Ibotta
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: 798
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
162% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 13
18% more funds holding
Funds holding: 109 [Q1] → 129 (+20) [Q2]
7.83% more ownership
Funds ownership: 65.28% [Q1] → 73.11% (+7.83%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]
5% less call options, than puts
Call options by funds: $2.14M | Put options by funds: $2.26M
12% less capital invested
Capital invested by funds: $768M [Q1] → $677M (-$91.1M) [Q2]
13% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 45
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
UBS
Chris Kuntarich
|
$30
|
Neutral
Maintained
|
14 Aug 2025 |
Goldman Sachs
Eric Sheridan
|
$30
|
Neutral
Downgraded
|
14 Aug 2025 |
Evercore ISI Group
Mark Mahaney
|
$38
|
In-Line
Downgraded
|
14 Aug 2025 |
B of A Securities
Curtis Nagle
|
$24
|
Underperform
Downgraded
|
14 Aug 2025 |
Wells Fargo
Ken Gawrelski
|
$30
|
Equal-Weight
Downgraded
|
14 Aug 2025 |
Needham
Bernie McTernan
|
$33
|
Buy
Maintained
|
14 Aug 2025 |
Financial journalist opinion
Based on 5 articles about IBTA published over the past 30 days