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IBTAIbotta, Inc.Sell4.7·$38.39+2.81%

Ibotta (IBTA) Q2 2026 earnings — TrendMatrix coverage

BEAT+24.2% vs estimateEPS $0.46 vs $0.37 estCurrent verdict Sell 4.7/10

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$0.46
Estimate
$0.37
Surprise
+24.2%
Score today
4.7/10

Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.

Report record · Q2 2026

How the report landed

Ibotta (IBTA) beat the $0.37 estimate with diluted EPS of $0.46 — a large 24.2% upside surprise.

Current read · as of 2026-09-06

Where TrendMatrix's rating stands now

TrendMatrix currently rates IBTA Sell at 4.7/10; no pre/post engine snapshot brackets this report.

2 of the last 4 quarters beat the estimate; this quarter's +24.2% surprise compares with a +16.2% four-quarter average. Next scheduled report: 2026-11-11.

What supports the rating

  • Attractive valuation

What argues against it

  • Analyst target reached - limited upside remaining
  • V7 low-quality RISK_OFF penalty: -0.5 (Q=4.1)
  • Sector modifier (Technology): -0.8

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$38.39
Price target
$44.15
Stop
$35.70
Upside to target
+15.0%

Model outputs from TrendMatrix’s engine as of 2026-09-06 — shown for context, not personalized investment advice.

Technology context

IBTA at TrendMatrix's latest read

Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.

Industry
Software - Application
Market cap
$891.6M
P/E (fwd)
20.4
52-week range
$19.10$40.48
Off 52-week high
5.2%
RSI (14)
62
Volume vs avg
1.34×
Score today
4.7/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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