IBTA · Ibotta, Inc.

Track IBTA — free

$36.48 -1.42 (-3.75%) At close · Aug 20

Market Cap

$878.13M

23.17M

Up next

Next earnings call

Nov 1, 2026 Est · unconfirmed · in 10 wks

FQ3-26 quarter ends

~Sep 30, 2026 Est

Latest filing: 10-Q

filed Aug 4, 2026

AI Brief

TL;DR.

Bullish

Bearish

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Ask ALVIS about this →

Equibles Rating

blended score · not investment advice

Overall

Buy

SellHoldBuy

Technical Strong Buy Momentum Very Strong Sentiment Neutral Fundamentals Strong Quant / Vol Very High

Market backdrop VIX 14.9 · calm Equity put/call 0.52

Technical

price trend

Strong Buy

50 / 200-day cross No cross

Price vs 200-day avg +29%

above

Price vs 50-day avg +13%

above

RSI (14) 56

neutral

MACD trend Positive

52-week position 88%

near high

Volume (OBV) Confirms

volume backs price

Momentum

relative strength

Very Strong

1-month return +39%

trailing

6-month return +46%

trailing

YTD return +60%

this year

Relative strength +35%

vs S&P · 6-mo

Sentiment

smart money

Neutral

Trend (MA cross) No cross

50d $32 › 200d $28 — 50d above 200d

Institutional flow Accumulating

+10% holders QoQ · +29 funds added

Insider flow Distributing

Net -$17.7M over 90 days · 100% sells

Short interest Rising

13.73% of float · ▲ +4.1% MoM · 17.7 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

145 holders — near 2-yr high, broad support

Squeeze score 77

high risk · 0–100

Fundamentals

Strong

Revenue growth −7%

Y/Y

Gross margin 79%

contracting

EPS growth −95%

Y/Y

Free cash flow $75.0M

Balance sheet $186.6M

net cash

Quant / Vol

risk profile

Very High

Volatility 83%

annualized · 1-yr

Max drawdown −45%

past year

ATR 7.1%

of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

what management promised — and delivered

Beat or met 2 of last 2

Latest guidance · from the 8-K filed Aug 3, 2026

Adjusted EBITDA · Third quarter 2026 Non-GAAP Initiated $12M – $14M

Prior guidance period ended · from the 8-K filed May 6, 2026

Revenue · Second quarter 2026 $82M – $86M

Adjusted EBITDA · Second quarter 2026 $9M – $12M

Guided vs delivered · last 2 settled

Revenue Fourth quarter 2025

guided $80M – $85M

guided $80M – $85M $88.53M Beat +7.3%

Revenue Third quarter 2025

guided $79M – $84M

guided $79M – $84M $83.26M In line

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Strong Buy

0 · 3 · 4

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

+29% Bullish

Price vs 50-day avg

+13% Bullish

RSI (14)

56 Neutral

MACD trend

Positive Bullish

52-week position

88% Bullish

Volume (OBV)

Confirms Neutral

Market signals — smart money & positioning

Mixed

Trend (MA cross) No cross

50d $32 › 200d $28 — 50d above 200d

Institutional flow Accumulating

+10% holders QoQ · +29 funds added

Insider flow Distributing

Net -$17.7M over 90 days · 100% sells

Short interest Rising

13.73% of float · ▲ +4.1% MoM · 17.7 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

145 holders — near 2-yr high, broad support

Price context

position in its 52-week range

Range low $19 Now $36 · 88% Range high $39

vs 200-day avg +29% vs 50-day avg +13%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings

Metric	Latest	Period	YoY
Adjusted EBITDA non-GAAP	25.26M	Six months ended June 30, 2026	—

Adjusted EBITDA margin non-GAAP	14.7%	Six months ended June 30, 2026	—

Direct-to-consumer redeemers	1.4M	Three months ended June 30, 2026	—

Direct-to-consumer redemption revenue per redemption	$1.1	Three months ended June 30, 2026	—

Direct-to-consumer redemptions	17.06M	Three months ended June 30, 2026	—

Direct-to-consumer redemptions per redeemer	12.2	Three months ended June 30, 2026	—

Free cash flow non-GAAP	31.34M	Six months ended June 30, 2026	—

Non-GAAP net income non-GAAP	17.75M	Six months ended June 30, 2026	—
Non-GAAP net income as a percent of revenue non-GAAP	10.4%	Six months ended June 30, 2026	—

Non-GAAP net income per share, diluted non-GAAP	$0.7	Six months ended June 30, 2026	—
Third-party publisher redeemers	19.54M	Three months ended June 30, 2026	—

Third-party publisher redemption revenue	$61.5M	the second quarter	—
Third-party publisher redemption revenue per redemption	$0.83	Three months ended June 30, 2026	—

Third-party publisher redemptions	74.4M	the second quarter	—

Third-party publisher redemptions per redeemer	3.8	Three months ended June 30, 2026	—

Total redeemers	20.9M	the second quarter	—

Total redemption revenue	$80.2M	second quarter ended June 30, 2026	+9.6%

Total redemption revenue per redemption	$0.88	Three months ended June 30, 2026	—

Total redemptions	91.42M	Three months ended June 30, 2026	—

Total redemptions per redeemer	4.4	Three months ended June 30, 2026	—

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Software - Application — same industry group

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
IBTA Ibotta, Inc. this stock	$878.13M	+60.5%	-6.8%	—	13.7%
SAP Sap SE	$249.56B	-10.6%	—	—	0.7%
SHOP Shopify Inc.	$188.60B	-8.6%	+30.1%	98.4	1.6%
CRM Salesforce, Inc.	$168.25B	-22.5%	+25.9%	23.8	3.6%
UBER Uber Technologies, Inc	$160.44B	-3.9%	+18.3%	—	2.3%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Reducing

Holders

145

% held: 60.6%
Net QoQ: -262.1K sh
Top holder: Koch, Inc.

Held Float

View

Held by Funds

Fund positions

145

View

Short & Settlement

Short Interest Rising

Shares short

3.2M

Days to cover: 17.7d
Change: +125.3K sh

View

Short Volume

Short vol %

63%

As of: Aug 20, 2026

Short Total

View

Fails to Deliver

FTD shares

Value: $1.2K
As of: Jul 31, 2026

View

Off-Exchange

Off-exchange %

39.2%

Week of: Jul 13, 2026

Off-exch Lit

View

Smart Money

Insider Trades Net selling

Net (90d)

-$17.7M

Buyers / Sellers: 0 / 2

Buyers Sellers

View

Financials

Revenue (FY)

$342.4M

Net income (FY): $3.6M
EPS diluted: $0.12

View

Buybacks

Authorized

shares 6.5M

Remaining: shares 3.0M

Spent Remaining

View

Filings

SEC Filings

Latest

10-Q

Filed: Aug 4, 2026
This year: 10

View

Proposed Sales

Value

$1.1M

Shares: 30.6K
Filed: Aug 11, 2026

View

Earnings & Events

Earnings Calls

Last call

Aug 3, 2026

View

Performance

	5D	20D	120D	MTD	YTD
IBTA	-4.5%	+38.8%	+46.1%	+52.0%	+60.5%
SPY	-2.0%	+3.3%	+11.2%	+2.1%	+11.8%
vs SPY	-2.5%	+35.5%	+34.9%	+49.9%	+48.7%

Capital returns

Buyback program · as of Jun 30, 2026

Authorized

shares 6.54M

Spent (derived)

shares 3.56M

Remaining

shares 2.98M

Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1538379 CUSIP 451051106 13F (30d) 133 filings 133 filers Visit website Investor relations

IBTA · Ibotta, Inc.

Price & Indicators

Up next

AI Brief

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns