IBTA
Ibotta, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Jul 8 A 10% owner (Clark Jermoluk Founders Fund I LLC) sold 500,000 shares…
- S Sep 10 1 insider sell $804.9K at $40.04
- S Sep 21 to Sep 22 2 days of insider sells: $626.0K by 1 insider, avg $41.34
- S Oct 1 to Oct 6 3 days of insider sells: $936.7K by 2 insiders, avg $40.91
- S Oct 19 to Oct 22 4 days of insider sells: $6.4M by 3 insiders, avg $48.75
Signal stack
Where each data set points today.
- InsidersBEARISH
3 insiders sold $8.7M.
- InstitutionsBEARISH
Q2 2026: 10 added (0 new), 15 trimmed or exited.
- AnalystsMIXED
1 of 14 rate it Buy or better. Price is above every target.
- TrendUPTREND
18% above its 50-day average. New closing high $48.98 on Oct 21.
- SocialQUIET
Crowd 50° (neutral) this week from 2 mentions: 0 bullish, 0 bearish. No setup call.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| DEUTSCHE BANK AG\ | TRIM | $5.9M |
| MORGAN STANLEY | TRIM | $5.6M |
| Nuveen, LLC | DOUBLED | $5.6M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | TRIM | $3.8M |
| BARCLAYS PLC | ADD | $3.5M |
| NORTHERN TRUST CORP | TRIM | $3.2M |
| Point72 Asset Management, L.P. | ADD | $3.0M |
| CITADEL ADVISORS LLC | TRIM | $3.0M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
14 analystsPrice is above the highest target. Median implies −22%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Aug 5, 2026 | UBS MAINTAIN | Neutral |
| Aug 4, 2026 | Goldman Sachs MAINTAIN | Sell |
| Aug 4, 2026 | Wells Fargo MAINTAIN | Equal-Weight |
| Aug 4, 2026 | Evercore ISI Group MAINTAIN | In-Line |
| Aug 4, 2026 | Needham REITERATE | Buy |
| Jul 8, 2026 | Goldman Sachs MAINTAIN | Sell |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 22, 2026 | Daspit Marisa CHIEF PEOPLE OFFICER | SELL | $25.0K |
| Oct 22, 2026 | Swanson Luke Roy CHIEF TECHNOLOGY OFFICER | SELL | $184.7K |
| Oct 22, 2026 | Swanson Luke Roy CHIEF TECHNOLOGY OFFICER | SELL | $174.1K |
| Oct 21, 2026 | Daspit Marisa CHIEF PEOPLE OFFICER | SELL | $12.3K |
| Oct 21, 2026 | Swanson Luke Roy CHIEF TECHNOLOGY OFFICER | SELL | $437.5K |
| Oct 21, 2026 | Swanson Luke Roy CHIEF TECHNOLOGY OFFICER | SELL | $453.0K |
| Oct 21, 2026 | Leach Bryan CEO AND PRESIDENT | SELL | $334.7K |
| Oct 21, 2026 | Leach Bryan CEO AND PRESIDENT | SELL | $59.4K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
22 filings · 1 bullish · 6 bearish · 1 mixed · 14 neutral- NEUTRAL CLUSTEROct 23, 2026
Three senior insiders at Ibotta (CEO, CTO, CPO) sold a total of ~$498K in open-market sales over a…
Insider selling is routine in size and pattern — no material signal. Monitor for any upcoming earnings or material news that could trigger a re-evaluation, but this cluster alone does not warrant a…
- NEUTRAL 144Oct 22, 2026
Luke Roy Swanson, an officer of Ibotta, Inc., filed a Form 144 notice of intent to sell 3,484…
The proposed sale is small relative to the officer's likely holdings and the company's market cap. However, the pattern of consistent monthly sales by the officer's spouse and related trust over the…
- NEUTRAL 144Oct 22, 2026
Luke Roy Swanson, an officer of Ibotta, filed a Form 144 on October 22, 2026, indicating intent to…
This is a routine insider intent-to-sell filing with a small share count. The officer has been a consistent seller through related entities over the past three months, which may reflect ongoing…
- NEUTRAL 144Oct 22, 2026
Marisa Daspit, an officer of Ibotta, filed a Form 144 notice of intent to sell 499 shares of Class…
Minimal insider sale by an officer — no material read-through. The filing also discloses three prior sales totaling ~4,915 shares in the preceding two months, suggesting ongoing but modest portfolio…
All IBTA filing & press-release reports (22)
- CLUSTER reportOct 23, 2026
- 144 reportOct 22, 2026
- 144 reportOct 22, 2026
- 144 reportOct 22, 2026
- CLUSTER reportSep 25, 2026
- 8-K reportSep 24, 2026
- CLUSTER reportSep 14, 2026
- CLUSTER reportSep 10, 2026
- CLUSTER reportSep 3, 2026
- CLUSTER reportAug 19, 2026
- CLUSTER reportAug 17, 2026
- CLUSTER reportAug 13, 2026
- CLUSTER reportAug 11, 2026
- CLUSTER reportAug 5, 2026
- CLUSTER reportJul 8, 2026
- CLUSTER reportJul 6, 2026
- CLUSTER reportJun 10, 2026
- 8-K reportMay 22, 2026
- 8-K reportMay 6, 2026
- 8-K reportMar 12, 2026
- INST-CLUSTER reportFeb 28, 2026
- 8-K reportFeb 25, 2026