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Liftoff Mobile, Inc. Stock Price

NasdaqGS:LFTO Community·US$3.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 8 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

LFTO Share Price Performance

US$18.35
-10.10 (-35.50%)
​
US$75.36
Fair Value
US$18.35
-10.10 (-35.50%)
75.7% undervalued intrinsic discount
US$75.36
Fair Value
Price US$18.35
John_Eric US$75.36
AnalystConsensusTarget US$35.46
AnalystHighTarget US$42.00
Thu, 27 Aug 26
Fair ValueUS$75.36
Share Pricen/a

LFTO Community Narratives

JO
John_Eric
John_Eric's
Fair Value
·
Fair Value US$75.36 75.7% undervalued intrinsic discount

Liftoff Mobile: A Two-Month-Old Stock That Just Survived an Interrogation

1users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$35.46 48.3% undervalued intrinsic discount

Mobile Ad Shift And AI Efficiency Will Support Stronger Long Term Earnings Quality

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$42 56.3% undervalued intrinsic discount

Cortex Breakthroughs And Expanding In App Ads Footprint Will Drive Substantial Future Upside

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
LFTO logo
Liftoff Mobile
75.7% undervalued intrinsic discount

Liftoff Mobile: A Two-Month-Old Stock That Just Survived an Interrogation

View narrative
JO
John_Eric
Emerging Author
John_Eric
Published 27 Aug
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LFTO logo
Liftoff Mobile
56.3% undervalued intrinsic discount
New

Cortex Breakthroughs And Expanding In App Ads Footprint Will Drive Substantial Future Upside

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Published 10 Sep
Read Narrative
LFTO logo
Liftoff Mobile
48.3% undervalued intrinsic discount

Mobile Ad Shift And AI Efficiency Will Support Stronger Long Term Earnings Quality

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Published 13 Aug
Read Narrative

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Recently Updated Narratives

JO
John_Eric
LFTO logo

Liftoff Mobile: A Two-Month-Old Stock That Just Survived an Interrogation

Fair Value: US$75.36 75.7% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
LFTO logo

Cortex Breakthroughs And Expanding In App Ads Footprint Will Drive Substantial Future Upside

Fair Value: US$42 56.3% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
LFTO logo

Mobile Ad Shift And AI Efficiency Will Support Stronger Long Term Earnings Quality

Fair Value: US$35.46 48.3% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

High growth potential with slight risk.

4 Risks
3 Rewards
View Full Analysis

Liftoff Mobile, Inc. Key Details

US$798.8m

Revenue

US$109.9m

Cost of Revenue

US$688.9m

Gross Profit

US$653.2m

Other Expenses

US$35.8m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.21
86.24%
4.48%
-25,491.5%
View Full Analysis

About LFTO

Founded
2011
Employees
652
CEO
Jeremy Bondy
WebsiteView website
www.liftoff.ai

Liftoff Mobile, Inc. provides mobile advertising, monetization, and performance marketing solutions in the United States, the Asia Pacific, Europe, the Middle East, Africa, Canada, and Latin America. The company offers a platform called Cortex, which uses neural network technology to enhance advertiser performance. It also provides DSP which offers cutting-edge predictive capabilities designed to drive profitable user acquisition for mobile advertiser customers; SSP provides broad reach and direct access to users through an established and widely distributed ad auction supply footprint that integrates directly into apps to drive ad monetization; and adapters. The company was founded in 2011 and is headquartered in Redwood City, California.

Recent LFTO News & Updates

User avatar
New Narrative • Sep 10

Cortex Breakthroughs And Expanding In App Ads Footprint Will Drive Substantial Future Upside

Catalysts About Liftoff Mobile Liftoff Mobile runs an AI driven mobile advertising platform that connects app advertisers with users and helps app publishers monetize their audiences. What are the underlying business or industry changes driving this perspective?
Seeking Alpha • Sep 04

Liftoff Mobile: A Fine Business, Fair Price, But I Think Smadex Is The Better Trade

Summary Liftoff posted strong Q2 results—35% Y/Y revenue growth and a 60% adjusted EBITDA margin—but faces investor concerns over decelerating growth and flat Q3 guidance. LFTO trades at ~8x FY26 EV/EBITDA, with a 7.5% owner's yield, but heavy cash uses and generous share grants temper the value proposition. Customer concentration and upcoming share unlocks add risk, while sector-wide regulatory scrutiny on auction transparency introduces a new potential headwind. I prefer Entravision’s Smadex for its lower valuation, CTV focus, and transparency, despite higher customer concentration risk that management expects to reduce. Read the full article on Seeking Alpha
User avatar
New Narrative • Aug 27

Liftoff Mobile: A Two-Month-Old Stock That Just Survived an Interrogation

Most companies don't get audited by their own shareholders three months after going public. Liftoff Mobile just did, and it's worth telling you exactly how, because the process matters more than the verdict.

Recent updates

No updates

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