Ibotta, Inc. IBTA

41.06 (0.62) (1.49%) as of 25 Sep
Market cap
$966.0M
P/E
0.0×
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total sells 34.80
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — 1 — — — — — — — —
Sell — — 1 — — 1 — 3 3 5 6 5
Insider Ownership 64.48%

Capital & Financial Ratios

Market Cap 965.98
Revenue 343.17
Net Income (11.02)
Free Cash Flow 58.59
Net Debt (148.17)
Current Ratio 1.71
Debt/Equity 0.00
P/E ratio 0.00
P/S ratio 2.79
P/B ratio 3.96
Past 5Y EPS Growth —
This Y EPS Growth (653.85%)
Next Y EPS Growth 58.35%
Next 5Y EPS Growth (3.85%)
in millions of $

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 63 350 187 148
Receivables 226 221 209 203
Inventory — — — —
Other — — — —
298 582 408 366
2023 2024 2025 Q'26
Payables 9 7 11 7
ST’ Debt — — — —
Other 4 6 1 1
198 204 208 213
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — — 17.57%
Cash Flow — — 0.00%
Earnings — — 0.00%
Book Value — — 0.00%

Revenue

Mar Jun Sep Dec Year
’26 82 89 — — —
’25 85 86 83 89 342
’24 82 88 99 98 367
’23 58 77 85 100 320
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 30 13 — — —
’25 20 26 22 28 95
’24 19 35 40 22 116
’23 3 (2) (2) 24 23
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 23 8 — — —
’25 15 19 11 17 61
’24 17 33 37 19 106
’23 2 (4) (5) 22 14
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 (0.43) (0.05) — — —
’25 0.02 0.08 0.05 (0.04) 0.12
’24 0.33 (1.32) 0.51 2.27 2.56
’23 (0.49) 0.58 0.31 1.01 1.42
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

3.1
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — — — — — 41.87 20.60

Analyst estimates 2026–2028

Powerpack
Low Price
— — — — — — — — 110.95 76.00
High Price
— — — — — — — 815 886 800
Employees
— — — — — — 0 0 0 0
Revenue/Emp
— — — — — — 211 320 367 342
Revenue
— — — — — — 78.08% 86.25% 86.35% 79.25%
Gross Margin
— — — — — — (55) 44 24 10
EBT
— — — — — — (25.91%) 13.76% 6.67% 2.88%
EBT Margin
— — — — — — (55) 38 69 4
Net Income
— — — — — — 9 10 9 8
Depreciation
— — — — — — 24.30 35.76 15.22 12.07
Revenue/Sh
— — — — — — (6.33) 4.26 2.85 0.13
Earnings/Sh
— — — — — — (6.52) 2.54 4.80 3.36
Cash Flow/Sh
— — — — — — (0.95) (0.92) (0.42) (1.21)
Capex/Sh
— — — — — — (7.47) 1.62 4.38 2.15
Free CF/Sh
— — — — — — (4.01) 3.12 18.95 10.14
Book Value/Sh
— — — — — — 9 9 24 28
Shares
— — — — — — 17.06 17.06 23.93 189.42
PE Ratio
— — — — — — 2.65 2.65 4.28 1.88
PS Ratio
— — — — — — 20.69 20.69 3.43 2.24
PB Ratio
— — — — — — 2.68 2.68 3.57 1.61
EV/Sales
— — — — — — 31.16 31.16 12.42 9.03
EV/FCF
— — — — — — (56) 23 116 95
Op' Cash Flow
— — — — — — (8) (8) (10) (34)
Capex
— — — — — — (65) 14 106 61
FCF
— — — — — — 31 100 378 200
Working Cap'
— — — — — — 81 90 — —
Total Debt
— — — — — — 36 27 (350) (187)
Net Debt
— — — — — — (35) 28 457 288
Sh' Equity
— — — — — — 0.00% 14.81% 13.77% 0.59%
ROA
— — — — — — (2,173.91%) 63.42% 16.22% (0.52%)
ROIC
— — — — — — 0.00% (1,110.31%) 28.33% 0.96%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Ibotta, Inc. peers in Software Application

Company Market cap P/E Compare
UPBD Upbound Group, Inc. $925.2M 10.2× Compare
DJCO Daily Journal Corp. (S.C.) $901.9M 0.0× Compare
RSKD Riskified Ltd. $1.1B 0.0× Compare
PUBM PubMatic, Inc. $888.2M 0.0× Compare
Company Market cap P/E Compare
MNTN MNTN Inc. $822.1M 14.3× Compare
GTM ZoomInfo Technologies Inc. $1.1B 0.0× Compare
MITK Mitek Systems, Inc. $815.8M 35.2× Compare
DSP Viant Technology Inc. $810.6M 23.9× Compare

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Ibotta, Inc. (IBTA) key facts

  • Ibotta, Inc. (IBTA) is a Software Application company in the Technology sector, listed on the New York Stock Exchange.
  • Ibotta, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $342.4 million, down 6.77% from fiscal 2024.
  • As of September 25, 2026, IBTA traded at $41.06, a market capitalization of $966.0 million.
  • Return on equity was 0.96% and debt-to-equity 0.00.

Source: company filings (standardised) and stockrow calculations.

Ibotta, Inc. (IBTA) Latest News

News by impact score

Fine-tune

24 Sep

4

Ibotta, Inc. named Tony Weisman to its Board of Directors, effective September 22, 2026, as Thomas Lehrman steps down. Weisman's 30+ years span CPG marketing, go-to-market strategy, and digital transformation, including Dunkin' U.S. chief marketing officer where he rebranded Dunkin and overhauled its digital marketing and loyalty program, earning Forbes World's Most Influential CMO. As Digitas North America CEO, he built the industry's largest data-science team and earned Cannes Lions for creativity. He serves on boards such as Klaviyo and MNTN. Ibotta founder/CEO Bryan Leach says Weisman's experience will help expand the Ibotta Performance Network (IPN), which reaches over 200 million consumers and has paid shoppers more than $2.9B since 2012. Weisman notes IPN helps brands meet value expectations. Forward-looking statements disclaimer included. Adds deep CPG marketing and technology leadership to the board, enabling strategic growth of IPN and potential impact on future performance.

11 Aug

3

Ibotta (IBTA) ranks as the top momentum stock due to its competitive advantages while two other unnamed stocks receive no such endorsement. Stock ranking based on competitive advantages can moderately lift near-term investor attention and share performance.

3

Ibotta addressed its Q2 results and responded to the top five analyst questions on its earnings call. Q2 earnings call details and analyst questions provide updates on performance and strategy that may moderately influence investor sentiment.

10 Aug

3 transcript

Ibotta (IBTA) held its Q2 2026 earnings call covering quarterly financial results, operational updates, and forward guidance. Earnings results and guidance directly inform near-term financial expectations and stock valuation.

6 Aug

3

7-Eleven announces new promotions partnership with Ibotta, Inc. (IBTA). Partnership with major retailer expands Ibotta promotional reach and user activity.

4 Aug

4

Ibotta becomes exclusive CPG offers provider for 7-Eleven. Exclusive 7-Eleven partnership expands Ibotta revenue streams and market position significantly.

4

Ibotta Inc (IBTA) achieved revenue growth returning ahead of schedule in its Q2 2026 earnings call. Revenue growth ahead of schedule signals accelerated financial recovery likely to boost Ibotta's market trajectory and investor sentiment.

3 Aug

4 transcript

Ibotta reported Q2 financial results and operational updates during its earnings call, covering revenue performance, user growth, and strategic initiatives. Q2 earnings and guidance directly shape investor expectations and company valuation.

4

Ibotta, Inc. announced second quarter 2026 financial results. Quarterly earnings releases deliver core financial metrics that directly drive valuation shifts and investor positioning.

4

7-Eleven partners with Ibotta to roll out performance-based promotions across convenience retail outlets. Partnership with major chain 7-Eleven expands Ibotta into new convenience retail segment and boosts growth prospects.

3

Ibotta exceeded Q2 earnings and revenue estimates. Quarterly earnings beats can lift near-term stock price and sentiment but rarely shift long-term trajectory.

3

Ibotta beats expectations with strong Q2 CY2026 results, prompting a 12% stock increase. Earnings beat and stock jump signal short-term valuation effects without altering long-term trajectory.

2 Aug

3

Ibotta (IBTA) Q2 earnings expectations center on revenue, EPS forecasts and guidance ahead of the release, with potential effects on stock performance. Q2 earnings preview can moderately shift IBTA investor sentiment and near-term valuation.

17 Jun

3

Analysts raised Ibotta (IBTA) fair value estimates after increasing growth and margin projections. Analyst valuation adjustments moderately influence near-term investor sentiment for IBTA.

18 May

3

Ibotta shares declined after the company posted weaker-than-expected quarterly results and issued cautious forward guidance amid rising competition in digital coupons and cash-back services. Earnings miss and soft outlook may weigh on near-term sentiment and valuation without fundamentally changing long-term growth trajectory.

16 May

3

Ibotta's Q1 earnings call drew five notable analyst questions on revenue trends, retailer partnerships, user growth costs, margin expansion plans, and competitive positioning in digital promotions. Earnings call questions highlight operational and competitive issues likely to shape near-term sentiment without fundamentally shifting long-term trajectory.

10 May

4

Ibotta's Q1 earnings call highlighted strong revenue growth, profitability achievements, expanded partnerships, and optimistic full-year guidance amid robust consumer engagement. Q1 earnings beats and raised guidance signal major positive shifts in financial trajectory and investor confidence.

6 May

4

Ibotta, Inc. released Q1 2026 earnings call summary highlighting quarterly financial results, performance metrics, and forward-looking guidance. Q1 2026 earnings call summary discloses key financials and strategic updates that can significantly sway investor sentiment and stock trajectory.

4 transcript

Ibotta Inc. (IBTA) released the Q1 2026 earnings call transcript, detailing quarterly financial results, performance metrics, and forward guidance. Q1 2026 earnings transcript reveals financial results and strategic guidance with potential to significantly sway investor sentiment and stock trajectory.

4

Ibotta (NYSE:IBTA) beat Q1 CY2026 sales expectations. Beating sales expectations demonstrates strong financial performance, likely enhancing investor confidence and stock valuation.

4

Ibotta, Inc. (IBTA) reported first quarter 2026 financial results, detailing revenue growth, profitability metrics, and future outlook. Quarterly financial results disclosure significantly impacts stock valuation, investor confidence, and market trajectory.

4

Giant Eagle selects Ibotta, Inc. (IBTA) as its exclusive digital promotions partner to support the 'Because It Matters' value strategy, enhancing customer savings and loyalty through Ibotta's platform across stores. Exclusive partnership with major retailer Giant Eagle significantly boosts Ibotta's market reach, user engagement, and revenue streams.

3

Ibotta (IBTA) reported a Q1 loss but topped revenue estimates. Q1 loss despite revenue beat indicates mixed financial results with moderate influence on future performance and investor sentiment.

29 Apr

4

Analysts recalibrate price targets and growth expectations for Ibotta (IBTA), signaling a shift in the company's narrative amid evolving market views. Analysts' recalibration of targets and growth expectations likely exerts significant influence on Ibotta's investor sentiment and market trajectory.

31 Mar

4

Ibotta (IBTA) partners with Uber Technologies to expand its marketing presence in the U.S. market. Partnership with Uber boosts Ibotta's marketing reach and user growth potential significantly.

26 Mar

4

Ibotta, Inc. (IBTA) boosts its stock buyback program following strong financial results. Boosting buyback after strong results signals strong confidence and supports stock performance.

4

Uber signs multi-year deal with Ibotta to integrate cashback rewards into its US grocery and retail services, expanding Ibotta's reach via Uber Eats and Shopping. Multi-year Uber partnership grants Ibotta access to millions of Uber users for grocery and retail rewards, driving substantial revenue growth and market expansion.

25 Mar

4

Uber joins Ibotta Performance Network in exclusive, multi-year partnership. Exclusive multi-year partnership with Uber expands Ibotta's reach, user base, and revenue potential significantly.

17 Mar

4

Latest analyst revisions are shifting Ibotta's (IBTA) investment story, altering market perceptions and future outlook. Analyst revisions represent a major shift in investment narrative, likely impacting Ibotta's trajectory and sentiment significantly.

11 Mar

4

Ibotta, Inc. (IBTA) announced a $100 million increase to its share repurchase program. A $100 million expansion of the share repurchase program signals strong confidence in future growth and boosts EPS while supporting stock price.

stockrow.com/IBTA · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com