Recent Stock Dip: Ibotta, Inc. has seen its stock price hit a new 52-week low recently, sparking conversations on social media. Many are debating whether this decline signals deeper issues or a potential buying opportunity. The buzz reflects a mix of concern and curiosity about the company’s next steps.
Institutional Moves: Social media discussions have also highlighted recent institutional activity, with significant purchases by firms like JPMorgan Chase & Co. and Nikko Asset Management. Some users argue this shows confidence in Ibotta’s future, while others remain skeptical given ongoing investigations into the company. This divide keeps the dialogue lively and dynamic.
Legal Concerns: An investigation by a law firm into potential claims against Ibotta has caught attention on social media platforms. Users are speculating on the impact this could have on investor trust and stock performance. The uncertainty surrounding these allegations adds a layer of tension to the ongoing discussions.
Note: This discussion summary was generated from an AI condensation of post data.
Ibotta, Inc. Insider Trading Activity
Ibotta, Inc. insiders have traded $IBTA stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $IBTA stock by insiders over the last 6 months:
- JERMOLUK FOUNDERS FUND I LLC CLARK has made 0 purchases and 10 sales selling 2,022,380 shares for an estimated $70,855,907.
- MARISA DASPIT (CHIEF PEOPLE OFFICER) has made 0 purchases and 2 sales selling 2,966 shares for an estimated $79,870.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Ibotta, Inc. Revenue
Ibotta, Inc. had revenues of $83.3M in Q3 2025. This is a decrease of -15.58% from the same period in the prior year.
You can track IBTA financials on Quiver Quantitative's IBTA stock page.
Ibotta, Inc. Hedge Fund Activity
We have seen 76 institutional investors add shares of Ibotta, Inc. stock to their portfolio, and 74 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CITADEL ADVISORS LLC removed 906,596 shares (-84.6%) from their portfolio in Q3 2025, for an estimated $25,248,698
- SOUTHPOINT CAPITAL ADVISORS LP removed 700,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $19,495,000
- HSBC HOLDINGS PLC added 671,407 shares (+695.4%) to their portfolio in Q3 2025, for an estimated $18,698,684
- GOLDMAN SACHS GROUP INC added 399,385 shares (+697.1%) to their portfolio in Q3 2025, for an estimated $11,122,872
- CITIGROUP INC added 304,183 shares (+90.2%) to their portfolio in Q3 2025, for an estimated $8,471,496
- ARK INVESTMENT MANAGEMENT LLC added 255,899 shares (+39.3%) to their portfolio in Q3 2025, for an estimated $7,126,787
- CAPITAL WORLD INVESTORS removed 250,000 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $9,150,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Ibotta, Inc. Analyst Ratings
Wall Street analysts have issued reports on $IBTA in the last several months. We have seen 1 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Underperform" rating on 11/13/2025
- Goldman Sachs issued a "Sell" rating on 11/13/2025
- Needham issued a "Buy" rating on 08/14/2025
To track analyst ratings and price targets for Ibotta, Inc., check out Quiver Quantitative's $IBTA forecast page.
Ibotta, Inc. Price Targets
Multiple analysts have issued price targets for $IBTA recently. We have seen 6 analysts offer price targets for $IBTA in the last 6 months, with a median target of $30.0.
Here are some recent targets:
- Eric Sheridan from Goldman Sachs set a target price of $23.0 on 11/13/2025
- Curtis Nagle from B of A Securities set a target price of $22.0 on 11/13/2025
- Mark Mahaney from Evercore ISI Group set a target price of $32.0 on 11/13/2025
- Ken Gawrelski from Wells Fargo set a target price of $30.0 on 08/14/2025
- Bernie McTernan from Needham set a target price of $33.0 on 08/14/2025
- Chris Kuntarich from UBS set a target price of $30.0 on 08/14/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
