
- Price
- $37.34
- Day
- +51.91%
- Mkt Cap
- $948.84M
- 52W Range
- $19.10 – $40.49
- Volume
- 1.25M
- Beta
- -0.43

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Ibotta, Inc. (IBTA) Q2 2026 Earnings Call Transcript
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DENVER & IRVING, Texas--(BUSINESS WIRE)--7-Eleven and Ibotta Join Together to Bring Performance-Based Promotions to Convenience Retail.
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DENVER--(BUSINESS WIRE)--Ibotta Reports Second Quarter 2026 Financial Results.
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Ibotta NYSE: IBTA reported second-quarter revenue growth that exceeded its guidance range, marking the company's first year-over-year increase in total revenue since the first quarter of 2025. Management attributed the improvement to stronger advertiser offer supply, expanded publisher relationships and changes to its sales organization.
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Ibotta (IBTA) came out with quarterly earnings of $0.46 per share, beating the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.08 per share a year ago.
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Ibotta, Inc. is rated Hold, with a $32 target, as the current valuation reflects both risks and upside from its business transition. The high-margin D2C app is in secular decline, with Q1 D2C revenue down 25% and margins contracting sharply. Growth in the lower-margin Ibotta Performance Network is not yet offsetting D2C losses, resulting in overall revenue and margin declines.
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