Nama Insights

Ibotta (IBTA)

Technology · Software Application · NYSE

Ibotta (IBTA) is a Technology company in the Software Application industry. It has a market capitalization of $1.37B, a trailing price-to-earnings ratio of 36.1 and a free-cash-flow yield of 3.5%. Over the most recent reported fiscal year, revenue declined 6.8% and free cash flow per share fell 48.5%. Nama's AI scorecard rates it Hold, 4.7 out of 10. On 12-month momentum it ranks in the rising band of its market.
AI scorecard
Hold · 4.7/10
The sections balance. As of Nov 6, 2026.
Momentum
Rising · +43.1% over 12 months ex. last
Second-best fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-50.6%
How far the last close sits under the highest price of the past five years.
Market cap$1.37B
Trailing P/E36.1
Price / book4.9
Price / sales3.9
FCF yield3.5%
Dividend yield—
Gross margin78.2%
Operating margin-3.5%
Net margin-3.2%
Revenue growth (YoY)-6.8%
Revenue growth (3-yr annual)+17.6%
EPS growth (YoY)-38.6%
FCF/share growth (YoY)-48.5%
Beta-0.3
ExchangeNYSE
SectorTechnology
IndustrySoftware Application

IBTA earnings

Next report: Feb 24, 2027 (Q4 2026, EPS estimate $0.50). Beat the EPS estimate in 2 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 2, 2026 $0.62 $0.44 +40.9% $97.83M
Q2 2026 Aug 3, 2026 $0.46 $0.37 +24.3% $88.91M
Q1 2026 May 6, 2026 $0.24 $0.26 -7.7% $82.48M
Q4 2025 Feb 25, 2026 $0.29 $0.35 -17.1% $88.53M

IBTA analyst price target

Median target $49.00 from 7 analysts, ranging $26.00 – $60.00.

Software Application peers

TickerCompanyMarket capP/E
SAP SAP $269.45B 29.7
SHOP Shopify $191.58B 85.1
CRM Salesforce $175.83B 12.7
UBER Uber Technologies $140.05B 40.6
ADP Automatic Data Processing $119.75B 26.5
NOW ServiceNow $105.84B 26.9
SNOW Snowflake $97.33B 195.7
ADBE Adobe $93.14B 10.1
Explore live IBTA data on Nama Insights →

IBTA FAQ

Is IBTA a buy?
Nama's AI scorecard currently rates Ibotta Hold (4.7 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is IBTA's P/E ratio?
Ibotta trades at a trailing price-to-earnings ratio of 36.1.
When does IBTA report earnings?
Ibotta's next scheduled report is on Feb 24, 2027. Analysts expect EPS of $0.50.
What is the IBTA price target?
The median analyst price target from 7 analysts is $49.00, with a range of $26.00 – $60.00.
Is IBTA Shariah compliant?
Nama's AAOIFI-style screen reads Ibotta as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.