Koch, Inc. Discloses Investment at Ibotta with 20.7% Stake
Koch, Inc. has publicly announced a 20.7% stake in Ibotta, Inc.'s Class A common stock, filing a Schedule 13D after previously holding a Schedule 13G. This change reflects a higher percentage due to a decrease in outstanding Class A shares, not an increase in Koch's holdings, and the company maintains it is a "passive investor" with less than 10% of Ibotta’s total voting power. Koch, a privately held conglomerate, invests for long-term support of management teams rather than seeking to influence control.
Koch affiliates report 20.7% Ibotta (NYSE: IBTA) Class A stake
Koch, Inc. and its affiliates have reported a beneficial ownership of 4,389,129 Class A common shares of Ibotta, Inc. (NYSE: IBTA), representing approximately 20.7% of the Public Shares outstanding. This significant stake arose from the reclassification of pre-IPO securities and a reduction in outstanding shares due to Ibotta's stock repurchases. The Koch group identifies as passive investors, acknowledging that Ibotta's CEO and related parties maintain majority voting control through Class B shares.
Ibotta Expands Share Repurchase Authorization to $400 Million
Ibotta, Inc. Class A has expanded its share repurchase program by an additional $100 million, bringing the total authorization to $400 million. This open-ended program aims to provide flexibility in capital management and return value to shareholders. Analysts currently rate IBTA as a Hold with a $26.00 price target, while TipRanks' AI Analyst views it as Neutral, citing financial improvements and strong cash generation balanced by concerns about future profitability and a bearish technical setup.
Ibotta Expands Share Repurchase Authorization to $400 Million
Ibotta, Inc. Class A has expanded its share repurchase authorization by $100 million, bringing the total program to $400 million. This open-ended program, initially launched in August 2024 for $300 million, provides the company with increased flexibility in managing its capital structure and signals a commitment to returning capital to shareholders. An analyst currently rates Ibotta stock as a Hold with a $26.00 price target, while TipRanks' AI Analyst, Spark, rates it as Neutral, citing improved financial footing and strong cash generation against deteriorating profitability and revenue trends.
Ibotta (NYSE: IBTA) adds $100M to ongoing share repurchase program
Ibotta, Inc. has announced a $100 million increase to its existing share repurchase program for Class A common stock, effective immediately. This new authorization expands upon a previous $300 million approval from August 2024 and signals the Board's confidence in the company's long-term growth and capital allocation strategy. Repurchases will be made over time and are subject to market conditions, with no specific obligation to acquire a fixed amount of shares.
Ibotta Announces a $100 Million Increase to Its Share Repurchase Program
Ibotta, Inc. announced that its Board of Directors has authorized an additional $100 million for its share repurchase program, increasing the total authorization to $400 million. This decision reflects the company's confidence in its long-term growth and its commitment to returning value to shareholders through a disciplined capital allocation strategy. The program has no expiration date and repurchases will be made through open market or privately negotiated transactions.
Ibotta (NYSE: IBTA) chief people officer sells 2,956 shares under 10b5-1 plan
Ibotta's chief people officer, Marisa Daspit, sold 2,956 shares of Class A Common Stock at $24.06 per share under a pre-established Rule 10b5-1 trading plan. After this transaction, Daspit directly holds 127,597 shares of Ibotta Class A Common Stock. The sale was executed on March 5, 2026, based on a plan adopted on May 29, 2025.
Ibotta, Inc. Earnings Call Balances Progress and Pressure
Ibotta, Inc. held its Q4 earnings call, presenting a mixed financial picture. The company surpassed revenue and adjusted EBITDA guidance but faced year-over-year declines in revenue and margin compression due to investments. While operational execution, redeemer growth, and new product traction are positive, near-term guidance suggests continued pressure into 2026 before a potential growth inflection later in the year.
Ibotta, Inc. Earnings Call Balances Progress and Pressure
Ibotta, Inc.'s Q4 earnings call revealed a mixed financial picture, with the company beating revenue and adjusted EBITDA guidance but continuing to face year-over-year revenue declines and margin compression. While strategic investments and growth in redeemers and publisher expansion are promising, the company anticipates near-term pressures in 2026 before a potential growth inflection later in the year, making execution critical for future revenue growth.
Ibotta, Inc. Earnings Call Balances Progress and Pressure
Ibotta, Inc. reportedQ4 earnings with revenue of $88.5 million and adjusted EBITDA of $13.7 million, exceeding guidance despite a 10% year-over-year revenue decline. The company highlighted strong redeemer growth, publisher expansion, and the traction of its new LiveLift offering. However, it also acknowledged ongoing revenue pressure and increased investments, which are expected to compress margins in 2026 before a potential growth inflection later in the year.
Ibotta (IBTA) officer has 4,394 shares withheld for RSU taxes
Ibotta, Inc.'s Chief Business Development Officer, Amir El Tabib, had 4,394 shares of Class A Common Stock withheld by the company to cover income tax obligations related to vesting Restricted Stock Units (RSUs). This transaction, valued at $24.97 per share, was not a sale on the open market but a tax-withholding disposition. Following this, El Tabib directly owns 207,573 shares of Ibotta Class A Common Stock.
Ibotta (IBTA) CEO Bryan Leach converts and gifts 60,000 Class A shares
Ibotta (IBTA) CEO Bryan Leach converted 60,000 shares of Class B Common Stock into Class A Common Stock and subsequently gifted these 60,000 Class A shares to his mother, niece, and nephew. These transactions, which occurred on March 2, 2026, are exempt from Section 16(b) by Rule 16b-5 and resulted in Leach directly holding 885,122 Class A shares afterward. The SEC filing provides details on the conversions, gifts, and Leach's remaining direct and indirect holdings, including restricted stock units.
Is Ibotta Inc Gaining or Losing Market Support?
Ibotta Inc. (NYSE: IBTA) has seen its short interest as a percentage of float increase by 7.24% since its last report, now standing at 3.65 million shares sold short, which is 39.54% of its tradable shares. This elevated short interest, which would take traders 13.39 days to cover, suggests a more bearish market sentiment towards the company compared to its peers whose average short interest is 5.80%. While an increase in short interest doesn't guarantee a stock price drop, it signals that traders are betting against its value.
Ibotta (NYSE: IBTA) CTO reports tax withholding of 7,684 shares
Ibotta Inc. CTO Luke Roy Swanson reported a Form 4 indicating a tax-related share withholding of 7,684 shares of Class A Common Stock, rather than an open-market sale. These shares were withheld by the company on March 1, 2026, at $24.97 per share to cover income tax obligations tied to the vesting of restricted stock units. Following this transaction, Swanson directly holds 513,424 shares, with additional indirect holdings through various entities.
[Form 4] Ibotta, Inc. Insider Trading Activity
Ibotta, Inc.'s VP of Accounting, Jared Chomko, had 556 shares of Class A Common Stock withheld by the company to cover tax obligations related to the vesting of previously assigned restricted stock units (RSUs) at a price of $24.97 per share. This transaction was explicitly not a sale by Chomko but a tax withholding disposition. Following this, Chomko directly owns 33,549 shares of Class A Common Stock.
[Form 4] Ibotta, Inc. Insider Trading Activity
Ibotta, Inc. Chief People Officer Marisa Daspit had 2,727 shares of Class A Common Stock withheld on March 1, 2026, at $24.97 per share, as disclosed in a Form 4 SEC filing. This transaction was a tax-withholding disposition related to the vesting and net settlement of restricted stock units (RSUs) and was explicitly not a sale by the reporting person. Following this transaction, Daspit directly owns 130,553 shares, including RSUs.
Ibotta (IBTA) CEO Bryan Leach has shares withheld to cover RSU taxes
Ibotta's CEO, Bryan Leach, had 14,820 shares of Class A Common Stock, valued at $24.97 per share, withheld by the company. This action was taken to cover income tax and withholding obligations related to the vesting of restricted stock units (RSUs), and not as an open market sale. Following this transaction, Leach directly holds 885,122 shares of Class A Common Stock.
Analysts Offer Insights on Technology Companies: Salesforce (CRM), Ibotta, Inc. Class A (IBTA) and Lsi Industries (LYTS)
This article summarizes recent analyst ratings for three technology companies: Salesforce (CRM), Ibotta, Inc. Class A (IBTA), and Lsi Industries (LYTS). Brian White from Monness maintained a Hold rating on Salesforce, while Bank of America Securities analyst Nitin Bansal maintained a Sell rating on Ibotta. Aaron Spychalla from Craig-Hallum maintained a Buy rating on Lsi Industries, with the company also receiving a Strong Buy consensus from the Street.
Analysts Offer Insights on Technology Companies: Salesforce (CRM), Ibotta, Inc. Class A (IBTA) and Lsi Industries (LYTS)
Analysts have provided varied insights on three technology companies: Salesforce (CRM), Ibotta, Inc. Class A (IBTA), and Lsi Industries (LYTS). Salesforce received a "Hold" rating from Monness with a significant upside price target, while Ibotta, Inc. Class A was given a "Sell" rating by Bank of America Securities. Lsi Industries garnered a "Buy" rating from Craig-Hallum, with analysts generally expressing a Strong Buy consensus.
Day's Trending USA Stocks | Rackspace Technology, Inc.: Overnight Gain 68.9%, Strategic Partnership With Palantir and Strong Financial Results Boost Investor Confidence
Rackspace Technology, Inc. experienced a significant 68.9% overnight stock price surge, driven by a strategic partnership with Palantir Technologies and strong fourth-quarter financial results that exceeded analyst expectations. Other top gainers include Butterfly Network, Inc. and Sezzle Inc., both reporting strong earnings. The article highlights the factors contributing to the bullish performance of these trending US stocks.
Analysts Offer Insights on Technology Companies: Salesforce (CRM), Ibotta, Inc. Class A (IBTA) and Lsi Industries (LYTS)
Analysts have provided new ratings for several technology companies. Salesforce (CRM) received a "Hold" rating from Monness and a downgrade to "Hold" from TipRanks – OpenAI. Ibotta, Inc. Class A (IBTA) was given a "Sell" rating by Bank of America Securities, while Lsi Industries (LYTS) maintained a "Buy" rating from Craig-Hallum and TipRanks – OpenAI.
Analysts Offer Insights on Technology Companies: Salesforce (CRM), Ibotta, Inc. Class A (IBTA) and Lsi Industries (LYTS)
This article provides analyst insights into three technology companies: Salesforce (CRM), Ibotta, Inc. Class A (IBTA), and Lsi Industries (LYTS). Salesforce received a "Hold" rating from Monness, Ibotta a "Sell" rating from Bank of America Securities, and Lsi Industries a "Buy" rating from Craig-Hallum, with varying price targets and upside potentials.
Needham Sticks to Their Buy Rating for Ibotta, Inc. Class A (IBTA)
Needham analyst Bernie McTernan has reiterated a Buy rating for Ibotta, Inc. Class A (IBTA), setting a price target of $33.00. The company's latest earnings showed a quarterly revenue of $83.26 million and a net profit of $1.53 million, a decrease from the previous year. Corporate insider sentiment towards the stock is negative, with an increase in insider selling over the last quarter.
Ibotta (IBTA) Q4 Loss And 1% Margin Reinforce Bearish Earnings Narrative
Ibotta (IBTA) reported a Q4 net loss of US$1.0 million and a 1% net profit margin for FY 2025, significantly down from 18.7% a year prior. This performance reinforces a bearish outlook, with analysts expecting continued margin pressure due to increased technology and sales costs. The company's current valuation at a 2x P/S multiple is supported more by future expectations than current profitability, trading above its DCF fair value.
Ibotta Inc. (IBTA) Stock Falls on Q4 2025 Earnings
Ibotta Inc. (IBTA) reported Q4 2025 revenues of $88.5 million, surpassing analyst estimates, but diluted EPS came in at -$0.04, below the -$0.01 estimate. The company experienced a 10% year-over-year revenue decrease and a significant increase in operating loss, leading to a 20.5% drop in stock price since market close. Insider trading activity shows more sales than purchases, and institutional investors largely reduced their holdings, while analysts issued "Sell" or "Underperform" ratings with a median price target of $23.0.
Ibotta (NYSE: IBTA) 2025 revenue slips 7% as margins tighten
Ibotta reported a 7% decline in full-year 2025 revenue to $342.4 million, with net income falling to $3.6 million and Adjusted EBITDA dropping to $62.9 million, indicating tightening margins. Despite the revenue and profit compression, the company demonstrated strong cash generation with $95.3 million from operating activities and $61.0 million in free cash flow, alongside significant expansion of its Ibotta Performance Network and share repurchases. For Q1 2026, Ibotta anticipates further revenue decline and an Adjusted EBITDA margin of approximately 9%.
Why (IBTA) Price Action Is Critical for Tactical Trading
This article analyzes Ibotta Inc. Class A (IBTA) stock, noting a weak sentiment across all time horizons which supports a short bias. It details three AI-generated trading strategies: a position trading strategy, a momentum breakout strategy, and a risk-hedging short strategy. The analysis provides key support and resistance levels across near-term, mid-term, and long-term timeframes.
Bronstein, Gewirtz & Grossman, LLC Is Investigating Ibotta, Inc. (IBTA) And Encourages Stockholders to Connect
Bronstein, Gewirtz & Grossman, LLC is investigating Ibotta, Inc. (NYSE:IBTA) for potential corporate wrongdoing. The firm encourages stockholders who purchased Ibotta securities before April 18, 2024, and still hold them, to contact them for more information and to assist in the investigation. The investigation is on a contingency fee basis, meaning there is no cost to investors unless the firm is successful in recovering funds.
Understanding Momentum Shifts in (IBTA)
The article analyzes Ibotta Inc. Class A (NASDAQ: IBTA), highlighting weak sentiment across all time horizons supporting a short bias. It details three AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis emphasizes an exceptional 147.8:1 risk-reward setup targeting a 39.4% gain with only 0.3% risk.
Investors Could Be Concerned With Ibotta's (NYSE:IBTA) Returns On Capital
Ibotta's Return on Capital Employed (ROCE) is currently 4.5%, which is below the Media industry average of 9.3%. Despite the company reinvesting capital, its ROCE has declined significantly from 31% two years ago, while sales have not increased much. This trend, combined with a 72% stock price crash over the last year, suggests that investors may anticipate further fundamental declines, and the company may not be a multi-bagger stock.
Avoiding Lag: Real-Time Signals in (IBTA) Movement
The article provides a real-time stock analysis for Ibotta Inc. Class A (NASDAQ: IBTA), highlighting weak near-term sentiment within a broader long-term weak bias, but notes mid-term strength. It details an exceptional risk-reward setup targeting a 41.2% gain against a 0.3% risk, and outlines specific institutional trading strategies including position trading, momentum breakout, and risk hedging for various time horizons. The analysis emphasizes AI-generated real-time signals, entry/exit points, and risk management parameters.
Bronstein, Gewirtz & Grossman, LLC Is Investigating Ibotta, Inc. (IBTA) And Encourages Shareholders to Connect
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims against Ibotta, Inc. (NYSE:IBTA) on behalf of investors who purchased securities before April 18, 2024. The firm encourages these shareholders to connect for more information and to assist in the investigation into alleged corporate wrongdoing. Bronstein, Gewirtz & Grossman operates on a contingency fee basis, meaning investors incur no upfront cost.
IBTA STOCKHOLDER ALERT: Bronstein, Gewirtz and Grossman, LLC Anno
Bronstein, Gewirtz & Grossman, LLC has announced a class-action lawsuit against Ibotta, Inc. (NYSE:IBTA) and its officers. The lawsuit alleges that the company's registration statement for its April 2024 IPO contained false or misleading statements regarding the risks associated with its contract with The Kroger Co., specifically its at-will nature. Investors who acquired Ibotta securities in connection with the IPO and have suffered losses are encouraged to join the class action.
Notice to Long-Term Shareholders of Ibotta, Inc. (NYSE: IBTA); Integer Holdings Corp, (NYSE: ITGR); Lifecore Biomedical, Inc. (NASDAQ: LFCR); and Molina Healthcare, Inc. (NYSE: MOH): Grabar Law Office Investigates Claims on Your Behalf
Grabar Law Office is investigating potential breaches of fiduciary duties by officers and directors of Ibotta, Inc., Integer Holdings Corp., and Molina Healthcare, Inc., and is announcing a settlement for Lifecore Biomedical, Inc. shareholders. The firm encourages long-term shareholders of these companies to contact them regarding pursuing corporate reforms and the return of funds, potentially with an incentive award. Investigations focus on alleged misleading statements and failures to disclose material adverse facts that impacted stock value.
Ibotta, Inc. Faces Lawsuit Over IPO Fraud Investigation
Ibotta, Inc. is under investigation by Grabar Law Office for potential breaches of fiduciary duties related to its IPO on April 18, 2024. The lawsuit alleges that Ibotta failed to disclose the at-will nature of its contract with Kroger, exposing investors to undisclosed risks concerning future revenue stability. Shareholders are encouraged to seek legal action to recover funds and promote greater management transparency amid concerns of market confidence erosion.
Bronstein, Gewirtz & Grossman, LLC Is Investigating Ibotta, Inc. (IBTA) And Encourages Investors to Connect
Bronstein, Gewirtz & Grossman, LLC is investigating potential corporate wrongdoing by Ibotta, Inc. (IBTA). The firm encourages investors who purchased Ibotta securities before April 18, 2024, and still hold them, to contact them to assist with the investigation. The firm operates on a contingency fee basis, meaning investors incur no upfront cost for their representation.
Bronstein, Gewirtz & Grossman, LLC Encourages Ibotta, Inc. (IBTA) Stockholders to Inquire about Securities Investigation
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of Ibotta, Inc. (IBTA) stockholders who purchased securities before April 18, 2024, and continue to hold them. The investigation aims to determine if Ibotta and its officers/directors engaged in corporate wrongdoing. The law firm is encouraging affected investors to visit their website for more information and to assist with the investigation, noting that they represent investors on a contingency fee basis.
Ibotta, Inc. Reports Q3 2025 Financial Results
The article reports on the third-quarter financial results for Ibotta, Inc. in 2025. This summary is based solely on the provided title, as the content of the article was not available.
Ibotta (IBTA) insider tied to James H. Clark discloses Class A share sale
An entity affiliated with Ibotta director and 10% owner James H. Clark reported selling 11,363 shares of Ibotta Class A common stock on April 25, 2024, at $88 per share. Following this transaction, the entity beneficially owns 556,818 indirect shares and 5,762,457 direct shares. The filing notes that Mr. Clark disclaims beneficial ownership of some shares except to the extent of his pecuniary interest, as they are held through entities like Monaco Partners, L.P. and Clark Jermoluk Founders Fund I LLC, controlled by the JHC Family 2016 Trust.
Ibotta (NYSE: IBTA) Chief People Officer reports small 10-share insider sale
Ibotta, Inc.'s Chief People Officer, Marisa Daspit, reported a planned sale of 10 shares of Class A Common Stock on December 5, 2025, at $23.54 per share. This transaction was executed under a pre-arranged Rule 10b5-1 trading plan established on May 29, 2025. Following the sale, Daspit beneficially owns 47,983 shares, including restricted stock units.
Ibotta Shares Surge on Strategic Retail Expansion
Ibotta Inc. (Class A) shares are surging due to expanded partnerships with major retailers and significant institutional investment from Magnetar Financial LLC. Despite a recent downgrade by StockInvest.us and a "Reduce" consensus among analysts, a decline in short interest and a price target of $32.57 indicate potential upside. The company's robust user activity for cashback promotions is also contributing to investor optimism.
Johnson Fistel, PLLP Investigates Claims on Behalf of Ibotta, Inc. Long-Term Shareholders
Johnson Fistel, PLLP is investigating potential claims against Ibotta, Inc. officers and directors for alleged breaches of fiduciary duties. The investigation focuses on shareholders who purchased stock around the April 18, 2024 IPO and still hold shares. A federal securities fraud class action complaint alleges that Ibotta's Registration Statement failed to adequately disclose risks regarding its "at-will" contract with The Kroger Co.
Ibotta’s Earnings Call: Challenges and Strategic Growth
Ibotta's recent Q3 earnings call revealed both challenges and strategic opportunities, with a 16% year-over-year revenue decline and macroeconomic hurdles impacting client spending. Despite these headwinds, the company exceeded revenue guidance and adjusted EBITDA expectations, driven by successful partnerships, innovative product launches like LiveLift, and advancements in AI and automation. Ibotta remains optimistic about its strategic initiatives to enhance performance and client engagement in 2026.
Ibotta, Inc. Class A (IBTA) Gets a Hold from Wells Fargo
Wells Fargo analyst Ken Gawrelski maintained a Hold rating on Ibotta, Inc. Class A (IBTA) with a price target of $30.00. This rating is consistent with Evercore ISI's Hold, though Bank of America Securities reiterated a Sell rating on the stock. Ibotta's last quarterly revenue was $83.26 million with a net profit of $8.97 million, a decrease from the previous year.
Ibotta, Inc. Reports Q3 2025 Financial Results
Ibotta, Inc. announced its Q3 2025 financial results, reporting a 16% year-over-year revenue decline to $83.3 million, but achieving a net income of $1.5 million and an adjusted EBITDA of $16.6 million. The company is focusing on strategic partnerships and optimizing its performance marketing platform, anticipating Q4 revenue between $80 million and $85 million. Key initiatives include a partnership with Circana and the launch of LiveLift™ to enhance digital promotion effectiveness.
IBTA Investors Have Opportunity to Lead Ibotta, Inc. Securities Fraud Lawsuit with the Schall Law Firm
The Schall Law Firm has filed a class action lawsuit against Ibotta, Inc. (NYSE: IBTA) for alleged violations of federal securities laws during its April 18, 2024 IPO. The lawsuit claims Ibotta failed to disclose the at-will nature of its contract with The Kroger Co., which could be canceled without warning, and the subsequent removal of Kroger as a major customer in SEC filings. Investors who purchased Ibotta securities in connection with the IPO have until June 16, 2025, to contact the firm to participate in the lawsuit and recover potential losses.
Ibotta, Inc. SEC 10-K Report
Ibotta, Inc. has released its 2024 10-K report, detailing significant financial growth, strategic partnerships with major retailers like Walmart and Instacart, and technological advancements including AI-powered tools. The company reported total revenue of $367.3 million, a 15% increase from the previous year, and a net income of $68.7 million. Ibotta also completed a successful IPO in April 2024, raising $198.0 million to fuel its expansion while acknowledging potential risks tied to competition, economic conditions, and reliance on publisher relationships.
Bronstein, Gewirtz & Grossman, LLC Is Investigating Ibotta, Inc. (IBTA) And Encourages Stockholders to Connect
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims against Ibotta, Inc. (IBTA) for corporate wrongdoing. The firm encourages shareholders who purchased Ibotta securities prior to April 18, 2024, and still hold them, to join the investigation. This investigation focuses on whether Ibotta's officers and/or directors engaged in misconduct.
Ibotta, Inc. Announces Executive Changes, Effective October 13, 2025 - MarketScreener
Ibotta, Inc. announced executive changes effective October 13, 2025. Matt Puckett, the company's Chief Financial Officer, has been appointed Interim Principal Accounting Officer while Jared Chomko is on medical leave. Mr. Chomko remains an employee and is expected to resume his position.
IBTA 8-K: Matt Puckett to serve as interim PAO during medical leave - Stock Titan
Ibotta, Inc. has appointed Chief Financial Officer Matt Puckett as Interim Principal Accounting Officer, effective October 13, 2025. This appointment is temporary while current Principal Accounting Officer Jared Chomko is on medical leave; Mr. Chomko remains an employee. There will be no changes to Mr. Puckett's compensation or any familial relationships impacting this role, and he has no reportable transactions under Regulation S-K Item 404(a).
