LiveRamp Holdings, Inc.

Report azionario NYSE:RAMP

Capitalizzazione di mercato: US$2.4b

LiveRamp Holdings Performance degli utili passati

Criteri Il passato verificati 3/6

LiveRamp Holdings ha registrato una crescita degli utili a un tasso medio annuo di 58.1%, mentre il settore Software ha registrato utili in crescita a un tasso medio annuo di 22.4%. I ricavi sono stati in crescita a un tasso medio annuo di 11.5%. Il ritorno sul capitale proprio di LiveRamp Holdings è 14.9% e ha margini netti di 17.8%.

Informazioni chiave

58.13%

Tasso di crescita degli utili

58.37%

Tasso di crescita dell'EPS

Software Crescita del settore17.33%
Tasso di crescita dei ricavi11.51%
Rendimento del capitale proprio14.90%
Margine netto17.81%
Prossimo aggiornamento sugli utili21 May 2026

Aggiornamenti sulle prestazioni recenti

Articolo di analisi Nov 13

Solid Earnings Reflect LiveRamp Holdings' (NYSE:RAMP) Strength As A Business

LiveRamp Holdings, Inc.'s ( NYSE:RAMP ) strong earnings report was rewarded with a positive stock price move. Our...

Recent updates

Seeking Alpha May 18

LiveRamp: Acquisition Is A Blessing For The Long-Term Holders

Summary LiveRamp is being acquired by Publicis in an all-cash deal at a $2.5B valuation, representing a 30% premium. Publicis aims to deepen its data and AI capabilities, leveraging RAMP’s identity infrastructure and clean room solutions for cross-selling and higher-margin offerings. RAMP’s Q4 showed 9% revenue growth to $206M and a GAAP EPS beat due to a one-time tax benefit, but underlying performance was unremarkable. With the deal set to close by end-2026, investors must weigh waiting for the $38.50 per share payout versus selling now at a slight discount. Read the full article on Seeking Alpha
Aggiornamento della narrazione May 07

RAMP: AI Data Collaborations And Identity Reach Will Drive Future Repricing

Analysts have adjusted their price targets on LiveRamp in a narrow range, with one raising the target by $2 and another lowering it by $10. This reflects differing views on the stock's risk profile and expected valuation multiple rather than any major shift in the underlying fair value estimate of $37.88.
Aggiornamento della narrazione Apr 20

RAMP: AI Data Partnerships And Identity Reach Will Support Future Repricing

Analysts have adjusted their price targets on LiveRamp, with a mixed set of recent Street revisions, including a $2 increase and cuts of $10 and $15. These changes feed into a slightly higher assumed future P/E and a modestly higher discount rate in the latest update.
Aggiornamento della narrazione Apr 06

RAMP: AI Data Partnerships And Identity Reach Will Support Future Multiple Repricing

The updated analyst price target for LiveRamp Holdings edges higher to about $37.88 from $37.00, with analysts pointing to modest tweaks in fair value assumptions, discount rate, revenue growth, profit margins, and future P/E expectations after a mix of recent target increases and cuts. Analyst Commentary Recent Street research on LiveRamp Holdings reflects mixed sentiment, with some analysts raising targets and others cutting them, all feeding into the modestly higher blended price target.
Aggiornamento della narrazione Mar 22

RAMP: AI Data Expansion And Buybacks Will Support Future Upside Potential

Narrative Update on LiveRamp Holdings The analyst price target for LiveRamp Holdings has moved from $28 to $33, with analysts pointing to updated assumptions around growth, margins, and valuation multiples following recent mixed target revisions in Street research. Analyst Commentary Recent Street research around LiveRamp Holdings reflects a mixed backdrop, with some analysts adjusting targets higher and others resetting expectations lower on growth, margin, and valuation assumptions.
Aggiornamento della narrazione Mar 08

RAMP: AI Data Marketplace Expansion Will Support Future Multiple Repricing

Analysts have adjusted their price targets on LiveRamp in a mixed way, with changes ranging from a $2 increase to cuts of $10 and $15. These moves reflect updated views on discount rates, revenue growth assumptions, profit margins and the appropriate forward P/E multiple.
Aggiornamento della narrazione Feb 21

RAMP: AI Data Marketplace And Margin Expansion Will Support Future Repricing

The updated analyst price target for LiveRamp Holdings increases by $0.50 to $37.00, as analysts factor in higher projected profit margins and a slightly lower expected P/E multiple, despite mixed recent target moves from different firms. Analyst Commentary Recent Street research around LiveRamp Holdings points to a mixed but useful set of signals for you as an investor, with some analysts lifting price targets and others cutting them over a short time frame.
Aggiornamento della narrazione Feb 07

RAMP: AI Data Marketplace Expansion Will Support Future Earnings Re-Rating

Analysts have lowered their implied fair value for LiveRamp Holdings to about $36.50 from roughly $39.63. This reflects updated assumptions for slightly lower long term profit margins and a more conservative future P/E multiple, partially offset by expectations for higher revenue growth.
Articolo di analisi Dec 12

Is Now The Time To Look At Buying LiveRamp Holdings, Inc. (NYSE:RAMP)?

While LiveRamp Holdings, Inc. ( NYSE:RAMP ) might not have the largest market cap around , it saw a decent share price...
Articolo di analisi Nov 26

Should You Be Adding LiveRamp Holdings (NYSE:RAMP) To Your Watchlist Today?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Articolo di analisi Nov 13

Solid Earnings Reflect LiveRamp Holdings' (NYSE:RAMP) Strength As A Business

LiveRamp Holdings, Inc.'s ( NYSE:RAMP ) strong earnings report was rewarded with a positive stock price move. Our...
Articolo di analisi Aug 02

Investors Will Want LiveRamp Holdings' (NYSE:RAMP) Growth In ROCE To Persist

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Articolo di analisi Jul 06

LiveRamp Holdings, Inc.'s (NYSE:RAMP) Share Price Is Matching Sentiment Around Its Revenues

With a price-to-sales (or "P/S") ratio of 3x LiveRamp Holdings, Inc. ( NYSE:RAMP ) may be sending bullish signals at...
Articolo di analisi Jun 18

LiveRamp Holdings, Inc. (NYSE:RAMP) Shares Could Be 30% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, LiveRamp Holdings fair value estimate is US$45.09 LiveRamp...
Articolo di analisi Apr 14

LiveRamp Holdings (NYSE:RAMP) Is Looking To Continue Growing Its Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Articolo di analisi Mar 21

What Does LiveRamp Holdings, Inc.'s (NYSE:RAMP) Share Price Indicate?

LiveRamp Holdings, Inc. ( NYSE:RAMP ), is not the largest company out there, but it saw significant share price...
Seeking Alpha Mar 07

LiveRamp Q3: Decent Performance, But The Work Isn't Done Yet

Summary LiveRamp reported Q3 sales of $195M, up 12.1% y/y, with non-GAAP EPS of $0.55, beating estimates; however, GAAP margins contracted slightly. The company’s balance sheet remains strong with $384M in cash and no debt, but macroeconomic uncertainty may impact future performance. Management aims for Rule of 40 by FY28, focusing on clean room capabilities, offshoring to India, and capitalizing on CTV and AI growth drivers. Despite positive trends, I maintain a hold rating due to mixed Q3 results and economic uncertainties impacting future outlook. Read the full article on Seeking Alpha
Articolo di analisi Mar 03

Investors Don't See Light At End Of LiveRamp Holdings, Inc.'s (NYSE:RAMP) Tunnel

You may think that with a price-to-sales (or "P/S") ratio of 2.7x LiveRamp Holdings, Inc. ( NYSE:RAMP ) is a stock...
Articolo di analisi Feb 07

LiveRamp Holdings, Inc. (NYSE:RAMP) Shares Could Be 25% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for LiveRamp Holdings is US$47.32 based on 2 Stage Free Cash Flow to Equity...
Articolo di analisi Nov 22

LiveRamp Holdings, Inc. (NYSE:RAMP) Held Back By Insufficient Growth Even After Shares Climb 26%

The LiveRamp Holdings, Inc. ( NYSE:RAMP ) share price has done very well over the last month, posting an excellent gain...
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Nuova narrazione Nov 10

Critical Collaborations And Innovative Models Propel Advertising Growth Potential

Strategic partnerships and network expansion with major players aim to enhance personalized advertising, driving future revenue growth and value for advertisers and publishers.
Articolo di analisi Oct 15

The Return Trends At LiveRamp Holdings (NYSE:RAMP) Look Promising

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Seeking Alpha Oct 08

LiveRamp: Still A Far Cry From Achieving Rule 40

Summary LiveRamp has seen a 40% drop since my last coverage, with steady revenue growth but low margins due to excessive stock-based compensation. The company holds a strong financial position with $310m in cash and no debt, allowing it to weather economic downturns. Analysts expect $176m in revenues and adjusted earnings of $0.36 per share, with GAAP EPS at a loss of 6 cents. Despite potential, I remain cautious due to slow top-line growth and high SBC; more information is needed before upgrading to a buy. Read the full article on Seeking Alpha
Articolo di analisi Aug 12

Benign Growth For LiveRamp Holdings, Inc. (NYSE:RAMP) Underpins Stock's 32% Plummet

LiveRamp Holdings, Inc. ( NYSE:RAMP ) shareholders that were waiting for something to happen have been dealt a blow...
Seeking Alpha Jul 09

LiveRamp's Strategic Growth Amidst Industry Challenges And Opportunities

Summary LiveRamp is positioned well for first-party data collaboration and addressable digital advertising. Strong financial performance with revenue and profit growth, despite operational challenges. Opportunities for growth through data collaboration platform development and strategic partnerships, despite industry challenges. Read the full article on Seeking Alpha
Articolo di analisi Jul 04

Should You Think About Buying LiveRamp Holdings, Inc. (NYSE:RAMP) Now?

LiveRamp Holdings, Inc. ( NYSE:RAMP ), might not be a large cap stock, but it saw significant share price movement...
Articolo di analisi Jun 16

Is There An Opportunity With LiveRamp Holdings, Inc.'s (NYSE:RAMP) 35% Undervaluation?

Key Insights LiveRamp Holdings' estimated fair value is US$44.84 based on 2 Stage Free Cash Flow to Equity LiveRamp...
Articolo di analisi May 29

LiveRamp Holdings' (NYSE:RAMP) Earnings May Just Be The Starting Point

Even though LiveRamp Holdings, Inc.'s ( NYSE:RAMP ) recent earnings release was robust, the market didn't seem to...
Articolo di analisi May 21

Returns On Capital Are Showing Encouraging Signs At LiveRamp Holdings (NYSE:RAMP)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Articolo di analisi Apr 19

Unpleasant Surprises Could Be In Store For LiveRamp Holdings, Inc.'s (NYSE:RAMP) Shares

It's not a stretch to say that LiveRamp Holdings, Inc.'s ( NYSE:RAMP ) price-to-sales (or "P/S") ratio of 3.3x right...

Ripartizione dei ricavi e delle spese

Come LiveRamp Holdings guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:RAMP Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 26813145338148
31 Dec 2579669338156
30 Sep 2577938343165
30 Jun 2576413344172
31 Mar 25746-3340177
31 Dec 24729-2339176
30 Sep 247071330171
30 Jun 246824318161
31 Mar 2466010304151
31 Dec 23636-20296158
30 Sep 23621-64307164
30 Jun 23608-98312176
31 Mar 23597-124328189
31 Dec 22590-118322182
30 Sep 22572-102312181
30 Jun 22552-78300171
31 Mar 22529-34287158
31 Dec 21506-37289159
30 Sep 21485-34282148
30 Jun 21463-51286143
31 Mar 21443-90282135
31 Dec 20430-62271117
30 Sep 20412-89282114
30 Jun 20397-105288109
31 Mar 20381-125298106
31 Dec 19353-170297109
30 Sep 19331-147285102
30 Jun 19306-14827292
31 Mar 19286-13425786
31 Dec 18268-10122570
30 Sep 18247-8320264
30 Jun 18236-6818763
31 Mar 18220-6717661
31 Dec 17385-5921168
30 Sep 17549-6023875
30 Jun 17712-2726478
31 Mar 17175-8615249
31 Dec 168801128175
30 Sep 16878927773
30 Jun 16868126873
31 Mar 16850-928274
31 Dec 15831-1621277
30 Sep 15818-1522177
30 Jun 15815-2122178

Guadagni di qualità: RAMP ha guadagni di alta qualità.

Margine di profitto in crescita: RAMP è diventata redditizia in passato.


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: RAMP è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 58.1% all'anno.

Accelerare la crescita: RAMP è diventata redditizia nell'ultimo anno, rendendo difficile confrontare il tasso di crescita degli utili con la media quinquennale.

Guadagni vs Settore: RAMP è diventata redditizia nell'ultimo anno, rendendo difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Software ( 11.7% ).


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 14.9% ) di RAMP è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 04:54
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/03/31
Utili annuali2026/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

LiveRamp Holdings, Inc. è coperta da 21 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Richard KramerArete Research Services LLP
Daniel LebenBaird
Megan Talbott McGrathBarclays