NYSE$IBTA

Ibotta Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close

Briefing

Ibotta reported Q4 2025, revenue of $88.5M, a net loss of $1M, diluted EPS of $-0.04.

For Q4 2025, Ibotta reported revenue of $88.5M, a net loss of $1M, diluted EPS was $-0.04. Management discusses segment performance, capital allocation, and macro risks in the quarterly filing.

  • Revenue $88.5M.
  • Net loss $1M.
  • Diluted EPS $-0.04.

Headline financials

Total Revenue

$88.5M

No prior period
EPS (adj)

-$0.04

No prior period
Total Redeemers

20.4M

No prior period
3P Publisher Redemptions

74.0M

No prior period
Adjusted EBITDA

$13.7M

No prior period
Adjusted EBITDA Margin

15.0%

No prior period
Net Income

-$1M

No prior period
Operating Income

-$1.64M

No prior period
Gross Profit

$69.6M

No prior period

Revenue & EPS history

Ibotta Inc · Revenue · Quarterly

$88.5M

Q4 2025
Beat estimate in 1 of 1 quarters(100%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks; numeric multi-quarter bridges vary by issuer.

Tailwinds

  • MD&A highlights liquidity, capital, and core business trends.
  • Segment or product commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

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 Q4 2025

Historical avgQ4 2025

+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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