The Bull Case For LiveRamp Holdings (RAMP) Could Change Following Planned CTO Transition – Learn Why

• On December 12, 2025, LiveRamp Holdings announced that Chief Technology Officer Mohsin Hussain will step down, with his employment ending at the close of fiscal 2026.
• This extended, pre-planned transition in a core technology leadership role may influence how investors assess LiveRamp’s long-term product roadmap and execution capabilities.
• We’ll now examine how this planned CTO departure, and the resulting questions about technology leadership continuity, could affect LiveRamp’s investment narrative.

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LiveRamp Holdings Investment Narrative Recap

To own LiveRamp, you need to believe its neutral data connectivity and privacy tools remain essential as marketing gets more complex and regulated. The planned CTO exit at the end of fiscal 2026 introduces some execution uncertainty around the product roadmap, but with a long transition window it does not appear to change the most important near term catalyst: demand for privacy conscious data collaboration. The biggest risk still centers on growth deceleration and LiveRamp’s ability to justify its valuation.

The CTO transition lands soon after LiveRamp’s Q2 2026 results, where revenue rose to US$199.83 million and full year 2026 guidance pointed to 8 percent to 10 percent revenue growth and improving GAAP operating income. That guidance, issued before this announcement, frames how investors might weigh leadership continuity against expectations for steady, if slower, top line expansion and margin improvement, especially as the company leans into privacy preserving technologies such as clean rooms.

Yet investors should still be aware that LiveRamp’s elevated valuation leaves limited room for...

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

LiveRamp Holdings' narrative projects $969.7 million revenue and $154.0 million earnings by 2028. This requires 8.3% yearly revenue growth and about a $141 million earnings increase from $12.7 million today.

Uncover how LiveRamp Holdings' forecasts yield a $39.62 fair value, a 36% upside to its current price.

Exploring Other Perspectives

Five Simply Wall St Community valuations for LiveRamp span about US$28 to US$52 per share, underscoring how far apart individual views can be. Set against concerns about slowing revenue growth and execution risk in a competitive data connectivity market, this spread invites you to compare several viewpoints before deciding how LiveRamp might fit in your portfolio.

Explore 5 other fair value estimates on LiveRamp Holdings - why the stock might be worth as much as 79% 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 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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