Analysts have adjusted their price target for Ibotta, reflecting a modest change to $29.86. Recent projections indicate slightly improved revenue growth and a stable outlook on other key financial metrics.
What's in the News
- Ibotta and Circana announced a strategic partnership to provide CPG brands with advanced analytics and insights on digital promotional campaigns. This collaboration aims to enable more precise measurement of sales lift and campaign impact. The new offerings are expected to roll out fully by early 2026. (Key Developments)
- Between April and June 2025, Ibotta repurchased over 1.44 million shares for $67.48 million, completing more than 14 percent of its original buyback program. (Key Developments)
- The company provided third quarter 2025 earnings guidance, projecting revenue between $79.0 million and $85.0 million. This reflects a 17 percent year-over-year decrease at the midpoint. (Key Developments)
- Matt Puckett, former CFO of VF Corporation, has been appointed as Ibotta’s new Chief Financial Officer. He replaces interim CFO Valarie Sheppard, who remains on the board. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target: Remains steady at $29.86, with no change from previous estimates.
- Discount Rate: Unchanged at 6.78 percent, indicating consistent assumptions in cost of capital.
- Revenue Growth: Slightly improved, moving from -1.36 percent to -1.34 percent year-over-year.
- Net Profit Margin: Essentially unchanged, at 23.32 percent compared to the previous 23.34 percent.
- Future Price-to-Earnings (P/E): Stable at approximately 971x, reflecting no material update in future valuation expectations.
Disclaimer
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