NYSE$IBTA

Ibotta Inc · Q1 2026 earnings

Q1 2026 earnings ·

Briefing

Ibotta reported Q1 2026 with $82.5M revenue, net loss of $10.3M, and diluted loss per share of $0.43.

For the period ended 2026-03-31, Ibotta reported $82.5M revenue. Revenue $82.5M vs $84.6M prior year. Net loss $(10.3)M vs $0.6M income a year ago; loss per share $(0.43). Cash rewards platform for CPG promotions and retail media. No EPS guidance; publisher payouts and redemption volumes are key drivers.

  • Revenue $82.5M vs $84.6M prior year.
  • Net loss $(10.3)M vs $0.6M income a year ago; loss per share $(0.43).
  • Cash rewards platform for CPG promotions and retail media.

Headline financials

Total Revenue

$82.5M

Previous: $84.6M-2.5%
EPS (adj)

-$0.43

Previous: $0.02-2250.0%
Capital Expenditures

-$3.07M

Previous: -$1.89M-62.0%
Free Cash Flow

$27.3M

Previous: -$1.34M+2139.3%
Net Income

-$10.3M

Previous: $555K-1959.8%
Operating Income

-$10.8M

Previous: -$2.8M-286.4%
Gross Profit

$63M

Previous: $67.5M-6.6%
Cash & Equivalents

$165M

No prior period
Total Assets

$480M

No prior period

Revenue & EPS history

Ibotta Inc · Revenue · Quarterly

$82.5M

Q1 2026-2.5%vs Q1 2025
Beat estimate in 1 of 1 quarters(100%)
ActualEstimate

Forward guidance

No EPS guidance; publisher payouts and redemption volumes are key drivers.

Tailwinds

  • Gross profit still $63M on high take rate.
  • Strong operating cash flow generation.
  • Large cash balance ~$165M.

Headwinds

  • Swing to loss on higher sales and marketing.
  • Revenue slightly down YoY.
  • Competition in retail media networks.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 7 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+4.5%

Avg return

Earnings day

-9.0%

Avg return

5 days after

-8.9%

Avg return

30 days after

75%

6 / 8 earnings

Positive

+28.5%

Q4 2025

Best reaction

-2.1%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.4%-10.5%-11.4%
Q4 2025+28.5%+25.1%+41.4%
Q3 2025+5.3%-22.1%-31.2%
Q2 2025+3.0%-20.5%-19.1%
Q1 2025+0.3%+9.5%-16.6%
Q3 2024-2.1%-14.6%-3.7%
Q2 2024+2.4%-18.2%-1.1%
Q1 2024-1.7%-20.2%-29.5%

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