Ibotta forecasts Q4 revenue of $94 million-$98 million
IBTA•Ibotta forecasts fourth-quarter 2026 revenue of $94 million-$98 million and adjusted EBITDA of $15 million-$17 million. Third-quarter revenue rose 17% to $97.8 million, while adjusted EBITDA increased 43% to $23.8 million.
1. Fourth-quarter outlook
Ibotta forecasts fourth-quarter 2026 revenue of $94 million-$98 million, implying 8% year-over-year growth at the midpoint. Adjusted EBITDA is projected at $15 million-$17 million, representing a 16.7% margin at the midpoint.
2. Third-quarter results
Third-quarter 2026 revenue rose 17% to $97.8 million, beating the guidance midpoint by 11%. Adjusted EBITDA increased 43% to $23.8 million, exceeding the guidance midpoint by 83%.
