Ibotta, INC

Market Movers (8-K)

NYSE
Ibotta announced second quarter 2026 financial results, reporting total revenue of $88.9 million, a 3% year-over-year increase, and adjusted EBITDA of $16.5 million, with both metrics exceeding guidance.
Better than expected
NYSE
Ibotta, Inc. announced the appointment of Jared Chomko as Principal Accounting Officer and confirmed the results of its 2026 annual shareholder meeting.
NYSE
Ibotta, Inc. announced first quarter 2026 financial results, with revenue slightly down year-over-year but adjusted EBITDA and cash flow exceeding expectations.
NYSE
Ibotta, Inc. announced its fourth quarter and full year 2025 financial results, exceeding Q4 revenue and Adjusted EBITDA guidance despite year-over-year declines in key profitability metrics.
Better than expected
NYSE
Ibotta, Inc. reported a significant decline in third-quarter 2025 financial results, with revenue down 16% and net income falling 91% year-over-year, despite growth in total redeemers.
Worse than expected
NYSE
Ibotta, Inc. has appointed Chief Financial Officer Matt Puckett as Interim Principal Accounting Officer, effective October 13, 2025, while Jared Chomko is on medical leave.

Quarterly Earnings (10-Q)

NYSE
Ibotta reported a net loss of $10.3 million for the first quarter of 2026, driven by a decline in direct-to-consumer revenue and increased operating expenses.
Worse than expected
NYSE
Ibotta, Inc. reported a significant decline in third-quarter revenue and net income, primarily driven by reduced offer quantity and quality impacting direct-to-consumer engagement, despite growth in third-party publisher redeemers.
Worse than expected
Capital raise
NYSE
Ibotta, Inc. achieved net income in Q2 2025, reversing prior year losses, driven by reduced stock-based compensation and absence of debt extinguishment losses, despite flat revenue and declining gross margins.
Capital raise
Worse than expected
NYSE
Ibotta, Inc.'s first quarter 2025 results show a slight revenue increase with a strategic emphasis on expanding its third-party publisher network.
Worse than expected
NYSE
Ibotta's Q3 2024 results show revenue growth driven by third-party publisher partnerships, despite a decrease in direct-to-consumer revenue.
Better than expected
NYSE
Ibotta's Q2 2024 results show a net loss despite revenue growth, influenced by IPO-related expenses and strategic shifts in marketing and publisher relationships.
Worse than expected

Annual Reports (10-K)

NYSE
Ibotta, Inc. reported a 7% decrease in total revenue and a significant 95% drop in net income for the fiscal year ended December 31, 2025, despite growth in third-party publisher redemptions.
Capital raise
Worse than expected
NYSE
Ibotta, Inc. files its 10-K report for fiscal year 2024, detailing financial performance, strategic initiatives, and future outlook.
Better than expected

Insider Trading (Form 4)

NYSE
Bryan Leach, CEO AND PRESIDENT, a Director and 10% owner of Ibotta, Inc., sold 15,142 shares of common stock on July 20, 2026.
NYSE
Founders Fund I LLC, associated with 10% owner and director James H. Clark, reported the disposition of 500,000 shares of Class A Common Stock in Ibotta, Inc. on July 6, 2026.
NYSE
Ibotta, Inc. reports insider transactions where CEO Bryan Leach executed a series of sales and conversions of Class A and Class B common stock on July 6, 2026, under a pre-established Rule 10b5-1 trading plan.
NYSE
Ibotta, Inc. CEO Bryan Leach reported significant transactions involving Class A Common Stock, including sales and option exercises, under a Rule 10b5-1 trading plan.
NYSE
Ibotta, Inc. Chief Technology Officer Luke Roy Swanson reported the sale of Class A Common Stock through a pre-established Rule 10b5-1 trading plan.
NYSE
Ibotta Inc. CEO Bryan Leach has sold a significant number of Class A Common Stock shares and exercised employee stock options as part of a pre-established Rule 10b5-1 trading plan.

Proxy Statements (Def-14A)

NYSE
Ibotta, Inc. has issued its proxy statement for the 2026 Annual Meeting of Shareholders, detailing proposals for director elections, executive compensation, and auditor ratification.
NYSE
Ibotta, Inc. has filed a definitive proxy statement with the SEC, indicating upcoming shareholder actions.
NYSE
Ibotta's 2025 proxy statement highlights a year of significant growth, transformation, and strategic investments following its successful IPO in April 2024.
Better than expected

New Public Companies (S-1)

NYSE
Ibotta, a performance marketing platform connecting CPG brands with consumers, has filed for an IPO, highlighting its AI-driven technology and success-based marketing model.
Better than expected
Capital raise
NYSE
Ibotta, Inc., a leading digital marketing platform, has filed for an initial public offering, seeking to expand its innovative Ibotta Performance Network (IPN) that connects consumer packaged goods (CPG) brands with over 200 million consumers.
Capital raise
NYSE
Ibotta, Inc. has filed an S-1 registration statement for an initial public offering, seeking to expand its AI-driven platform that connects CPG brands with consumers through digital promotions.
Better than expected
Capital raise

Schedule 13D - Activist Investments

NYSE
Koch entities, including Koch, Inc., have filed a Schedule 13D, reporting a beneficial ownership of 4,389,129 shares of Ibotta, Inc. Class A common stock, representing 20.7% of the outstanding shares.

Schedule 13G - Passive Investments

NYSE
Amova Asset Management Americas, Inc. has filed an amended Schedule 13G, disclosing a 1.5% beneficial ownership stake in Ibotta, Inc. Class A common stock.
NYSE
Sumitomo Mitsui Trust Group and Amova Asset Management Co. Ltd. reported a 1.5% beneficial ownership stake in Ibotta, Inc. Class A Common Stock as of December 31, 2025.
NYSE
The Vanguard Group has filed an amended Schedule 13G, reporting a 4.96% beneficial ownership in Ibotta Inc's common stock as of December 31, 2025.
NYSE
Amova Asset Management Americas, Inc. has disclosed a 5.1% beneficial ownership stake in Ibotta, Inc.'s Class A common stock as of September 30, 2025.
NYSE
Sumitomo Mitsui Trust Group and its affiliate Amova Asset Management Co., Ltd. have disclosed beneficial ownership of 5.1% of Ibotta, Inc.'s Class A Common Stock.
NYSE
Clark Jermoluk Founders Fund I LLC and James H. Clark jointly report a 15.2% beneficial ownership in Ibotta, Inc.'s Class A Common Stock.