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IBTAIBTATechnology · Software - Application

IBTA Stock Forecast: Ibotta, Inc. Price Predictions for 2026-2027

Last close, 14 Sept 2026
$42
+3.06% on the day

The 9 Wall Street analysts covering Ibotta, Inc. hold a median 12-month price target of $38 — -10.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 81 of 100 as at 12 Sept 2026 — inside the top quartile. The factors read stronger than the Street's target implies. That gap is the story on this page.

Market cap
$955.5M
Ticker Nerd rank
81 / 100
Median analyst target
$38
Analysts covering
9
Revenue$88.9M+3.3% y/y
Operating income−$1.9M
Net income−$1.2M
Free cash flow$8.1M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+10.4%
1M
+9.2%
YTD
+86.5%
1Y
+59.3%
From 52W high
0.0%
From 52W low
+120.3%
$19
$42
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

IBTA stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Ibotta, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 12 Sept 2026
81 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Accruals
94
Issuance
91
Revisions
87
Value
72
Momentum
62
Quality
59
Size
45
Volatility
28
Growth
9

Accruals (94): Reported profit is backed by cash, and the company is not expanding recklessly.

Growth (9): Sales and profits are flat, shrinking, or growing more slowly than they were.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

IBTA stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on IBTA, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$20$25$30$35$40$45Oct 25Jan 26Apr 26Jul 26IBTAHigh $45Median $38Low $22

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says9 analysts
1 Buy6 Hold2 Sell
Low $22Median $38High $45

The green dot is the last close — the median target sits −10.4% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 8 moved their price target up and 10 moved it down.

DateFirmActionRatingTarget
5 Aug 2026UBSMaintainsNeutral$30 → $38
4 Aug 2026Evercore ISI GroupMaintainsIn-Line$40 → $42
4 Aug 2026Goldman SachsMaintainsSell$28 → $32
4 Aug 2026NeedhamReiteratesBuy$45
4 Aug 2026Wells FargoMaintainsEqual-Weight$38 → $40
8 July 2026Goldman SachsMaintainsSell$32 → $28
7 May 2026Evercore ISI GroupMaintainsIn-Line$29 → $40
7 May 2026NeedhamMaintainsBuy$33 → $45
7 May 2026Wells FargoMaintainsEqual-Weight$34 → $38
26 Feb 2026Evercore ISI GroupMaintainsIn-Line$32 → $29
26 Feb 2026Wells FargoMaintainsEqual-Weight$30 → $34
13 Nov 2025B of A SecuritiesMaintainsUnderperform$24 → $22
13 Nov 2025Evercore ISI GroupMaintainsIn-Line$38 → $32
13 Nov 2025Goldman SachsMaintainsSell$26 → $23
15 Oct 2025Goldman SachsDowngradeSell$30 → $26
14 Aug 2025B of A SecuritiesDowngradeUnderperform$57 → $24
14 Aug 2025Evercore ISI GroupDowngradeIn-Line$65 → $38
14 Aug 2025Goldman SachsDowngradeNeutral$58 → $30
14 Aug 2025JMP SecuritiesDowngradeMarket Perform—
14 Aug 2025NeedhamMaintainsBuy$70 → $33

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. IBTA appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

IBTA vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 14 Sept 2026, Ibotta, Inc. returned +59.3% against +17.0% for the S&P 500, dividends included.

IBTA vs S&P 500, last 12 monthsTotal return, rebased to 100
80100120140160Oct 25Jan 26Apr 26Jul 26IBTAS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

IBTA analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+12.5%
Analysts raising
2
Analysts cutting
1
Fundamentals

Ibotta, Inc. (IBTA) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
323.7×

Cheaper than 2% of US stocks

Price / sales
2.8×

Cheaper than 44% of US stocks

Price / book
4.0×

Cheaper than 26% of US stocks

EV / EBITDA
−114.3×

Cheaper than 97% of US stocks

Growth & margins
Revenue growth (YoY)
3.3%

Higher than 35% of US stocks

Earnings growth (YoY)
3.3%

Higher than 40% of US stocks

Gross margin
78.4%

Higher than 90% of US stocks

Operating margin
−2.1%

Higher than 30% of US stocks

Net margin
−3.2%

Higher than 26% of US stocks

Returns & dividend
Return on equity
−3.7%

Higher than 40% of US stocks

Return on assets
−1.2%

Higher than 39% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Ibotta, Inc. (IBTA) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Ibotta, Inc. has a market value of $955.5M and an enterprise value of $830.2M.

  • Revenue in the twelve months to 30 June 2026: $343.2M. The latest quarter grew 3.3% year on year.

  • Net income over the same four quarters: −$11.0M, a −3.2% net margin.

  • Diluted earnings per share, trailing twelve months: $−0.47.

  • Free cash flow in the twelve months to 30 June 2026: $58.6M, after $15.9M of capital spending.

  • Ibotta, Inc. spent $163.6M on share buybacks in the twelve months to 30 June 2026.

  • Shares outstanding: 20.2M.

  • Trailing P/E: 323.7×; forward P/E: 21.8× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Ibotta, Inc. employs 800 people — $429K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 14 Sept 2026

Data provided by Twelve Data

Peers

IBTA vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSoftware - Application
CompanyMarket capTKN rank
IBTAIbotta, Inc.$955.5M
81
UPBDUpbound Group, Inc.$1.1B
76
PDPagerDuty, Inc.$1.1B
85
DJCODaily Journal Corp.$911.9M
64
EVCMEverCommerce, Inc.$1.1B
77
GTMZoomInfo Technologies, Inc.$1.1B
75
MNTNMNTN, Inc.$874.5M
58

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Ibotta, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest IBTA news & analysis

Ibotta, Inc. (IBTA) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Seeking Alpha · 11 Sept 2026neutral

Ibotta, Inc. (IBTA) presented at the Goldman Sachs Communacopia + Technology Conference 2026, and the transcript of its remarks was published by Seeking Alpha. The presentation covered Ibotta's participation in the conference.

Why it matters — The conference appearance gives IBTA watchers access to management commentary and strategic discussion in an industry event forum.

Ibotta, Inc. (IBTA) Presents at Citi's 2026 Global TMT Conference Transcript

Seeking Alpha · 9 Sept 2026neutral

Ibotta, Inc. (IBTA) presented at Citi's 2026 Global TMT Conference, with a transcript of the event now available via Seeking Alpha. The presentation covers the company's remarks delivered at the conference.

Why it matters — IBTA watchers can review the transcript to understand the company's messaging and key topics discussed at a major investor conference.

Ibotta to Participate in Upcoming Investor Conferences

Business Wire · 26 Aug 2026neutral

Ibotta Inc. announced that company executives will participate in investor conferences scheduled for September. The announcement was made via a press release from the company's headquarters in Denver.

Why it matters — IBTA watchers may be interested because participation in investor events gives company executives a platform to present the business to the investment community.

Ibotta, Inc. (IBTA) Q2 2026 Earnings Call Transcript

Seeking Alpha · 4 Aug 2026neutral

Ibotta, Inc. published the transcript of its Q2 2026 earnings call, which was covered by Seeking Alpha. The transcript presents the company's second-quarter financial results and management commentary from the call.

Why it matters — An IBTA watcher would review the transcript for details on the company's Q2 2026 performance and management's remarks.

Ibotta Q2 Earnings Call Highlights

MarketBeat · 4 Aug 2026positive

Ibotta reported second-quarter revenue growth that exceeded its guidance range, marking its first year-over-year increase in total revenue since the first quarter of 2025. Management attributed the improvement to stronger advertiser offer supply, expanded publisher relationships and changes to its sales organization.

Why it matters — The quarter represents a turnaround for IBTA after a period of declining year-over-year revenue, with revenue surpassing its forecast.

FAQ

Frequently asked questions about IBTA stock

What is the IBTA stock price forecast for 2026-2027?

The 9 Wall Street analysts covering Ibotta, Inc. have a median 12-month price target of $38, with estimates ranging from $22 to $45. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is IBTA stock a buy right now?

Of the 9 analysts covering Ibotta, Inc., 1 rate it a Buy, 6 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Ibotta, Inc. 81 out of 100 across roughly 4,600 US stocks as at 12 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank IBTA?

As at 12 Sept 2026, Ibotta, Inc. ranks 81 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (94 of 100).

Will IBTA stock go up?

No one can know that. What the data says: the median 12-month target from 9 analysts implies -10.4% from the last close, and Ticker Nerd's factor model ranks Ibotta, Inc. 81 out of 100 as at 12 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the IBTA stock forecast for 2030?

No analyst covering Ibotta, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for IBTA are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $22 to $45 over the next 12 months.

How has IBTA stock performed over the past year?

Ibotta, Inc. returned +59.3% over the 12 months to 14 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Ibotta, Inc. do?

Ibotta Inc. Class A Common Stock represents ownership in Ibotta Inc., a Denver-based technology company focused on digital promotions and performance marketing.

What is the latest news on IBTA?

The most recent item we track (Seeking Alpha, 11 Sept 2026): "Ibotta, Inc. (IBTA) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript". Ibotta, Inc. (IBTA) presented at the Goldman Sachs Communacopia + Technology Conference 2026, and the transcript of its remarks was published by Seeking Alpha. The presentation covered Ibotta's participation in the conference.

Company

About Ibotta, Inc.

Ibotta Inc. Class A Common Stock represents ownership in Ibotta Inc., a Denver-based technology company focused on digital promotions and performance marketing. Ibotta helps consumer packaged goods brands deliver offers to consumers through the Ibotta Performance Network, a unified platform that connects brands, publishers, and shoppers across a wide range of digital channels. The company’s services are designed to support targeted promotions, consumer engagement, and campaign measurement for brands operating in retail and related consumer markets. Its platform plays a role in the broader commerce and advertising ecosystem by linking promotional activity with purchase outcomes. Ibotta Inc. Class A Common Stock is used by investors to gain exposure to a business centered on digital commerce enablement, consumer rewards, and data-driven marketing services.

CEO Mr. Bryan W. Leach · 800 employees · United States · https://www.ibotta.com