How Investors May Respond To LiveRamp Holdings (RAMP) Strong Q1 Earnings and Upbeat Guidance

• On August 6, 2025, LiveRamp Holdings reported strong first-quarter results, with sales reaching US$194.82 million, a return to net profitability, and issued positive revenue and operating income guidance for the second quarter and fiscal 2026, while continuing its share buyback program.
• An interesting aspect is the company’s combination of improved margins, upbeat earnings projections, and meaningful share repurchases, which collectively indicate increased management confidence and stronger cash flow generation.
• Next, we'll explore how LiveRamp's return to profitability and higher forward guidance impact its investment narrative and outlook.

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LiveRamp Holdings Investment Narrative Recap

To own shares in LiveRamp Holdings, investors need to believe in the company’s ability to remain a critical enabler of secure, privacy-conscious data connectivity in the rapidly evolving digital advertising sector. The recent return to profitability and raised guidance are positive for sentiment, but do not fully offset the ongoing risk of revenue concentration, as the stability of large enterprise customer relationships remains the most important short-term catalyst and risk to watch.

Among the latest announcements, LiveRamp’s updated fiscal 2026 revenue guidance stands out, projecting 7%–10% top-line expansion to between US$798 million and US$818 million. This aligns with the gradual deceleration in growth rates and reinforces the importance of both securing new business and retaining key accounts, especially as privacy and competitive pressures persist.

By contrast, investors should also consider how dependency on a handful of major clients continues to expose the business to abrupt shifts in revenue if one or more decide to leave...

Read the full narrative on LiveRamp Holdings (it's free!)

LiveRamp Holdings' narrative projects $969.6 million in revenue and $154.0 million in earnings by 2028. This requires 8.2% yearly revenue growth and a $141.3 million increase in earnings from the current level of $12.7 million.

Uncover how LiveRamp Holdings' forecasts yield a $39.62 fair value, a 49% upside to its current price.

Exploring Other Perspectives

Three members of the Simply Wall St Community estimate LiveRamp’s fair value between US$38.32 and US$61.44. With future guidance now pointing to slower revenue growth, your outlook may hinge on how much weight you put on concentration risk versus ongoing profitability improvements.

Explore 3 other fair value estimates on LiveRamp Holdings - why the stock might be worth over 2x more than the current price!

Build Your Own LiveRamp Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your LiveRamp Holdings research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free LiveRamp Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate LiveRamp Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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