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AnalystConsensusTarget updated the narrative for IBTA

Update shared on 29 Jul 2025

Fair value Increased 12%
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AnalystConsensusTarget's Fair Value
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1Y
-68.5%
7D
-16.1%

The significant rise in Ibotta's consensus analyst price target primarily reflects improved forward earnings expectations, as indicated by the notably lower future P/E, resulting in an upward fair value revision from $53.14 to $59.62.


What's in the News


  • Ibotta, Inc. (NYSE:IBTA) added to Russell 2000 Growth-Defensive Index.
  • Ibotta, Inc. (NYSE:IBTA) added to Russell 2000 Defensive Index.
  • Issued Q2 2025 revenue guidance of $86.5–$92.5 million, representing a 2% year-over-year increase at the midpoint.
  • Completed buyback of 2,359,237 shares (9.84% of shares outstanding) for $103.88 million, including 1,840,554 shares repurchased in Q1 2025 for $72.65 million.

Valuation Changes


Summary of Valuation Changes for Ibotta

  • The Consensus Analyst Price Target has significantly risen from $53.14 to $59.62.
  • The Future P/E for Ibotta has significantly fallen from 23.80x to 19.53x.
  • The Discount Rate for Ibotta has risen slightly from 6.27% to 6.48%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.