Marketing platform Ibotta beats Q4 revenue estimates

Ibotta

25/02/2026 22:02

Overview

Performance marketing platform's Q4 revenue beat analyst expectations despite 10% yr/yr decline

Adjusted EBITDA for Q4 beat analyst expectations

Company repurchased 2.1 mln shares for $55 mln

Outlook

Ibotta expects Q1 2026 revenue between $78 mln and $82 mln

Company forecasts Q1 2026 adjusted EBITDA of $6 mln to $8 mln

Ibotta focuses on strategic partnerships to enhance digital promotions

Result Drivers

INCREASED REDEEMERS - Launch of offers to DoorDash customers and Instacart led to 19% increase in redeemers

STRATEGIC PARTNERSHIPS - Partnerships with Circana and ABCS Insights enhanced digital promotions measurement

THIRD-PARTY REDEMPTIONS - Increase in third-party publisher redemptions driven by DoorDash and Instacart

Company press release: ID:nBw5hTCcKa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$88.5 mln
$83.23 mln (9 Analysts)
Q4 Net Income
-$1 mln
Q4 Adjusted EBITDA
Beat
$13.7 mln
$11.39 mln (8 Analysts)
Q4 Adjusted EBITDA Margin
15.00%
Q4 Free Cash Flow
$16.6 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 6 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the online services peer group is "buy."

Wall Street's median 12-month price target for Ibotta Inc is $30.00, about 46% above its February 24 closing price of $20.55

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)