LiveRamp Holdings, Inc. (RAMP)
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
$37.75-0.03%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
Warn: Recent financial performance slipped notably this past month, though still top-half.
LiveRamp is growing revenue about 9% yearly. It aims for $810M revenue in 2026. Operating income improved to $15.3M in 2026-Q4. The merger with Publicis supports growth and AI capabilities.
The merger may face challenges from competitors. Cost control might not improve as planned. Revenue growth could slow below 7% yearly.
The price is about 12% below our fair value near $43. Analysts expect about 11% revenue growth. We see value above the Street median of $38.5.
Breaks if: Merger fails or faces major regulatory or competitive blocks
Breaks if: Operating income stays below $150M in FY26
Revenue falls below $760M in FY26
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a turnaround play with a focus on improving fundamentals. The current thesis state is cautious, as recent performance has been mixed, and the company is navigating through elevated risks.
The market seems to have priced in a low level of execution quality, indicating some fragility. RAMP is viewed as cheap compared to its peers, but there is an expectations gap that suggests the market anticipates challenges ahead.
Management has outlined priorities that are on track, including revenue growth and margin improvement. However, the company's recent earnings miss and ongoing industry challenges introduce some uncertainty into its fundamental trajectory.
The long-term outlook hinges on the successful completion of the merger with Publicis Groupe and the ability to maintain revenue growth. Additionally, external factors like Federal Reserve rate cuts and the performance of sector leaders will significantly influence RAMP's prospects.
The most important moves since the prior daily snapshot.
Signal changed from 'mixed' to 'mild_favorable'.
Yes, our read has strengthened. The latest earnings beat supports a positive outlook. Shareholders approved the merger with Publicis Groupe, which reinforces growth plans. No new threats have emerged to weaken this view.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
In the next 1 to 3 years, RAMP's performance will depend on its execution of strategic priorities and external market conditions. Not investment advice.