IBTA trades 19.9% above Wall Street's consensus target of $39.25.
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 October 22, 2026, Ibotta, Inc. (IBTA) has a Wall Street consensus price target of $39.25, based on estimates from 9 covering analysts. With the stock currently trading at $48.98, this represents a potential downside of -19.9%. The company has a market capitalization of $1.24B.
Analyst price targets range from a low of $32.00 to a high of $45.00, representing a 33% spread in expectations. The median target of $40.00 aligns closely with the consensus average.
The current analyst consensus rating is Buy, with 5 analysts rating the stock as a Buy or Strong Buy,3 rating it Hold, and 1 rating it Sell or Strong Sell. The positive sentiment balance indicates moderate optimism about the stock prospects.
From a valuation perspective, IBTA trades at a trailing P/E of 408.2x. Analysts expect EPS to grow -40.1% 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. | $7.9B | $92.39 | $102.00 | +10.4% | Buy | 49.5x | 15 |
 CDLXCardlytics, Inc. | $11M | $1.81 | — | — | — | — | — |
 PERIPerion Network Ltd. | $361M | $8.74 | $13.50 | +54.5% | Buy | 7.0x | 14 |
 ACMRACM Research, Inc. | $3.5B | $54.69 | $113.20 | +107.0% | Buy | 24.7x | 10 |
 MAPSWM Technology, Inc. | $33M | $0.30 | — | — | — | — | — |
 PRCHPorch Group, Inc. | $2.1B | $18.59 | $21.00 | +13.0% | Buy | 542.0x | 14 |
 TPVGTriplePoint Venture Growth BDC Corp. | $172M | $4.23 | $5.00 | +18.2% | Hold | 4.7x | 12 |
 KRThe Kroger Co. | $39.5B | $64.13 | $70.62 | +10.1% | Buy | 12.4x | 44 |
 WMTWalmart Inc. | $939.0B | $117.80 | $130.05 | +10.4% | Buy | 40.8x | 66 |
 COSTCostco Wholesale Corporation | $442.7B | $998.31 | $1111.55 | +11.3% | Buy | 43.8x | 59 |
Quick answers to the most common questions about buying IBTA stock.
IBTA's consensus price target is $39.25, -19.9% below the current price of $48.98. The 9 analysts tracking IBTA see downside risk at present valuations.
IBTA has a consensus rating of "Buy" based on 9 Wall Street analysts. The rating breakdown is predominantly bullish, with 5 Buy/Strong Buy ratings. The consensus 12-month price target of $39.25 implies -19.9% downside from current levels.
IBTA's current price is $48.98 with a consensus target of $39.25 (-19.9% implied move). Analyst estimates suggest the stock is overvalued at current levels.
The most bullish Wall Street analyst has a price target of $45 for IBTA, while the most conservative target is $32. The consensus of $39.25 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, 5 have Buy ratings, 3 recommend Hold, and 1 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 $39.25, with estimates ranging from $32 (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.
Analysts are cautious on IBTA, with 1 Sell ratings and a price target of $39.25 (-19.9% from current price). The "Buy" consensus suggests careful evaluation before buying. 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 $32 to $45, a 33% moderate spread showing some variance in outlooks. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $39.25 consensus represents the middle ground. Our model's $10-$20 range provides an independent fundamental perspective.
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