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Instacart reports Q4 revenue up 12% YoY to $992M vs. $974M est., gross transaction value up 14% to $9.85B, gives strong Q1 guidance; CART jumps 14%+ after hours (Samantha Subin/CNBC)

Techmeme [Unofficial] February 12, 2026
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Samantha Subin / CNBC: Instacart reports Q4 revenue up 12% YoY to $992M vs. $974M est., gross transaction value up 14% to $9.85B, gives strong Q1 guidance; CART jumps 14%+ after hours   —  Instacart shares climbed 14% during extended trading on Thursday after the grocery delivery company reported strong fourth-quarter revenue and forecast upbeat guidance.

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