Analysts have substantially lowered their price target for Ibotta from $59.63 to $30.43. They cite newly revised expectations for slower revenue growth and significantly narrower projected profit margins.
What's in the News
- Ibotta and Circana, LLC are partnering to help CPG brands measure the impact of Ibotta campaigns on sales, with Circana's Lift Studies for Ibotta campaigns set to begin in late 2025 and available to all brands by early 2026 (Key Developments)
- The company completed the repurchase of 3,807,610 shares, representing 14.76% of shares for $171.36 million as part of its ongoing buyback program (Key Developments)
- Ibotta issued Q3 2025 earnings guidance, projecting revenue of $79.0 million to $85.0 million, a 17% year-over-year decrease at the midpoint (Key Developments)
- Matt Puckett was appointed as Ibotta’s new Chief Financial Officer, replacing Valarie Sheppard, who will remain on the board of directors (Key Developments)
Valuation Changes
- Consensus Analyst Price Target: Lowered sharply from $59.63 to $30.43 per share, reflecting revised growth expectations.
- Discount Rate: Increased slightly from 6.48% to 6.78%, suggesting a modest reassessment of risk.
- Revenue Growth: Changed from a projected increase of 11.60% to a slight contraction of -0.50%.
- Net Profit Margin: Dropped significantly from 15.79% to approximately 0.01%.
- Future P/E Ratio: Increased from 19.53x to 16,971.87x, indicating a major reduction in forecasted profitability.
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