Ibotta Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
7analysts covering
FY Revenue (est.)
$345.5Mnext fiscal year
FY EPS (est.)
$1.48next fiscal year
Monitoring Framework
Key Performance Indicators
Ibotta Performance Network (IPN) Redeemers Quarterly20.4MTarget: Continued double-digit year-over-year growth
Third-Party Publisher Redemptions Quarterly255.8MTarget: Expansion via DoorDash, Instacart, Uber, and Giant Eagle integrations
Quarterly Revenue Quarterly82.5MTarget: 82000000 to 86000000
Watch Items
- Sales Force Reorganization and Account TransitionsTrigger: Further revenue declines in transitioning accounts exceeding 16%Action: Re-evaluate sales team structure and incentive alignment to stabilize brand relationships.
- Publisher Integration TimelinesTrigger: Delays in rolling out exclusive partnerships with Uber and Giant Eagle beyond Q3 2026Action: Allocate additional technical integration resources and adjust near-term revenue forecasts.
Research as of 19 Jun 2026