I IBTA

Ibotta Inc - Class A

$31.04

-3.15% ($1.01)

Volume 696,420

52W High $62.74

52W Low $19.10

Market Cap $546.28M

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What to Watch This Quarter

Based on historical data

Consensus EPS

-$0.21

Whisper EPS

-$0.21

1.3% above consensus

Last Quarter

$0.29

Current Streak

1 Miss

Avg Surprise (4Q)

-3.00%

Next Earnings Report

Reports in 36 days

Report Date May 13, 2026

Whisper Spread +1.29%

Consensus Estimate

-$0.21

Official analyst average

Whisper Number

-$0.21

What traders expect

Bullish Sentiment: The whisper number is 1.3% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 9 quarters

Price Movement Around Earnings

Q4 2025 Feb 25, 2026

1-Day: +28.54%

5-Day: +21.66%

Q3 2025 Nov 12, 2025

1-Day: -23.68%

5-Day: -26.03%

Q2 2025 Aug 13, 2025

1-Day: -30.28%

5-Day: -22.82%

Q1 2025 May 14, 2025

1-Day: +20.17%

5-Day: +9.16%

Revenue & Financial Performance

Revenue Whisper

$98.0M

TWN Proprietary Estimate

Last Quarter Revenue

$88.5M

-10.0% YoY

Gross Margin

79.4%

Net Margin: 13.0%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$88.5M	-10.0%	79.4%	-1.9%	$11.5M
Q3'25	$83.3M	-15.6%	78.7%	2.8%	$1.5M
Q2'25	$86.0M	-2.2%	79.2%	1.4%	$2.5M
Q1'25	$84.6M	+2.7%	79.8%	-3.3%	$555,000
Q4'24	$98.4M	-1.3%	84.6%	13.2%	$76.2M
Q3'24	$98.6M	+15.6%	87.7%	21.0%	$17.2M
Q2'24	$87.9M	+13.6%	86.0%	-24.6%	-$34.0M
Q1'24	$82.3M	+42.7%	87.2%	19.3%	$9.3M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Feb 25, 2026	$0.99	$0.40	$0.29	-70.71%	Missed
Q3 2025	Nov 12, 2025	$0.34	$0.39	$0.56	+64.71%	Beat
Q2 2025	Aug 13, 2025	$0.57	$0.66	$0.49	-14.04%	Missed
Q1 2025	May 14, 2025	$0.39	$0.45	$0.36	-7.69%	Missed
Q4 2024	Feb 26, 2025	$0.44	$0.43	$2.27	--	Beat
Q3 2024	Nov 13, 2024	$0.69	$0.61	$0.94	+36.23%	Beat
Q2 2024	Aug 13, 2024	-$0.85	-$0.85	-$1.32	-55.29%	Missed
Q1 2024	May 30, 2024	$0.33	$0.33	$0.33	+0.00%	Met
Q4 2023	Feb 28, 2024	$0.00	--	$0.67	--	--