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Ibotta (IBTA) guidance and outlook
Ibotta (IBTA) gave its guidance on Nov 2, 2026: Revenue $94.0M–$98.0M for Q4 2026; EBITDA $15.0M–$17.0M for Q4 2026; EBITDA +16.7% for Q4 2026. Ibotta's 10-Q filed Nov 3, 2026 makes 11 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q4 2026 | $94.0M–$98.0M | new |
| EBITDA | Q4 2026 | $15.0M–$17.0M | new |
| EBITDA | Q4 2026 | +16.7% | new |
From the earnings release filed Nov 2, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 3, 2026
- Our historical results are not necessarily indicative of the results that may be expected for any period in the future, and our interim results are not necessarily indicative of the results we expect for the full fiscal year or any other period.
- Deteriorating macroeconomic conditions could lower promotional budgets and result in a decline in client spending, which could adversely affect the number of offer redemptions on our network.
- We aim to grow redemptions from our redeemers by expanding the quantity and quality of offers available and increasing engagement by continuing to improve the consumer experience.
- We expect our redemption revenue to increase as a percentage of total revenue as we continue to grow the IPN and conversely ad and other revenue to decrease as a percentage of total revenue.
- We expect cost of revenue to increase as we continue to invest in our platform, acquire new publishers, and grow revenue.
- We expect sales and marketing expenses to increase as we continue to invest in our sales function, as well as B2B marketing and third-party measurement studies.
- We expect research and development expenses to modestly increase as we continue to invest in the personnel and technologies necessary to support the growth of our business.
- We expect general and administrative expenses to modestly increase to support the growth of our business.
- We may also, from time to time, enter into Rule 10b5-1 plans to facilitate repurchases of shares of our Class A common stock under this authorization.
- In preparing the condensed financial statements, we apply accounting policies and estimates that affect the reported amounts and related disclosures.
- We regularly re-evaluate our estimates used in the preparation of the condensed financial statements based on our latest assessment of the current and projected business and economic environment.
Ibotta's latest quarter
Ibotta, Q3 2026: revenue $97.8M (+18% year over year), operating margin 4.8%, net loss $3.5M, operating cash flow $22.0M. The chart follows the revenue to costs, profit and cash.
Questions
Did Ibotta raise or lower its guidance?
Ibotta (IBTA) gave its guidance on Nov 2, 2026: Revenue $94.0M–$98.0M for Q4 2026; EBITDA $15.0M–$17.0M for Q4 2026; EBITDA +16.7% for Q4 2026.
What does Ibotta expect?
Our historical results are not necessarily indicative of the results that may be expected for any period in the future, and our interim results are not necessarily indicative of the results we expect for the full fiscal year or any other period. Deteriorating macroeconomic conditions could lower promotional budgets and result in a decline in client spending, which could adversely affect the number of offer redemptions on our network. We aim to grow redemptions from our redeemers by expanding the quantity and quality of offers available and increasing engagement by continuing to improve the con
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.