IbottaIBTA
IBTA
About: Ibotta Inc is a performance marketing platform. It allows CPG brands to deliver digital promotions to consumers through a single, convenient network called the Ibotta Performance Network (IPN).
Employees: 858
0
Funds holding %
of 7,139 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
217% more call options, than puts
Call options by funds: $5.97M | Put options by funds: $1.89M
189% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 18
45% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 22
44% more capital invested
Capital invested by funds: $624M [Q3] → $901M (+$277M) [Q4]
13.52% more ownership
Funds ownership: 36.83% [Q3] → 50.35% (+13.52%) [Q4]
7% more funds holding
Funds holding: 107 [Q3] → 114 (+7) [Q4]
33% less funds holding in top 10
Funds holding in top 10: 3 [Q3] → 2 (-1) [Q4]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$85
30%
upside
Avg. target
$85
30%
upside
High target
$85
30%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
JMP Securities Aaron Kimson 71% 1-year accuracy 10 / 14 met price target | 30%upside $85 | Market Outperform Reiterated | 27 Jan 2025 |
Financial journalist opinion
Positive
Zacks Investment Research
1 week ago
FUTU vs. IBTA: Which Stock Should Value Investors Buy Now?
Investors interested in Technology Services stocks are likely familiar with Futu Holdings Limited Sponsored ADR (FUTU) and Ibotta (IBTA). But which of these two stocks is more attractive to value investors?
Neutral
Business Wire
2 weeks ago
Ibotta To Announce Fourth Quarter 2024 Financial Results on February 26, 2025
DENVER--(BUSINESS WIRE)--Ibotta (NYSE: IBTA), which operates the largest digital promotions network in North America, announced today that it will report fourth quarter 2024 financial results after the market closes on Wednesday, February 26, 2025. Management will host a conference call and webcast to discuss Ibotta's financial results, recent developments, and business outlook at 2:30 p.m. MT/4:30 p.m. ET following the release of the financial results. What: Ibotta Fourth Quarter 2024 Financia.
Positive
Seeking Alpha
1 month ago
Ibotta: Scaling Growth With Strong Retailer Partnerships
I give a buy rating for Ibotta Inc. (IBTA), am an especially bullish about its strategic pivot to 3P partnerships. IBTA's IPN offers performance-based digital marketing for CPG brands, leveraging cashback incentives and promotional offers through D2C and third party (3P) segments. The 3P model expands IBTA's audience and revenue potential, reduces customer acquisition costs, and enhances gross profit margins, with Walmart (WMT) as a key growth anchor.
Neutral
Business Wire
1 month ago
DoorDash and Ibotta Partner to Help Consumers Save on Everyday Purchases
DENVER--(BUSINESS WIRE)--Ibotta (NYSE: IBTA), which operates the largest digital promotions network in North America, and DoorDash (NASDAQ: DASH), the local commerce platform, today announced a multi-year strategic partnership to provide DoorDash customers with access to Ibotta's industry-leading catalog of digital promotions. In joining the Ibotta Performance Network (IPN), DoorDash continues to create value for consumers with personalized promotions and coupons to further save on items in a r.
Neutral
Business Wire
2 months ago
Ibotta Appoints Chris Riedy as new Chief Revenue Officer
DENVER--(BUSINESS WIRE)--Ibotta, Inc. (NYSE: IBTA), which operates the largest digital promotions network in North America, announced today that Chris Riedy will join the company as Chief Revenue Officer (CRO), effective January 13, 2025. He will report to CEO and founder, Bryan Leach, and will join the company's Senior Leadership Team.
Positive
Seeking Alpha
2 months ago
Ibotta: A Story Worth Keeping An Eye On
The stock of coupon platform operator Ibotta has bounced back some 20% since reporting better than expected Q3 results in mid-November. Ibotta, Inc. also announced a $100 million share buyback in August, reflecting confidence in its strong balance sheet and growth potential beyond the grocery vertical. The company seems to have solid long-term sales growth prospects and good free cash flow. An analysis around this Busted IPO follows in the paragraphs below.
Positive
The Motley Fool
2 months ago
Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
There are growth investors, and then there's the more aggressive Cathie Wood. The co-founder, CEO, and investment manager for Ark Invest has struggled to duplicate the market-thumping success she achieved four years ago, but she's always moving.
Positive
Zacks Investment Research
3 months ago
PSN vs. IBTA: Which Stock Should Value Investors Buy Now?
Investors interested in stocks from the Technology Services sector have probably already heard of Parsons (PSN) and Ibotta (IBTA). But which of these two stocks offers value investors a better bang for their buck right now?
Negative
Benzinga
3 months ago
Ibotta Analysts Slash Their Forecasts After Q3 Earnings Results
Ibotta, Inc. IBTA reported better-than-expected third-quarter sales on Wednesday.
Positive
CNBC Television
3 months ago
Our business will have a reacceleration in the coming year, says ibotta CEO Bryan Leach
Bryan Leach, ibotta CEO, joins 'Closing Bell: Overtime' to discuss earnings, the state of consumers and grocery partners.
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