Compare

Ibotta/$IBTA

1D1W1M3M6MYTD1Y5YMAX

About Ibotta

Ibotta Inc operates a digital promotions platform, the Ibotta Performance Network (IPN), which connects consumer packaged goods (CPG) brands with consumers through a network of publishers. It sources digital offers from clients and distributes them via its technology platform, earning revenue when promotions result in consumer transactions. The platform supports offers across grocery and general merchandise categories, including toys, clothing, beauty, electronics, pet, and home products. The majority of its revenues is derived from the fees charged to clients when consumers redeem offers on the IPN by purchasing promoted products.
Ticker
$IBTA
Sector
Communication
Primary listing
NYSE
Employees
800

Ibotta Metrics

BasicAdvanced
$995M
-
-$0.44
-0.43
-

What the Analysts think about Ibotta

Analyst ratings (Buy, Hold, Sell) for Ibotta stock.
Analyst projections of the future price of Ibotta stock.

Bulls say / Bears say

Ibotta returned to year-on-year revenue growth in Q2 2026, one quarter earlier than expected. Redemption revenue rose 10%, third-party publisher redemption revenue rose 27%, and IPN redeemers increased 21%, suggesting the network pivot is gaining traction. (Finnhub, Last10K)
New exclusive distribution deals broaden Ibotta’s reach beyond traditional grocery. Giant Eagle adds more than 200 supermarkets, while 7-Eleven, Speedway and 7NOW bring the platform to more than 11,500 convenience locations and over 100 million loyalty members. (BusinessWire, Ibotta Performance Network)
The business is producing useful cash while it invests in the turnaround. Ibotta generated $31.3 million of free cash flow in the first half, raised its expected full-year free-cash-flow conversion to about 70%, and held $148.2 million of cash with no borrowings at the end of June. (The Motley Fool, Last10K)
The recovery is still uneven. Q2 direct-to-consumer revenue fell 27% and ad and other revenue fell 32%, leaving Ibotta with a $1.2 million GAAP net loss despite the growth in third-party publisher revenue. (StockTitan, Last10K)
The transition is putting pressure on profitability. Adjusted EBITDA margin fell to 18.6% in Q2 from 20.8% a year earlier, while the midpoint of Q3 guidance implies roughly a 15% margin and management expects operating costs to rise sequentially in the second half. (The Motley Fool, StockTitan)
The new growth channels still need to prove their economic value. The 7-Eleven partnership was expected to go live in autumn, and recent analysis said the Uber, Giant Eagle and DoorDash deals offered credible potential but that a sustained earnings rebound was not yet established. (C-Store Dive, Seeking Alpha)
Data summarised monthly by Lightyear AI. Last updated on 27 Sept 2026.

Ibotta Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Ibotta Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Funds containing Ibotta

AllUSDGBPEUR
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.