Price
No data yet.
Social Signal Score
Analyst Ratings
9 analystsRevenue
$88.91M+101.72%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Bryan W. Leach
- Sector
- Technology
- Industry
- Software - Application
- Employees
- 800
- Beta
- -0.43
- Country
- US
- Piotroski score
- 4 / 9 (Middling)
- Altman Z-score
- 3.32
Financials
Revenue
$88.91M+101.7%Net Income
$-1.23MEBITDA
$2.84MFree Cash Flow
$8.05M+377.7%EPS (diluted)
$-0.05Shares Outstanding (diluted)
23.28M-23.0%Operating Expenses
$69.74MCash & Debt
$148.17MReturn of Capital
$25.95MRevenue by Segment (annual)
$14.85MDividend per Share
$0.00Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $342.39M | $3.58M | $0.13 |
| 2024 | $367.25M | $68.74M | $2.85 |
| 2023 | $320.04M | $38.12M | $1.26 |
| 2022 | $210.70M | $-54.86M | $-1.81 |
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $0.19
- Implied price
- $3.33
- Return from $43.07
- -40.1% a year
To earn 15.0% a year on these assumptions you'd need to buy at $1.66 — -96.2% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 12 | 15 | 18 | 21 | 24 |
|---|---|---|---|---|---|
| -2.0% | -49.8% | -47.6% | -45.6% | -43.9% | -42.4% |
| 3.0% | -47.3% | -44.9% | -42.8% | -41.0% | -39.4% |
| 8.0% | -44.7% | -42.2% | -40.1% | -38.2% | -36.5% |
| 13.0% | -42.2% | -39.5% | -37.3% | -35.3% | -33.6% |
| 18.0% | -39.6% | -36.9% | -34.5% | -32.5% | -30.6% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
100+0.00%Social Signal Score
Mentions (6)
- Newsbusinesswire.com·3d ago·Neutral
Ibotta To Announce Third Quarter 2026 Financial Results on November 2, 2026 DENVER--(BUSINESS WIRE)--Ibotta, Inc. (NYSE: IBTA), North America's leading digital promotions network, announced today that it will report third quarter 2026 financial results after the market closes on November 2, 2026. Management will host a conference call and webcast to discuss Ibotta's financial results, recent developments, and business outlook at 2:30 p.m. MT / 4:30 p.m. ET following the release of the financial …
View source ↗ - Newsseekingalpha.com·5d ago·Neutral
Ibotta: Premium Valuation Compared To Peers, With Falling EBITDA Ibotta is rated hold due to an 83% YTD share price surge and premium valuation versus digital advertising peers. IBTA's near-term EBITDA growth is negative, driven by elevated investment costs, despite strong redeemer and publisher expansion, including a new 7-Eleven partnership. Revenue growth remains unpredictable, tied to fluctuating FMCG advertiser budgets and offer supply; 2Q26 marked the first YoY revenue growth since 1Q25.
View source ↗ - Newsbusinesswire.com·16d ago·Neutral
Ibotta Appoints Tony Weisman to Board of Directors DENVER--(BUSINESS WIRE)--Ibotta, Inc. (NYSE: IBTA), North America's leading digital promotions network, today announced the appointment of Tony Weisman to its Board of Directors. Weisman brings more than 30 years of experience stewarding the world's biggest brands across go-to-market, digital transformation, and AI marketing implementation. As Chief Marketing Officer of Dunkin' U.S., he rebranded Dunkin' after 68 years as Dunkin' Donuts and tran…
View source ↗ - Newsseekingalpha.com·30d ago·Positive
Ibotta, Inc. (IBTA) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript Ibotta, Inc. (IBTA) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
View source ↗ - Newsseekingalpha.com·31d ago·Positive
Ibotta, Inc. (IBTA) Presents at Citi's 2026 Global TMT Conference Transcript Ibotta, Inc. (IBTA) Presents at Citi's 2026 Global TMT Conference Transcript
View source ↗ - Newsbusinesswire.com·45d ago·Neutral
Ibotta to Participate in Upcoming Investor Conferences DENVER--(BUSINESS WIRE)--Ibotta Inc., the performance marketing platform for promotions, announced that company executives will participate in investor events this September.
View source ↗
Earnings
Mon, Nov 2(in 3 weeks)
Consensus estimate $-0.08 per share
Typical surprise -55.6% (median, so one quarter with a near-zero estimate can't distort it)
- Mon, Aug 3$-0.05 vs $-0.21beat
- Wed, May 6$-0.43 vs $-0.21miss
- Wed, Feb 25$-0.04 vs $-0.01miss
- Wed, Nov 12$0.05 vs $0.35miss
- Wed, Aug 13$0.08 vs $0.18miss
- Wed, May 14$0.02 vs $0.01beat
Estimates and results for IBTA via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by IBTA officers and directors.
- Bought
- —
- Sold
- $13.6m
0 trades
63 trades
- Leach Bryansold
- Leach Bryansold
- Leach Bryansold
- Swanson Luke Roysold
- Swanson Luke Roysold
- Swanson Luke Roysold
- Swanson Luke Roysold
- Leach Bryansold
37 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
No disclosed congressional trades in IBTA.
Self-reported filings, amounts as brackets. Via Senate/House disclosures.