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Ibotta, Inc. Stock Price

NYSE:IBTA Community·US$835.8m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 17 Fair Values set on narratives written by author

IBTA Share Price Performance

US$35.57
-0.90 (-2.47%)
US$34.00
Fair Value
US$35.57
-0.90 (-2.47%)
4.6% overvalued intrinsic discount
US$34.00
Fair Value
Price US$35.57
AnalystConsensusTarget US$34.00
AnalystLowTarget US$19.00
AnalystHighTarget US$45.00

IBTA Community Narratives

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Fair Value US$34 4.6% overvalued intrinsic discount

IBTA: Digital Promotions Partnership And New CFO Will Shape Market Performance

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·
Fair Value US$19 87.2% overvalued intrinsic discount

Rising Privacy Regulations Will Crush Digital Ad Prospects

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·
Fair Value US$45 21.0% undervalued intrinsic discount

Digital Transformation And Data Shifts Will Expand Cashback Despite Headwinds

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1users have followed this narrative
US$19
87.2% overvalued intrinsic discount
Profit Margin
1.96%
Future PE
54.57x
Price in 2029
US$22.45

Trending Discussion

Updated Narratives

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IBTA: Expanded Buybacks And Improved Margin Outlook Will Support Future Upside

Fair Value: US$45 21.0% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
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IBTA: Revised Profit Assumptions And Buybacks Will Shape Future Stock Returns

Fair Value: US$34 4.6% overvalued intrinsic discount
7 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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IBTA: Elevated Future P/E Reliance Will Drive A More Cautious Outlook

Fair Value: US$19 87.2% overvalued intrinsic discount
0 users have set this as their fair value
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Snowflake Analysis

Flawless balance sheet with minimal risk.

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Ibotta, Inc. Key Details

US$340.3m

Revenue

US$73.4m

Cost of Revenue

US$266.9m

Gross Profit

US$274.2m

Other Expenses

-US$7.3m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.31
78.43%
-2.15%
0%
View Full Analysis

About IBTA

Founded
2011
Employees
800
CEO
Bryan Leach
WebsiteView website
www.ibotta.com

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 through the IPN, including direct-to-consumer mobile, web, and browser extension properties, as well as third-party publisher properties. The company also provides display ads, tiles, sponsored offers, newsletters, and feature placements. In addition, it offers LiveLift, a set of capabilities designed for brands to drive sales. The company serves consumer packaged goods brands. 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.

Recent IBTA News & Updates

Narrative Update Jun 30

IBTA: Expanded Buybacks And Improved Margin Outlook Will Support Future Upside

Analysts have raised their fair value estimate for Ibotta from $34 to $45, citing updated assumptions for revenue growth, profit margins, and a lower expected future P/E multiple, as reflected in recent price target increases from major research firms. Analyst Commentary Recent research commentary on Ibotta reflects a constructive tone, with several bullish analysts updating their work to reflect the new US$45 fair value estimate and higher price targets.

Recent updates

No updates