LiveRamp Holdings, Inc.

NYSE:RAMP 株式レポート

時価総額:US$2.3b

LiveRamp Holdings 将来の成長

Future 基準チェック /06

LiveRamp Holdingsの収益は年間6.1%で減少すると予測されていますが、年間収益は年間7.5%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に17.2% 6.3%なると予測されています。

主要情報

-6.1%

収益成長率

6.31%

EPS成長率

Software 収益成長20.0%
収益成長率7.5%
将来の株主資本利益率17.21%
アナリストカバレッジ

Low

最終更新日21 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 May 27

RAMP: Publicis All Cash Deal Will Frame AI Upside And Downside

LiveRamp's analyst fair value estimate has been adjusted from $33.00 to $35.00 as analysts factor in the $38.50 per share all cash acquisition offer from Publicis and align price targets with the proposed $2.167b transaction. Analyst Commentary Recent research updates around the Publicis proposal show a clear clustering of price targets at the US$38.50 offer level, with several firms aligning their views to the announced US$2.167b all cash transaction.
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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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...
分析記事 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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新しいナラティブ 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.
分析記事 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
分析記事 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
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

業績と収益の成長予測

NYSE:RAMP - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
3/31/20291,024N/AN/AN/A1
3/31/20289731361982154
3/31/20278861071581874
3/31/2026813145168169N/A
12/31/202579669169171N/A
9/30/202577938149151N/A
6/30/202576413148149N/A
3/31/2025746-3155156N/A
12/31/2024729-2120122N/A
9/30/202470718792N/A
6/30/202468246872N/A
3/31/202466010103107N/A
12/31/2023636-20112114N/A
9/30/2023621-64113114N/A
6/30/2023608-989699N/A
3/31/2023597-1243540N/A
12/31/2022590-1185764N/A
9/30/2022572-1026572N/A
6/30/2022552-785662N/A
3/31/2022529-347478N/A
12/31/2021506-37-21N/A
9/30/2021485-34-12-10N/A
6/30/2021463-51-16-14N/A
3/31/2021443-90-23-21N/A
12/31/2020430-62-6-3N/A
9/30/2020412-89-7-2N/A
6/30/2020397-105-45-37N/A
3/31/2020381-125-40-29N/A
12/31/2019353-170N/A-490N/A
9/30/2019331-147N/A-530N/A
6/30/2019306-148N/A-494N/A
3/31/2019286-134N/A-461N/A
12/31/2018268-101N/A36N/A
9/30/2018247-83N/A103N/A
6/30/2018236-68N/A125N/A
3/31/2018220-67N/A112N/A
12/31/2017385-59N/A107N/A
9/30/2017549-60N/A113N/A
6/30/2017712-27N/A120N/A
3/31/2017175-86N/A115N/A
12/31/201688011N/A124N/A
9/30/20168789N/A113N/A
6/30/20168681N/A97N/A
3/31/2016850-9N/A120N/A
12/31/2015831-16N/A115N/A
9/30/2015818-15N/A120N/A
6/30/2015815-21N/A127N/A

アナリストによる今後の成長予測

収入対貯蓄率: RAMPの収益は今後 3 年間で減少すると予測されています (年間-6.1% )。

収益対市場: RAMPの収益は今後 3 年間で減少すると予測されています (年間-6.1% )。

高成長収益: RAMPの収益は今後 3 年間で減少すると予測されています。

収益対市場: RAMPの収益 ( 7.5% ) US市場 ( 11.9% ) よりも低い成長が予測されています。

高い収益成長: RAMPの収益 ( 7.5% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: RAMPの 自己資本利益率 は、3年後には低くなると予測されています ( 17.2 %)。


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/29 21:25
終値2026/05/29 00:00
収益2026/03/31
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

LiveRamp Holdings, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21

アナリスト機関
Richard KramerArete Research Services LLP
Daniel LebenBaird
Megan Talbott McGrathBarclays