IBTA Ibotta, Inc.

NEUTRAL Impact: 4/10 8-K
Horizon weeks Filed Mar 12, 2026 Processed 3mo ago SEC 0001628280-26-016980
8-K context-dependent: Items 8.01
Final — all horizons settled through T+60d
IBTA ▲ +42.45% at T+60d
NEUTRAL call ✓ call won +42.45% · α vs SPY +31.76% · entry $23.06 → $32.85
Currently $31.38 · +36.08% from $23.06 entry
Entry anchored
Mar 11, 03:59 PM ET
via Databento tick
T+1d
+1.56%
call +1.56% · α +2.16%
$23.42
settled 3mo ago
T+5d
+20.08%
call +20.08% · α +21.06%
$27.69
settled 3mo ago
T+20d
+38.29%
call +38.29% · α +36.32%
$31.89
settled 2mo ago
T+60d
+42.45%
call +42.45% · α +31.76%
$32.85
settled 5d ago

Price Chart

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Executive Summary

Ibotta, Inc. announced a $100 million increase to its existing share repurchase program, bringing the total authorization to $400 million. The program has no expiration date and may be executed through open market or privately negotiated transactions.

Actionable Insight

Monitor future 10-Q and 10-K filings for actual repurchase activity and cash flow impact. Watch for potential Rule 10b5-1 plan filings which would indicate planned execution timing.

Key Facts

  • Ibotta's Board of Directors approved an additional $100 million for share repurchases.
  • Total share repurchase authorization is now $400 million ($300 million previously approved in August 2024, plus $100 million added).
  • Repurchases may occur through open market purchases, private transactions, or under Rule 10b5-1 plans.
  • The program has no expiration date and may be suspended or terminated at any time.
  • Company cites strong balance sheet and cash flow generation as enabling the capital return.

Financial Impact

$100 million increase in repurchase authorization, bringing total to $400 million

share countcashequity

Risk Factors

  • Repurchases are not obligated and may not occur as announced.
  • Execution could be limited by market conditions, legal requirements, or alternative investment opportunities.
  • Use of cash for buybacks may limit funds available for growth investments or create pressure if fundamentals weaken.

Market Snapshot

Exchange
NYSE

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-016980
Document: ibottaannounces100millions.htm0001628280-26-016980
Document: 0001628280-26-016980-index-headers.html0001628280-26-016980
Document: 0001628280-26-016980-index.html0001628280-26-016980
Document: 0001628280-26-016980.txt0001628280-26-016980
6 reports for IBTA
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for IBTA — sortable, filterable
Type Now
Jun 10, 2026
2d ago
Insider Cluster
NEUTRAL ★ 2/10
$31.77 awaiting T+5awaiting T+5$31.38 (−1.23%)
May 22, 2026
21d ago
8-K
NEUTRAL ★ 3/10
$32.17 $34.73▲ +7.96%▲ +6.75%$31.38 (−2.46%)
May 6, 2026
5w ago
8-K
MIXED ★ 5/10
$36.78 $32.31▼ −12.15%▼ −13.66%$31.38 (−14.68%)
Mar 12, 2026
13w ago
8-K
NEUTRAL ★ 4/10
$23.06 $27.69▲ +20.08%▲ +21.06%$31.38 (+36.08%)
Feb 28, 2026
15w ago
Institutional Cluster
BULLISH ★ 6/10
$24.94 $23.42▼ −6.09%▼ −4.89%$31.38 (+25.82%)
Feb 25, 2026
15w ago
8-K
BEARISH ★ 6/10
$26.35 $23.89▲ +9.34%▲ +8.21%$31.38 (−19.09%)
Showing 6 of 6

US Market Status

Market Closed — Opens Mon (49h 30m)

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