IBOTTA INC. DL-,001 Aktie

Ibotta reported at the Goldman Sachs conference that it achieved growth in Q2 earlier than planned, after previously targeting Q3. The company is transforming from a consumer cashback app into a B2B performance-marketing platform with a pay-for-performance model and is expanding its network through partners such as 7-Eleven, Instacart and Uber Eats. Ibotta is investing in infrastructure, AI and measurement tools, but stresses that the platform transition and proving profitable incremental growth will still take time. » Plus sur de.investing.com

At the Global TMT Conference Ibotta said the turnaround is being driven mainly by better operational execution, a restructured sales organization and greater customer engagement. The company reported revenue growth of 3% in the most recently reported quarter, redemption revenue up 10% and the number of redeeming users up 21%. Third‑party analyses from Circana, according to Ibotta, show a 16% increase in incremental revenues; many investments in personnel and products have already been made, so margin expansion appears possible with stable growth. Management emphasizes the recovery is still in an early stage and the next test will be to sustainably accelerate growth through 2025. » Plus sur de.investing.com

Ibotta reported Q2 2026 revenue of $88.9 million (+3% year‑on‑year) and adjusted EBITDA of $16.5 million, about 58% above expectations. Strong growth in the third‑party segment drove redemption revenue up 27% to $61.5 million, and management raised its target for free cash flow as a percentage of adjusted EBITDA from 65% to about 70%. The Q3 revenue outlook is above analysts’ estimates, and the company is targeting mid‑single‑digit revenue growth for 2026. Goldman Sachs raised its price target but kept its rating at "sell"; the results triggered a pre‑market rally and short‑covering. » Plus sur de.investing.com