Analysts' Perspectives: Ibotta Viewed by Seven Experts
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 15 2025
0mins
Should l Buy IBTA?
Source: Benzinga
Analyst Ratings Overview: Ibotta's ratings from 7 analysts show a mix of sentiments, with recent evaluations indicating a total of 1 bullish, 4 indifferent, and 1 bearish rating in the last 30 days, alongside a significant decrease in average price targets from $56.43 to $30.14.
Financial Performance Insights: Ibotta faces revenue challenges with a decline of approximately -2.16% over the past three months, although it maintains strong profitability with a net margin of 2.89% and an exceptional return on equity (ROE) of 0.66%.
Market Capitalization and Debt Management: The company's market capitalization is below industry benchmarks, reflecting smaller scale operations, while its debt-to-equity ratio of 0.07 indicates a conservative financial approach with lower dependency on debt financing.
Analyst Rating Process: Analysts determine ratings based on company performance, financial statements, and market conditions, providing insights into growth estimates and revenue predictions, which are essential for investor decision-making.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy IBTA?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on IBTA
Wall Street analysts forecast IBTA stock price to rise
6 Analyst Rating
1 Buy
3 Hold
2 Sell
Hold
Current: 20.470
Low
22.00
Averages
28.00
High
33.00
Current: 20.470
Low
22.00
Averages
28.00
High
33.00
About IBTA
Ibotta, Inc. is a technology company that allows consumer packaged goods (CPG) brands to deliver digital promotions to consumers through a single network called the Ibotta Performance Network (IPN). The Company provides promotional services to publishers, retailers, and advertisers through the IPN, which includes its direct-to-consumer mobile, Web, and browser extension properties and its network of third-party publisher properties. The Company offers products in non-discretionary categories, such as grocery, and also works with general merchandise manufacturers in categories such as toys, clothing, beauty, electronics, pets, home goods, and sporting goods. Its technology platform uses an artificial intelligence (AI)-enabled offer engine that is designed to match and distribute the right offer to the right consumer at the right time. The Company also hosts offers on direct-to-consumer properties, which include the Ibotta-branded cashback mobile app, Website, and browser extension.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ibotta Releases 2026 State of Spend Report
- Consumer Behavior Shift: Despite ongoing inflation, 67% of consumers report a 3% decrease in negative impacts, indicating a stronger focus on value and weakening brand loyalty, prompting CPG brands to rethink customer acquisition and retention strategies.
- Shopping Flexibility: The survey reveals that 32% of consumers shop with only a 'loose idea' or no plan at all, with pre-trip list-making dropping from 75% to 68%, suggesting a greater inclination to capitalize on in-store promotions, thus increasing opportunities for brands to attract new customers.
- Declining Brand Loyalty: Data shows that 62% of consumers prioritize price over brand names, particularly in food and beverage categories, where 62% require discounts of 25% or more to switch brands, highlighting the fragility of brand loyalty.
- Increase in Private Label Purchases: 44% of consumers report buying more store brands than last year, with 88% planning to maintain or increase private label purchases in 2026, reflecting a growing trust in private label quality, especially in food and home categories.
See More
Ibotta to Report Q4 2025 Financial Results on February 25, 2026
- Earnings Release Schedule: Ibotta will announce its Q4 2025 financial results after market close on February 25, 2026, highlighting its performance and market dynamics within the digital promotions network.
- Conference Call Details: Following the earnings release, management will host a conference call and webcast at 2:30 p.m. MT (4:30 p.m. ET) to discuss financial results and future business outlook, enhancing investor communication.
- Market Influence: As the largest digital promotions network in North America, Ibotta has reached over 200 million consumers through its Ibotta Performance Network (IPN), showcasing its significant role in the CPG brand landscape.
- Consumer Earnings: Since 2012, American shoppers have earned over $2.6 billion through the IPN, indicating Ibotta's success in enhancing consumer shopping experiences and brand marketing effectiveness.
See More
Ibotta to Report Q4 2025 Financial Results on February 25, 2026
- Earnings Release Schedule: Ibotta will announce its Q4 2025 financial results after market close on February 25, 2026, highlighting its ongoing growth in the digital promotions sector.
- Management Conference Call: Following the earnings release, management will host a conference call at 2:30 p.m. MT to discuss financial results, recent developments, and business outlook, aiming to bolster investor confidence.
- Digital Promotions Network: Ibotta reaches over 200 million consumers through its Ibotta Performance Network (IPN), with American shoppers earning over $2.6 billion since 2012, demonstrating its significant market influence.
- Industry Recognition: Headquartered in Denver, Ibotta has been recognized as a top workplace by The Denver Post and Inc. Magazine, reflecting its strong reputation and employee satisfaction in the industry.
See More
Ibotta, Inc. Faces Shareholder Investigation Over IPO Misstatements
- Shareholder Investigation: Grabar Law Office is investigating whether Ibotta, Inc. (NYSE: IBTA) executives breached their fiduciary duties, particularly concerning the protection of shareholders' rights post-IPO on April 18, 2024.
- False Statement Allegations: A federal securities fraud class action alleges that Ibotta failed to warn investors about the at-will nature of its contract with Kroger, which could allow a major client to cancel without notice, potentially destabilizing revenue streams.
- Potential Legal Consequences: Investors holding Ibotta shares can seek corporate reforms, fund recovery, and court-approved incentive awards, indicating that the legal risks faced by the company may negatively impact its stock price.
- Market Confidence Erosion: The failure to disclose contract risks may undermine market confidence in Ibotta, leading investors to potentially lower their expectations for future performance, which could affect the company's long-term strategic outlook.
See More
Ibotta, Inc. Faces Shareholder Investigation Over IPO Misleading Claims
- Shareholder Investigation Launched: Grabar Law Office is investigating whether Ibotta, Inc. (NYSE: IBTA) executives breached their fiduciary duties, particularly regarding misleading statements made during the April 18, 2024 IPO, which could lead to shareholder losses.
- Undisclosed Contract Risks: Ibotta failed to inform investors that its contract with Kroger was at-will and could be terminated at any time, a lack of disclosure that may undermine investor confidence and affect stock performance.
- Legal Recourse Available: Shareholders holding Ibotta shares can seek corporate reforms and fund recovery at no cost, providing a legal remedy for affected investors.
- Market Confidence Eroded: The scrutiny over Ibotta's IPO statements may diminish market confidence in the company’s future, leading to stock price volatility and a decline in investor trust.
See More
Ibotta, Inc. Faces Lawsuit Over IPO Fraud Investigation
- Shareholder Investigation: Grabar Law Office is investigating Ibotta, Inc. (NYSE:IBTA) for potential breaches of fiduciary duties by its executives, which could lead to significant corporate governance reforms if substantiated.
- IPO Risk Concealment: Ibotta failed to adequately disclose the at-will nature of its contract with Kroger during its April 18, 2024 IPO, resulting in investors being unaware of the risk that a major client could terminate the contract at any time, potentially impacting future revenue stability.
- Potential Legal Actions: Investors holding Ibotta shares are encouraged to seek the return of funds and court-approved incentive awards, reflecting shareholder concerns over corporate governance and demands for greater management transparency.
- Market Confidence Erosion: Allegations of securities fraud have undermined market confidence in Ibotta, likely leading to stock price volatility and diminished investor trust, which could affect the company's future financing and business expansion capabilities.
See More
Ibotta Releases 2026 State of Spend Report
- Consumer Behavior Shift: Despite ongoing inflation, 67% of consumers report a 3% decrease in negative impacts, indicating a stronger focus on value and weakening brand loyalty, prompting CPG brands to rethink customer acquisition and retention strategies.
- Shopping Flexibility: The survey reveals that 32% of consumers shop with only a 'loose idea' or no plan at all, with pre-trip list-making dropping from 75% to 68%, suggesting a greater inclination to capitalize on in-store promotions, thus increasing opportunities for brands to attract new customers.
- Declining Brand Loyalty: Data shows that 62% of consumers prioritize price over brand names, particularly in food and beverage categories, where 62% require discounts of 25% or more to switch brands, highlighting the fragility of brand loyalty.
- Increase in Private Label Purchases: 44% of consumers report buying more store brands than last year, with 88% planning to maintain or increase private label purchases in 2026, reflecting a growing trust in private label quality, especially in food and home categories.
See More
Ibotta to Report Q4 2025 Financial Results on February 25, 2026
- Earnings Release Schedule: Ibotta will announce its Q4 2025 financial results after market close on February 25, 2026, highlighting its performance and market dynamics within the digital promotions network.
- Conference Call Details: Following the earnings release, management will host a conference call and webcast at 2:30 p.m. MT (4:30 p.m. ET) to discuss financial results and future business outlook, enhancing investor communication.
- Market Influence: As the largest digital promotions network in North America, Ibotta has reached over 200 million consumers through its Ibotta Performance Network (IPN), showcasing its significant role in the CPG brand landscape.
- Consumer Earnings: Since 2012, American shoppers have earned over $2.6 billion through the IPN, indicating Ibotta's success in enhancing consumer shopping experiences and brand marketing effectiveness.
See More
Ibotta to Report Q4 2025 Financial Results on February 25, 2026
- Earnings Release Schedule: Ibotta will announce its Q4 2025 financial results after market close on February 25, 2026, highlighting its ongoing growth in the digital promotions sector.
- Management Conference Call: Following the earnings release, management will host a conference call at 2:30 p.m. MT to discuss financial results, recent developments, and business outlook, aiming to bolster investor confidence.
- Digital Promotions Network: Ibotta reaches over 200 million consumers through its Ibotta Performance Network (IPN), with American shoppers earning over $2.6 billion since 2012, demonstrating its significant market influence.
- Industry Recognition: Headquartered in Denver, Ibotta has been recognized as a top workplace by The Denver Post and Inc. Magazine, reflecting its strong reputation and employee satisfaction in the industry.
See More
Ibotta, Inc. Faces Shareholder Investigation Over IPO Misstatements
- Shareholder Investigation: Grabar Law Office is investigating whether Ibotta, Inc. (NYSE: IBTA) executives breached their fiduciary duties, particularly concerning the protection of shareholders' rights post-IPO on April 18, 2024.
- False Statement Allegations: A federal securities fraud class action alleges that Ibotta failed to warn investors about the at-will nature of its contract with Kroger, which could allow a major client to cancel without notice, potentially destabilizing revenue streams.
- Potential Legal Consequences: Investors holding Ibotta shares can seek corporate reforms, fund recovery, and court-approved incentive awards, indicating that the legal risks faced by the company may negatively impact its stock price.
- Market Confidence Erosion: The failure to disclose contract risks may undermine market confidence in Ibotta, leading investors to potentially lower their expectations for future performance, which could affect the company's long-term strategic outlook.
See More
Ibotta, Inc. Faces Shareholder Investigation Over IPO Misleading Claims
- Shareholder Investigation Launched: Grabar Law Office is investigating whether Ibotta, Inc. (NYSE: IBTA) executives breached their fiduciary duties, particularly regarding misleading statements made during the April 18, 2024 IPO, which could lead to shareholder losses.
- Undisclosed Contract Risks: Ibotta failed to inform investors that its contract with Kroger was at-will and could be terminated at any time, a lack of disclosure that may undermine investor confidence and affect stock performance.
- Legal Recourse Available: Shareholders holding Ibotta shares can seek corporate reforms and fund recovery at no cost, providing a legal remedy for affected investors.
- Market Confidence Eroded: The scrutiny over Ibotta's IPO statements may diminish market confidence in the company’s future, leading to stock price volatility and a decline in investor trust.
See More
Ibotta, Inc. Faces Lawsuit Over IPO Fraud Investigation
- Shareholder Investigation: Grabar Law Office is investigating Ibotta, Inc. (NYSE:IBTA) for potential breaches of fiduciary duties by its executives, which could lead to significant corporate governance reforms if substantiated.
- IPO Risk Concealment: Ibotta failed to adequately disclose the at-will nature of its contract with Kroger during its April 18, 2024 IPO, resulting in investors being unaware of the risk that a major client could terminate the contract at any time, potentially impacting future revenue stability.
- Potential Legal Actions: Investors holding Ibotta shares are encouraged to seek the return of funds and court-approved incentive awards, reflecting shareholder concerns over corporate governance and demands for greater management transparency.
- Market Confidence Erosion: Allegations of securities fraud have undermined market confidence in Ibotta, likely leading to stock price volatility and diminished investor trust, which could affect the company's future financing and business expansion capabilities.
See More
