IBTATechnology · Software - ApplicationThe 9 Wall Street analysts covering Ibotta, Inc. hold a median 12-month price target of $38 — -14.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 87 of 100 as at 14 Oct 2026 — inside the top quartile. The factors read stronger than the Street's target implies. That gap is the story on this page.
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.
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): 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.
The bullish and bearish analyst opinions on IBTA, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits −14.5% from it.
Of the 20 most recent actions, 8 moved their price target up and 10 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 5 Aug 2026 | UBS | Maintains | Neutral | $30 → $38 |
| 4 Aug 2026 | Evercore ISI Group | Maintains | In-Line | $40 → $42 |
| 4 Aug 2026 | Goldman Sachs | Maintains | Sell | $28 → $32 |
| 4 Aug 2026 | Needham | Reiterates | Buy | $45 |
| 4 Aug 2026 | Wells Fargo | Maintains | Equal-Weight | $38 → $40 |
| 8 July 2026 | Goldman Sachs | Maintains | Sell | $32 → $28 |
| 7 May 2026 | Evercore ISI Group | Maintains | In-Line | $29 → $40 |
| 7 May 2026 | Needham | Maintains | Buy | $33 → $45 |
| 7 May 2026 | Wells Fargo | Maintains | Equal-Weight | $34 → $38 |
| 26 Feb 2026 | Evercore ISI Group | Maintains | In-Line | $32 → $29 |
| 26 Feb 2026 | Wells Fargo | Maintains | Equal-Weight | $30 → $34 |
| 13 Nov 2025 | B of A Securities | Maintains | Underperform | $24 → $22 |
| 13 Nov 2025 | Evercore ISI Group | Maintains | In-Line | $38 → $32 |
| 13 Nov 2025 | Goldman Sachs | Maintains | Sell | $26 → $23 |
| 15 Oct 2025 | Goldman Sachs | Downgrade | Sell | $30 → $26 |
| 14 Aug 2025 | B of A Securities | Downgrade | Underperform | $57 → $24 |
| 14 Aug 2025 | Evercore ISI Group | Downgrade | In-Line | $65 → $38 |
| 14 Aug 2025 | Goldman Sachs | Downgrade | Neutral | $58 → $30 |
| 14 Aug 2025 | JMP Securities | Downgrade | Market Perform | — |
| 14 Aug 2025 | Needham | Maintains | Buy | $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.
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 14 Oct 2026, Ibotta, Inc. returned +42.7% against +17.5% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 2% of US stocks
Cheaper than 40% of US stocks
Cheaper than 22% of US stocks
Cheaper than 97% of US stocks
Higher than 35% of US stocks
Higher than 40% of US stocks
Higher than 90% of US stocks
Higher than 30% of US stocks
Higher than 26% of US stocks
Higher than 40% of US stocks
Higher than 39% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 $1.0B and an enterprise value of $879.7M.
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.
Trailing P/E: 323.7×; forward P/E: 23.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Ibotta, Inc. employs 800 people — $429K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
Ibotta announced it will release its third quarter 2026 financial results after the market closes on November 2, 2026. Management will hold a conference call and webcast at 2:30 p.m. MT / 4:30 p.m. ET to discuss the results, recent developments, and business outlook.
Why it matters — IBTA watchers can note when the company will report results and provide updates on its business outlook.
Seeking Alpha rates Ibotta as hold, citing an 83% year-to-date share price surge and premium valuation versus digital advertising peers, alongside negative near-term EBITDA growth from elevated investment costs despite strong redeemer and publisher expansion including a new 7-Eleven partnership. The report notes revenue growth remains unpredictable, tied to fluctuating FMCG advertiser budgets and offer supply, with 2Q26 marking the first year-over-year revenue growth since 1Q25.
Why it matters — IBTA watchers would care because the analysis highlights a stretched valuation with falling EBITDA, uncertain revenue drivers, and the significance of the new 7-Eleven partnership in the company's expansion amid cost-heavy investment.
Ibotta announced the appointment of Tony Weisman to its Board of Directors. Weisman brings over 30 years of experience in go-to-market strategy, digital transformation, and AI marketing, and previously served as Chief Marketing Officer of Dunkin' U.S., where he led rebranding and digital marketing initiatives.
Why it matters — The addition of a seasoned executive with deep expertise in digital marketing, AI implementation, and major brand stewardship could strengthen Ibotta's board and strategic direction in the promotions space.
Ibotta's CEO sold 39,103 shares at a weighted average price of $37.71, totaling approximately $1.5 million. The shares disposed represented 5% of the CEO's direct Class A equity stake held prior to the transaction.
Why it matters — An IBTA watcher would care because a CEO reducing a direct equity stake may signal insider sentiment about the company's near-term prospects.
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.
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.
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. 87 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Oct 2026, Ibotta, Inc. ranks 87 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).
No one can know that. What the data says: the median 12-month target from 9 analysts implies -14.5% from the last close, and Ticker Nerd's factor model ranks Ibotta, Inc. 87 out of 100 as at 14 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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.
Ibotta, Inc. returned +42.7% over the 12 months to 14 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Ibotta Inc. Class A Common Stock represents ownership in Ibotta Inc., a Denver-based technology company focused on digital promotions and performance marketing.
The most recent item we track (Business Wire, 7 Oct 2026): "Ibotta To Announce Third Quarter 2026 Financial Results on November 2, 2026". Ibotta announced it will release its third quarter 2026 financial results after the market closes on November 2, 2026. Management will hold a conference call and webcast at 2:30 p.m. MT / 4:30 p.m. ET to discuss the results, recent developments, and business outlook.
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
