IBTATechnology · Software - ApplicationThe 9 Wall Street analysts covering Ibotta, Inc. hold a median 12-month price target of $38 — -1.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 78 of 100 as at 22 Aug 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 −1.1% 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 24 Aug 2026, Ibotta, Inc. returned +40.5% against +19.6% 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 47% of US stocks
Cheaper than 30% of US stocks
Cheaper than 96% 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
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 $892.8M and an enterprise value of $767.6M.
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: 20.4× — the forward figure prices analyst consensus estimates, not reported 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, 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 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.
Ibotta (IBTA) reported quarterly earnings of $0.46 per share, surpassing the Zacks Consensus Estimate of $0.40 per share and significantly up from $0.08 per share a year earlier.
Why it matters — The earnings beat and substantial year-over-year growth indicate Ibotta's financial performance exceeded analyst expectations in the most recent quarter.
Ibotta, Inc. published a Business Wire press release from Denver announcing its financial results for the second quarter of 2026. The release reports the company's quarterly financial performance.
Why it matters — An IBTA watcher would care because this quarterly financial results announcement provides an official update on the company's recent earnings performance.
7-Eleven and Ibotta announced a partnership to bring performance-based promotions to convenience retail, as reported by Business Wire from Denver and Irving, Texas.
Why it matters — The collaboration expands Ibotta's performance-based promotional platform into the convenience-retail channel through a major national retailer.
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. 78 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Aug 2026, Ibotta, Inc. ranks 78 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 -1.1% from the last close, and Ticker Nerd's factor model ranks Ibotta, Inc. 78 out of 100 as at 22 Aug 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 +40.5% over the 12 months to 24 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Ibotta Inc. is a tech-oriented company primarily known for its innovative cash-back shopping platform.
The most recent item we track (Seeking Alpha, 4 Aug 2026): "Ibotta, Inc. (IBTA) Q2 2026 Earnings Call Transcript". 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.
Ibotta Inc. is a tech-oriented company primarily known for its innovative cash-back shopping platform. Ibotta offers consumers a seamless way to earn cash rewards on their everyday purchases, promoting increased customer loyalty and engagement. This platform collaborates with over 1,500 brands and retailers, spanning sectors such as groceries, clothing, electronics, and more, thus playing a significant role in the consumer economy. Ibotta Inc. leverages cutting-edge data analytics to provide tailored promotions and advertisements, thereby enhancing the advertising reach of brands while offering valuable savings to consumers. Headquartered in Denver, Colorado, Ibotta continues to transform the shopping experience by integrating advanced technology with user-friendly interfaces, facilitating transactions both online and in-store. Its presence in the rapidly growing fintech market underscores its importance as a key player in driving consumer purchase decisions and retail strategies.
CEO Mr. Bryan W. Leach · 800 employees · United States · https://www.ibotta.com
