Wells Fargo analyst Ken Gawrelski maintains $Ibotta (IBTA.US)$ with a buy rating, and adjusts the target price from $95 to $86.
According to TipRanks data, the analyst has a success rate of 64.4% and a total average return of 10.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Ibotta (IBTA.US)$'s main analysts recently are as follows:
Q3 results for Ibotta surpassed the consensus estimates for revenue and EBITDA. However, the company's forecast for Q4 indicates sales and EBITDA that fall short of consensus expectations. This weaker outlook for Q4 is being attributed to the depletion of CPG budgets, with a noted discrepancy between demand and supply. In light of these developments, expectations for the near term have been moderated following this announcement.
The company noted a depletion of advertiser budgets during Q3, indicating that the usual Q4 seasonality might not be observed. This has led to a diminished confidence in the correlation between rapid Redeemer growth and advertiser budget expansion, at least in the short term. It is now preferable to observe from a distance until there is clear evidence that advertisers are treating these promotional budgets as flexible marketing funds to be used as consistent advertising tools.
A promising earnings result was once more balanced out by a lower guidance, marking the third time in as many public company quarters. Growth recovery is anticipated in the first half of 2025, driven by renewed budgets, expanding demand sources, and enhanced sales products designed to tap into ROI-driven budgets.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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富國集團分析師Ken Gawrelski維持$Ibotta (IBTA.US)$買入評級，並將目標價從95美元下調至86美元。
根據TipRanks數據顯示，該分析師近一年總勝率為64.4%，總平均回報率為10.9%。
此外，綜合報道，$Ibotta (IBTA.US)$近期主要分析師觀點如下：
Ibotta的第三季度業績超出了營收和EBITDA的共識預期。然而，該公司對第四季度的預測顯示，銷售和EBITDA低於共識預期。對第四季度的這一較弱展望被歸因於CPG預算的減少，並且需求與供應之間存在明顯差距。鑑於這些情況，預計近期的預期在此次公告後已被調整。
該公司指出在第三季度廣告客戶預算減少，這表明通常的第四季度季節性可能不會出現。這導致信懇智能與快速Redeemer增長及廣告客戶預算擴展之間的相關性受到打擊，至少在短期內。現在最好是保持距離，直到有明確證據表明廣告客戶將這些促銷預算視爲靈活的市場營銷所有基金類型，可以作爲持續的廣告工具使用。
一次令人鼓舞的收益結果再次被較低的指引所平衡，這標誌着三家上市公司季度第三次如此。預計在2025年上半年將出現增長恢復，推動因素包括預算的重新分配、需求來源的擴展以及旨在利用回報率驅動預算的銷售產品的增強。
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