Ibotta (IBTA) Earnings Forecast
Analysts expect Ibotta (IBTA) to lose $0.66 a share in FY26, the average of 3 estimates as of Oct 27, 2026.
- FY26 consensus EPS
- $−0.66
- 3 analysts
- FY27 consensus EPS
- $−0.28
- 3 analysts · low $−0.28, high $−0.27
- EPS revisions, 17 days
- +0.2%
- $−0.66 to $−0.66
- Disagreement, FY26
- $0.03
- wide, $−0.68 to $−0.65
Consensus estimates only. Analysts' price forecasts and ratings are not licensed here.
Analysts expect Ibotta to lose $0.11 a share in FY28; 4 analysts publish an estimate for FY28.
Are estimates going up or down lately?
The FY26 EPS consensus is $−0.66, a loss that narrowed 0.2% in 90 days, on the 17 days of it our record holds. Every figure compares one fiscal period at both ends.
EPS consensus, change over the last 90 days. One step per nightly change.
| EPS | 30 days | 90 daysshown above |
|---|---|---|
| FY263 analysts | 17 of 30 days+0.2% so far | 17 of 90 days+0.2% so far |
| FY273 analysts | 17 of 30 days+0.6% so far | 17 of 90 days+0.6% so far |
| Sep '262 analysts | 17 of 30 days0.0% so far | 17 of 90 days0.0% so far |
| Dec '262 analysts | 17 of 30 days+1.6% so far | 17 of 90 days+1.6% so far |
Contributors at both ends of the window: FY26 3 and 3. A change in the average can come from a new contributor as much as from a changed mind, so both counts stay in view.
Measured between two of our own nightly snapshots of one fiscal period, so a new fiscal year entering the view is never read as a revision. Never backfilled. A window still filling says how many days it holds; a blank one means our record is not that long yet.
If the Street is right, what does that imply for the share price?
EPS is a loss in the years the Street forecasts, and a multiple of a loss is not a price. So the sum switches to EBITDA, from FY27 on, which is the first year the consensus EBITDA is above zero, and waits for your multiple.
We hold no net cash and no diluted share count for this company, so an EBITDA multiple cannot be bridged to a price a share here. The sum stops rather than guessing the bridge.
Each point on the line is a multiple, and the flag is the price it implies for FY28. Past multiples are context, not a guide to future ones.
This is multiplication, not a forecast. It assumes the market pays the multiple you chose and that the consensus is right. Both are often wrong.
What you pay for the growth
Growth over a negative base is not meaningful. Consensus EPS is a loss in FY26, so there is neither a multiple of those earnings to pay nor a rate to grow from.Show the multiple against its own recordHide the multiple record
How much do analysts disagree?
For FY28, estimates run from $−0.58 to $0.32 around an average of $−0.11, drawn by 4 analysts.
The dashed line is FY25 filed $0.12, on the GAAP basis.
A wide spread is disagreement, not risk; a narrow one is agreement, not accuracy. Later years are always wider because fewer people forecast them. Bars in amber rest on fewer than 15 analysts. The tick on each bar is the average. Spreads are shown in currency rather than as percentages, because a percentage of a number near zero overstates it.
Is next quarter a high bar or an easy one?
Analysts expect Ibotta to lose $0.08 a share in the September quarter, the average of 2 estimates. Results are due on Nov 2, 2026, after the close, per the company's notice of Oct 7 ↗.
low $−0.08
The step from a filed quarter to a consensus crosses bases: the filed figure is the company's own GAAP number and the consensus is on the Street's basis. It is printed with both bases named, not as growth. For the December quarter, analysts expect a loss of $0.10 a share.
Does Ibotta usually beat or miss?
We have not been able to check a quarter yet. Our record of estimates for Ibotta begins on Oct 10, 2026, and a quarter can be checked only when we hold an estimate for it from before the company reported. The next report is due on Nov 2, 2026, per the company's notice of Oct 7 ↗.
We started recording estimates on Oct 10, 2026, so quarters that reported before that date cannot be checked.
Checked against the company's reported figure (GAAP) and the average estimate we recorded the night before its results release. Where analysts' number is on an adjusted basis, we leave the comparison out rather than force it. We started recording estimates for Ibotta on Oct 10, 2026, so earlier quarters cannot be checked, and we never fill them in after the fact.
Where the growth comes from
The Street expects sales to grow 8.9% in FY27. Consensus EPS is a loss at both ends of that step, so there is no EPS growth rate to take apart.
Coverage, and the gap to the filing
3 analysts publish an EPS estimate for FY26 and 6 publish revenue. Consensus figures are on the Street's basis and filed figures are GAAP; we label the gap, we do not explain it away.Show coverage by year and over timeHide the coverage chart
The full consensus, year by year
Coverage thins with distance: 6 revenue estimates for FY26, 5 for FY28.
Out-year bands widen as fewer analysts publish: 3 EPS estimates for FY26, 4 for FY28.
| Fiscal year | Revenue $B | YoY | EPS $ | YoY | EBITDA $B | Net inc. $B | Shares B | Analysts rev · EPS | Fwd P/E |
|---|---|---|---|---|---|---|---|---|---|
| FY25Filed | 0.3 | — | 0.12 | — | — | — | — | as filed | — |
| FY26E | 0.40.3 to 0.4 | ▲3.2%a | −0.66−0.68 to −0.65 | ▼652.5%a | −0.0 | −0.0 | 0.03 | 6 · 3 | n/m |
| FY27E | 0.40.4 to 0.4 | ▲8.9% | −0.28−0.28 to −0.27 | — | 0.0 | −0.0 | 0.03 | 6 · 3 | n/m |
| FY28E | 0.40.4 to 0.4 | ▲9.6% | −0.11−0.58 to 0.32 | — | 0.0 | −0.0 | 0.03 | 5 · 4 | n/m |
Average estimate with low to high beneath. Amber counts mark thin coverage and thin rows carry an amber rule. Shares = consensus net income ÷ consensus EPS, a direction rather than a decimal. The filed row's last column is today's price over the last four reported quarters, the one trailing multiple in that column. a This step crosses the seam: last year is a filed GAAP actual and this year is a consensus estimate, so the two are not prepared on one basis. b More than a third of the analyst panel changed between these two years, so the difference of the two averages measures the panel rather than the forecast.
Analysts' price forecasts and grades are not licensed here. This page shows forward consensus estimates only: 3 EPS estimates for FY26, 6 for revenue. Not investment advice.
Common questions
What do analysts expect Ibotta to earn in FY26?
Analysts expect Ibotta to lose $0.66 a share in FY26, the average of 3 estimates as of Oct 27, 2026.