Geopolitics Alpha

8-K - Ibotta, Inc. (0001538379) (Filer)

Published . Updated .

Key takeaways

  • 8-K - Ibotta filed an 8-K with the SEC on Nov 2 (a notice of a material company event).
  • Exposed: IBTA, XLY, OMC, V, MA
  • Market reaction: IBTA +16.2% after three sessions; XLY −0.5% after three sessions; UBER +2.9% after three sessions

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Get these market calls by email

The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.

Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.

GEOPOLITICS ALPHA8-K - Ibotta, Inc. (0001538379)(Filer)IBTAGEOPOLITICS ALPHA

8-K - Ibotta filed an 8-K with the SEC on Nov 2 (a notice of a material company event).

Directly affected

  • IBTA Ibotta

    Named in this report.

Indirectly affected

  • XLY Consumer Discretionary Select Sector SPDR+5.7% 30d

    Consumer Discretionary Select Sector SPDR holds the consumer sector that Ibotta belongs to, so it often moves with news about it.

  • OMC Omnicom Group+16.0% 30d

    Omnicom Group is a large consumer company like Ibotta; big names in a sector often move together.

  • V Visa+15.0% 30d

    Visa is a large consumer company like Ibotta; big names in a sector often move together.

  • MA Mastercard+15.5% 30d

    Mastercard is a large consumer company like Ibotta; big names in a sector often move together.

  • UBER Uber Technologies-1.2% 30d

    Uber Technologies is a large consumer company like Ibotta; big names in a sector often move together.

  • SPGI S&P Global+17.2% 30d

    S&P Global is a large consumer company like Ibotta; big names in a sector often move together.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
IBTA-2.54%-1.61%base+20.45%+25.52%+15.34%+16.18%
XLY-2.29%-1.67%base-0.69%+3.55%-0.68%-0.50%
OMC-6.26%-3.59%base-1.01%+4.20%+3.79%+2.84%
V-5.53%-3.52%base-1.21%+2.50%-0.73%-0.67%
MA-7.37%-3.43%base-1.69%+2.02%-0.42%-0.84%
UBER-1.36%-1.45%base-0.13%+4.86%+3.15%+2.85%
SPGI-5.54%-3.11%base-1.87%+1.44%-0.44%-1.45%

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Filed: 2026-11-02 AccNo: 0001628280-26-068884 Size: 510 KB Item 2.02: Results of Operations and Financial Condition Item 9.01: Financial Statements and Exhibits

Source: sec-edgar

The price since 2 Nov 2026: Ibotta (IBTA) versus the S&P 500

Since the first closing price after “8-K - Ibotta, Inc. (0001538379) (Filer),” Ibotta (IBTA) is -4.19%.

CompanyWhenMoveStatus
Ibotta (IBTA)that day+20.45%final price
Ibotta (IBTA)the next day+25.52%final price
Ibotta (IBTA)two days later+15.34%final price
Ibotta (IBTA)three days later+16.18%final price
Ibotta (IBTA)three days earlier-1.61%final price
Ibotta (IBTA)five days earlier-2.54%final price
Mastercard (MA)that day-1.69%final price
Mastercard (MA)the next day+2.02%final price
Mastercard (MA)two days later-0.42%final price
Mastercard (MA)three days later-0.84%final price
Mastercard (MA)three days earlier-3.43%final price
Mastercard (MA)five days earlier-7.37%final price
Omnicom Group (OMC)that day-1.01%final price
Omnicom Group (OMC)the next day+4.20%final price
Omnicom Group (OMC)two days later+3.79%final price
Omnicom Group (OMC)three days later+2.84%final price
Omnicom Group (OMC)three days earlier-3.59%final price
Omnicom Group (OMC)five days earlier-6.26%final price
S&P Global (SPGI)that day-1.87%final price
S&P Global (SPGI)the next day+1.44%final price
S&P Global (SPGI)two days later-0.44%final price
S&P Global (SPGI)three days later-1.45%final price
S&P Global (SPGI)three days earlier-3.11%final price
S&P Global (SPGI)five days earlier-5.54%final price
Uber Technologies (UBER)that day-0.13%final price
Uber Technologies (UBER)the next day+4.86%final price
Uber Technologies (UBER)two days later+3.15%final price
Uber Technologies (UBER)three days later+2.85%final price
Uber Technologies (UBER)three days earlier-1.45%final price
Uber Technologies (UBER)five days earlier-1.36%final price
Visa (V)that day-1.21%final price
Visa (V)the next day+2.50%final price
Visa (V)two days later-0.73%final price
Visa (V)three days later-0.67%final price
Visa (V)three days earlier-3.52%final price
Visa (V)five days earlier-5.53%final price
Select Sector Spdr Tr (XLY)that day-0.69%final price
Select Sector Spdr Tr (XLY)the next day+3.55%final price
Select Sector Spdr Tr (XLY)two days later-0.68%final price
Select Sector Spdr Tr (XLY)three days later-0.50%final price
Select Sector Spdr Tr (XLY)three days earlier-1.67%final price
Select Sector Spdr Tr (XLY)five days earlier-2.29%final price
IBTA

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who is named in “8-K - Ibotta, Inc. (0001538379) (Filer)”

Companies mentioned with this story

  • IBTA Ibotta

    Ibotta (IBTA) is linked, with no stored direction, high confidence in the 2 Nov 2026 story “8-K - Ibotta, Inc. (0001538379) (Filer).” Reason on file: SEC 8-K filing -> direct issuer disclosure -> IBTA

  • XLY Select Sector Spdr Tr

    In “8-K - Ibotta, Inc. (0001538379) (Filer),” Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence. Reason on file: Consumer Discretionary Select Sector SPDR holds the consumer sector that Ibotta belongs to, so it often moves with news about it

  • OMC Omnicom Group

    For “8-K - Ibotta, Inc. (0001538379) (Filer),” Omnicom Group (OMC) is linked, with no stored direction, medium confidence. Reason on file: Omnicom Group is a large consumer company like Ibotta; big names in a sector often move together

  • V Visa

    For “8-K - Ibotta, Inc. (0001538379) (Filer),” Visa (V) is linked, with no stored direction, medium confidence. Reason on file: Visa is a large consumer company like Ibotta; big names in a sector often move together

  • MA Mastercard

    In “8-K - Ibotta, Inc. (0001538379) (Filer),” Mastercard (MA) is linked, with no stored direction, medium confidence. Reason on file: Mastercard is a large consumer company like Ibotta; big names in a sector often move together

  • UBER Uber Technologies

    In “8-K - Ibotta, Inc. (0001538379) (Filer),” Uber Technologies (UBER) is linked, with no stored direction, medium confidence. Reason on file: Uber Technologies is a large consumer company like Ibotta; big names in a sector often move together

  • SPGI S&P Global

    For “8-K - Ibotta, Inc. (0001538379) (Filer),” S&P Global (SPGI) is linked, with no stored direction, medium confidence. Reason on file: S&P Global is a large consumer company like Ibotta; big names in a sector often move together

How “8-K - Ibotta, Inc. (0001538379) (Filer)” reaches Ibotta (IBTA)

On 2 Nov 2026, “8-K - Ibotta, Inc. (0001538379) (Filer)” is the story that connects Ibotta (IBTA) to this story.

The link for Ibotta (IBTA) is this: SEC 8-K filing -> direct issuer disclosure -> IBTA

A second company, Select Sector Spdr Tr (XLY), is listed for a different reason: Consumer Discretionary Select Sector SPDR holds the consumer sector that Ibotta belongs to, so it often moves with news about it

Price levels for Ibotta (IBTA)

IBTA traded between 48.48 and 66.25 across 4 sessions. The latest close on file is 57.79. OMC traded between 75.94 and 89.12 across 20 sessions. The latest close on file is 87.11. XLY traded between 110.58 and 119.20 across 20 sessions. The latest close on file is 118.15.

A simple score for Ibotta (IBTA)

46 out of 100

“8-K - Ibotta, Inc. (0001538379) (Filer)” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.