IBTA

Ibotta, Inc.
NYSEUSDEQUITY Technology DELAYED
Last price
41.00
▼ 0.35 (0.85%)
MARKET · —

Price

1D — H — L — Range — Vol —
Drag pan · Pinch zoom · Hold crosshair · pick a tool then drag to draw
Open
40.96
Prev close
41.35
Day high
42.11
Day low
40.92
Volume
341.46K
Market cap
$951.34M
P/E (TTM)
—
52W range
19.10 – 43.43

Day trading desk

Current session · delayed
Gap from prior close
-0.94%
Prior close 41.35
VWAP
—
—
Relative volume
0.00×
Quiet session
Session range
0.10%
40.96 – 41.00
Position in range
100%
Near session high
ATR (14D)
1.64
4.00% of price
Prior day high
42.35
PDH
Prior day low
40.90
PDL
Bid / ask spread
—
Quote not published
Session volume
—
Avg 232.05K

VWAP and the session figures are computed from the delayed intraday series on this page, so they lag the live tape and will not match a broker's real-time VWAP exactly. Turn on Prior day H/L/C, Opening range and Volume profile in the chart's Studies menu to see these levels drawn on price.

Trailing performance

Price return · vs SPY
Returnvs SPY
1W
+4.30% +2.4%
1M
+6.69% +5.5%
3M
+31.32% +26.8%
6M
+27.76% +9.6%
YTD
+80.20% +66.0%
1Y
+36.90% +20.5%
3Y
— -82.3%
5Y
— —

Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.

Unusual options activity

Account required
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
Free account required

Contracts trading at or above their open interest, ranked by notional and where the print landed.

Free account

5 more panels on IBTA open with an account.

Options chains and analytics, valuation ratios, insider filings, analyst targets and ownership. No card, no trial, nothing to cancel.

Insider net activity

6m · Form 4 rollup
Net shares
-675.73K
Net selling
Buy transactions
23
404.12K shares
Sell transactions
23
1.08M shares
Net transactions
+46
Buys less sells
Sell : buy shares
2.7 : 1
Mixed
Insider-held shares
11.39M
Total on file
Bought 404.12KSold 1.08M

Insider transactions

Account required
DateInsiderAction SharesValueHeld
Oct 1, 26
SWANSON LUKE ROY
Chief Technology Officer
SELL 11.88K $472.76K
Sep 22, 26
WEISMAN TONY G.
Director
STOCK 10.34K $0 Direct
Sep 22, 26
WEISMAN TONY G.
Director
STOCK 9.84K $0 Direct
Sep 22, 26
LEACH BRYAN
Chief Executive Officer
SELL 15.14K $625.98K Direct
Sep 22, 26
LEACH BRYAN
Chief Executive Officer
CONVERSION 15.14K $60.42K Direct
Sep 10, 26
SWANSON LUKE ROY
Chief Technology Officer
SELL 40.20K $1.61M
Sep 9, 26
LEACH BRYAN
Chief Executive Officer
SELL 39.10K $1.47M Direct
Sep 8, 26
LEACH BRYAN
Chief Executive Officer
CONVERSION 15.14K $60.42K Direct
Sep 2, 26
DASPIT MARISA
Officer
SELL 4.67K $174.08K Direct
Sep 1, 26
SWANSON LUKE ROY
Chief Technology Officer
SELL 11.88K $439.20K
Aug 18, 26
LEACH BRYAN
Chief Executive Officer
SELL 35.62K $1.28M
Aug 18, 26
LEACH BRYAN
Chief Executive Officer
CONVERSION 35.62K $118.84K
Aug 13, 26
LEHRMAN THOMAS D.
Director
SELL 30.27K $1.13M
Aug 12, 26
LEHRMAN THOMAS D.
Director
SELL 42.41K $1.53M
What this is, and what it is not

These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.

A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.

This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.

Free account required

Officer and director trades in their own stock, straight from Form 4 filings.

Insider holders

10 reporting
NameRelationShares heldLatest
CLARK JERMOLUK FOUNDERS FUND I LLC
Beneficial Owner of more than 10% of a Class of Security — Sale
D E SHAW VALENCE PORTFOLIOS LLC
Beneficial Owner of more than 10% of a Class of Security — Purchase
D. E. SHAW & CO., L.P
Beneficial Owner of more than 10% of a Class of Security — Sale
EL TABIB AMIR
Officer 208.60K Stock Award(Grant)
LEACH BRYAN
Chief Executive Officer 823.89K Sale
PATEL SUNIT S
Chief Financial Officer 557.93K Stock Award(Grant)
PUCKETT MATTHEW H
Chief Financial Officer 336.83K Stock Award(Grant)
RIEDY CHRISTOPHER J
Officer 397.51K Purchase
SHAPIRO DAVID T
Officer 235.25K Stock Award(Grant)
SWANSON LUKE ROY
Chief Technology Officer — Sale

Fundamentals

TTM · reported
Market cap$951.34M
Enterprise value$825.99M
Revenue (TTM)$343.17M
Gross profit$268.50M
EBITDA$-7.26M
Net income$-11.02M
EPS (TTM)$-0.47
Free cash flow$50.91M
Total cash$148.17M
Total debt$25.13M
Book value / share$10.39
Shares outstanding20.15M
Float7.28M
Short % of float30.00%
Dividend yield0.00%
Beta (5Y)-0.28

Valuation & profitability ratios

Account required
Trailing P/E—
Forward P/E21.75
PEG ratio—
Price / sales—
Price / book3.94
EV / revenue2.41
EV / EBITDA-113.71
Gross margin78.24%
Operating margin-2.11%
Profit margin-3.21%
Return on equity-3.70%
Return on assets-1.20%
Debt / equity10.40
Current ratio1.71
Free account required

Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.

Financial statements

As reported · 4 years · 5 quarters
Blank means not reported, not zero
Line item2025202420232022YoY
Total revenue $342.39M$367.25M$320.04M$210.70M -6.8%
Operating revenue $342.39M$367.25M$320.04M$210.70M -6.8%
Cost of revenue $71.06M$50.12M$43.99M$46.18M +41.8%
Gross profit $271.33M$317.13M$276.05M$164.53M -14.4%
Research & development $61.08M$63.27M$50.00M$42.56M -3.5%
Selling, general & admin $207.18M$221.95M$166.39M$159.23M -6.7%
Total operating expense $272.18M$289.21M$220.05M$204.84M -5.9%
Operating income -$841.00K$27.93M$56.00M-$40.31M -103.0%
Net interest income $10.78M$9.41M-$6.88M-$5.31M +14.5%
Pre-tax income $9.85M$24.50M$44.05M-$54.60M -59.8%
Tax provision $6.27M-$44.25M$5.93M$262.00K +114.2%
Net income $3.58M$68.74M$38.12M-$54.86M -94.8%
Net income to common $3.58M$68.74M$38.12M-$54.86M -94.8%
Basic EPS 0.132.851.26-5.89 -95.4%
Diluted EPS 0.122.561.26-5.89 -95.3%
EBIT -$841.00K$27.93M$56.00M-$40.31M -103.0%
EBITDA $7.48M$36.01M$62.66M-$33.99M -79.2%
Basic shares 28.37M24.12M30.24M9.31M +17.6%
Diluted shares 30.10M26.86M30.24M28.36M +12.1%

Options analytics

Account required
Put / call volume
0.06
Call-heavy session
Put / call open interest
16.09
Positioning, not flow
Max pain
40.00
-2.3% from spot
ATM implied vol
0.0%
Nearest strike to spot
Skew (10% OTM)
-9.4%
Calls bid over puts
Call volume
17
Contracts, this expiry
Put volume
1
Contracts, this expiry
Heaviest call OI
45.00
47 contracts
Heaviest put OI
40.00
1.19K contracts

Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.

Free account required

Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.

Earnings

History & consensus estimates
Reported vs expected · EPS
QuarterEst.ActualSurprise
Jun 2026 0.370.46 +24.2%
Mar 2026 0.260.24 -6.6%
Dec 2025 0.350.29 -17.9%
Sep 2025 0.340.56 +65.2%
Forward consensus
PeriodEPSAnalystsRevenueGrowth
Current quarter 0.44 3 $88.60M +6.4%
Next quarter 0.45 3 $93.38M +5.5%
Current year 1.59 3 $353.35M +3.2%
Next year 1.88 3 $384.72M +8.9%

Analyst targets & ownership

Account required
Mean target$36.14
High target$45.00
Low target$22.00
Implied upside-11.85%
Analyst count7
ConsensusHOLD
Strong buy / Buy1 / 0
Hold6
Sell / Strong sell1 / 1
Held by insiders49.17%
Held by institutions49.78%
Institutions holding212
Free account required

Price targets, consensus spread, insider and institutional ownership.

Moving averages & technicals

Computed from 2Y daily closes
SMA 10
40.65
+0.85% from price
SMA 20
40.91
+0.13% from price
SMA 50
37.59
+8.97% from price
SMA 100
34.75
+17.97% from price
SMA 200
30.65
+33.63% from price
EMA 12
40.66
+0.83% from price
EMA 26
39.85
+2.87% from price
EMA 50
38.14
+7.50% from price
RSI (14)
56.4
Neutral
MACD (12,26,9)
0.81
Hist -0.22
ATR (14)
1.64
4.01% of price
Realised vol 30D
28.8%
Annualised
Bollinger upper
42.76
20, 2σ
Bollinger lower
39.05
20, 2σ
50 / 200 cross
Golden
37.59 vs 30.65
Trend bias
Above 200
+33.63%

Options chain

Account required
Expiry
Spot 41.00
Calls
StrikeLastBidAskVolOIIV
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
Puts
StrikeLastBidAskVolOIIV
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
Free account required

Every listed expiry, both sides of the book, with volume, open interest and implied volatility.

Risk profile

Daily returns · 1Y window
Beta vs SPY
1.24
More volatile than market
Correlation to SPY
0.20
Largely independent
Realised vol 30D
28.8%
Annualised
Market vol 1Y
13.0%
SPY, annualised
Max drawdown 1Y
-45.1%
Peak to trough
Max drawdown 5Y
-82.5%
Peak to trough
ATR 14
1.64
4.01% of price
Beta (reported)
-0.28
5Y monthly, from filing

Short interest

Semi-monthly exchange report · lags by ~2 weeks
Shares short
3.16M
Prior 3.22M
Change vs prior
-1.9%
Shorts covering
% of float
30.00%
Heavily shorted
% of shares out
15.70%
Against total outstanding
Days to cover
17.1
Crowded exit
Float
7.28M
Freely tradeable shares

Exchanges publish short interest twice a month with a settlement lag, so this is roughly two weeks behind. Days to cover divides shares short by average daily volume — it estimates how long covering would take, not whether it will happen.

Rating changes

21 on file
DateFirm ActionFromTo
Aug 14, 24 JMP Securities MAINTAINED Market Outperform Market Outperform
Aug 14, 24 Raymond James MAINTAINED Outperform Outperform
Aug 14, 24 Goldman Sachs MAINTAINED Neutral Neutral
Aug 14, 24 Citigroup MAINTAINED Buy Buy
Aug 14, 24 Wells Fargo MAINTAINED Overweight Overweight
Aug 14, 24 Evercore ISI Group MAINTAINED Outperform Outperform
Aug 14, 24 B of A Securities MAINTAINED Buy Buy
Aug 14, 24 Needham MAINTAINED Buy Buy
Jul 8, 24 Wells Fargo MAINTAINED Overweight Overweight
May 31, 24 UBS MAINTAINED Buy Buy
May 31, 24 JMP Securities MAINTAINED Market Outperform Market Outperform
May 31, 24 Needham MAINTAINED Buy Buy

Dividends & splits

Declared · from the issuer
Forward rate—
Forward yield0.00%
5-year avg yield—
Payout ratio0.00%
Ex-dividend date—
Next pay date—
Last split—
Split date—

PRIVATE STRATEGY · BY QUALIFICATION

The same data. A different seat.

The research you are reading is the input layer for a discretionary options program we run for a small number of qualified investors. Minimum $1,000,000.