lower by 3.10% to $415.01.
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Image via Shutterstock.

Movers

ARCH

ENOV

Neuberger Berman ETF Trust Neuberger Berman Next Generation Connected Consumer ETF

NBCC

RVER

ULTA

Instacart Grows Stronger: S&P MidCap 400 Inclusion, Ulta Partnership Boosts Stock

Offering Beauty Products In As Fast As An Hour With Integrated Ulta Beauty Rewards And Promotional Discounts

Ulta Beauty Partners With Instacart To Launch Nationwide Same-Day Delivery From Over 1,400 Stores

WIIM

Maplebear shares are trading higher following news the company will join the S&P MidCap 400.

Maplebear To Replace Enovis In S&P MidCap 400, Effective Prior To Opening Of Trading On January 14

Devoted pet lovers across Canada can now get pet supplies delivered directly to their doorstep from Canada's leading pet retailer
SAN FRANCISCO and MARKHAM, ON, Dec. 12, 2024 /PRNewswire/ -- Instacart (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CART#NASDAQ">CART</a>), the leading grocery technology company in North America, and Pet Valu (TSX:<a class="ticker" href="https://www.benzinga.com/stock/PET#TSX">PET</a>), the leading specialty retailer of pet food and pet-related supplies in Canada, today announced that devoted pet lovers can now shop over 600 locations across the country exclusively on Instacart for same-day delivery in as fast as an hour. This collaboration will make shopping for pet essentials easier and more convenient than ever before, with quick and reliable delivery straight to customers' homes.

TSX:PET

Pet Valu Expands Canadian Pawprint On Instacart, Users Can Now Shop Over 600 Locations Across The Country Exclusively On Instacart For Same-Day Delivery In As Fast As An Hour

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Loop Capital raised the price target for Maplebear Inc.  (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CART#NASDAQ">CART</a>) from $49 to $56. Loop Capital analyst Rob Sanderson maintained a Buy rating. Maplebear shares closed at $44.19 on Friday. <a href="https://www.benzinga.com/quote/CART/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Barclays boosted the price target for Intercontinental Exchange, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ICE#NYSE">ICE</a>) from $173 to $187. Barclays analyst Benjamin Budish maintained an Overweight rating. Intercontinental Exchange shares closed at $155.93 on Friday. <a href="https://www.benzinga.com/quote/ICE/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wells Fargo boosted Hess Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HES#NYSE">HES</a>) price target from $151 to $193. Wells Fargo analyst Roger Read upgraded the stock from Equal-Weight to Overweight. Hess shares settled at $141.53 on Friday. <a href="https://www.benzinga.com/quote/HES/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Morgan Stanley increased The Bank of New York Mellon Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BK#NYSE">BK</a>) price target from $82 to $94. Morgan Stanley analyst Betsy Graseck upgraded the stock from Equal-Weight to Overweight. Bank of New York Mellon shares closed at $80.51 on Friday. <a href="https://www.benzinga.com/quote/BK/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Citigroup slashed BioAge Labs, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIOA#NASDAQ">BIOA</a>) price target from $45 to $7. Citigroup analyst Samantha Semenkow downgraded the stock from Buy to Neutral. BioAge Labs shares closed at $20.09 on Friday.  <a href="https://www.benzinga.com/quote/BIOA/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Telsey Advisory Group boosted RH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RH#NYSE">RH</a>) price target from $290 to $330. Telsey Advisory Group analyst Cristina Fernandez maintained a Market Perform rating on the stock. RH shares closed at $376.07 on Friday. See how other analysts view this stock.</li>
<li>Baird raised the price target for VeriSign, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRSN#NASDAQ">VRSN</a>) from $200 to $250. Baird analyst Robert Oliver upgraded the stock from Neutral to Outperform. VeriSign shares settled at $191.14 on Friday. <a href="https://www.benzinga.com/quote/VRSN/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Needham boosted Carvana Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NYSE">CVNA</a>) price target from $300 to $330. Needham analyst Chris Pierce maintained a Buy rating. Carvana shares closed at $251.21 on Friday. <a href="https://www.benzinga.com/quote/CVNA/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Ascendiant Capital cut the price target for Lucid Diagnostics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LUCD#NASDAQ">LUCD</a>) from $7.25 to $7. Ascendiant Capital analyst Edward Woo maintained a Buy rating. Lucid Diagnostics shares closed at $0.8401 on Friday. <a href="https://www.benzinga.com/quote/LUCD/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Deutsche Bank raised Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) price target from $295 to $370. Deutsche Bank analyst Edison Yu maintained a Buy rating. Tesla shares closed at $389.22 on Friday. <a href="https://www.benzinga.com/quote/TSLA/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying TSLA stock? Here&#8217;s what analysts think: 
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BIOA

CVNA

LUCD

TSLA

VRSN

Tesla To $370? Here Are 10 Top Analyst Forecasts For Monday

Loop Capital analyst Rob Sanderson maintains Maplebear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CART#NASDAQ">CART</a>) with a Buy and raises the price target from $49 to $56.

Loop Capital Maintains Buy on Maplebear, Raises Price Target to $56

Contracts

Press Releases

Ulta Beauty Teams Up with Instacart to Deliver Beauty in a Flash Nationwide

Instacart Partners with Leading POS Providers to Accelerate Caper Cart Adoption

Instacart to Report Fourth Quarter and Full Year 2024 Financial Results on February 25, 2025

BrightFarms Partners With Instacart To Stave Off Resolution Quitters Via Free Salad Kits

Entertainment

Instacart Delivers Its First-Ever Super Bowl Ad, with Help from a Few Iconic MVPs

Legal

Investigation Alert: MacroGenics, Apellis Pharmaceuticals, Teradata and Maplebear - Johnson Fistel, LLP Encourages Long-Term Investors to Reach Out for More Information

Philadelphia Locals Get Surprise Big Game Grocery Deliveries by Instacart

Instacart's Smart Trolleys are Now Available at Coles Supermarkets in Australia

Instacart CFO to Participate in Fireside Chat Hosted by Morgan Stanley

INSTACART LAUNCHES 'CLASSROOM CARTS' INITIATIVE TO CROWDSOURCE DONATIONS FOR LOS ANGELES COUNTY PUBLIC SCHOOLS AFFECTED BY WILDFIRES

APLS

CLEGY

MGNX

Albertsons Companies, Inc. Class A Common Stock

Albertsons Companies

Caseys General Stores, Inc. - Common Stock

Casey's General Stores

Chanson International Holding - Class A Ordinary Shares

Chanson International

Dingdong (Cayman) Limited American Depositary Shares (each two representing three Ordinary Shares)

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