Director Amanda Baldwin awarded 5,988 RSUs at Ibotta (IBTA)
Ibotta director Amanda Baldwin has been granted 5,988 Restricted Stock Units (RSUs) as part of the company's Outside Director Compensation Policy. These RSUs, valued at $0.00 per share, will vest fully on the earlier of May 19, 2027, or the day before Ibotta's next annual shareholder meeting, contingent on her continuous service. Following this grant, Baldwin holds a total of 14,562 Class A Common Stock shares, including these new RSUs.
Ibotta (IBTA) director Stephen Bailey awarded 5,988 RSUs as annual equity grant
Ibotta director Stephen Bailey was granted 5,988 Restricted Stock Units (RSUs) as an annual equity award under the company's Outside Director Compensation Policy. These RSUs will vest fully on the earlier of May 19, 2027, or the day before Ibotta's next annual shareholder meeting, provided Bailey continues his service. Following this grant, Bailey directly holds 14,562 shares of Class A Common Stock.
Director Thomas Lehrman (IBTA) receives 5,988 RSUs in Ibotta equity grant
Ibotta director Thomas D. Lehrman received a grant of 5,988 restricted stock units (RSUs) of Class A Common Stock as part of his annual director equity compensation. These RSUs, granted at $0.00 per unit, will vest fully on the earlier of May 19, 2027, or the day before Ibotta's next annual shareholder meeting, provided his continuous service. Following this grant, Lehrman directly holds 68,738 shares and has additional indirect holdings through LFP 2, LLC and Four Ways, LLC.
[Form 4] Ibotta, Inc. Insider Trading Activity
Ibotta, Inc. director Valarie L. Sheppard reported the acquisition of 5,988 restricted stock units (RSUs) as an annual equity award. These RSUs, which represent Class A Common Stock, will vest on the earlier of May 19, 2027, or the day before the next annual shareholder meeting, contingent on her continued service. Following this transaction, Sheppard directly holds 35,631 shares/RSUs.
Ibotta (NYSE: IBTA) awards 5,988 RSUs to director Amit Doshi
Ibotta, Inc. (NYSE: IBTA) director Amit Doshi received an equity award of 5,988 restricted stock units (RSUs) of Class A Common Stock as part of the company's Outside Director Compensation Policy. These RSUs will vest fully on the earlier of May 19, 2027, or the day before Ibotta's next annual shareholder meeting, contingent on his continuous service. Following this grant, Doshi's direct holdings, including RSUs, total 54,936 shares, with an additional 1,891 shares held indirectly through 101 Collective, LLC.
Director Larry Sonsini (NYSE: IBTA) granted 5,988 Ibotta RSUs
Larry Sonsini, a director at Ibotta, Inc. (NYSE: IBTA), received a grant of 5,988 restricted stock units (RSUs) as part of the company's annual director equity award. These RSUs, which represent a right to receive one share of Class A Common Stock each, will vest fully by May 19, 2027, or the day before the next annual shareholder meeting, provided his continuous service. Following this transaction, Sonsini directly holds 104,814 Class A shares, with an additional 1,569 shares held indirectly by his spouse.
Insider Cashes In Big as Ibotta Director Unloads Major Stake
An Ibotta, Inc. Class A director, Thomas D. Lehrman, sold 75,907 shares worth $2,362,383 on May 19, 2026. This significant insider transaction follows the company's Q1 results, which modestly beat revenue and EBITDA guidance despite year-over-year revenue declines. TipRanks' AI Analyst, Spark, rates IBTA as a "Neutral" due to mixed financial performance but notes supportive technicals and a credible plan for stabilization and growth.
Ibotta (IBTA) VP of accounting acquires shares through 2024 ESPP
Ibotta, Inc.'s Vice President of Accounting, Jared Chomko, acquired 97 shares of Class A Common Stock at $20.58 per share through the company's 2024 Employee Stock Purchase Plan (ESPP) on May 15, 2026. This transaction increased his direct holdings to 33,646 shares and is exempt under Rule 16b-3(c) of the Securities Exchange Act of 1934. The acquisition occurred at the end of the ESPP purchase period, which ran from November 17, 2025, to May 15, 2026.
ESPP adds shares for Ibotta (NYSE: IBTA) chief legal officer
Ibotta, Inc.'s Chief Legal Officer, David T. Shapiro, acquired 1,032 shares of Class A Common Stock at $20.58 per share through the company's 2024 Employee Stock Purchase Plan (ESPP). This routine transaction, exempt under Rule 16b-3(c), brings his direct holdings to 235,246 shares of Ibotta Class A Common Stock. The acquisition was completed on May 15, 2026, for an offering period spanning from November 17, 2025, to May 15, 2026.
Director-linked entities at Ibotta (NYSE: IBTA) sell 75,907 shares
Entities linked to Ibotta director Thomas D. Lehrman sold a total of 75,907 shares of Class A Common Stock in open-market transactions on May 15 and May 18, 2026. The sales, totaling approximately $2.36 million, occurred at weighted average prices ranging from $30.78 to $32.11 per share. These transactions involved both direct holdings and shares held indirectly through LFP 2, LLC and Four Ways, LLC.
Ibotta (IBTA) executive adds 1,032 ESPP shares in Form 4 filing
Ibotta's Chief Business Development Officer, Amir El Tabib, acquired 1,032 shares of Class A common stock at $20.58 per share through the company's 2024 Employee Stock Purchase Plan. This routine acquisition, completed on May 15, 2026, increased his direct holdings to 208,605 shares. The transaction was voluntarily reported and is exempt under Rule 16b-3(c).
Ibotta director Thomas Lehrman sells $2.36m in stock
Ibotta director Thomas D. Lehrman sold 75,907 shares of the company's Class A Common Stock for approximately $2.36 million across multiple transactions on May 15 and May 18, 2026. These sales occurred at weighted average prices between $30.7785 and $32.1064 per share. Despite the sales, Ibotta shares have surged 40.78% year-to-date and are considered undervalued by InvestingPro, with Needham also raising its price target to $45.
Director at Ibotta (NYSE: IBTA) sells 32,383 Class A shares in market trades
Ibotta director Thomas D. Lehrman sold 32,383 Class A Common Stock shares on May 13, 2026, through open-market transactions. The weighted-average sale prices ranged from $32.25 to $33.62 per share, totaling approximately $1.05 million. Following these sales, Lehrman directly holds 89,064 shares, with additional indirect holdings through LFP 2, LLC and Four Ways, LLC.
Ibotta (IBTA) director Lehrman reports 25,854-share open-market stock sale
Ibotta, Inc. director Thomas D. Lehrman sold a total of 25,854 Class A Common Stock shares through open-market transactions on May 11–12, involving both direct and indirect holdings. The sales, executed at weighted average prices between approximately $32.91 and $33.61 per share, generated about $860,270. Following these transactions, Lehrman retains significant holdings in Ibotta, including 101,413 direct shares and indirect stakes through LFP 2, LLC and Four Ways, LLC.
[144] Ibotta, Inc. SEC Filing
Ibotta, Inc. (IBTA) filed a Form 144 disclosing an insider sale of 10,000 shares of Class A Common Stock by Thomas D. Lehrman on May 11, 2026. The transaction was brokered through J.P. Morgan Securities LLC and reported to the SEC on May 12, 2026. This is a routine regulatory disclosure of an insider's intent to sell or completion of a sale.
Ibotta Form 144: 10,000-Class A Shares Reported | IBTA SEC Filing
Ibotta, Inc. (IBTA) filed a Form 144 indicating a proposed sale of 10,000 Class A Common Stock shares associated with Thomas D. Lehrman. This routine SEC filing provides notice of a planned resale through a broker-dealer for restricted or control securities and does not directly impact the company's financials or outstanding share count. The sale was reported on May 11, 2026.
Number of shareholders of Ibotta, Inc. Class A – LS:A409MX
This article displays the number of shareholders for Ibotta, Inc. Class A (LS:A409MX) over various periods. It provides financial data and is offered through TradingView, with market and reference data from ICE Data Services and FactSet, respectively. The content primarily focuses on presenting this specific financial metric without further descriptive text.
Ibotta (IBTA) Q1 Loss Of US$10.3 Million Challenges Profitability Improvement Narrative
Ibotta (IBTA) reported a Q1 2026 net loss of US$10.3 million, widening from Q4 2025, and a trailing 12-month net loss of US$7.3 million, despite a five-year trend of shrinking losses. This setback challenges the company's narrative of improving profitability, as forecasts indicate continued unprofitability for the next three years and a slower revenue growth rate compared to the wider US market. The stock trades at a premium 2.6x P/S multiple despite these losses, raising concerns about its valuation.
[10-Q] Ibotta, Inc. Quarterly Earnings Report
Ibotta, Inc. (IBTA) has released its quarterly earnings report (Form 10-Q) for the period ending March 31, 2026. The company reported a net loss of $10.3 million for the quarter, compared to a net income of $0.6 million in the prior year, with revenue decreasing slightly to $82.5 million. The report details the company's financial condition, results of operations, and risks, highlighting a share repurchase program and ongoing legal proceedings.
Analysts Conflicted on These Communication Services Names: Reddit Inc Class A (RDDT) and Warner Bros (WBD)
Analysts are presenting mixed views on Communication Services stocks Reddit Inc Class A (RDDT) and Warner Bros (WBD). Mark Mahaney of Evercore ISI maintained a Buy rating for Reddit Inc Class A with a $290.00 price target, while Patrick Sholl from Barrington maintained a Hold rating for Warner Bros, which has a consensus price target of $29.56.
Robbins LLP Reminds IBTA Stockholders with Large Losses to Contact the Law Firm for Information on Leading the Ibotta, Inc. Class Action
Robbins LLP is reminding Ibotta, Inc. (IBTA) stockholders who purchased shares following its April 18, 2024 IPO that a class action lawsuit has been filed. The lawsuit alleges that Ibotta misrepresented risks concerning its at-will contract with The Kroger Co., which was later omitted from the company's 2Q 2024 10-Q despite being a significant client previously mentioned in the registration statement. Since the IPO, Ibotta's stock has dropped substantially below its initial price of $88.00 per share, and affected shareholders have until June 16, 2025, to file as lead plaintiff.
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.
IBTA SEC Filings - Ibotta 10-K, 10-Q, 8-K Forms
This page on Stock Titan provides comprehensive access to Ibotta (IBTA) SEC filings, including annual reports (10-K), quarterly reports (10-Q), material event reports (8-K), and insider trading forms (Form 4). It highlights how these documents offer insights into Ibotta's financial performance, executive changes, and business model, supported by AI-powered summaries and real-time updates. The article also lists recent insider transactions and beneficial ownership disclosures from September 2025.
Ibotta (NYSE: IBTA) CRO has 9,134 shares withheld for RSU tax obligations
Ibotta's Chief Revenue Officer, Christopher J. Riedy, had 9,134 shares of Class A Common Stock withheld by the company to satisfy tax obligations related to vested Restricted Stock Units (RSUs). This transaction, valued at approximately $228,000 at $24.97 per share, is not a sale by Riedy but a tax withholding. Following this, he directly holds 388,373 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.
