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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美银证券分析师Curtis Nagle维持$Ibotta (IBTA.US)$买入评级，维持目标价90美元。
根据TipRanks数据显示，该分析师近一年总胜率为47.8%，总平均回报率为-3.3%。
此外，综合报道，$Ibotta (IBTA.US)$近期主要分析师观点如下：
Ibotta的第三季度业绩在营业收入和EBITDA方面超出了预期，但对第四季度的预测显示销售和EBITDA低于共识。预计第四季度表现较弱归因于消费品预算的耗尽，需求与供应之间存在明显差异。分析师指出，估计已被调整以反映报告后的短期不确定性。
公司表示第三季度广告商预算已被耗尽，导致第四季度季节性异常。这一发展使得对提高Redeemer增长推动广告商预算增长的预期进行了重新评估，至少在短期内。因此，更倾向于采取中立立场，观察广告商是否将这些促销预算视为灵活的市场营销支出，以作为一致的广告工具使用。
Ibotta的可观收益结果再次被较低的指导预期所掩盖，这是连续公共公司季度中第三次出现这种情况。预计在2025年上半年将实现增长复苏，主要是由于预算的回暖、需求来源的多样化以及旨在挖掘回报率驱动预算的增强销售产品。
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