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8-K ·Filed May 22, 2026

IBTA

Ibotta, Inc.
NEUTRAL
Impact 3/10
Horizonimmediate Processed5mo ago SEC0001628280-26-037740
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Monitor next earnings release (expected in August 2026) for any updates on revenue trends or guidance. This filing contains no actionable trading signal — the principal accounting officer transition is an internal re-assignment with no change to financial reporting practices.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
IBTA ▲ +17.81% at T+60d
NEUTRAL call +17.81% · α vs SPY +15.09% · entry $32.17 → $37.90
Entry = T+0 close
May 22, 2026
via day close
T+1d
+5.38%
call +5.38% · α +5.36%
$33.90
settled 5mo ago
T+5d
+7.96%
call +7.96% · α +6.75%
$34.73
settled 5mo ago
T+20d
-1.77%
call -1.77% · α +0.18%
$31.60
settled 4mo ago
T+60d
+17.81%
call +17.81% · α +15.09%
$37.90
settled 2mo ago

Price Chart

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Executive Summary

Ibotta filed an 8-K for two routine items: (1) Jared Chomko was appointed Principal Accounting Officer, a role he had previously held, with no compensation change; (2) results of the 2026 annual meeting where shareholders elected directors, approved executive compensation on an advisory basis, and ratified KPMG as auditor. No material financial data or strategic updates were provided.

Key Facts

  • Jared Chomko appointed Principal Accounting Officer effective May 19, 2026; no change in compensation.
  • CFO Matt Puckett steps down as Interim Principal Accounting Officer.
  • Shareholders elected Amit Doshi and Larry Sonsini as Class II directors.
  • Advisory vote on executive compensation passed (65.6M for, 190.9K against).
  • Shareholders approved annual frequency for say-on-pay votes.
  • KPMG ratified as independent auditor for FY2026 (69.3M for, 41.9K against).

Financial Impact

No financial impact disclosed; routine governance filings.

Risk Factors

  • No immediate risks identified from this filing.

Market Snapshot

Exchange
NYSE
Sector
Services-Advertising
Analyst Consensus
7% bullish (14 analysts)

Investment Themes

Services

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-037740
Document: 0001628280-26-037740-index-headers.html0001628280-26-037740
Document: 0001628280-26-037740-index.html0001628280-26-037740
Document: 0001628280-26-037740.txt0001628280-26-037740
22 reports for IBTA
Performance horizon
71% Hit rate @ T+1 5 of 7 directional calls Went positive at some point 6 of 7 best @ T+60▲ +28.99%Feb 28, 2026
Filters
Rows
Reports for IBTA — sortable, filterable
TypeNow
Oct 23, 2026
3d ago
Insider Cluster
NEUTRAL ★ 3/10
$48.61awaiting T+1—$48.68 (+0.14%)
Oct 22, 2026
4d ago
144
NEUTRAL ★ 2/10
$48.61 $48.68▲ +0.14%▼ −0.57%$48.68 (+0.14%)
Oct 22, 2026
4d ago
144
NEUTRAL ★ 3/10
$48.61 $48.68▲ +0.14%▼ −0.57%$48.68 (+0.14%)
Oct 22, 2026
4d ago
144
NEUTRAL ★ 2/10
$48.61 $48.68▲ +0.14%▼ −0.57%$48.68 (+0.14%)
Sep 25, 2026
4w ago
Insider Cluster
BEARISH ★ 4/10
$40.07 $39.27▲ +2.00%▲ +1.81%$48.68 (−21.49%)
Sep 24, 2026
4w ago
8-K
NEUTRAL ★ 2/10
$41.06 $40.07▼ −2.41%▼ −1.67%$48.68 (+18.56%)
Sep 14, 2026
6w ago
Insider Cluster
BEARISH ★ 5/10
$42.05 $41.58▲ +1.12%▲ +0.68%$48.68 (−15.77%)
Sep 10, 2026
6w ago
Insider Cluster
BEARISH ★ 5/10
$41.14 $42.40▼ −3.06%▼ −3.51%$48.68 (−18.33%)
Sep 3, 2026
7w ago
Insider Cluster
NEUTRAL ★ 3/10
$38.39 $38.38▼ −0.03%▲ +0.52%$48.68 (+26.80%)
Aug 19, 2026
9w ago
Insider Cluster
BEARISH ★ 5/10
$36.48 $37.71▼ −3.37%▼ −2.96%$48.68 (−33.44%)
Showing 10 of 22

US Market Status

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Report published May 22, 2026