BofA Securities analyst Curtis Nagle maintains $Ibotta (IBTA.US)$ with a buy rating, and maintains the target price at $90.
According to TipRanks data, the analyst has a success rate of 47.8% and a total average return of -3.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Ibotta (IBTA.US)$'s main analysts recently are as follows:
Ibotta's Q3 results exceeded expectations in terms of revenue and EBITDA, yet forecasts for Q4 show sales and EBITDA falling short of consensus. The anticipated weaker performance for Q4 is ascribed to the depletion of CPG budgets, with a noted discrepancy between demand and supply. The analyst notes that estimates have been adjusted to reflect the near-term uncertainty post-report.
The company has indicated that advertiser budgets were depleted in Q3, leading to an atypical Q4 seasonality. This development has led to a reassessment of the expectation that increased Redeemer growth would drive advertiser budget growth, at least in the short term. As a result, there is a preference to observe from a neutral standpoint until there is clear evidence that advertisers are treating these promotional budgets as flexible marketing spend, to be used as consistent advertising instruments.
Ibotta's impressive earnings outcome was once more overshadowed by a lower guidance, marking the third instance in consecutive public company quarters. The expectation is for a growth recovery in the first half of 2025, driven by rejuvenated budgets, a diversification of demand sources, and enhanced sales products designed to tap into ROI-driven budgets.
Note:
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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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美銀證券分析師Curtis Nagle維持$Ibotta (IBTA.US)$買入評級，維持目標價90美元。
根據TipRanks數據顯示，該分析師近一年總勝率為47.8%，總平均回報率為-3.3%。
此外，綜合報道，$Ibotta (IBTA.US)$近期主要分析師觀點如下：
Ibotta的第三季度業績在營業收入和 EBITDA 方面超出了預期，但第四季度的預測顯示銷售和 EBITDA 低於一致預期。預計第四季度的表現較弱歸因於消費品預算的耗盡，並且存在需求和供應之間的不匹配。分析師指出，估計已被調整以反映報告後短期的不確定性。
公司表示，廣告客戶的預算在第三季度已用盡，導致第四季度的季節性出現異常。這一變化使人們重新評估預計的受益者增長將推動廣告客戶預算增長的預期，至少在短期內。因此，更傾向於從中立的立場觀察，直到有明確的證據表明廣告客戶將這些促銷預算視爲靈活的營銷支出，作爲持續的廣告工具使用。
Ibotta令人印象深刻的盈利結果再次被較低的指導預期所掩蓋，標誌着連續第三次出現於公共公司季度。預計在2025年上半年將出現增長恢復，推動因素包括重新注入的預算、需求來源的多樣化，以及旨在利用回報率驅動預算的增強銷售產品。
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