IBTA trades 23.6% below Wall Street's consensus target of $42.50.
Last 12 months price action with 12-month analyst target path
The base valuation assumes IBTA achieves its forward estimates and maintains a stable P/E multiple of historical averagesx. This scenario reflects the blended consensus of 9 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of June 30, 2026, Ibotta, Inc. (IBTA) has a Wall Street consensus price target of $42.50, based on estimates from 9 covering analysts. With the stock currently trading at $34.39, this represents a potential upside of +23.6%. The company has a market capitalization of $976M.
Analyst price targets range from a low of $40.00 to a high of $45.00, representing a 12% spread in expectations. The median target of $42.50 aligns closely with the consensus average. The tight target dispersion indicates high conviction among analysts.
The current analyst consensus rating is Buy, with 8 analysts rating the stock as a Buy or Strong Buy,1 rating it Hold, and 0 rating it Sell or Strong Sell. This overwhelmingly bullish sentiment suggests analysts see significant catalysts for upside ahead.
From a valuation perspective, IBTA trades at a trailing P/E of 286.6x. Analysts expect EPS to grow -202.0% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $15.30, with bear and bull scenarios of $9.64 and $20.16 respectively. Model confidence stands at 39/100, suggesting limited visibility into future performance.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
DSGXThe Descartes Systems Group Inc. | $6.0B | $69.52 | $98.67 | +41.9% | Buy | 37.3x | 15 |
CDLXCardlytics, Inc. | $28M | $4.87 | — | — | — | — | — |
PERIPerion Network Ltd. | $390M | $9.44 | $13.50 | +43.0% | Buy | 8.0x | 14 |
ACMRACM Research, Inc. | $7.9B | $118.88 | $110.00 | -7.5% | Buy | 59.5x | 10 |
MAPSWM Technology, Inc. | $67M | $0.39 | — | — | — | — | — |
PRCHPorch Group, Inc. | $1.6B | $14.60 | $9.33 | -36.1% | Buy | — | 13 |
TPVGTriplePoint Venture Growth BDC Corp. | $196M | $4.83 | $8.95 | +85.3% | Hold | 5.2x | 12 |
KRThe Kroger Co. | $34.5B | $55.91 | $72.23 | +29.2% | Buy | 10.7x | 44 |
WMTWalmart Inc. | $913.5B | $114.60 | $139.44 | +21.7% | Buy | 39.5x | 66 |
COSTCostco Wholesale Corporation | $419.8B | $946.68 | $1110.75 | +17.3% | Buy | 46.1x | 58 |
Quick answers to the most common questions about buying IBTA stock.
The consensus Wall Street price target for IBTA is $42.5, representing 23.6% upside from the current price of $34.39. With 9 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.
IBTA has a consensus rating of "Buy" based on 9 Wall Street analysts. The rating breakdown is predominantly bullish, with 8 Buy/Strong Buy ratings. The consensus 12-month price target of $42.5 implies 23.6% upside from current levels.
IBTA's current price is $34.39 with a consensus target of $42.5 (23.6% implied move). Analyst estimates suggest the stock is undervalued at current levels.
The most bullish Wall Street analyst has a price target of $45 for IBTA, while the most conservative target is $40. The consensus of $42.5 represents the median expectation. Our quantitative valuation model projects a bull case target of $20 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
IBTA is moderately covered, with 9 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 8 have Buy ratings, 1 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
The 12-month IBTA stock forecast based on 9 Wall Street analysts shows a consensus price target of $42.5, with estimates ranging from $40 (bear case) to $45 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $15, with bear/bull scenarios of $10/$20.
Our quantitative valuation model calculates IBTA's fair value at $15 (base case), with a bear case of $10 and bull case of $20. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 39/100.
Wall Street analysts are very optimistic on IBTA, with a "Buy" consensus rating and $42.5 price target (23.6% upside). 8 of 9 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
IBTA analyst price targets range from $40 to $45, a 12% tight range reflecting strong analyst consensus. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $42.5 consensus represents the middle ground. Our model's $10-$20 range provides an independent fundamental perspective.
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