IBTA Share Price Performance
US$22.21
-43.54 (-66.22%)
32.7% undervalued intrinsic discount
US$33.00
Fair Value
Price US$22.21
AnalystHighTarget US$33.00
AnalystLowTarget US$24.00
AnalystConsensusTarget US$28.29
Fair ValueUS$33.00
Share Pricen/a
Ibotta, Inc. Stock Price
- 3 Narratives written by author
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- 16 Fair Values set on narratives written by author
IBTA Community Narratives
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Fair Value US$33 32.7% undervalued intrinsic discount
Digital Transformation And Data Shifts Will Expand Cashback Despite Headwinds
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Fair Value US$24 7.5% undervalued intrinsic discount
Rising Privacy Regulations Will Crush Digital Ad Prospects
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Fair Value US$28.29 21.5% undervalued intrinsic discount
IBTA: Digital Promotions Partnership And New CFO Will Shape Market Performance
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Digital Transformation And Data Shifts Will Expand Cashback Despite Headwinds
Key Takeaways Rapid adoption of Ibotta's performance marketing and expanding retail partnerships will drive durable growth and fortify its competitive advantage in digital CPG media. Automation, data-driven strategies, and value-focused consumer trends position Ibotta for improved margins and sustained engagement despite short-term transition costs.Read more
12
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AN
US$33
32.7% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
1.83% p.a.
Profit Margin
9.8%
Future PE
23.27x
Price in 2028
US$39.66
IBTA: Digital Promotions Partnership And New CFO Will Shape Market Performance
Key Takeaways Growth projections may be overly optimistic due to potential market saturation, slowed user growth, and manual platform operations limiting expected profitability improvements. Heavy reliance on a few clients and intense competition raise risks to long-term margins and revenue, particularly if data regulations tighten or rivals gain traction.Read more
37
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AN
US$28.29
21.5% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
-0.87% p.a.
Profit Margin
0.81%
Future PE
262.87x
Price in 2028
US$33.99
Rising Privacy Regulations Will Crush Digital Ad Prospects
Key Takeaways Intensifying regulatory pressures and shifting brand loyalty trends threaten Ibotta's advertiser base, constraining revenue growth and margin improvement. Rising competition from retailer programs and high technology spend limit Ibotta's ability to improve earnings, with organizational upheaval heightening sales and client retention risks.Read more
5
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AN
US$24
7.5% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
-2.32% p.a.
Profit Margin
10.12%
Future PE
18.53x
Price in 2028
US$28.14
Trending Discussion
Recently Updated Narratives
AN
IBTA: Share Repurchases And Higher Margins Will Drive Future Upside Potential
Fair Value: US$33 32.7% undervalued intrinsic discount
1 followerusers have followed this narrative
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AN
IBTA: Share Buyback Momentum Will Drive Profitability Gains Into 2025
Fair Value: US$28.29 21.5% undervalued intrinsic discount
6 followersusers have followed this narrative
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Rising Privacy Regulations Will Crush Digital Ad Prospects
Fair Value: US$24 7.5% undervalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
Ibotta, Inc. Key Details
About IBTA
- Founded
- 2011
- Employees
- 800
- CEO
- WebsiteView website
Ibotta, Inc., a technology company, provides digital promotion services to clients in the United States. The company sources digital promotions from its clients primarily consumer packaged goods brands and distributes these promotions to consumers through its network of publishers enabled by Ibotta Performance Network (IPN), a technology platform. It offers promotional services to publishers, retailers, and advertisers through the IPN, including direct-to-consumer mobile, web, and browser extension properties, as well as third-party publisher properties. The company also provides various digital ad products, such as display ads, tiles, sponsored offers, newsletters, and feature placements. The company was formerly known as Zing Enterprises, Inc. and changed its name to Ibotta, Inc. in 2012. Ibotta, Inc. was incorporated in 2011 and is headquartered in Denver, Colorado.
