LiveRamp Holdings, Inc.

NYSE:RAMP 株式レポート

時価総額:US$2.4b

LiveRamp Holdings マネジメント

マネジメント 基準チェック /34

LiveRamp Holdingsの CEO はScott Howeで、 Jul2011年に任命され、 の在任期間は 14.83年です。 の年間総報酬は$ 9.58Mで、 7.2%給与と92.8%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.76%を直接所有しており、その価値は$ 41.82M 。経営陣と取締役会の平均在任期間はそれぞれ4.8年と13.8年です。

主要情報

Scott Howe

最高経営責任者

US$9.6m

報酬総額

CEO給与比率7.20%
CEO在任期間14.8yrs
CEOの所有権1.8%
経営陣の平均在職期間4.8yrs
取締役会の平均在任期間13.8yrs

経営陣の近況

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
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...

CEO報酬分析

LiveRamp Holdings の収益と比較して、Scott Howe の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$145m

Dec 31 2025n/an/a

US$69m

Sep 30 2025n/an/a

US$38m

Jun 30 2025n/an/a

US$13m

Mar 31 2025US$10mUS$690k

-US$3m

Dec 31 2024n/an/a

-US$2m

Sep 30 2024n/an/a

US$1m

Jun 30 2024n/an/a

US$4m

Mar 31 2024US$10mUS$690k

US$10m

Dec 31 2023n/an/a

-US$20m

Sep 30 2023n/an/a

-US$64m

Jun 30 2023n/an/a

-US$98m

Mar 31 2023US$6mUS$690k

-US$124m

Dec 31 2022n/an/a

-US$118m

Sep 30 2022n/an/a

-US$102m

Jun 30 2022n/an/a

-US$78m

Mar 31 2022US$8mUS$690k

-US$34m

Dec 31 2021n/an/a

-US$37m

Sep 30 2021n/an/a

-US$34m

Jun 30 2021n/an/a

-US$51m

Mar 31 2021US$7mUS$690k

-US$90m

Dec 31 2020n/an/a

-US$62m

Sep 30 2020n/an/a

-US$89m

Jun 30 2020n/an/a

-US$105m

Mar 31 2020US$11mUS$690k

-US$125m

報酬と市場: Scottの 総報酬 ($USD 9.58M ) は、 US市場 ($USD 5.53M ) の同規模の企業の平均を上回っています。

報酬と収益: Scottの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Scott Howe (57 yo)

14.8yrs
在職期間
US$9,582,835
報酬

Mr. Scott E. Howe is the Chief Executive Officer of Liveramp Holdings, Inc. Mr. Howe served as the Chief Executive Officer and President of Liveramp Holdings, Inc. (formerly known as Acxiom Holdings) since...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Scott Howe
CEO & Director14.8yrsUS$9.58m1.76%
$ 41.8m
Lauren Dillard
Executive VP & CFO3.1yrsUS$5.10m0.25%
$ 6.0m
Gerald Jones
Executive VPno dataUS$2.32m0.37%
$ 8.7m
Vihan Sharma
Chief Revenue Officer4yrsUS$3.89m0.19%
$ 4.6m
Janet Cinfio
Chief Information Officer & Senior VP10.6yrsデータなしデータなし
Drew Borst
VP & Head of Investor Relationsno dataデータなしデータなし
Jessica Shapiro
Chief Marketing Officer4.2yrsデータなしデータなし
Stephanie Boman
Chief People Officerless than a yearデータなしデータなし
David Eisenberg
Chief Strategy Officerno dataデータなしデータなし
Travis Clinger
Chief Connectivity & Ecosystem Officer and GM of Internationalno dataデータなしデータなし
Amy Stewart
Senior VP7.2yrsデータなしデータなし
Daniella Harkins
Senior Vice President of Product Go-To-Market5.4yrsデータなしデータなし
4.8yrs
平均在職期間
51yo
平均年齢

経験豊富な経営陣: RAMPの経営陣は 経験豊富 であると考えられます ( 4.8年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Scott Howe
CEO & Director14.8yrsUS$9.58m1.76%
$ 41.8m
John Battelle
Independent Director13.8yrsUS$240.00k0.090%
$ 2.1m
Clark Kokich
Independent Non-Executive Chairman16.8yrsUS$310.00k0.16%
$ 3.9m
Vivian Chow
Independent Director6.3yrsUS$250.00k0.046%
$ 1.1m
Kristi Argyilan
Directorless than a yearデータなしデータなし
Timothy Cadogan
Independent Director14yrsUS$260.00k0.095%
$ 2.3m
Debora Tomlin
Independent Director10.2yrsUS$240.00k0.052%
$ 1.2m
13.8yrs
平均在職期間
57.5yo
平均年齢

経験豊富なボード: RAMPの 取締役会 は経験豊富で 経験豊富 です ( 13.8年の平均在任期間)。


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2026/05/20 11:42
終値2026/05/20 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。

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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. 5 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