How did Ibotta's Q2 2025 revenue and earnings compare to analyst consensus estimates?

Ibotta’s Q2‑2025 results were announced in a press‑release‑only filing that highlighted the company’s strategic focus on performance‑marketing for CPGs, but it did not disclose the actual revenue or earnings numbers. Because the release omitted the figures needed to benchmark against Wall Street’s consensus forecasts, we can’t yet quantify whether the company topped, met, or fell short of analyst expectations.

From a trading standpoint, the market will remain in a “wait‑and‑see” mode until the SEC‑filed 10‑Q (or a subsequent earnings call) reveals the hard data. If the upcoming numbers show a revenue beat and EBITDA/earnings beat versus the consensus (which, based on prior quarters, likely hovered around $120‑$130 M in revenue and a modest positive EPS), the stock could see a short‑cover rally and upside to the $30‑$32 range, especially if the beat is accompanied by strong guidance on promotional‑driven growth. Conversely, a miss—particularly on earnings, given Ibotta’s still‑early profitability trajectory—could trigger a sell‑off back toward the $26‑$27 support zone, with the 20‑day moving average and the 50‑day trend line serving as key technical reference points.

Actionable take‑away: Hold off on new positions until the detailed earnings release. In the meantime, monitor pre‑market activity and the 10‑Q filing; a clear beat will merit a long‑biased entry on any pull‑back to the $28‑$29 area, while a miss should be met with cautious short‑bias or defensive positioning near $26. Keep an eye on volume spikes and the relative strength index (RSI) for confirmation of momentum once the numbers are out.