
Ibotta Inc (IBTA) Stock Forecast & Price Target
Ibotta Inc (IBTA) Analyst Ratings
Bulls say
Ibotta Inc. is positioned for significant revenue and profitability growth by enhancing its relationships with consumer packaged goods (CPG) advertisers and third-party publishers, while actively pursuing new partnerships that bolster its operational model. The strategic shift from a direct-to-consumer app to a performance marketing network has not only scaled its business opportunities but also improved unit economics, indicating a solid foundation for financial gains. Furthermore, the anticipated acceleration of the Ibotta flywheel, driven by increased collaboration with both publishers and CPG advertisers, signifies a robust pathway for expansion into broader merchandise categories.
Bears say
Ibotta Inc is facing a concerning forecast, with revenue projections for 2026 being adjusted to flat growth, a stark contrast to the prior expectations of 19% growth. The company is also undergoing a salesforce reorganization that has already resulted in a significant 16% revenue decline when accounts experience a representative handoff. Furthermore, difficulties in adding new publishers and the potential for increased revenue share or equity payments to those new partners could hinder overall financial performance, indicating a challenging outlook for the company's growth trajectory.
This aggregate rating is based on analysts' research of Ibotta Inc and is not a guaranteed prediction by Public.com or investment advice.
Ibotta Inc (IBTA) Analyst Forecast & Price Prediction
Start investing in Ibotta Inc (IBTA)
Order type
Buy in
Order amount
Est. shares
0 shares