IBTATechnology · Software - ApplicationThe 9 Wall Street analysts covering Ibotta, Inc. hold a median 12-month price target of $49 — -22.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 89 of 100 as at 4 Nov 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 (20): Sales and profits are flat, shrinking, or growing more slowly than they were.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ 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 −22.2% from it.
Of the 20 most recent actions, 12 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 4 Nov 2026 | Goldman Sachs | Upgrade | Neutral | $35 → $58 |
| 3 Nov 2026 | Evercore ISI Group | Maintains | In-Line | $42 → $58 |
| 3 Nov 2026 | Needham | Maintains | Buy | $45 → $65 |
| 3 Nov 2026 | Wells Fargo | Maintains | Equal-Weight | $40 → $49 |
| 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 | — |
| 8 July 2026 | Goldman Sachs | Maintains | Sell | $32 → $28 |
| 7 May 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 7 May 2026 | Evercore ISI Group | Maintains | In-Line | $29 → $40 |
| 7 May 2026 | Needham | Maintains | Buy | $33 → $45 |
| 7 May 2026 | Needham | Maintains | Buy | — |
| 7 May 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 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 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
IBTA appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Ibotta, Inc. returned +105.3% against +14.8% 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 29% of US stocks
Cheaper than 15% of US stocks
Cheaper than 99% of US stocks
Higher than 66% of US stocks
Higher than 40% of US stocks
Higher than 90% of US stocks
Higher than 54% of US stocks
Higher than 24% of US stocks
Higher than 39% of US stocks
Higher than 40% 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 $1.4B and an enterprise value of $1.3B.
Revenue in the twelve months to 30 June 2026: $343.2M. The latest quarter grew 17.5% 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: 29.5× — 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 reported a strong third quarter following 18 months of stagnation. The company appeared to lower prices on its marketing services and experienced a substantial rebound in demand.
Why it matters — The quarter’s results and apparent pricing changes may help IBTA watchers assess the company’s demand trends.
Ibotta reported strong Q3 revenue growth, with a 23% increase in third-party publisher network revenue offsetting D2C declines. Gross margins were near 80%, while high stock-based compensation weighed on GAAP operating margins; Q4 guidance pointed to slower top-line and margin growth.
Why it matters — IBTA watchers may note third-party network growth and new partnerships alongside the slower growth and limited bottom-line leverage described in the item.
The Motley Fool highlighted that Ibotta’s third-quarter revenue rose 17% year over year to $97.8 million. Revenue from third-party publisher redemptions increased 43%.
Why it matters — The figures give IBTA watchers an update on overall revenue growth and the performance of third-party publisher redemption revenue.
Ibotta held its Q3 2026 earnings conference call on November 2, 2026, with CEO Bryan Leach and CFO Matthew Puckett participating. The excerpt lists conference-call attendees but provides no financial results or management commentary.
Why it matters — IBTA watchers can note the call took place, but this excerpt does not provide information about the company’s quarterly performance.
Ibotta reported third-quarter results above its guidance range, with revenue up 17% year over year to $97.8 million and adjusted EBITDA up 43% to $23.8 million. Management cited stronger advertiser offer supply, seasonal back-to-school programs, publisher network growth and increased consumer demand for savings.
Why it matters — The results and management’s explanations offer IBTA watchers an update on the factors behind the company’s quarterly performance.
The 9 Wall Street analysts covering Ibotta, Inc. have a median 12-month price target of $49, with estimates ranging from $26 to $60. 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, 7 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Ibotta, Inc. 89 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, Ibotta, Inc. ranks 89 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 -22.2% from the last close, and Ticker Nerd's factor model ranks Ibotta, Inc. 89 out of 100 as at 4 Nov 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: $26 to $60 over the next 12 months.
Ibotta, Inc. returned +105.3% over the 12 months to 4 Nov 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 (The Motley Fool, 3 Nov 2026): "Why Ibotta, Inc. Rallied Over 30% Today". Ibotta reported a strong third quarter following 18 months of stagnation. The company appeared to lower prices on its marketing services and experienced a substantial rebound in demand.
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
