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Upturn AI Summary - About
Ibotta, Inc.(IBTA)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IBTA
09/25/2026: IBTA (1-star) is currently NOT-A-BUY. Pass it for now.
Ibotta is a technology company that operates a performance marketing platform connecting brands with shoppers through digital promotions. Its core business strength lies in the Ibotta Performance Network, which leverages extensive consumer data to provide measurable returns for retailers and CPG brands. The company’s primary growth opportunity is the continued expansion of its network across third-party publishers and retail partners. However, it faces risks from concentrated partner dependencies, intense competition from retailers developing their own media networks, and data privacy regulations. Ibotta is generally best suited for growth-oriented investors who can tolerate high volatility and monitor the progress of its B2B performance platform.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Ibotta represents a growing player in the digital retail media space with a scalable B2B platform model. |
| Momentum investor | Mixed fit | Momentum appeal is conditional on consistent growth in network transactions and positive market sentiment toward retail tech. |
| Value investor | Weak fit | As a growth-stage technology company, Ibotta's current valuation is driven by future potential rather than traditional value metrics. |
| Dividend investor | Weak fit | Ibotta does not pay a dividend and is focused on reinvesting capital for expansion. |
| Low-risk investor | Weak fit | The volatility associated with newer public growth stocks makes this a poor fit for risk-averse portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | As a recently listed growth company, the stock may experience significant price swings based on quarterly performance. |
| Valuation risk | Medium / high | High expectations for revenue growth are already baked into the stock price, leaving little room for error. |
| Competition risk (Digital Retail Media) | High | Major retailers are developing proprietary ad networks, which could disintermediate Ibotta's services. |
| Business quality | Medium | The business model has strong network effects, but long-term defensibility remains to be proven against larger incumbents. |
| Dividend income | Low / none | Investors should not expect income generation from this stock. |
| Execution risk | Medium | Successful scaling of the IPN requires consistent onboarding of new retailers and brands to maintain network value. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type Stock | Historic Profit -33.11% | Avg. Invested days 23 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 968.06M USD | Price to earnings Ratio - | 1Y Target Price 36.14 |
Price to earnings Ratio - | 1Y Target Price 36.14 | ||
Volume (30-day avg) 192.4K shares | Beta -0.24 | 52 Weeks Range 19.10 - 43.43 | Updated Date 09/25/2026 |
52 Weeks Range 19.10 - 43.43 | Updated Date 09/25/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.48 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Ibotta Performance Network (IPN) | Revenue generated from brands and retailers paying for digital promotion distribution and measurable performance outcomes. | This is the primary growth engine and high-margin segment of the business. |
| Direct-to-Consumer Platform | Engagement metrics and consumer data derived from the Ibotta app, supporting its broader advertising network. | This segment drives the user traffic that makes the network valuable to advertisers. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE - | Forward PE 24.69 | Enterprise Value 834.11M | Price to Sales(TTM) 2.82 |
Enterprise Value 834.11M | Price to Sales(TTM) 2.82 | ||
Enterprise Value to Revenue 2.43 | Enterprise Value to EBITDA 2774.5 | Shares Outstanding 20.15M | Shares Floating 7.28M |
Shares Outstanding 20.15M | Shares Floating 7.28M | ||
Percent Insiders 49.13 | Percent Institutions 49.88 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Ibotta, Inc.
Exchange NYSE | Headquarters Denver, CO, United States | ||
IPO Launch date 2024-04-18 | Founder, President, CEO & Chairman Mr. Bryan W. Leach | ||
Sector Technology | Industry Software - Application | Full time employees 800 | Website https://www.ibotta.com |
Full time employees 800 | Website https://www.ibotta.com | ||
Ibotta, Inc., a technology company, provides digital promotion services to clients in the United States. The company sources digital promotions from its clients primarily consumer packaged goods brands and distributes these promotions to consumers through its network of publishers enabled by Ibotta Performance Network (IPN), a technology platform. It offers promotional services through the IPN, including direct-to-consumer mobile, web, and browser extension properties, as well as third-party publisher properties. The company also provides display ads, tiles, sponsored offers, newsletters, and feature placements. In addition, it offers LiveLift, a set of capabilities designed for brands to drive sales. The company serves consumer packaged goods brands. The company was formerly known as Zing Enterprises, Inc. and changed its name to Ibotta, Inc. in 2012. Ibotta, Inc. was incorporated in 2011 and is headquartered in Denver, Colorado.
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