View ValuationLiveRamp Holdings 향후 성장Future 기준 점검 3/6LiveRamp Holdings (는) 각각 연간 25.3% 및 7.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 28.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17% 로 예상됩니다.핵심 정보25.3%이익 성장률28.33%EPS 성장률Software 이익 성장19.3%매출 성장률7.9%향후 자기자본이익률17.04%애널리스트 커버리지Good마지막 업데이트24 Mar 2026최근 향후 성장 업데이트Price Target Changed • Feb 06Price target decreased by 9.6% to US$36.50Down from US$40.38, the current price target is an average from 8 analysts. New target price is 57% above last closing price of US$23.21. Stock is down 34% over the past year. The company is forecast to post earnings per share of US$1.43 next year compared to a net loss per share of US$0.038 last year.공지 • Feb 06LiveRamp Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year and Ending March 31, 2026LiveRamp Holdings, Inc. provided earnings guidance for the fourth quarter and full year and ending March 31, 2026. For the quarter, the company expects revenue of between $203 million and $207 million, an increase of between 8% and 10%. GAAP operating income of approximately $16 million. For the year 2026, the company expects revenue of between $810 million and $814 million, an increase of 9%. GAAP operating income of approximately $84 million.Major Estimate Revision • Nov 12Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$1.15 to US$1.28. Revenue forecast steady at US$811.2m. Net income forecast to grow 134% next year vs 22% growth forecast for Software industry in the US. Consensus price target of US$40.00 unchanged from last update. Share price rose 11% to US$30.46 over the past week.공지 • Nov 06Liveramp Holdings, Inc. Provides Earnings Guidance for the Third Quarter and Fiscal Year 2026LiveRamp Holdings, Inc. provided earnings guidance for the third quarter and fiscal year 2026. For the third quarter, Company expects Revenue of between $209 million and $213 million, an increase of between 7% and 9%. GAAP operating income of between $33 million and $35 million. For the full year, company expects Revenue of between $804 million and $818 million, an increase of between 8% and 10%. GAAP operating income of between $83 million and $87 million.공지 • Aug 07Liveramp Provides Earnings Guidance for the Second Quarter and Fiscal Year 2026LiveRamp provided earnings guidance for the second quarter and fiscal year 2026. For the quarter, the company expects Revenue of $197 million, an increase of 6%. GAAP operating income of approximately $15 million. For fiscal 2026, the company expects Revenue of between $798 million and $818 million, an increase of between 7% and 10%. GAAP operating income of between $81 million and $85 million.Price Target Changed • Jul 09Price target increased by 7.6% to US$39.50Up from US$36.71, the current price target is an average from 8 analysts. New target price is 15% above last closing price of US$34.20. Stock is up 10% over the past year. The company is forecast to post earnings per share of US$1.32 next year compared to a net loss per share of US$0.038 last year.모든 업데이트 보기Recent updates공지 • May 08LiveRamp Holdings, Inc. to Report Q4, 2026 Results on May 21, 2026LiveRamp Holdings, Inc. announced that they will report Q4, 2026 results After-Market on May 21, 2026내러티브 업데이트 • May 07RAMP: AI Data Collaborations And Identity Reach Will Drive Future RepricingAnalysts 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.공지 • Apr 29LiveRamp Integrates NVIDIA AI Infrastructure For Faster AI Model Training And InferenceLiveRamp announced native support for NVIDIA AI infrastructure, upgrading its clean room architecture to handle the world’s most compute-intensive AI workloads. AI partners and brands can now securely and seamlessly train and deploy sophisticated models using LiveRamp clean rooms or via the LiveRamp Marketplace at up to 15x speed, without exposing data or model weights. By moving to GPU-optimized clean room infrastructure, LiveRamp now supports the most advanced model training and inference. By implementing GPU-optimized infrastructure, LiveRamp eliminates the technical hurdle of AI partners needing to rearchitect models for CPU-based environments. AI partners can now plug-and-play existing code within LiveRamp’s clean rooms. Model providers and brands using Marketplace or Clean Rooms can stitch together disparate datasets with unprecedented scale and ease for AI-driven marketing. This ensures compute-intensive models are trained on the most complete and accurate foundation of insights. Marketers get faster results and easier access to advanced AI. Compress performance optimization timelines, with preliminary tests 15x faster than CPU-based environments. Overcome data science resource limitations with seamless access to advanced AI models. Collaborate with model providers for performance optimization while maintaining control and transparency over first-party data. AI partners realize scaled distribution, eliminate technical friction, and protect IP. Connect your existing, heavy-duty models without the need for complex or time-consuming recoding. Run proprietary models in a secure clean room to provide campaign optimization, audience selection, and performance prediction services to brands without raw data ever leaving the clean room. Train and execute models on brand first-party data without exposing proprietary code and model weights to partners. LiveRamp recently expanded its Marketplace to offer data and models for AI training, as well as governed access to a growing ecosystem of partners’ AI-powered applications and agents. With its expanding AI capabilities, LiveRamp’s data collaboration network connects every signal, agent, surface, and channel to fuel AI-powered marketing that drives exponential performance, grounded in trust. Customers can access these growing capabilities in alignment with their organization’s AI policies and the applicable usage guidelines of the underlying AI provider. This integration is currently in limited release with GA expected later this year.내러티브 업데이트 • Apr 20RAMP: AI Data Partnerships And Identity Reach Will Support Future RepricingAnalysts 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 06RAMP: AI Data Partnerships And Identity Reach Will Support Future Multiple RepricingThe 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 22RAMP: AI Data Expansion And Buybacks Will Support Future Upside PotentialNarrative 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.공지 • Mar 20LiveRamp Holdings, Inc. Announces Resignation of Brian O'Kelley from the Board, Effective March 18, 2026LiveRamp Holdings, Inc. announced that on March 18, 2026, Brian O'Kelley, who has served as a director of LiveRamp Holdings, Inc. since 2023, informed the Board of Directors of the Company of his intention to resign from the Board, effective March 18, 2026.Seeking Alpha • Mar 12LiveRamp: How Its Agentic AI Could Be Essential For Digital MarketingSummary LiveRamp integrates Agentic AI and launches SemantlQ and Newton Research agents, enhancing real-time campaign analysis and audience building in privacy-centric environments. Strategic partnership with Scowtt enables predictive AI signals to platforms like Meta and Google, driving client ROAS above 40%, reinforcing RAMP’s competitive moat. Q3 results show $212M revenue (+9% YoY), $0.76 non-GAAP EPS, 29% operating margin, and $527M ARR, with a stable 9% growth outlook and a Rule of 40 target by 2028. RAMP trades at 8x FWD EV/EBITDA; achieving Rule of 40 could re-rate to 13x, implying 50% upside, but usage-based pricing and regulatory risks warrant close monitoring. Read the full article on Seeking Alpha내러티브 업데이트 • Mar 08RAMP: AI Data Marketplace Expansion Will Support Future Multiple RepricingAnalysts 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.공지 • Mar 03LiveRamp Launches Agentic AI Upgrades To Power Smarter Growth, Planning, And MeasurementLiveRamp announced the launch of new AI capabilities designed to transform how marketers plan, execute, measure, and optimize campaigns agentically. As part of the updates, LiveRamp is introducing agent-powered access to the LiveRamp platform, enabling specialized AI agents to autonomously collaborate with any partner, helping the marketing ecosystem move from manual, fragmented workflows to intelligent, governed execution that delivers exponential performance. Customers will be able to access these new capabilities in alignment with their organization’s AI policies and the applicable usage guidelines of the underlying AI provider. The agents from Newton Research and SemantIQ are live, and they're the first of many partners being brought onto the platform. Building on January’s announcement, LiveRamp clients can now license partners’ AI-powered agents and applications. This expansion empowers marketers to execute on their end-to-end marketing via agents — from audience building to measurement and media optimization — with governed access to premium data, all from one central hub. LiveRamp is building partnerships across the ecosystem to power end-to-end marketing workflows with agents. Using SemantIQ, health and life science marketers can build and activate healthcare provider audiences from the LiveRamp Clean Room. Using Newton Research, marketers can unlock instant measurement insights from LiveRamp’s Cross-Media Intelligence using simple natural language questions. LiveRamp continues to build new agentic partnerships across all categories — powering audience planning, segmentation, optimization, and measurement — unlocking new opportunities. LiveRamp is also introducing new, flexible tools for precision growth and smarter planning, available through the LiveRamp platform and via agents. Marketers utilizing these new capabilities via agents can continuously optimize audience performance across channels. The updates include the ability for marketers to build and expand audiences using enhanced lookalike modeling across first-, second-, and third-party data, as well as to apply a single identity-powered control group across surfaces and channels to measure performance consistently. This update makes it easier and quicker for marketers to manage experimentation, which can be further compounded with the speed and scalability of agents.Board Change • Mar 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Director Kristi Argyilan was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.내러티브 업데이트 • Feb 21RAMP: AI Data Marketplace And Margin Expansion Will Support Future RepricingThe 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.공지 • Feb 17LiveRamp Holdings, Inc. Appoints Kristi Argyilan to Board of DirectorsLiveRamp Holdings, Inc. announced that Kristi Argyilan has been appointed to the Company’s Board of Directors. Argyilan currently serves as Global Head of Advertising at Uber, where she is leading the expansion of the company’s mobility and delivery advertising business. Argyilan is widely recognized as the pioneer of retail media. Before joining Uber, she served as Senior Vice President of Retail Media at Albertsons Companies, where she led the growth of Albertsons Media Collective and championed the industry-wide move toward measurement standardization. Argyilan’s career includes serving as the founding President of Roundel, Target’s retail media network that set the industry standard for leveraging first-party data, and holding executive leadership roles at IPG Mediabrands and Universal McCann. In addition to her executive roles, Argyilan serves on the Board of Directors for both Zefr and the Interactive Advertising Bureau (IAB).내러티브 업데이트 • Feb 07RAMP: AI Data Marketplace Expansion Will Support Future Earnings Re-RatingAnalysts 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.Price Target Changed • Feb 06Price target decreased by 9.6% to US$36.50Down from US$40.38, the current price target is an average from 8 analysts. New target price is 57% above last closing price of US$23.21. Stock is down 34% over the past year. The company is forecast to post earnings per share of US$1.43 next year compared to a net loss per share of US$0.038 last year.공지 • Feb 06LiveRamp Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year and Ending March 31, 2026LiveRamp Holdings, Inc. provided earnings guidance for the fourth quarter and full year and ending March 31, 2026. For the quarter, the company expects revenue of between $203 million and $207 million, an increase of between 8% and 10%. GAAP operating income of approximately $16 million. For the year 2026, the company expects revenue of between $810 million and $814 million, an increase of 9%. GAAP operating income of approximately $84 million.공지 • Jan 23LiveRamp Holdings, Inc. to Report Q3, 2026 Results on Feb 05, 2026LiveRamp Holdings, Inc. announced that they will report Q3, 2026 results After-Market on Feb 05, 2026공지 • Jan 07LiveRamp Expands Its Marketplace to Data, Models, and Agents for Ai Use CasesLiveRamp announced the expansion of its Data Marketplace to include data and models for AI. Clients can now license data to train AI, license third-party AI models, and gain access to partners' AI-powered applications and agents. This evolution transforms the Data Marketplace into a centralized hub for AI, making it simple and easy for marketers, data scientists, and developers to access and deploy AI powered by real-world, permissioned data. Through a user-friendly interface, LiveRamp's expanded Marketplace provides governed access to premium data and intelligence for AI use cases, ensuring every interaction is authenticated, purpose-bound, and auditable. Data partners gain a new, transparent way to license their datasets and models with full control and visibility over how, where, and by whom their assets are used, while marketers can power AI use cases, all from one place. LiveRamp's Data Marketplace now covers three crucial AI use cases for advertising and marketing: License data to train and tune models: Clients can securely discover, license, and integrate rich, permissioned datasets across consumer behavior, commerce, media engagement, and transaction signals. This seamless data access fills blind spots in consumer intelligence and dramatically improves model scoring and real-time decisioning. License partners' AI models: Marketers can license a partner's AI model and leverage their first-party data without sensitive information moving or being exposed. Marketers can add valuable partner intelligence and modeling to their own data. License applications powered by AI models: Coming soon, clients will be able to easily access partner applications and AI agents for use cases including audience building, measurement, media optimization, and more - directly within the LiveRamp Marketplace.공지 • Dec 13LiveRamp Holdings, Inc. Announces Cessation of Mohsin Hussain as Chief Technology OfficerOn December 12, 2025, LiveRamp Holdings, Inc. (the “Company”) announced that Mohsin Hussain, the Company’s Chief Technology Officer, will cease serving in such role and his employment with the Company will terminate effective as of the end of fiscal 2026.분석 기사 • Dec 12Is 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 26Should 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 13Solid Earnings Reflect LiveRamp Holdings' (NYSE:RAMP) Strength As A BusinessLiveRamp Holdings, Inc.'s ( NYSE:RAMP ) strong earnings report was rewarded with a positive stock price move. Our...Major Estimate Revision • Nov 12Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$1.15 to US$1.28. Revenue forecast steady at US$811.2m. Net income forecast to grow 134% next year vs 22% growth forecast for Software industry in the US. Consensus price target of US$40.00 unchanged from last update. Share price rose 11% to US$30.46 over the past week.Reported Earnings • Nov 06Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$0.42 (up from US$0.026 in 2Q 2025). Revenue: US$199.8m (up 7.7% from 2Q 2025). Net income: US$27.4m (up US$25.7m from 2Q 2025). Profit margin: 14% (up from 0.9% in 2Q 2025). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 91%. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.공지 • Nov 06Liveramp Holdings, Inc. Provides Earnings Guidance for the Third Quarter and Fiscal Year 2026LiveRamp Holdings, Inc. provided earnings guidance for the third quarter and fiscal year 2026. For the third quarter, Company expects Revenue of between $209 million and $213 million, an increase of between 7% and 9%. GAAP operating income of between $33 million and $35 million. For the full year, company expects Revenue of between $804 million and $818 million, an increase of between 8% and 10%. GAAP operating income of between $83 million and $87 million.공지 • Oct 23+ 1 more updateLiveramp Expands Measurement Capabilities That Leverage the Power of Its Data Collaboration Network to Deliver Superior Customer OutcomesLiveRamp announced expanded measurement capabilities that leverage the power of its data collaboration network to deliver superior customer outcomes. Retail media networks can now unlock new attribution insights from their Meta campaign investments through the LiveRamp Clean Room. By connecting Meta campaign results with their own first-party sales data, RMNs and their partners can see how off-property sites, including Meta, drive sales, orders, and ROAS across campaigns, brands, and products. These insights help RMNs better demonstrate value to suppliers, leading to a truer understanding of campaign performance and the ability to make data-driven budget allocation decisions. The expansion highlights LiveRamp's role as a trusted, neutral partner that enables measurement and data collaboration across publishers. In addition to these measurement capabilities, many RMNs already leverage LiveRamp to securely send their sales data to Meta for in-flight optimization, helping improve campaign performance. With today's updates, RMNs can access insights from all partners -- now including Meta -- with the confidence of neutrality and control. Coming soon, additional capabilities such as incrementality, halo analysis, and new buyer insights will further empower retailers and their suppliers to benchmark performance and prove the full value of their media strategies.공지 • Oct 01LiveRamp Debuts New AI Capabilities Including Agentic Tools, Segmentation, and SearchLiveRamp introduced new AI tools to its platform, including new agentic AI solutions that leverage the power of its data collaboration network to deliver superior customer outcomes. LiveRamp is now the first platform to give autonomous AI agents the ability to collaborate with governed access to identity, segmentation, activation, and measurement solutions, so marketers can plan smarter campaigns, optimize investments, and prove impact everywhere it matters. Customers will be able to access these new AI capabilities in accordance with their organization's AI policies. Introducing agentic orchestration for marketing: LiveRamp can now connect the trillions of signals from its network to enhance AI with better data, enabling intelligent, secure data collaboration at scale for the agentic ecosystem. Through this consolidation of data and signals, LiveRamp can power multi-agent collaboration throughout the marketing lifecycle with connectivity and governance built in. LiveRamp's new agentic orchestration lets marketers connect their own agents, or partner agents, through APIs. With controlled access to LiveRamp's identity, segmentation, activate, measurement, clean rooms, and insights from 900 partners, marketers can use their preferred agents to make faster, better decisions across the marketing lifecycle. As LiveRamp continues to lead and advocate for AI standards across the industry, including ecosystem forums, marketers have the option to benefit from using standardized AI use cases for orchestration. LiveRamp also introduced two new AI-powered features: AI-Powered Segmentation: An industry-first solution that enables marketers to instantly create precise, multi-source (first-party, second-party, or third-party) audience segments using natural language prompts. Market Market can now explore, build, and activate segments in just minutes. AI-Powered Search: The LiveRamp Data Marketplace is now enhanced with AI-powered search, making the discovery of third-party audiences seamless. The new interface surfaces high-value segments, dramatically accelerating marketers' time-to-value.Recent Insider Transactions • Sep 10Executive VP of Engineering & CTO recently sold US$356k worth of stockOn the 8th of September, Mohsin Hussain sold around 13k shares on-market at roughly US$27.94 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.9m more than they bought in the last 12 months.Reported Earnings • Aug 07First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.12 (up from US$0.11 loss in 1Q 2025). Revenue: US$194.8m (up 11% from 1Q 2025). Net income: US$7.75m (up US$15.2m from 1Q 2025). Profit margin: 4.0% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.공지 • Aug 07Liveramp Provides Earnings Guidance for the Second Quarter and Fiscal Year 2026LiveRamp provided earnings guidance for the second quarter and fiscal year 2026. For the quarter, the company expects Revenue of $197 million, an increase of 6%. GAAP operating income of approximately $15 million. For fiscal 2026, the company expects Revenue of between $798 million and $818 million, an increase of between 7% and 10%. GAAP operating income of between $81 million and $85 million.분석 기사 • Aug 02Investors Will Want LiveRamp Holdings' (NYSE:RAMP) Growth In ROCE To PersistWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...공지 • Jul 24LiveRamp Holdings, Inc. to Report Q1, 2026 Results on Aug 06, 2025LiveRamp Holdings, Inc. announced that they will report Q1, 2026 results After-Market on Aug 06, 2025Price Target Changed • Jul 09Price target increased by 7.6% to US$39.50Up from US$36.71, the current price target is an average from 8 analysts. New target price is 15% above last closing price of US$34.20. Stock is up 10% over the past year. The company is forecast to post earnings per share of US$1.32 next year compared to a net loss per share of US$0.038 last year.분석 기사 • Jul 06LiveRamp Holdings, Inc.'s (NYSE:RAMP) Share Price Is Matching Sentiment Around Its RevenuesWith a price-to-sales (or "P/S") ratio of 3x LiveRamp Holdings, Inc. ( NYSE:RAMP ) may be sending bullish signals at...공지 • Jun 30LiveRamp Holdings, Inc., Annual General Meeting, Aug 12, 2025LiveRamp Holdings, Inc., Annual General Meeting, Aug 12, 2025.공지 • Jun 25Liveramp's Announces the Findings of A Commissioned Total Economic Impact™ (Tei) StudyLiveRamp announced the findings of a commissioned Total Economic Impact™? (TEI) study conducted by Forrester Consulting on behalf of LiveRamp. The study revealed that a composite organization representative of interviewed customers using the LiveRamp Data Collaboration Platform for marketing use cases achieved a 313% return on investment and $9.6 million in business benefits over three years, with a payback period of less than 6 months. When evaluating marketers' audience insights, targeting, and measurement precision, the study found that organizations face significant obstacles in their paid media lifecycle across search, social, programmatic display, linear TV, CTV, and media networks. With a lack of granular attribution data, media spend is inefficient and channel effectiveness cannot be measured accurately. It's also challenging to securely collaborate with media partners at scale while upholding each party's privacy requirements. The study revealed that investing in the LiveRamp Data Collaborated Platform addressed these hurdles by delivering significant improvements in media efficiency and effectiveness. Over three years, this equates to scalable growth and productivity for the defined composite organization, including: 15% efficiency gain in paid (non-retail) media budget spend, worth $6.1 million; 20% efficiency gain in retail media budget spend, equating to $1.2 million; 70% measurement optimization of paid media, driving $18 million in incremental revenue; 90% measurement optimization of retail media, equaling $8.8 million in incremental revenue; 50% time savings for team members focused on media activation activities. The study revealed that the LiveRamp Data Collaborations Platform also unlocked unquantified benefits, including: Improved brand perception through a more accurate understanding of consumers and their buying journeys; Enhanced relationships with agencies, retailers, and publishers through more strategic media planning discussions enabled by improved data accessibility; Improved cadence of media planning with more frequent, informed campaign planning activities comprised of historical performance data across publishers; Improved data governance to avoid potential revenue loss and legal costs due to the use of embedded identity resolution instead of sending hashed customer data directly to partners. Forrester aggregated the experiences of the interviewed marketing leaders to create a single composite organization - a B-B-B-B-B. The study revealed that the liveRamp Data Collaboration Platform also unlocked unquantified benefit, including: Improved brand perception via a more accurate understanding of consumers, retailers, and publishers through More strategic media planning discussions enabled by improve data accessibility; Improved cadence the media planning with more frequent, inform campaign planning activities comprised of historicalperformance data across publishers; Improved data Governing to avoid potential revenue loss and Legal costs due to the use of embed identity resolution instead of sending hashes customer data directly to partners.분석 기사 • Jun 18LiveRamp Holdings, Inc. (NYSE:RAMP) Shares Could Be 30% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, LiveRamp Holdings fair value estimate is US$45.09 LiveRamp...Recent Insider Transactions • May 30Executive VP of Engineering & CTO recently sold US$578k worth of stockOn the 28th of May, Mohsin Hussain sold around 18k shares on-market at roughly US$33.00 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.4m more than they bought in the last 12 months.Recent Insider Transactions Derivative • May 28Consultant notifies of intention to sell stockKimberly Bloomston intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of May. If the sale is conducted around the recent share price of US$31.89, it would amount to US$1.6m. Since June 2024, Kimberly's direct individual holding has decreased from 127.40k shares to 86.06k. Company insiders have collectively sold US$4.4m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • May 22Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$0.038 loss per share (down from US$0.15 profit in FY 2024). Revenue: US$745.6m (up 13% from FY 2024). Net loss: US$2.50m (down 125% from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 100%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공지 • May 22LiveRamp Holdings, Inc. Provides Earnings Guidance for the First Quarter Ending June 30, 2025 and for the Year Ending March 31, 2026LiveRamp provided earnings guidance for the first quarter ending June 30, 2025 and for the year ending March 31, 2026. For the quarter, the company expects Revenue of $191 million, an increase of 9%. GAAP operating income of $6 million. For fiscal 2026, the company expects Revenue of between $787 million and $817 million, an increase of between 6% and 10%. GAAP operating income of between $85 million and $89 million.Recent Insider Transactions Derivative • May 16CEO & Director exercised options and sold US$1.6m worth of stockOn the 12th of May, Scott Howe exercised 174.85k options at around US$17.49, then sold 138k of the shares acquired at an average of US$29.27 per share and kept the remainder. For the year to March 2019, Scott's total compensation was 7% salary and 93% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, Scott's direct individual holding has decreased from 992.00k shares to 963.94k. Company insiders have collectively sold US$4.4m more than they bought, via options and on-market transactions in the last 12 months.공지 • May 08LiveRamp Holdings, Inc. to Report Q4, 2025 Results on May 21, 2025LiveRamp Holdings, Inc. announced that they will report Q4, 2025 results After-Market on May 21, 2025Recent Insider Transactions Derivative • Apr 20Consultant notifies of intention to sell stockKimberly Bloomston intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of April. If the sale is conducted around the recent share price of US$25.13, it would amount to US$218k. Since June 2024, Kimberly's direct individual holding has decreased from 127.40k shares to 86.06k. Company insiders have collectively sold US$4.2m more than they bought, via options and on-market transactions in the last 12 months.분석 기사 • Apr 14LiveRamp Holdings (NYSE:RAMP) Is Looking To Continue Growing Its Returns On CapitalIf 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 21What 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 07LiveRamp Q3: Decent Performance, But The Work Isn't Done YetSummary 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 Alpha공지 • Mar 04Liveramp Holdings, Inc. Cessation of Kimberly Bloomston, Chief Product OfficerOn March 3, 2025, LiveRamp Holdings, Inc. announced that Kimberly Bloomston, the Company’s Chief Product Officer, ceased serving in such role effective March 1, 2025 and her employment with the Company will terminate effective as of the end of fiscal 2025. Ms. Bloomston has agreed to provide consulting services to the Company on a limited basis until March 31, 2026, in accordance with a consulting agreement to be entered into between the Company and Ms. Bloomston as of the termination of her employment (the “Consulting Agreement”).분석 기사 • Mar 03Investors Don't See Light At End Of LiveRamp Holdings, Inc.'s (NYSE:RAMP) TunnelYou may think that with a price-to-sales (or "P/S") ratio of 2.7x LiveRamp Holdings, Inc. ( NYSE:RAMP ) is a stock...Recent Insider Transactions • Feb 12Chief Revenue Officer recently sold US$1.4m worth of stockOn the 10th of February, Vihan Sharma sold around 40k shares on-market at roughly US$35.56 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.7m more than they bought in the last 12 months.Buy Or Sell Opportunity • Feb 11Now 26% undervaluedOver the last 90 days, the stock has risen 19% to US$34.35. The fair value is estimated to be US$46.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 53%.Recent Insider Transactions Derivative • Feb 11Chief Revenue Officer notifies of intention to sell stockVihan Sharma intends to sell 40k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of February. If the sale is conducted around the recent share price of US$35.24, it would amount to US$1.4m. Since March 2024, Vihan's direct individual holding has increased from 144.83k shares to 150.75k. Company insiders have collectively sold US$3.1m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Feb 10Third quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2025 results: EPS: US$0.14 (down from US$0.20 in 3Q 2024). Revenue: US$195.4m (up 12% from 3Q 2024). Net income: US$9.52m (down 29% from 3Q 2024). Profit margin: 4.9% (down from 7.7% in 3Q 2024). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.분석 기사 • Feb 07LiveRamp Holdings, Inc. (NYSE:RAMP) Shares Could Be 25% Below Their Intrinsic Value EstimateKey Insights The projected fair value for LiveRamp Holdings is US$47.32 based on 2 Stage Free Cash Flow to Equity...공지 • Feb 06LiveRamp Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of Fiscal 2025LiveRamp Holdings, Inc. provides earnings guidance for the fourth quarter and full year of Fiscal 2025. For the quarter, the company expects revenue of between $184 million and $186 million, an increase of between 7% and 8%. GAAP operating loss of $8 million. For fiscal 2025, the company increased revenue of between $741 million and $743 million, an increase of between 12% and 13% and GAAP operating loss of $10 million.공지 • Jan 23LiveRamp Holdings, Inc. to Report Q3, 2025 Results on Feb 05, 2025LiveRamp Holdings, Inc. announced that they will report Q3, 2025 results After-Market on Feb 05, 2025Major Estimate Revision • Jan 17Consensus EPS estimates increase by 36%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$0.07 to US$0.095. Revenue forecast steady at US$735.8m. Net income forecast to grow 1,444% next year vs 20% growth forecast for Software industry in the US. Consensus price target of US$37.14 unchanged from last update. Share price rose 9.8% to US$32.20 over the past week.Recent Insider Transactions Derivative • Dec 31Chief Product Officer notifies of intention to sell stockKimberly Bloomston intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 30th of December. If the sale is conducted around the recent share price of US$30.41, it would amount to US$296k. Since March 2024, Kimberly's direct individual holding has decreased from 120.74k shares to 108.86k. Company insiders have collectively sold US$3.1m more than they bought, via options and on-market transactions in the last 12 months.분석 기사 • Nov 22LiveRamp 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...Recent Insider Transactions • Nov 13Executive VP of Engineering & CTO recently sold US$252k worth of stockOn the 11th of November, Mohsin Hussain sold around 9k shares on-market at roughly US$28.61 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.0m more than they bought in the last 12 months.새 내러티브 • Nov 10Critical 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.Reported Earnings • Nov 07Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.03 (down from US$0.068 in 2Q 2024). Revenue: US$185.5m (up 16% from 2Q 2024). Net income: US$1.73m (down 61% from 2Q 2024). Profit margin: 0.9% (down from 2.8% in 2Q 2024). Revenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.공지 • Nov 07LiveRamp Holdings, Inc. Provides Earnings Guidance for the Third Quarter and Fiscal Year 2025LiveRamp Holdings, Inc. provided earnings guidance for the third quarter and fiscal year 2025. For the quarter, company expects revenue of $191 million, an increase of 10%. GAAP operating income of $8 million. For the year, company expects revenue of between $737 million and $739 million, an increase of 12%. GAAP operating income of between $6 million and $8 million.Price Target Changed • Oct 29Price target decreased by 7.6% to US$39.88Down from US$43.14, the current price target is an average from 8 analysts. New target price is 60% above last closing price of US$24.94. Stock is down 9.8% over the past year. The company is forecast to post earnings per share of US$0.14 for next year compared to US$0.15 last year.공지 • Oct 24LiveRamp Holdings, Inc. to Report Q2, 2025 Results on Nov 06, 2024LiveRamp Holdings, Inc. announced that they will report Q2, 2025 results After-Market on Nov 06, 2024분석 기사 • Oct 15The Return Trends At LiveRamp Holdings (NYSE:RAMP) Look PromisingIf 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...공지 • Oct 09LiveRamp Brings Artificial Intelligence-Powered Marketing to LiveRamp’s Network, Unlocking More Ways for Customers to Drive ValueLiveRamp revealed the first Artificial Intelligence (AI) connections to its network, enabling marketers to drive even better outcomes from LiveRamp’s premier global ecosystem, by easily tapping the transformative power of AI. These partnerships mark LiveRamp adding rapidly evolving AI destinations to its efforts to empower marketers to personalize and measure every consumer experience. Moving forward, LiveRamp will create a full suite of compelling partnerships and use cases, giving marketers complete flexibility, interoperability, and the most effective AI tools. These new AI partnerships will add connectivity to LiveRamp’s expansive network, which will help brand marketers better connect with, and personalize touchpoints for their customers, including AI-powered touchpoints across the ecosystem. Through these partnerships, LiveRamp will enable marketers to: Personalize AI-powered searches in partnership with Perplexity. Connect AI-powered custom audiences on Meta and YouTube, in partnership with Chalice, with more social platforms to follow. LiveRamp holds itself accountable to the highest standards of privacy, security, and compliance, and enables these AI partnerships in accordance with these standards. In a panel on Tuesday, October 8 at Advertising Week New York 2024, LiveRamp and its partners will share more about their vision for how the ecosystem can leverage AI, and how marketers and publishers can take the next steps. AI-powered answers and Perplexity: Perplexity’s AI-powered ‘answer engine’ is gaining popularity for its ability to provide more direct, tailored responses on any topic. As marketers look to connect with their audiences at scale and deliver personalized experiences everywhere they’re spending their time, they will soon be able to deliver personalized brand messages like ads and experiences alongside Perplexity’s results, unlocking another touchpoint within their customer journeys. Marketers using LiveRamp will be able to seamlessly activate Perplexity’s authenticated inventory, enabling better reach, seamless activation, and deeper personalization across devices and channels. Chalice has partnered with LiveRamp to further power activations using its AI tools for marketers. Marketers use Chalice Custom Algorithms to help build unique, high-performing audiences using AI, enabling them to configure these audiences to meet their unique business objectives, and LiveRamp will help to enable these audiences to be activated across social platforms, starting with Meta and YouTube. By leveraging Chalice’s advanced AI with LiveRamp’s Embedded Identity native app on Snowflake, marketers can use their first-party data to better understand and target high-performing audiences. Using Chalice to expand reach and discover previously-overlooked opportunities to drive growth, marketers can activate programmatically or on Meta and YouTube.Seeking Alpha • Oct 08LiveRamp: Still A Far Cry From Achieving Rule 40Summary 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 Alpha공지 • Oct 03LiveRamp Introduces New Capabilities to Fast-Track Value and Boost Marketing ImpactLiveRamp announced the newest version of the LiveRamp Data Collaboration Platform, further accelerating customers' time to value by strengthening the ability of marketers to drive effective and insightful marketing by delivering and relevant experiences to consumers. The latest version of the platform enables first-party identity graphs with self-service capability, standardized queries to help customers drive immediate insights with clean room measurement, and faster activation and performance. According to a commissioned study conducted by Forrester Consulting, 93% of business leaders say that data collaboration is critical to drive improvements across companies. As this ecosystem rapidly matures, leading brands, publishers, and media networks are building their partner networks and collaborating in the LiveRamp platform. Customers utilize LiveRamp's platform for a full range of data collaboration capabilities, including clean room-powered measurement and insights, to improve their end-to-end marketing lifecycle and activate on the world's most expansive, data-rich network. Leveraging the world's most robust collaboration ecosystem, LiveRamp's platform helps customers create business value through their data and unlock new opportunities by maximizing their partnership networks with partnerships. LiveRamp has worked with more than 130 brands, publishers, and media network using LiveRamp's clean room to power cross-cloud data collaboration through unprecedented connectivity to first- and second-party data. Collaboration partners include Ampersand, DISH, Fox/TUBI, LG Ads, LinkedIn, Pinterest, and over 30 of the top retail media networks. The new platform features improve performance across these areas: Instantly build a first-party identity graph to grow insights and revenue via Identity Engine: Companies can more easily stitch together and resolve all of their own first-party data back to an individual, based on their own rules, reducing what was a complex process to hours. This enables clients to more accurately activate, measure, and optimize across all consumer experiences, driving strong marketing ROI. Operate with greater speed and efficiency to expedite consumer insights and ecosystem activation: New platform optimizations enable customers to more quickly activate and generate insights across LiveRamp's collaboration network of hundreds of partners. This now includes the ability for customers to directly activate with Google's Display & Video 360 PAIR (Publishers Advertiser Identity Reconciliation), via self-service. Accelerate clean room value through new standardized query library: Brands, media networks, and platforms can now unlock immediate value from their LiveRamp clean room investments through enhanced standardization, taking advantage of top use cases across the network for collaboration partners. Clients can get started with a new partner within hours, unlocking immediate access to insights, saving valuable time, and driving faster, more efficient outcomes.Recent Insider Transactions • Sep 29Independent Director recently sold US$245k worth of stockOn the 26th of September, Debora Tomlin sold around 10k shares on-market at roughly US$25.07 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.1m more than they bought in the last 12 months.Price Target Changed • Aug 26Price target decreased by 8.4% to US$43.57Down from US$47.57, the current price target is an average from 7 analysts. New target price is 71% above last closing price of US$25.53. Stock is down 20% over the past year. The company is forecast to post a net loss per share of US$0.08 compared to earnings per share of US$0.15 last year.Major Estimate Revision • Aug 14Consensus EPS estimates upgraded to US$0.08 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$0.15 to -US$0.08 per share. Revenue forecast steady at US$722.7m. Software industry in the US expected to see average net income growth of 18% next year. Consensus price target down from US$47.57 to US$45.14. Share price fell 17% to US$22.21 over the past week.분석 기사 • Aug 12Benign Growth For LiveRamp Holdings, Inc. (NYSE:RAMP) Underpins Stock's 32% PlummetLiveRamp Holdings, Inc. ( NYSE:RAMP ) shareholders that were waiting for something to happen have been dealt a blow...Reported Earnings • Aug 08First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: US$0.11 loss per share (further deteriorated from US$0.024 loss in 1Q 2024). Revenue: US$176.0m (up 14% from 1Q 2024). Net loss: US$7.49m (loss widened 372% from 1Q 2024). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.공지 • Aug 08Liveramp Holdings, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2025 and Increases Earnings Guidance for the Fiscal 2025LiveRamp Holdings, Inc. provided earnings guidance for the second quarter of fiscal 2025 and increased earnings guidance for the fiscal 2025. For the quarter, the company expects revenue of $176 million, an increase of 10% and GAAP operating loss of ($3) million. For fiscal 2025, the company increases revenue of between $715 million and $735 million, an increase of between 8% and 11% and GAAP operating income (loss) of between ($2) million and $2 million.공지 • Jul 25LiveRamp Holdings, Inc. to Report Q1, 2025 Results on Aug 07, 2024LiveRamp Holdings, Inc. announced that they will report Q1, 2025 results After-Market on Aug 07, 2024Seeking Alpha • Jul 09LiveRamp's Strategic Growth Amidst Industry Challenges And OpportunitiesSummary 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 Alpha분석 기사 • Jul 04Should 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...공지 • Jul 03LiveRamp Holdings, Inc.(NYSE:RAMP) dropped from Russell 3000E Value IndexLiveRamp Holdings, Inc.(NYSE:RAMP) dropped from Russell 3000E Value Index공지 • Jun 20LiveRamp Holdings, Inc., Annual General Meeting, Aug 13, 2024LiveRamp Holdings, Inc., Annual General Meeting, Aug 13, 2024.분석 기사 • Jun 16Is 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...Recent Insider Transactions • Jun 13Insider recently sold US$406k worth of stockOn the 12th of June, Kimberly Bloomston sold around 13k shares on-market at roughly US$31.11 per share. This transaction amounted to 9.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$539k. Insiders have been net sellers, collectively disposing of US$2.9m more than they bought in the last 12 months.Recent Insider Transactions • Jun 02Executive VP of Engineering & CTO recently sold US$539k worth of stockOn the 29th of May, Mohsin Hussain sold around 17k shares on-market at roughly US$31.15 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.5m more than they bought in the last 12 months.분석 기사 • May 29LiveRamp Holdings' (NYSE:RAMP) Earnings May Just Be The Starting PointEven though LiveRamp Holdings, Inc.'s ( NYSE:RAMP ) recent earnings release was robust, the market didn't seem to...New Risk • May 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • May 23Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$0.15 (up from US$1.87 loss in FY 2023). Revenue: US$659.7m (up 11% from FY 2023). Net income: US$10.1m (up US$134.2m from FY 2023). Profit margin: 1.5% (up from net loss in FY 2023). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 6.3%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.분석 기사 • May 21Returns 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...Recent Insider Transactions Derivative • May 12CEO & Director exercised options and sold US$1.4m worth of stockOn the 9th of May, Scott Howe exercised 154.60k options at around US$21.17, then sold 125k of the shares acquired at an average of US$32.70 per share and kept the remainder. For the year to March 2018, Scott's total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2023, Scott's direct individual holding has decreased from 914.17k shares to 888.61k. Company insiders have collectively sold US$2.8m more than they bought, via options and on-market transactions in the last 12 months.공지 • May 10LiveRamp Holdings, Inc. to Report Q4, 2024 Results on May 22, 2024LiveRamp Holdings, Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on May 22, 2024Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Director Brian O’Kelley was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.분석 기사 • Apr 19Unpleasant Surprises Could Be In Store For LiveRamp Holdings, Inc.'s (NYSE:RAMP) SharesIt's not a stretch to say that LiveRamp Holdings, Inc.'s ( NYSE:RAMP ) price-to-sales (or "P/S") ratio of 3.3x right...Price Target Changed • Mar 08Price target increased by 7.5% to US$47.75Up from US$44.40, the current price target is an average from 8 analysts. New target price is 37% above last closing price of US$34.89. Stock is up 65% over the past year. The company is forecast to post earnings per share of US$0.16 next year compared to a net loss per share of US$1.87 last year.Recent Insider Transactions • Feb 22Executive VP of Engineering & CTO recently sold US$465k worth of stockOn the 15th of February, Mohsin Hussain sold around 12k shares on-market at roughly US$37.27 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.7m more than they bought in the last 12 months.Seeking Alpha • Feb 11LiveRamp: Weak Guidance May Present An Opportunity SoonSummary LiveRamp reported Q3 earnings, with revenues up 9.7% and beating estimates, but the stock price dropped due to disappointing guidance. The company has a strong balance sheet with no debt and a high current ratio, but its profitability is still improving. LiveRamp announced the acquisition of Habu, a data collaboration platform, which could strengthen its offering and expand its market reach. Read the full article on Seeking AlphaReported Earnings • Feb 10Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$0.20 (up from US$0.47 loss in 3Q 2023). Revenue: US$173.9m (up 9.6% from 3Q 2023). Net income: US$13.4m (up US$43.9m from 3Q 2023). Profit margin: 7.7% (up from net loss in 3Q 2023). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 152%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.공지 • Feb 09LiveRamp Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2024LiveRamp Holdings, Inc. provided earnings guidance for the fourth quarter and full year 2024. For the fourth quarter of fiscal 2024, LiveRamp expects to report: Revenue of between $158 million and $162 million, an increase of between 6% and 9%, and GAAP operating loss of between $18 million and $17 million.For fiscal 2024, LiveRamp updates its guidance and expects to report: Revenue of between $646 million and $650 million, an increase of between 8% and 9%, and GAAP operating income of between $8 million and $9 million.이익 및 매출 성장 예측NYSE:RAMP - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/20291,024N/AN/AN/A13/31/202897813419821543/31/202788710517918573/31/202681292157162712/31/202579669169171N/A9/30/202577938149151N/A6/30/202576413148149N/A3/31/2025746-3155156N/A12/31/2024729-2120122N/A9/30/202470718792N/A6/30/202468246872N/A3/31/202466010103107N/A12/31/2023636-20112114N/A9/30/2023621-64113114N/A6/30/2023608-989699N/A3/31/2023597-1243540N/A12/31/2022590-1185764N/A9/30/2022572-1026572N/A6/30/2022552-785662N/A3/31/2022529-347478N/A12/31/2021506-37-21N/A9/30/2021485-34-12-10N/A6/30/2021463-51-16-14N/A3/31/2021443-90-23-21N/A12/31/2020430-62-6-3N/A9/30/2020412-89-7-2N/A6/30/2020397-105-45-37N/A3/31/2020381-125-40-29N/A12/31/2019353-170-503-490N/A9/30/2019331-147N/A-530N/A6/30/2019306-148N/A-494N/A3/31/2019286-134N/A-461N/A12/31/2018268-101N/A36N/A9/30/2018247-83N/A103N/A6/30/2018236-68N/A125N/A3/31/2018220-67N/A112N/A12/31/2017385-59N/A107N/A9/30/2017549-60N/A113N/A6/30/2017712-27N/A120N/A3/31/2017175-86N/A115N/A12/31/201688011N/A124N/A9/30/20168789N/A113N/A6/30/20168681N/A97N/A3/31/2016850-9N/A120N/A12/31/2015831-16N/A115N/A9/30/2015818-15N/A120N/A6/30/2015815-21N/A127N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: RAMP 의 연간 예상 수익 증가율(25.3%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: RAMP 의 연간 수익(25.3%)이 US 시장(16.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: RAMP 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: RAMP 의 수익(연간 7.9%)이 US 시장(연간 11.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: RAMP 의 수익(연간 7.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: RAMP의 자본 수익률은 3년 후 17%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 09:45종가2026/05/07 00:00수익2025/12/31연간 수익2025/03/31데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 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 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스LiveRamp Holdings, Inc.는 21명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Richard KramerArete Research Services LLPDaniel LebenBairdMegan Talbott McGrathBarclays18명의 분석가 더 보기
Price Target Changed • Feb 06Price target decreased by 9.6% to US$36.50Down from US$40.38, the current price target is an average from 8 analysts. New target price is 57% above last closing price of US$23.21. Stock is down 34% over the past year. The company is forecast to post earnings per share of US$1.43 next year compared to a net loss per share of US$0.038 last year.
공지 • Feb 06LiveRamp Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year and Ending March 31, 2026LiveRamp Holdings, Inc. provided earnings guidance for the fourth quarter and full year and ending March 31, 2026. For the quarter, the company expects revenue of between $203 million and $207 million, an increase of between 8% and 10%. GAAP operating income of approximately $16 million. For the year 2026, the company expects revenue of between $810 million and $814 million, an increase of 9%. GAAP operating income of approximately $84 million.
Major Estimate Revision • Nov 12Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$1.15 to US$1.28. Revenue forecast steady at US$811.2m. Net income forecast to grow 134% next year vs 22% growth forecast for Software industry in the US. Consensus price target of US$40.00 unchanged from last update. Share price rose 11% to US$30.46 over the past week.
공지 • Nov 06Liveramp Holdings, Inc. Provides Earnings Guidance for the Third Quarter and Fiscal Year 2026LiveRamp Holdings, Inc. provided earnings guidance for the third quarter and fiscal year 2026. For the third quarter, Company expects Revenue of between $209 million and $213 million, an increase of between 7% and 9%. GAAP operating income of between $33 million and $35 million. For the full year, company expects Revenue of between $804 million and $818 million, an increase of between 8% and 10%. GAAP operating income of between $83 million and $87 million.
공지 • Aug 07Liveramp Provides Earnings Guidance for the Second Quarter and Fiscal Year 2026LiveRamp provided earnings guidance for the second quarter and fiscal year 2026. For the quarter, the company expects Revenue of $197 million, an increase of 6%. GAAP operating income of approximately $15 million. For fiscal 2026, the company expects Revenue of between $798 million and $818 million, an increase of between 7% and 10%. GAAP operating income of between $81 million and $85 million.
Price Target Changed • Jul 09Price target increased by 7.6% to US$39.50Up from US$36.71, the current price target is an average from 8 analysts. New target price is 15% above last closing price of US$34.20. Stock is up 10% over the past year. The company is forecast to post earnings per share of US$1.32 next year compared to a net loss per share of US$0.038 last year.
공지 • May 08LiveRamp Holdings, Inc. to Report Q4, 2026 Results on May 21, 2026LiveRamp Holdings, Inc. announced that they will report Q4, 2026 results After-Market on May 21, 2026
내러티브 업데이트 • May 07RAMP: AI Data Collaborations And Identity Reach Will Drive Future RepricingAnalysts 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.
공지 • Apr 29LiveRamp Integrates NVIDIA AI Infrastructure For Faster AI Model Training And InferenceLiveRamp announced native support for NVIDIA AI infrastructure, upgrading its clean room architecture to handle the world’s most compute-intensive AI workloads. AI partners and brands can now securely and seamlessly train and deploy sophisticated models using LiveRamp clean rooms or via the LiveRamp Marketplace at up to 15x speed, without exposing data or model weights. By moving to GPU-optimized clean room infrastructure, LiveRamp now supports the most advanced model training and inference. By implementing GPU-optimized infrastructure, LiveRamp eliminates the technical hurdle of AI partners needing to rearchitect models for CPU-based environments. AI partners can now plug-and-play existing code within LiveRamp’s clean rooms. Model providers and brands using Marketplace or Clean Rooms can stitch together disparate datasets with unprecedented scale and ease for AI-driven marketing. This ensures compute-intensive models are trained on the most complete and accurate foundation of insights. Marketers get faster results and easier access to advanced AI. Compress performance optimization timelines, with preliminary tests 15x faster than CPU-based environments. Overcome data science resource limitations with seamless access to advanced AI models. Collaborate with model providers for performance optimization while maintaining control and transparency over first-party data. AI partners realize scaled distribution, eliminate technical friction, and protect IP. Connect your existing, heavy-duty models without the need for complex or time-consuming recoding. Run proprietary models in a secure clean room to provide campaign optimization, audience selection, and performance prediction services to brands without raw data ever leaving the clean room. Train and execute models on brand first-party data without exposing proprietary code and model weights to partners. LiveRamp recently expanded its Marketplace to offer data and models for AI training, as well as governed access to a growing ecosystem of partners’ AI-powered applications and agents. With its expanding AI capabilities, LiveRamp’s data collaboration network connects every signal, agent, surface, and channel to fuel AI-powered marketing that drives exponential performance, grounded in trust. Customers can access these growing capabilities in alignment with their organization’s AI policies and the applicable usage guidelines of the underlying AI provider. This integration is currently in limited release with GA expected later this year.
내러티브 업데이트 • Apr 20RAMP: AI Data Partnerships And Identity Reach Will Support Future RepricingAnalysts 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 06RAMP: AI Data Partnerships And Identity Reach Will Support Future Multiple RepricingThe 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 22RAMP: AI Data Expansion And Buybacks Will Support Future Upside PotentialNarrative 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.
공지 • Mar 20LiveRamp Holdings, Inc. Announces Resignation of Brian O'Kelley from the Board, Effective March 18, 2026LiveRamp Holdings, Inc. announced that on March 18, 2026, Brian O'Kelley, who has served as a director of LiveRamp Holdings, Inc. since 2023, informed the Board of Directors of the Company of his intention to resign from the Board, effective March 18, 2026.
Seeking Alpha • Mar 12LiveRamp: How Its Agentic AI Could Be Essential For Digital MarketingSummary LiveRamp integrates Agentic AI and launches SemantlQ and Newton Research agents, enhancing real-time campaign analysis and audience building in privacy-centric environments. Strategic partnership with Scowtt enables predictive AI signals to platforms like Meta and Google, driving client ROAS above 40%, reinforcing RAMP’s competitive moat. Q3 results show $212M revenue (+9% YoY), $0.76 non-GAAP EPS, 29% operating margin, and $527M ARR, with a stable 9% growth outlook and a Rule of 40 target by 2028. RAMP trades at 8x FWD EV/EBITDA; achieving Rule of 40 could re-rate to 13x, implying 50% upside, but usage-based pricing and regulatory risks warrant close monitoring. Read the full article on Seeking Alpha
내러티브 업데이트 • Mar 08RAMP: AI Data Marketplace Expansion Will Support Future Multiple RepricingAnalysts 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.
공지 • Mar 03LiveRamp Launches Agentic AI Upgrades To Power Smarter Growth, Planning, And MeasurementLiveRamp announced the launch of new AI capabilities designed to transform how marketers plan, execute, measure, and optimize campaigns agentically. As part of the updates, LiveRamp is introducing agent-powered access to the LiveRamp platform, enabling specialized AI agents to autonomously collaborate with any partner, helping the marketing ecosystem move from manual, fragmented workflows to intelligent, governed execution that delivers exponential performance. Customers will be able to access these new capabilities in alignment with their organization’s AI policies and the applicable usage guidelines of the underlying AI provider. The agents from Newton Research and SemantIQ are live, and they're the first of many partners being brought onto the platform. Building on January’s announcement, LiveRamp clients can now license partners’ AI-powered agents and applications. This expansion empowers marketers to execute on their end-to-end marketing via agents — from audience building to measurement and media optimization — with governed access to premium data, all from one central hub. LiveRamp is building partnerships across the ecosystem to power end-to-end marketing workflows with agents. Using SemantIQ, health and life science marketers can build and activate healthcare provider audiences from the LiveRamp Clean Room. Using Newton Research, marketers can unlock instant measurement insights from LiveRamp’s Cross-Media Intelligence using simple natural language questions. LiveRamp continues to build new agentic partnerships across all categories — powering audience planning, segmentation, optimization, and measurement — unlocking new opportunities. LiveRamp is also introducing new, flexible tools for precision growth and smarter planning, available through the LiveRamp platform and via agents. Marketers utilizing these new capabilities via agents can continuously optimize audience performance across channels. The updates include the ability for marketers to build and expand audiences using enhanced lookalike modeling across first-, second-, and third-party data, as well as to apply a single identity-powered control group across surfaces and channels to measure performance consistently. This update makes it easier and quicker for marketers to manage experimentation, which can be further compounded with the speed and scalability of agents.
Board Change • Mar 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Director Kristi Argyilan was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
내러티브 업데이트 • Feb 21RAMP: AI Data Marketplace And Margin Expansion Will Support Future RepricingThe 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.
공지 • Feb 17LiveRamp Holdings, Inc. Appoints Kristi Argyilan to Board of DirectorsLiveRamp Holdings, Inc. announced that Kristi Argyilan has been appointed to the Company’s Board of Directors. Argyilan currently serves as Global Head of Advertising at Uber, where she is leading the expansion of the company’s mobility and delivery advertising business. Argyilan is widely recognized as the pioneer of retail media. Before joining Uber, she served as Senior Vice President of Retail Media at Albertsons Companies, where she led the growth of Albertsons Media Collective and championed the industry-wide move toward measurement standardization. Argyilan’s career includes serving as the founding President of Roundel, Target’s retail media network that set the industry standard for leveraging first-party data, and holding executive leadership roles at IPG Mediabrands and Universal McCann. In addition to her executive roles, Argyilan serves on the Board of Directors for both Zefr and the Interactive Advertising Bureau (IAB).
내러티브 업데이트 • Feb 07RAMP: AI Data Marketplace Expansion Will Support Future Earnings Re-RatingAnalysts 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.
Price Target Changed • Feb 06Price target decreased by 9.6% to US$36.50Down from US$40.38, the current price target is an average from 8 analysts. New target price is 57% above last closing price of US$23.21. Stock is down 34% over the past year. The company is forecast to post earnings per share of US$1.43 next year compared to a net loss per share of US$0.038 last year.
공지 • Feb 06LiveRamp Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year and Ending March 31, 2026LiveRamp Holdings, Inc. provided earnings guidance for the fourth quarter and full year and ending March 31, 2026. For the quarter, the company expects revenue of between $203 million and $207 million, an increase of between 8% and 10%. GAAP operating income of approximately $16 million. For the year 2026, the company expects revenue of between $810 million and $814 million, an increase of 9%. GAAP operating income of approximately $84 million.
공지 • Jan 23LiveRamp Holdings, Inc. to Report Q3, 2026 Results on Feb 05, 2026LiveRamp Holdings, Inc. announced that they will report Q3, 2026 results After-Market on Feb 05, 2026
공지 • Jan 07LiveRamp Expands Its Marketplace to Data, Models, and Agents for Ai Use CasesLiveRamp announced the expansion of its Data Marketplace to include data and models for AI. Clients can now license data to train AI, license third-party AI models, and gain access to partners' AI-powered applications and agents. This evolution transforms the Data Marketplace into a centralized hub for AI, making it simple and easy for marketers, data scientists, and developers to access and deploy AI powered by real-world, permissioned data. Through a user-friendly interface, LiveRamp's expanded Marketplace provides governed access to premium data and intelligence for AI use cases, ensuring every interaction is authenticated, purpose-bound, and auditable. Data partners gain a new, transparent way to license their datasets and models with full control and visibility over how, where, and by whom their assets are used, while marketers can power AI use cases, all from one place. LiveRamp's Data Marketplace now covers three crucial AI use cases for advertising and marketing: License data to train and tune models: Clients can securely discover, license, and integrate rich, permissioned datasets across consumer behavior, commerce, media engagement, and transaction signals. This seamless data access fills blind spots in consumer intelligence and dramatically improves model scoring and real-time decisioning. License partners' AI models: Marketers can license a partner's AI model and leverage their first-party data without sensitive information moving or being exposed. Marketers can add valuable partner intelligence and modeling to their own data. License applications powered by AI models: Coming soon, clients will be able to easily access partner applications and AI agents for use cases including audience building, measurement, media optimization, and more - directly within the LiveRamp Marketplace.
공지 • Dec 13LiveRamp Holdings, Inc. Announces Cessation of Mohsin Hussain as Chief Technology OfficerOn December 12, 2025, LiveRamp Holdings, Inc. (the “Company”) announced that Mohsin Hussain, the Company’s Chief Technology Officer, will cease serving in such role and his employment with the Company will terminate effective as of the end of fiscal 2026.
분석 기사 • Dec 12Is 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 26Should 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 13Solid Earnings Reflect LiveRamp Holdings' (NYSE:RAMP) Strength As A BusinessLiveRamp Holdings, Inc.'s ( NYSE:RAMP ) strong earnings report was rewarded with a positive stock price move. Our...
Major Estimate Revision • Nov 12Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$1.15 to US$1.28. Revenue forecast steady at US$811.2m. Net income forecast to grow 134% next year vs 22% growth forecast for Software industry in the US. Consensus price target of US$40.00 unchanged from last update. Share price rose 11% to US$30.46 over the past week.
Reported Earnings • Nov 06Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$0.42 (up from US$0.026 in 2Q 2025). Revenue: US$199.8m (up 7.7% from 2Q 2025). Net income: US$27.4m (up US$25.7m from 2Q 2025). Profit margin: 14% (up from 0.9% in 2Q 2025). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 91%. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
공지 • Nov 06Liveramp Holdings, Inc. Provides Earnings Guidance for the Third Quarter and Fiscal Year 2026LiveRamp Holdings, Inc. provided earnings guidance for the third quarter and fiscal year 2026. For the third quarter, Company expects Revenue of between $209 million and $213 million, an increase of between 7% and 9%. GAAP operating income of between $33 million and $35 million. For the full year, company expects Revenue of between $804 million and $818 million, an increase of between 8% and 10%. GAAP operating income of between $83 million and $87 million.
공지 • Oct 23+ 1 more updateLiveramp Expands Measurement Capabilities That Leverage the Power of Its Data Collaboration Network to Deliver Superior Customer OutcomesLiveRamp announced expanded measurement capabilities that leverage the power of its data collaboration network to deliver superior customer outcomes. Retail media networks can now unlock new attribution insights from their Meta campaign investments through the LiveRamp Clean Room. By connecting Meta campaign results with their own first-party sales data, RMNs and their partners can see how off-property sites, including Meta, drive sales, orders, and ROAS across campaigns, brands, and products. These insights help RMNs better demonstrate value to suppliers, leading to a truer understanding of campaign performance and the ability to make data-driven budget allocation decisions. The expansion highlights LiveRamp's role as a trusted, neutral partner that enables measurement and data collaboration across publishers. In addition to these measurement capabilities, many RMNs already leverage LiveRamp to securely send their sales data to Meta for in-flight optimization, helping improve campaign performance. With today's updates, RMNs can access insights from all partners -- now including Meta -- with the confidence of neutrality and control. Coming soon, additional capabilities such as incrementality, halo analysis, and new buyer insights will further empower retailers and their suppliers to benchmark performance and prove the full value of their media strategies.
공지 • Oct 01LiveRamp Debuts New AI Capabilities Including Agentic Tools, Segmentation, and SearchLiveRamp introduced new AI tools to its platform, including new agentic AI solutions that leverage the power of its data collaboration network to deliver superior customer outcomes. LiveRamp is now the first platform to give autonomous AI agents the ability to collaborate with governed access to identity, segmentation, activation, and measurement solutions, so marketers can plan smarter campaigns, optimize investments, and prove impact everywhere it matters. Customers will be able to access these new AI capabilities in accordance with their organization's AI policies. Introducing agentic orchestration for marketing: LiveRamp can now connect the trillions of signals from its network to enhance AI with better data, enabling intelligent, secure data collaboration at scale for the agentic ecosystem. Through this consolidation of data and signals, LiveRamp can power multi-agent collaboration throughout the marketing lifecycle with connectivity and governance built in. LiveRamp's new agentic orchestration lets marketers connect their own agents, or partner agents, through APIs. With controlled access to LiveRamp's identity, segmentation, activate, measurement, clean rooms, and insights from 900 partners, marketers can use their preferred agents to make faster, better decisions across the marketing lifecycle. As LiveRamp continues to lead and advocate for AI standards across the industry, including ecosystem forums, marketers have the option to benefit from using standardized AI use cases for orchestration. LiveRamp also introduced two new AI-powered features: AI-Powered Segmentation: An industry-first solution that enables marketers to instantly create precise, multi-source (first-party, second-party, or third-party) audience segments using natural language prompts. Market Market can now explore, build, and activate segments in just minutes. AI-Powered Search: The LiveRamp Data Marketplace is now enhanced with AI-powered search, making the discovery of third-party audiences seamless. The new interface surfaces high-value segments, dramatically accelerating marketers' time-to-value.
Recent Insider Transactions • Sep 10Executive VP of Engineering & CTO recently sold US$356k worth of stockOn the 8th of September, Mohsin Hussain sold around 13k shares on-market at roughly US$27.94 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.9m more than they bought in the last 12 months.
Reported Earnings • Aug 07First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.12 (up from US$0.11 loss in 1Q 2025). Revenue: US$194.8m (up 11% from 1Q 2025). Net income: US$7.75m (up US$15.2m from 1Q 2025). Profit margin: 4.0% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
공지 • Aug 07Liveramp Provides Earnings Guidance for the Second Quarter and Fiscal Year 2026LiveRamp provided earnings guidance for the second quarter and fiscal year 2026. For the quarter, the company expects Revenue of $197 million, an increase of 6%. GAAP operating income of approximately $15 million. For fiscal 2026, the company expects Revenue of between $798 million and $818 million, an increase of between 7% and 10%. GAAP operating income of between $81 million and $85 million.
분석 기사 • Aug 02Investors Will Want LiveRamp Holdings' (NYSE:RAMP) Growth In ROCE To PersistWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
공지 • Jul 24LiveRamp Holdings, Inc. to Report Q1, 2026 Results on Aug 06, 2025LiveRamp Holdings, Inc. announced that they will report Q1, 2026 results After-Market on Aug 06, 2025
Price Target Changed • Jul 09Price target increased by 7.6% to US$39.50Up from US$36.71, the current price target is an average from 8 analysts. New target price is 15% above last closing price of US$34.20. Stock is up 10% over the past year. The company is forecast to post earnings per share of US$1.32 next year compared to a net loss per share of US$0.038 last year.
분석 기사 • Jul 06LiveRamp Holdings, Inc.'s (NYSE:RAMP) Share Price Is Matching Sentiment Around Its RevenuesWith a price-to-sales (or "P/S") ratio of 3x LiveRamp Holdings, Inc. ( NYSE:RAMP ) may be sending bullish signals at...
공지 • Jun 30LiveRamp Holdings, Inc., Annual General Meeting, Aug 12, 2025LiveRamp Holdings, Inc., Annual General Meeting, Aug 12, 2025.
공지 • Jun 25Liveramp's Announces the Findings of A Commissioned Total Economic Impact™ (Tei) StudyLiveRamp announced the findings of a commissioned Total Economic Impact™? (TEI) study conducted by Forrester Consulting on behalf of LiveRamp. The study revealed that a composite organization representative of interviewed customers using the LiveRamp Data Collaboration Platform for marketing use cases achieved a 313% return on investment and $9.6 million in business benefits over three years, with a payback period of less than 6 months. When evaluating marketers' audience insights, targeting, and measurement precision, the study found that organizations face significant obstacles in their paid media lifecycle across search, social, programmatic display, linear TV, CTV, and media networks. With a lack of granular attribution data, media spend is inefficient and channel effectiveness cannot be measured accurately. It's also challenging to securely collaborate with media partners at scale while upholding each party's privacy requirements. The study revealed that investing in the LiveRamp Data Collaborated Platform addressed these hurdles by delivering significant improvements in media efficiency and effectiveness. Over three years, this equates to scalable growth and productivity for the defined composite organization, including: 15% efficiency gain in paid (non-retail) media budget spend, worth $6.1 million; 20% efficiency gain in retail media budget spend, equating to $1.2 million; 70% measurement optimization of paid media, driving $18 million in incremental revenue; 90% measurement optimization of retail media, equaling $8.8 million in incremental revenue; 50% time savings for team members focused on media activation activities. The study revealed that the LiveRamp Data Collaborations Platform also unlocked unquantified benefits, including: Improved brand perception through a more accurate understanding of consumers and their buying journeys; Enhanced relationships with agencies, retailers, and publishers through more strategic media planning discussions enabled by improved data accessibility; Improved cadence of media planning with more frequent, informed campaign planning activities comprised of historical performance data across publishers; Improved data governance to avoid potential revenue loss and legal costs due to the use of embedded identity resolution instead of sending hashed customer data directly to partners. Forrester aggregated the experiences of the interviewed marketing leaders to create a single composite organization - a B-B-B-B-B. The study revealed that the liveRamp Data Collaboration Platform also unlocked unquantified benefit, including: Improved brand perception via a more accurate understanding of consumers, retailers, and publishers through More strategic media planning discussions enabled by improve data accessibility; Improved cadence the media planning with more frequent, inform campaign planning activities comprised of historicalperformance data across publishers; Improved data Governing to avoid potential revenue loss and Legal costs due to the use of embed identity resolution instead of sending hashes customer data directly to partners.
분석 기사 • Jun 18LiveRamp Holdings, Inc. (NYSE:RAMP) Shares Could Be 30% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, LiveRamp Holdings fair value estimate is US$45.09 LiveRamp...
Recent Insider Transactions • May 30Executive VP of Engineering & CTO recently sold US$578k worth of stockOn the 28th of May, Mohsin Hussain sold around 18k shares on-market at roughly US$33.00 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.4m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • May 28Consultant notifies of intention to sell stockKimberly Bloomston intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of May. If the sale is conducted around the recent share price of US$31.89, it would amount to US$1.6m. Since June 2024, Kimberly's direct individual holding has decreased from 127.40k shares to 86.06k. Company insiders have collectively sold US$4.4m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • May 22Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$0.038 loss per share (down from US$0.15 profit in FY 2024). Revenue: US$745.6m (up 13% from FY 2024). Net loss: US$2.50m (down 125% from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 100%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공지 • May 22LiveRamp Holdings, Inc. Provides Earnings Guidance for the First Quarter Ending June 30, 2025 and for the Year Ending March 31, 2026LiveRamp provided earnings guidance for the first quarter ending June 30, 2025 and for the year ending March 31, 2026. For the quarter, the company expects Revenue of $191 million, an increase of 9%. GAAP operating income of $6 million. For fiscal 2026, the company expects Revenue of between $787 million and $817 million, an increase of between 6% and 10%. GAAP operating income of between $85 million and $89 million.
Recent Insider Transactions Derivative • May 16CEO & Director exercised options and sold US$1.6m worth of stockOn the 12th of May, Scott Howe exercised 174.85k options at around US$17.49, then sold 138k of the shares acquired at an average of US$29.27 per share and kept the remainder. For the year to March 2019, Scott's total compensation was 7% salary and 93% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, Scott's direct individual holding has decreased from 992.00k shares to 963.94k. Company insiders have collectively sold US$4.4m more than they bought, via options and on-market transactions in the last 12 months.
공지 • May 08LiveRamp Holdings, Inc. to Report Q4, 2025 Results on May 21, 2025LiveRamp Holdings, Inc. announced that they will report Q4, 2025 results After-Market on May 21, 2025
Recent Insider Transactions Derivative • Apr 20Consultant notifies of intention to sell stockKimberly Bloomston intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of April. If the sale is conducted around the recent share price of US$25.13, it would amount to US$218k. Since June 2024, Kimberly's direct individual holding has decreased from 127.40k shares to 86.06k. Company insiders have collectively sold US$4.2m more than they bought, via options and on-market transactions in the last 12 months.
분석 기사 • Apr 14LiveRamp Holdings (NYSE:RAMP) Is Looking To Continue Growing Its Returns On CapitalIf 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 21What 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 07LiveRamp Q3: Decent Performance, But The Work Isn't Done YetSummary 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
공지 • Mar 04Liveramp Holdings, Inc. Cessation of Kimberly Bloomston, Chief Product OfficerOn March 3, 2025, LiveRamp Holdings, Inc. announced that Kimberly Bloomston, the Company’s Chief Product Officer, ceased serving in such role effective March 1, 2025 and her employment with the Company will terminate effective as of the end of fiscal 2025. Ms. Bloomston has agreed to provide consulting services to the Company on a limited basis until March 31, 2026, in accordance with a consulting agreement to be entered into between the Company and Ms. Bloomston as of the termination of her employment (the “Consulting Agreement”).
분석 기사 • Mar 03Investors Don't See Light At End Of LiveRamp Holdings, Inc.'s (NYSE:RAMP) TunnelYou may think that with a price-to-sales (or "P/S") ratio of 2.7x LiveRamp Holdings, Inc. ( NYSE:RAMP ) is a stock...
Recent Insider Transactions • Feb 12Chief Revenue Officer recently sold US$1.4m worth of stockOn the 10th of February, Vihan Sharma sold around 40k shares on-market at roughly US$35.56 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.7m more than they bought in the last 12 months.
Buy Or Sell Opportunity • Feb 11Now 26% undervaluedOver the last 90 days, the stock has risen 19% to US$34.35. The fair value is estimated to be US$46.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 53%.
Recent Insider Transactions Derivative • Feb 11Chief Revenue Officer notifies of intention to sell stockVihan Sharma intends to sell 40k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of February. If the sale is conducted around the recent share price of US$35.24, it would amount to US$1.4m. Since March 2024, Vihan's direct individual holding has increased from 144.83k shares to 150.75k. Company insiders have collectively sold US$3.1m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Feb 10Third quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2025 results: EPS: US$0.14 (down from US$0.20 in 3Q 2024). Revenue: US$195.4m (up 12% from 3Q 2024). Net income: US$9.52m (down 29% from 3Q 2024). Profit margin: 4.9% (down from 7.7% in 3Q 2024). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
분석 기사 • Feb 07LiveRamp Holdings, Inc. (NYSE:RAMP) Shares Could Be 25% Below Their Intrinsic Value EstimateKey Insights The projected fair value for LiveRamp Holdings is US$47.32 based on 2 Stage Free Cash Flow to Equity...
공지 • Feb 06LiveRamp Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of Fiscal 2025LiveRamp Holdings, Inc. provides earnings guidance for the fourth quarter and full year of Fiscal 2025. For the quarter, the company expects revenue of between $184 million and $186 million, an increase of between 7% and 8%. GAAP operating loss of $8 million. For fiscal 2025, the company increased revenue of between $741 million and $743 million, an increase of between 12% and 13% and GAAP operating loss of $10 million.
공지 • Jan 23LiveRamp Holdings, Inc. to Report Q3, 2025 Results on Feb 05, 2025LiveRamp Holdings, Inc. announced that they will report Q3, 2025 results After-Market on Feb 05, 2025
Major Estimate Revision • Jan 17Consensus EPS estimates increase by 36%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$0.07 to US$0.095. Revenue forecast steady at US$735.8m. Net income forecast to grow 1,444% next year vs 20% growth forecast for Software industry in the US. Consensus price target of US$37.14 unchanged from last update. Share price rose 9.8% to US$32.20 over the past week.
Recent Insider Transactions Derivative • Dec 31Chief Product Officer notifies of intention to sell stockKimberly Bloomston intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 30th of December. If the sale is conducted around the recent share price of US$30.41, it would amount to US$296k. Since March 2024, Kimberly's direct individual holding has decreased from 120.74k shares to 108.86k. Company insiders have collectively sold US$3.1m more than they bought, via options and on-market transactions in the last 12 months.
분석 기사 • Nov 22LiveRamp 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...
Recent Insider Transactions • Nov 13Executive VP of Engineering & CTO recently sold US$252k worth of stockOn the 11th of November, Mohsin Hussain sold around 9k shares on-market at roughly US$28.61 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.0m more than they bought in the last 12 months.
새 내러티브 • Nov 10Critical 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.
Reported Earnings • Nov 07Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.03 (down from US$0.068 in 2Q 2024). Revenue: US$185.5m (up 16% from 2Q 2024). Net income: US$1.73m (down 61% from 2Q 2024). Profit margin: 0.9% (down from 2.8% in 2Q 2024). Revenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
공지 • Nov 07LiveRamp Holdings, Inc. Provides Earnings Guidance for the Third Quarter and Fiscal Year 2025LiveRamp Holdings, Inc. provided earnings guidance for the third quarter and fiscal year 2025. For the quarter, company expects revenue of $191 million, an increase of 10%. GAAP operating income of $8 million. For the year, company expects revenue of between $737 million and $739 million, an increase of 12%. GAAP operating income of between $6 million and $8 million.
Price Target Changed • Oct 29Price target decreased by 7.6% to US$39.88Down from US$43.14, the current price target is an average from 8 analysts. New target price is 60% above last closing price of US$24.94. Stock is down 9.8% over the past year. The company is forecast to post earnings per share of US$0.14 for next year compared to US$0.15 last year.
공지 • Oct 24LiveRamp Holdings, Inc. to Report Q2, 2025 Results on Nov 06, 2024LiveRamp Holdings, Inc. announced that they will report Q2, 2025 results After-Market on Nov 06, 2024
분석 기사 • Oct 15The Return Trends At LiveRamp Holdings (NYSE:RAMP) Look PromisingIf 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...
공지 • Oct 09LiveRamp Brings Artificial Intelligence-Powered Marketing to LiveRamp’s Network, Unlocking More Ways for Customers to Drive ValueLiveRamp revealed the first Artificial Intelligence (AI) connections to its network, enabling marketers to drive even better outcomes from LiveRamp’s premier global ecosystem, by easily tapping the transformative power of AI. These partnerships mark LiveRamp adding rapidly evolving AI destinations to its efforts to empower marketers to personalize and measure every consumer experience. Moving forward, LiveRamp will create a full suite of compelling partnerships and use cases, giving marketers complete flexibility, interoperability, and the most effective AI tools. These new AI partnerships will add connectivity to LiveRamp’s expansive network, which will help brand marketers better connect with, and personalize touchpoints for their customers, including AI-powered touchpoints across the ecosystem. Through these partnerships, LiveRamp will enable marketers to: Personalize AI-powered searches in partnership with Perplexity. Connect AI-powered custom audiences on Meta and YouTube, in partnership with Chalice, with more social platforms to follow. LiveRamp holds itself accountable to the highest standards of privacy, security, and compliance, and enables these AI partnerships in accordance with these standards. In a panel on Tuesday, October 8 at Advertising Week New York 2024, LiveRamp and its partners will share more about their vision for how the ecosystem can leverage AI, and how marketers and publishers can take the next steps. AI-powered answers and Perplexity: Perplexity’s AI-powered ‘answer engine’ is gaining popularity for its ability to provide more direct, tailored responses on any topic. As marketers look to connect with their audiences at scale and deliver personalized experiences everywhere they’re spending their time, they will soon be able to deliver personalized brand messages like ads and experiences alongside Perplexity’s results, unlocking another touchpoint within their customer journeys. Marketers using LiveRamp will be able to seamlessly activate Perplexity’s authenticated inventory, enabling better reach, seamless activation, and deeper personalization across devices and channels. Chalice has partnered with LiveRamp to further power activations using its AI tools for marketers. Marketers use Chalice Custom Algorithms to help build unique, high-performing audiences using AI, enabling them to configure these audiences to meet their unique business objectives, and LiveRamp will help to enable these audiences to be activated across social platforms, starting with Meta and YouTube. By leveraging Chalice’s advanced AI with LiveRamp’s Embedded Identity native app on Snowflake, marketers can use their first-party data to better understand and target high-performing audiences. Using Chalice to expand reach and discover previously-overlooked opportunities to drive growth, marketers can activate programmatically or on Meta and YouTube.
Seeking Alpha • Oct 08LiveRamp: Still A Far Cry From Achieving Rule 40Summary 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
공지 • Oct 03LiveRamp Introduces New Capabilities to Fast-Track Value and Boost Marketing ImpactLiveRamp announced the newest version of the LiveRamp Data Collaboration Platform, further accelerating customers' time to value by strengthening the ability of marketers to drive effective and insightful marketing by delivering and relevant experiences to consumers. The latest version of the platform enables first-party identity graphs with self-service capability, standardized queries to help customers drive immediate insights with clean room measurement, and faster activation and performance. According to a commissioned study conducted by Forrester Consulting, 93% of business leaders say that data collaboration is critical to drive improvements across companies. As this ecosystem rapidly matures, leading brands, publishers, and media networks are building their partner networks and collaborating in the LiveRamp platform. Customers utilize LiveRamp's platform for a full range of data collaboration capabilities, including clean room-powered measurement and insights, to improve their end-to-end marketing lifecycle and activate on the world's most expansive, data-rich network. Leveraging the world's most robust collaboration ecosystem, LiveRamp's platform helps customers create business value through their data and unlock new opportunities by maximizing their partnership networks with partnerships. LiveRamp has worked with more than 130 brands, publishers, and media network using LiveRamp's clean room to power cross-cloud data collaboration through unprecedented connectivity to first- and second-party data. Collaboration partners include Ampersand, DISH, Fox/TUBI, LG Ads, LinkedIn, Pinterest, and over 30 of the top retail media networks. The new platform features improve performance across these areas: Instantly build a first-party identity graph to grow insights and revenue via Identity Engine: Companies can more easily stitch together and resolve all of their own first-party data back to an individual, based on their own rules, reducing what was a complex process to hours. This enables clients to more accurately activate, measure, and optimize across all consumer experiences, driving strong marketing ROI. Operate with greater speed and efficiency to expedite consumer insights and ecosystem activation: New platform optimizations enable customers to more quickly activate and generate insights across LiveRamp's collaboration network of hundreds of partners. This now includes the ability for customers to directly activate with Google's Display & Video 360 PAIR (Publishers Advertiser Identity Reconciliation), via self-service. Accelerate clean room value through new standardized query library: Brands, media networks, and platforms can now unlock immediate value from their LiveRamp clean room investments through enhanced standardization, taking advantage of top use cases across the network for collaboration partners. Clients can get started with a new partner within hours, unlocking immediate access to insights, saving valuable time, and driving faster, more efficient outcomes.
Recent Insider Transactions • Sep 29Independent Director recently sold US$245k worth of stockOn the 26th of September, Debora Tomlin sold around 10k shares on-market at roughly US$25.07 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.1m more than they bought in the last 12 months.
Price Target Changed • Aug 26Price target decreased by 8.4% to US$43.57Down from US$47.57, the current price target is an average from 7 analysts. New target price is 71% above last closing price of US$25.53. Stock is down 20% over the past year. The company is forecast to post a net loss per share of US$0.08 compared to earnings per share of US$0.15 last year.
Major Estimate Revision • Aug 14Consensus EPS estimates upgraded to US$0.08 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$0.15 to -US$0.08 per share. Revenue forecast steady at US$722.7m. Software industry in the US expected to see average net income growth of 18% next year. Consensus price target down from US$47.57 to US$45.14. Share price fell 17% to US$22.21 over the past week.
분석 기사 • Aug 12Benign Growth For LiveRamp Holdings, Inc. (NYSE:RAMP) Underpins Stock's 32% PlummetLiveRamp Holdings, Inc. ( NYSE:RAMP ) shareholders that were waiting for something to happen have been dealt a blow...
Reported Earnings • Aug 08First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: US$0.11 loss per share (further deteriorated from US$0.024 loss in 1Q 2024). Revenue: US$176.0m (up 14% from 1Q 2024). Net loss: US$7.49m (loss widened 372% from 1Q 2024). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
공지 • Aug 08Liveramp Holdings, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2025 and Increases Earnings Guidance for the Fiscal 2025LiveRamp Holdings, Inc. provided earnings guidance for the second quarter of fiscal 2025 and increased earnings guidance for the fiscal 2025. For the quarter, the company expects revenue of $176 million, an increase of 10% and GAAP operating loss of ($3) million. For fiscal 2025, the company increases revenue of between $715 million and $735 million, an increase of between 8% and 11% and GAAP operating income (loss) of between ($2) million and $2 million.
공지 • Jul 25LiveRamp Holdings, Inc. to Report Q1, 2025 Results on Aug 07, 2024LiveRamp Holdings, Inc. announced that they will report Q1, 2025 results After-Market on Aug 07, 2024
Seeking Alpha • Jul 09LiveRamp's Strategic Growth Amidst Industry Challenges And OpportunitiesSummary 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 04Should 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...
공지 • Jul 03LiveRamp Holdings, Inc.(NYSE:RAMP) dropped from Russell 3000E Value IndexLiveRamp Holdings, Inc.(NYSE:RAMP) dropped from Russell 3000E Value Index
공지 • Jun 20LiveRamp Holdings, Inc., Annual General Meeting, Aug 13, 2024LiveRamp Holdings, Inc., Annual General Meeting, Aug 13, 2024.
분석 기사 • Jun 16Is 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...
Recent Insider Transactions • Jun 13Insider recently sold US$406k worth of stockOn the 12th of June, Kimberly Bloomston sold around 13k shares on-market at roughly US$31.11 per share. This transaction amounted to 9.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$539k. Insiders have been net sellers, collectively disposing of US$2.9m more than they bought in the last 12 months.
Recent Insider Transactions • Jun 02Executive VP of Engineering & CTO recently sold US$539k worth of stockOn the 29th of May, Mohsin Hussain sold around 17k shares on-market at roughly US$31.15 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.5m more than they bought in the last 12 months.
분석 기사 • May 29LiveRamp Holdings' (NYSE:RAMP) Earnings May Just Be The Starting PointEven though LiveRamp Holdings, Inc.'s ( NYSE:RAMP ) recent earnings release was robust, the market didn't seem to...
New Risk • May 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • May 23Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$0.15 (up from US$1.87 loss in FY 2023). Revenue: US$659.7m (up 11% from FY 2023). Net income: US$10.1m (up US$134.2m from FY 2023). Profit margin: 1.5% (up from net loss in FY 2023). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 6.3%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
분석 기사 • May 21Returns 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...
Recent Insider Transactions Derivative • May 12CEO & Director exercised options and sold US$1.4m worth of stockOn the 9th of May, Scott Howe exercised 154.60k options at around US$21.17, then sold 125k of the shares acquired at an average of US$32.70 per share and kept the remainder. For the year to March 2018, Scott's total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2023, Scott's direct individual holding has decreased from 914.17k shares to 888.61k. Company insiders have collectively sold US$2.8m more than they bought, via options and on-market transactions in the last 12 months.
공지 • May 10LiveRamp Holdings, Inc. to Report Q4, 2024 Results on May 22, 2024LiveRamp Holdings, Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on May 22, 2024
Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Director Brian O’Kelley was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
분석 기사 • Apr 19Unpleasant Surprises Could Be In Store For LiveRamp Holdings, Inc.'s (NYSE:RAMP) SharesIt's not a stretch to say that LiveRamp Holdings, Inc.'s ( NYSE:RAMP ) price-to-sales (or "P/S") ratio of 3.3x right...
Price Target Changed • Mar 08Price target increased by 7.5% to US$47.75Up from US$44.40, the current price target is an average from 8 analysts. New target price is 37% above last closing price of US$34.89. Stock is up 65% over the past year. The company is forecast to post earnings per share of US$0.16 next year compared to a net loss per share of US$1.87 last year.
Recent Insider Transactions • Feb 22Executive VP of Engineering & CTO recently sold US$465k worth of stockOn the 15th of February, Mohsin Hussain sold around 12k shares on-market at roughly US$37.27 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.7m more than they bought in the last 12 months.
Seeking Alpha • Feb 11LiveRamp: Weak Guidance May Present An Opportunity SoonSummary LiveRamp reported Q3 earnings, with revenues up 9.7% and beating estimates, but the stock price dropped due to disappointing guidance. The company has a strong balance sheet with no debt and a high current ratio, but its profitability is still improving. LiveRamp announced the acquisition of Habu, a data collaboration platform, which could strengthen its offering and expand its market reach. Read the full article on Seeking Alpha
Reported Earnings • Feb 10Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$0.20 (up from US$0.47 loss in 3Q 2023). Revenue: US$173.9m (up 9.6% from 3Q 2023). Net income: US$13.4m (up US$43.9m from 3Q 2023). Profit margin: 7.7% (up from net loss in 3Q 2023). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 152%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
공지 • Feb 09LiveRamp Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2024LiveRamp Holdings, Inc. provided earnings guidance for the fourth quarter and full year 2024. For the fourth quarter of fiscal 2024, LiveRamp expects to report: Revenue of between $158 million and $162 million, an increase of between 6% and 9%, and GAAP operating loss of between $18 million and $17 million.For fiscal 2024, LiveRamp updates its guidance and expects to report: Revenue of between $646 million and $650 million, an increase of between 8% and 9%, and GAAP operating income of between $8 million and $9 million.
