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LiveRamp Holdings, Inc.NYSE:RAMP 주식 보고서

시가총액 US$2.3b
주가
US$37.70
US$37.88
0.5% 저평가 내재 할인율
1Y21.9%
7D27.1%
1D
포트폴리오 가치
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LiveRamp Holdings, Inc.

NYSE:RAMP 주식 리포트

시가총액: US$2.3b

LiveRamp Holdings (RAMP) 주식 개요

는 미국, 유럽, 아시아 태평양 및 전 세계에서 데이터 협업 플랫폼을 운영하는 기술 회사입니다. 자세히 보기

RAMP 펀더멘털 분석
스노우플레이크 점수
가치 평가5/6
미래 성장0/6
과거 실적3/6
재무 건전성6/6
배당0/6

RAMP Community Fair Values

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LiveRamp Holdings, Inc. 경쟁사

가격 이력 및 성과

LiveRamp Holdings 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$37.70
52주 최고가US$37.91
52주 최저가US$21.71
베타1.19
1개월 변동28.89%
3개월 변동53.75%
1년 변동21.93%
3년 변동50.98%
5년 변동-24.96%
IPO 이후 변동2,250.13%

최근 뉴스 및 업데이트

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

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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
User avatar
새로운 내러티브 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.
분석 기사 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
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...

주주 수익률

RAMPUS SoftwareUS 시장
7D27.1%0.7%1.0%
1Y21.9%-6.6%28.7%

수익률 대 산업: RAMP은 지난 1년 동안 -6.6%의 수익을 기록한 US Software 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: RAMP은 지난 1년 동안 28.7%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is RAMP's price volatile compared to industry and market?
RAMP volatility
RAMP Average Weekly Movement9.1%
Software Industry Average Movement9.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

안정적인 주가: RAMP는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: RAMP의 주간 변동성(9%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
20181,300Scott Howeliveramp.com

는 미국, 유럽, 아시아 태평양 및 전 세계에서 데이터 협업 플랫폼을 운영하는 기술 회사입니다. 이 회사는 조직이 고객과 잠재 고객 데이터를 통합하여 소비자 개인정보를 보호하는 방식으로 고객에 대한 단일 뷰를 구축할 수 있도록 지원하는 LiveRamp 데이터 협업 플랫폼을 운영합니다. 이 회사의 플랫폼은 데이터 협업, 활성화, 측정 및 분석, 신원 확인, 데이터 마켓플레이스 등 다양한 사람 기반 마케팅 솔루션을 지원합니다.

LiveRamp Holdings, Inc. 기초 지표 요약

LiveRamp Holdings의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
RAMP 기초 통계
시가총액US$2.27b
순이익 (TTM)US$144.78m
매출 (TTM)US$812.94m
15.6x
주가수익비율(P/E)
2.8x
주가매출비율(P/S)

RAMP는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
RAMP 손익계산서 (TTM)
매출US$812.94m
매출원가US$238.12m
총이익US$574.82m
기타 비용US$430.05m
순이익US$144.78m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)2.41
총이익률70.71%
순이익률17.81%
부채/자본 비율0%

RAMP의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/24 02:22
종가2026/05/22 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

LiveRamp Holdings, Inc.는 21명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Richard KramerArete Research Services LLP
Daniel LebenBaird
Megan Talbott McGrathBarclays