Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Liftoff Mobile Inc (LFTO)
NASDAQInformation TechnologyAdvertising AgenciesSnapshot 2026-11-04
$15.69+7.47%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologyAdvertising AgenciesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Oct 4, 2026.
Next-FY EPS estimate change · 30 days
1.51 → 1.52 EPS · FY ending Dec 31, 2027 · 8 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 7 to 8; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for LFTO yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Reduce net income loss to below $3 million in Q3 2026 | A supporting condition in Liftoff Mobile Inc's published investment case. The stated target is <-3 million. | Under Pressure | net income loss exceeds $4 million in Q3 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 12, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is an early-stage, growth-oriented Tech business with elevated risk, not yet a proven durable compounder. The thesis state is insufficient because there is too little recent financial history to assess its direction with confidence.
The evidence does not provide a valuation level or market expectations, so it is not possible to judge whether LFTO is cheap, fair, or expensive versus peers or what assumptions are already priced in. The available evidence shows low priced-in fragility, but that does not establish valuation.
In the near term, management is focused on revenue growth, operating income, and post-IPO capital allocation, including M&A. The latest quarter showed revenue of $219.5 million and positive operating income of $77.4 million, but also a net loss of $4.23 million, so overall profitability remains unresolved. The reported earnings beat is positive, though one quarter is not enough to establish a multi-year trend.
The multi-year thesis hinges on whether LFTO can sustain revenue growth, manage net losses as it scales, and execute its M&A plans. Near-term conditions may benefit if interest rates ease or Tech-sector pressure stabilizes, while materially slower GDP growth could weigh more heavily on the business. Confidence remains low, and the evidence does not establish a clear forward trajectory.
For the next 1 to 3 years, LFTO is an uncertain growth story with early signs of operating strength but unresolved overall profitability and limited evidence of execution over time. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Newly stated in 2026-Q2. The company reported a net loss of $4.23 million in 2026-Q2 despite positive operating income of $77.4 million, reflecting ongoing challenges in managing overall profitability. With only one quarter of data, the trajectory is unclear but indicates a need to control costs or improve other income components.
Maintain positive operating income in Q3 2026 | A supporting condition in Liftoff Mobile Inc's published investment case. The stated target is >=77.4 million. | Intact | operating income falls below $70 million in Q3 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextNewly stated in 2026-Q2. The company reported revenue of $219.5 million and operating income of $77.4 million in 2026-Q2, indicating a focus on revenue growth and profitability. With only one quarter of data, the trajectory is not yet established but shows positive operating income alongside revenue. Delivery assessment Oct 31, 2026 |
Achieve revenue of $231.8 million in Q3 2026 | A primary condition in Liftoff Mobile Inc's published investment case. The stated target is >=231.8 million. | Intact | revenue falls below $217 million in Q3 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextNewly stated in 2026-Q2. The company reported revenue of $219.5 million and operating income of $77.4 million in 2026-Q2, indicating a focus on revenue growth and profitability. With only one quarter of data, the trajectory is not yet established but shows positive operating income alongside revenue. Delivery assessment Oct 31, 2026 |
Stored thesis · Oct 4, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$1.43 → $1.52 · observed estimates
$1.01B → $1.01B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-09-07 | $1.43 | $1,010,000,000 | 6 / 10 |
| 2026-09-08 | $1.43 | $1,010,000,000 | 6 / 10 |
| 2026-09-09 | $1.43 | $1,010,000,000 | 6 / 10 |
| 2026-09-10 | $1.43 | $1,010,000,000 | 6 / 10 |
| 2026-09-11 | $1.43 | $1,010,000,000 | 6 / 10 |
| 2026-09-12 | $1.43 | $1,010,000,000 | 6 / 11 |
| 2026-09-13 | $1.43 | $1,010,000,000 | 6 / 11 |
| 2026-09-14 | $1.43 | $1,010,000,000 | 7 / 11 |
| 2026-09-15 | $1.43 | $1,010,000,000 | 7 / 11 |
| 2026-09-16 | $1.43 | $1,010,000,000 | 7 / 11 |
| 2026-09-17 | $1.43 | $1,010,000,000 | 7 / 11 |
| 2026-09-18 | $1.43 | $1,010,000,000 | 7 / 11 |
| 2026-09-19 | $1.43 | $1,010,000,000 | 7 / 11 |
| 2026-09-20 | $1.43 | $1,010,000,000 | 7 / 11 |
| 2026-09-21 | $1.43 | $1,010,000,000 | 7 / 11 |
| 2026-09-22 | $1.43 | $1,010,000,000 | 7 / 11 |
| 2026-09-23 | $1.43 | $1,010,000,000 | 7 / 11 |
| 2026-09-24 | $1.43 | $1,010,000,000 | 7 / 12 |
| 2026-09-25 | $1.43 | $1,010,000,000 | 7 / 12 |
| 2026-09-26 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-09-27 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-09-28 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-09-29 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-09-30 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-10-01 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-10-02 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-10-03 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-10-04 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-10-05 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-10-06 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-10-07 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-10-08 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-10-09 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-10-10 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-10-11 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-10-12 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-10-13 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-10-14 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-10-15 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-10-16 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-10-17 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-10-18 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-10-19 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-10-20 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-10-21 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-10-22 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-10-23 | $1.51 | $1,010,000,000 | 7 / 12 |
| 2026-10-24 | $1.52 | $1,010,000,000 | 8 / 12 |
| 2026-10-25 | $1.52 | $1,010,000,000 | 8 / 12 |
| 2026-10-26 | $1.52 | $1,010,000,000 | 8 / 12 |
| 2026-10-27 | $1.52 | $1,010,000,000 | 8 / 12 |
| 2026-10-28 | $1.52 | $1,010,000,000 | 8 / 12 |
| 2026-10-29 | $1.52 | $1,010,000,000 | 8 / 13 |
| 2026-10-30 | $1.52 | $1,010,000,000 | 8 / 13 |
| 2026-10-31 | $1.52 | $1,010,000,000 | 8 / 13 |
| 2026-11-01 | $1.52 | $1,010,000,000 | 8 / 13 |
| 2026-11-02 | $1.52 | $1,010,000,000 | 8 / 13 |
| 2026-11-03 | $1.52 | $1,010,000,000 | 8 / 13 |
| 2026-11-04 | $1.52 | $1,010,000,000 | 8 / 13 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 14 Buy / Strong Buy · 4 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 5 recorded
0 raises · 3 cuts · 0 unchanged · 2 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.