Ibotta posts Q3 2026 revenue beat and raises Q4 guidance
Ibotta reported third‑quarter 2026 revenue of $97.8 million, up 17% year‑over‑year, and adjusted EBITDA of $23.8 million, a 24.3% margin. Total digital offer redemptions rose 40% to 116.4 million, driven by third‑party publisher growth. The company guided fourth‑quarter revenue to $94 million‑$98 million and adjusted EBITDA to $15 million‑$17 million. Management said the results reflect accelerating offer supply and a strong redeemer base.
Why it matters
The Q4 revenue guidance of $94‑$98 million implies about 8% year‑over‑year growth, setting a baseline for investors' revenue forecasts. The higher‑than‑expected Q3 results and raised guidance have prompted analyst upgrades and higher price targets.
Key facts
- 1Q3 2026 revenue was $97.8 million. stocktitan.net
- 2Revenue grew 17% year‑over‑year. stocktitan.net
- 3Adjusted EBITDA was $23.8 million. stocktitan.net
- 4Adjusted EBITDA margin was 24.3%. stocktitan.net
- 5Total redemptions increased 40% to 116.4 million. stocktitan.net
- 6Q4 2026 revenue guidance is $94 million‑$98 million. stocktitan.net
Summary written by AlphAI AI Desk from 12 of 12 sources. Not investment advice. Figures are as stated by the linked sources.