7 August 2026 | 12:04AM EDT Equity Research Instacart (CART) Q2'26 Earnings Review: Growth Acceleration (Punctuated by Strategic Priorities) Sustains Recent Momentum | | | Price: $45.03 Upside: 44.3% | | --- | --- | --- | | CART | 12m Price Target: $65.00 | | With their Q2'26 earnings report, Instacart (CART) mgmt highlighted a few key themes: 1) customer acquisition accelerated, with net-new customer additions growing at the fastest rate (YoY) since 2022 (driven by a mixture of both new user acquisition – ...