IBOTTA INC. DL-,001 Aktie

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. » Altro su de.investing.com

Ibotta reported revenue of $82.5 million and adjusted EBITDA of $8.7 million for Q1 2026, both above consensus forecasts but below year-ago figures. Earnings per share of $0.24 missed expectations by a wide margin, while the stock rose in after-hours trading, supported by strong free cash flow. Growth was driven mainly by the third-party channel (+12%), while the direct-to-consumer business declined (-25%). For Q2 Ibotta expects revenue of $82–86 million and adjusted EBITDA of $9–12 million, with slightly improved margin trends. » Altro su de.investing.com

Ibotta has agreed a multi-year exclusive deal with Uber to provide digital promotions and coupons within the US grocery and retail ecosystem. Offers will initially be available in the Uber Eats app via the Ibotta Performance Network, with expansion to the Uber and Postmates apps planned later in the year. The partnership comes as Ibotta shows positive financial momentum (year-to-date stock return +24%, market capitalization $687 million, revenue $342 million, gross margin 79%) and Uber reports accelerated growth in its delivery business. » Altro su de.investing.com