Ibotta Crescita futura
Criteri Future verificati 0/6
Ibotta prevede che gli utili e i ricavi cresceranno rispettivamente di 43.3% e 7.8% all'anno. Si prevede che l'EPS crescerà di 41.2% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 1.4% in 3 anni.
Informazioni chiave
43.3%
Tasso di crescita degli utili
41.16%
Tasso di crescita dell'EPS
| Media crescita degli utili | 34.3% |
| Tasso di crescita dei ricavi | 7.8% |
| Rendimento futuro del capitale proprio | 1.36% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 11 May 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Aggiornamento della narrazione • Apr 29
IBTA: Elevated P/E And Soft Revenue Outlook Will Restrain Future Upside
Analysts now see Ibotta’s fair value edging to $28.00. A recent Street price target trim to $29 from $32 suggests a more measured outlook on the shares based on current assumptions for revenue growth, profit margins, and a future P/E near 191x.
Aggiornamento della narrazione • Apr 14
IBTA: Future P/E Compression Will Drive A More Cautious Outlook
Analysts have trimmed their price target on Ibotta to $29 from $32, reflecting updated expectations for revenue growth, profit margins, and a lower future P/E multiple. Analyst Commentary Bearish analysts trimming the price target to $29 from $32 are signaling a more cautious stance on Ibotta, with updated assumptions around revenue, profitability, and valuation multiples.
Aggiornamento della narrazione • Mar 31
IBTA: Expanded Buybacks And Redemption Revenue Mix Will Support Future Upside
Analysts have reduced their price target on Ibotta to $29 from $32, citing updated assumptions around revenue growth, profit margins, and future P/E that support maintaining an In Line rating on the stock. Analyst Commentary Analysts are signaling a more measured stance on Ibotta, with the lower US$29 price target reflecting updated views on revenue growth, margins, and the P/E multiple that they see as appropriate for the shares.Aggiornamento della narrazione • Mar 17
IBTA: Share Repurchases And Earnings Profile Will Support Future Upside
Narrative Update on Ibotta Analysts have trimmed their price target on Ibotta to $29 from $32, reflecting updated views on the company’s revenue growth assumptions, profit margins, discount rate, and future P/E expectations. Analyst Commentary The price target adjustment to US$29 from US$32 signals a more measured stance on Ibotta, with analysts updating their views on growth, margins, and the appropriate P/E level for the stock.Aggiornamento della narrazione • Mar 03
IBTA: Share Repurchases And Data Mix Shift Will Support Future Upside
Analysts have adjusted their fair value estimate for Ibotta to $34 from $33 and, alongside a recent Street target move to $29 from $32, are framing the new price target as a reflection of updated assumptions for growth, margins, discount rate, and future P/E expectations. Analyst Commentary Recent research commentary around Ibotta centers on recalibrated price targets that incorporate updated assumptions on growth, profitability, discount rates, and future P/E ranges.Aggiornamento della narrazione • Feb 17
IBTA: Stable Outlook Will Rely On Margins And Discount Rate Assumptions
Analysts held their price target for Ibotta at $21.00, citing slightly higher assumed discount rates, marginally softer expectations for revenue growth and profit margins, and a modestly higher future P/E multiple in their updated models. Valuation Changes Fair Value: Model fair value remains unchanged at $21.00 per share.Aggiornamento della narrazione • Feb 02
IBTA: Measurement Partnership And Share Buybacks Will Support A Stable Outlook
Analysts have trimmed their price target on Ibotta from US$22.00 to US$21.00, reflecting slightly softer assumptions around revenue growth, profit margins and future P/E multiples. What's in the News Ibotta and ABCS Insights announced a partnership that gives consumer packaged goods brands another way to measure how Ibotta campaigns affect profitable revenue growth, using ABCS Sales Effect studies alongside Ibotta's LiveLift solution (Key Developments).Articolo di analisi • Jan 29
Investors Could Be Concerned With Ibotta's (NYSE:IBTA) Returns On Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Aggiornamento della narrazione • Jan 19
IBTA: Share Repurchases Will Support Higher Margins And Future Upside Potential
Analysts have kept their Ibotta fair value estimate steady at US$33.00. The latest price target update reflects slightly adjusted assumptions for revenue growth, profit margins, and future P/E that they see as better aligned with the company’s current operating profile.Aggiornamento della narrazione • Jan 05
IBTA: Measurement Partnerships And Share Buybacks Will Support A Stable Outlook
Analysts have trimmed their price target for Ibotta from US$24.00 to US$22.00, citing slightly higher discount-rate assumptions, a more conservative revenue growth outlook, a modestly better profit margin expectation, and a lower future P/E multiple. What's in the News Ibotta and ABCS Insights announced a partnership that gives consumer packaged goods brands another way to measure how Ibotta campaigns affect profitable revenue growth, using ABCS Sales Effect studies across categories such as salty snacks, pet food and carbonated beverages (Key Developments).Aggiornamento della narrazione • Dec 14
IBTA: Share Repurchases And Higher Margins Will Drive Future Upside Potential
Analysts have trimmed their price target on Ibotta by approximately 13 percent, from about $38.00 to $33.00. They cited a more moderate long term revenue growth outlook, which is partly offset by expectations for stronger profit margins and a lower future price to earnings multiple.Aggiornamento della narrazione • Nov 29
IBTA: Share Buyback Momentum Will Drive Profitability Gains Into 2025
Analysts have modestly lowered their price target for Ibotta from $29.14 to $28.29. This change reflects their reassessment of future growth prospects and profitability based on updated financial assumptions.Articolo di analisi • Nov 18
Investors Aren't Buying Ibotta, Inc.'s (NYSE:IBTA) Earnings
Ibotta, Inc.'s ( NYSE:IBTA ) price-to-earnings (or "P/E") ratio of 8x might make it look like a strong buy right now...Seeking Alpha • Nov 17
Ibotta: Performance Worsens In Q3
Summary Ibotta, Inc. faces operational headwinds, leading to a cautious outlook on the stock. IBTA's recent quarterly results showed a notable earnings per share beat, but revenues declined by about 15% year-over-year. Shares have dropped significantly over the past year, yet current operational challenges prevent a Buy recommendation for IBTA at this time. I maintain a neutral rating on IBTA due to ongoing risks and a lack of positive momentum in its latest earnings and outlook. Read the full article on Seeking AlphaAggiornamento della narrazione • Nov 15
IBTA: Future Guidance and Share Buyback Will Shape Earnings Landscape
Narrative Update on Ibotta Analysts have adjusted Ibotta’s price target downward by $0.71 to $29.14, citing recalibrated growth and margin assumptions in their updated models. What's in the News Ibotta, Inc.Aggiornamento della narrazione • Nov 01
IBTA: Digital Promotions Partnership And New CFO Will Shape Market Performance
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.Aggiornamento della narrazione • Oct 17
Digital Commerce Will Falter As Walmart And Instacart Drive Saturation
Analysts have lowered their price target for Ibotta by $0.57 to $29.86, citing concerns about softer revenue growth forecasts, even though profit margin expectations are improving. What's in the News Ibotta and Circana, LLC announced a strategic partnership to help CPG brands better measure the true incremental sales impact of digital promotional campaigns.Aggiornamento della narrazione • Oct 03
Digital Commerce Will Falter As Walmart And Instacart Drive Saturation
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.Articolo di analisi • Sep 30
Ibotta (NYSE:IBTA) Has Some Way To Go To Become A Multi-Bagger
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Articolo di analisi • Aug 21
Additional Considerations Required While Assessing Ibotta's (NYSE:IBTA) Strong Earnings
NYSE:IBTA 1 Year Share Price vs Fair Value Explore Ibotta's Fair Values from the Community and select yours Despite...Articolo di analisi • Aug 15
Ibotta, Inc. (NYSE:IBTA) Shares Could Be 40% Below Their Intrinsic Value Estimate
NYSE:IBTA 1 Year Share Price vs Fair Value Explore Ibotta's Fair Values from the Community and select yours Key...Articolo di analisi • Jun 10
Returns Are Gaining Momentum At Ibotta (NYSE:IBTA)
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Nuova narrazione • Apr 20
CPG Sales Shifts Will Struggle Amid Margin Pressure
Profitability may decline due to investment in system overhauls and operational expenditures outweighing short-term cost savings from workforce reductions.Seeking Alpha • Mar 25
Ibotta Is Rethinking Its Competitiveness After Hitting A Speed Bump
Summary Ibotta faces challenges with revenue down 1% YOY and redemptions lagging despite a 27% growth in redeemers, causing stock price decline. Management struggles to attract larger CPG budgets due to measurement issues, prompting a shift to a new framework, CPID, and a self-serve campaign manager. Concerns arise from the recent CFO retirement and significant ownership by Koch Industries, which may lead to privatization at low valuations. Despite a slowdown, Ibotta remains a high-quality business, but I maintain a neutral rating due to uncertain transformation outcomes and competitive pressures. Read the full article on Seeking AlphaSeeking Alpha • Jan 20
Ibotta: Scaling Growth With Strong Retailer Partnerships
Summary I give a buy rating for Ibotta Inc. (IBTA), am an especially bullish about its strategic pivot to 3P partnerships. IBTA's IPN offers performance-based digital marketing for CPG brands, leveraging cashback incentives and promotional offers through D2C and third party (3P) segments. The 3P model expands IBTA's audience and revenue potential, reduces customer acquisition costs, and enhances gross profit margins, with Walmart (WMT) as a key growth anchor. Read the full article on Seeking AlphaSeeking Alpha • Dec 02
Ibotta: A Story Worth Keeping An Eye On
Summary The stock of coupon platform operator Ibotta has bounced back some 20% since reporting better than expected Q3 results in mid-November. Ibotta, Inc. also announced a $100 million share buyback in August, reflecting confidence in its strong balance sheet and growth potential beyond the grocery vertical. The company seems to have solid long-term sales growth prospects and good free cash flow. An analysis around this Busted IPO follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Oct 15
Ibotta's Fundamentals Haven't Changed: Market Dip Is A Growth Opportunity
Summary Ibotta's IPN platform leverages AI and extensive retailer partnerships to deliver tailored promotions, driving significant consumer engagement and value for CPG brands. Despite a 38% post-IPO share price drop, Ibotta's revenue grew 14% YoY, with Walmart and new Instacart partnerships driving future growth. Ibotta's revenue model hinges on redemption fees from CPG brands, with digital promotions expected to grow at a 19% CAGR through 2030. Key risks include heavy reliance on Walmart and the challenge of negotiating favorable revenue-sharing terms as competition increases. Read the full article on Seeking AlphaSeeking Alpha • Aug 16
Ibotta: Trading Down, Added To Our Position As Valuation Is Attractive
Summary We initiated a position in Ibotta, Inc. in its April IPO. Given the scalability of offering online rewards across its platform, Ibotta has a highly profitable and cash flow generative model. Ibotta has significant room to grow from a base of $320 million in revenue in 2023. Read the full article on Seeking AlphaSeeking Alpha • Jun 10
Ibotta: Promotion Player On Sale Itself
Summary Ibotta, Inc. allows CPG brands to deliver digital promotions to consumers through a single network, with customizable and measurement solutions. Ibotta's mission is to make every purchase rewarding by offering personalized advertising and loyalty coupons, with potential savings in the $1.2 trillion US grocery market. Sales growth is expected to slow down and margins appear under pressure, leading to a cautious outlook which deters me from buying the dip. Read the full article on Seeking AlphaPrevisioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 12/31/2028 | 423 | 11 | N/A | N/A | 5 |
| 12/31/2027 | 376 | -10 | 46 | N/A | 9 |
| 12/31/2026 | 345 | -21 | 31 | N/A | 9 |
| 3/31/2026 | 340 | -7 | 69 | 106 | N/A |
| 12/31/2025 | 342 | 4 | 61 | 95 | N/A |
| 9/30/2025 | 352 | 81 | 64 | 89 | N/A |
| 6/30/2025 | 368 | 96 | 90 | 107 | N/A |
| 3/31/2025 | 370 | 60 | 104 | 116 | N/A |
| 12/31/2024 | 367 | 69 | 106 | 116 | N/A |
| 9/30/2024 | 369 | 11 | 108 | 118 | N/A |
| 6/30/2024 | 355 | 2 | 67 | 76 | N/A |
| 3/31/2024 | 345 | 52 | 30 | 39 | N/A |
| 12/31/2023 | 320 | 38 | 14 | 23 | N/A |
| 12/31/2022 | 211 | -55 | -65 | -56 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: Si prevede che IBTA rimarrà non redditizia nei prossimi 3 anni.
Guadagni vs Mercato: Si prevede che IBTA rimarrà non redditizia nei prossimi 3 anni.
Guadagni ad alta crescita: Si prevede che IBTA rimarrà non redditizia nei prossimi 3 anni.
Ricavi vs Mercato: Si prevede che il fatturato di IBTA ( 7.8% all'anno) crescerà più lentamente rispetto al mercato US ( 11.7% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di IBTA ( 7.8% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di IBTA sarà basso tra 3 anni ( 1.4 %).
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/17 11:27 |
| Prezzo dell'azione a fine giornata | 2026/05/15 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Ibotta, Inc. è coperta da 13 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Nitin Bansal | BofA Global Research |
| Andrew Marok | CGS International |
| Ronald Josey | Citigroup Inc |