tiprankstipranks
Trending News
More News >
LiveRamp Holdings (RAMP)
NYSE:RAMP
Advertisement

LiveRamp Holdings (RAMP) AI Stock Analysis

Compare
917 Followers

Top Page

RAMP

LiveRamp Holdings

(NYSE:RAMP)

Select Model
Select Model
Select Model
Outperform 75 (OpenAI - 4o)
Rating:75Outperform
Price Target:
$33.00
▲(8.27% Upside)
LiveRamp Holdings demonstrates strong financial performance and a positive outlook from its latest earnings call, driven by strategic investments and revenue growth. However, its high valuation and technical resistance levels pose potential risks. The absence of a dividend yield further limits its appeal to certain investors. Overall, the company is well-positioned for growth, but investors should be mindful of valuation risks.
Positive Factors
Revenue Growth
Consistent revenue growth indicates strong demand for LiveRamp's services and effective execution of its business strategy, supporting long-term expansion.
Strategic Investments
Strategic investments in AI and partnerships with major companies enhance LiveRamp's competitive position and drive innovation, supporting sustainable growth.
Cash Flow Generation
Strong cash flow generation provides financial flexibility for investments and resilience against economic fluctuations, strengthening the company's financial health.
Negative Factors
Gross Margin Challenges
Declining gross margins due to rising costs could pressure profitability, necessitating cost management to maintain financial performance.
Platform Migration Delays
Delays in platform migration impact cost efficiency, potentially hindering margin improvements and operational scalability.
Valuation Risks
High valuation levels could lead to volatility if growth expectations are not sustained, impacting investor confidence and stock performance.

LiveRamp Holdings (RAMP) vs. SPDR S&P 500 ETF (SPY)

LiveRamp Holdings Business Overview & Revenue Model

Company DescriptionLiveRamp Holdings, Inc., a technology company, provides enterprise data connectivity platform solutions in the United States, Europe, and the Asia-Pacific. The company offers RampID, a true people-based identifier; Safe Haven, an enterprise data enablement platform; LiveRamp Data Marketplace, a solution that seamlessly connects data owners' audience data across the marketing ecosystem; and AbiliTec, an offline identity resolution platform. It serves financial, insurance and investment services, retail, automotive, telecommunications, high tech, consumer packaged goods, healthcare, travel, entertainment, non-profit, and government industries. The company was formerly known as Acxiom Holdings, Inc. and changed its name to LiveRamp Holdings, Inc. in October 2018. LiveRamp Holdings, Inc. was incorporated in 2018 and is headquartered in San Francisco, California.
How the Company Makes MoneyLiveRamp generates revenue primarily through its subscription-based model, where clients pay for access to its suite of data services and tools. The main revenue streams include data onboarding services, identity resolution, and analytics solutions, which are offered to advertisers, agencies, and publishers. Additionally, LiveRamp capitalizes on partnerships with other technology firms, data providers, and advertising networks, which enhance its service offerings and expand its market reach. The company also benefits from transaction-based fees for certain services, further contributing to its earnings.

LiveRamp Holdings Key Performance Indicators (KPIs)

Any
Any
Annual Recurring Revenue
Annual Recurring Revenue
Indicates the predictable and stable income from ongoing subscriptions or contracts, highlighting the company's ability to retain customers and generate consistent cash flow.
Chart InsightsLiveRamp's Annual Recurring Revenue has shown consistent growth, recently surpassing $500 million. This momentum is underpinned by strategic platform improvements and significant customer acquisitions, including 13 new $1 million-plus subscription customers. The company's focus on expanding its data collaboration network and enhancing its Cross-Media Intelligence solution positions it well for future growth. However, challenges in new logo signings and potential macroeconomic headwinds could impact future performance. Despite these risks, LiveRamp's strong financial performance and strategic initiatives suggest a positive outlook.
Data provided by:Main Street Data

LiveRamp Holdings Earnings Call Summary

Earnings Call Date:Nov 05, 2025
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Feb 11, 2026
Earnings Call Sentiment Positive
The earnings call highlighted strong financial performance, with revenue and operating income exceeding expectations. Strategic investments in AI and new pricing models are driving growth, while challenges with gross margin and platform migration were noted. The overall outlook remains positive, with a focus on achieving long-term financial targets.
Q2-2026 Updates
Positive Updates
Revenue and Operating Income Surpass Guidance
Q2 revenue increased by 8%, surpassing guidance, with a notable acceleration in Marketplace and other to 18% growth. Non-GAAP operating income climbed 10%.
Record ARR Growth
Net new ARR in Q2 was $14 million, the largest organic increase in the past 7 quarters, equating to year-on-year growth of 7%.
Successful New Logo Contracts
Signed a multimillion-dollar new logo contract with a global auto manufacturer and a multimillion-dollar upsell with a leading social media platform.
Positive Impact of New Pricing Model
New usage-based pricing model has received overwhelmingly positive feedback, attracting new customers and expanding existing contracts.
Strategic Investments in AI and Commerce Media
Investments in AI product enhancements and new partnerships with companies like Netflix and Meta drive growth and innovation.
Commitment to Rule of 40
On track for Rule of 31 this fiscal year, with 9% revenue growth and 22% operating margin, aiming for Rule of 40 by FY '28.
Negative Updates
Gross Margin Challenges
Gross margin was 72%, down 3 points year-on-year due to higher cloud hosting expenses.
Platform Migration Delays
Cost optimization from platform migration taking longer than expected, impacting gross margin improvements.
Company Guidance
During LiveRamp's Fiscal 2026 Second Quarter Earnings Call, the company reported that Q2 revenue increased by 8%, surpassing their guidance, with Marketplace and other revenue growing by 18% and subscription revenue rising by 5%. The net new Annual Recurring Revenue (ARR) was $14 million, marking the largest organic increase in the past seven quarters with year-on-year growth of 7%. The number of million-dollar-plus subscription customers rose by 5% to 132. Non-GAAP operating income climbed 10%, reaching $45 million, and the GAAP operating margin expanded by 7 points to a record quarterly high. The company maintained its commitment to achieving its long-term Rule of 40 financial targets by FY '28, with expectations to reach Rule of 31 this fiscal year, driven by 9% revenue growth and a 22% operating margin. Additionally, LiveRamp highlighted the successful rollout of their new usage-based pricing model and significant strategic investments in AI, Commerce Media, and CTV, which are expected to drive future growth.

LiveRamp Holdings Financial Statement Overview

Summary
LiveRamp Holdings exhibits strong financial health with consistent revenue growth, improved profitability, and a solid balance sheet. The company has effectively managed its leverage and demonstrated significant improvements in cash flow generation. While there are areas for operational efficiency improvements, the overall financial trajectory is positive, positioning the company well for future growth.
Income Statement
75
Positive
LiveRamp Holdings has shown consistent revenue growth, with a TTM revenue growth rate of 1.88% and a strong gross profit margin of 70.90%. The net profit margin has improved significantly from negative values in previous years to 1.89% in the TTM, indicating a positive trajectory towards profitability. However, the EBIT and EBITDA margins remain relatively low, suggesting room for improvement in operational efficiency.
Balance Sheet
80
Positive
The company maintains a strong balance sheet with a low debt-to-equity ratio of 0.037, indicating low leverage and financial stability. The return on equity has improved to 1.52% in the TTM, reflecting better utilization of equity. The equity ratio is robust, showcasing a solid capital structure.
Cash Flow
78
Positive
LiveRamp Holdings has demonstrated impressive free cash flow growth, with a TTM growth rate of 98.9%. The operating cash flow to net income ratio of 0.67 indicates healthy cash generation relative to earnings. The free cash flow to net income ratio is nearly 1, suggesting efficient conversion of profits into cash. However, historical fluctuations in cash flow metrics highlight potential volatility.
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue778.79M745.58M659.66M596.58M528.66M443.03M
Gross Profit547.95M529.67M480.17M426.50M381.23M299.02M
EBITDA67.74M40.22M46.30M-97.70M-39.81M-90.09M
Net Income40.11M-814.00K11.88M-118.70M-33.83M-90.27M
Balance Sheet
Total Assets1.24B1.26B1.23B1.17B1.33B1.29B
Cash, Cash Equivalents and Short-Term Investments376.95M420.83M368.91M497.25M607.66M580.29M
Total Debt33.34M36.29M42.22M47.17M61.23M13.77M
Total Liabilities296.61M310.51M282.31M246.63M270.68M207.64M
Stockholders Equity943.81M948.86M949.13M926.08M1.06B1.08B
Cash Flow
Free Cash Flow149.47M154.61M103.19M35.15M73.58M-22.74M
Operating Cash Flow150.97M155.65M107.45M39.84M78.08M-20.56M
Investing Cash Flow-2.79M21.39M-173.68M-29.00M7.58M-87.89M
Financing Cash Flow-120.78M-102.70M-59.12M-146.01M-66.98M-43.49M

LiveRamp Holdings Technical Analysis

Technical Analysis Sentiment
Positive
Last Price30.48
Price Trends
50DMA
27.64
Positive
100DMA
29.22
Positive
200DMA
29.32
Positive
Market Momentum
MACD
0.40
Negative
RSI
68.46
Neutral
STOCH
90.14
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For RAMP, the sentiment is Positive. The current price of 30.48 is above the 20-day moving average (MA) of 28.00, above the 50-day MA of 27.64, and above the 200-day MA of 29.32, indicating a bullish trend. The MACD of 0.40 indicates Negative momentum. The RSI at 68.46 is Neutral, neither overbought nor oversold. The STOCH value of 90.14 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RAMP.

LiveRamp Holdings Risk Analysis

LiveRamp Holdings disclosed 20 risk factors in its most recent earnings report. LiveRamp Holdings reported the most risks in the "Tech & Innovation" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 1 New Risks

LiveRamp Holdings Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
77
Outperform
$1.24B25.2523.88%1.37%10.27%3.52%
75
Outperform
$1.90B49.354.10%10.13%1280.04%
70
Neutral
$2.14B27.0828.84%1.61%3.30%31.18%
67
Neutral
$2.57B22.6068.60%-8.18%46.26%
64
Neutral
$1.33B45.042.89%4.77%22.46%
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
60
Neutral
10.98%11.62%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
RAMP
LiveRamp Holdings
30.48
1.99
6.98%
CSGS
CSG Systems International
78.10
23.32
42.57%
TDC
Teradata
27.92
-1.53
-5.20%
ATEN
A10 Networks
17.21
0.75
4.56%
TUYA
Tuya
2.18
0.75
52.45%
BASE
Couchbase
24.51
4.94
25.24%

LiveRamp Holdings Corporate Events

LiveRamp’s Earnings Call: Strong Growth and Strategic Investments
Nov 7, 2025

LiveRamp Holdings, Inc. recently held its earnings call, revealing a strong financial performance that exceeded expectations. The company reported impressive revenue and operating income figures, driven by strategic investments in AI and innovative pricing models. Despite facing challenges with gross margin and platform migration, the overall sentiment remains positive, with a focus on achieving long-term financial goals.

LiveRamp Holdings Reports Strong Q2 FY26 Earnings
Nov 6, 2025

LiveRamp Holdings, Inc. is a prominent data collaboration technology company that empowers marketers and media owners to enhance marketing performance through its advanced data collaboration network. The company operates primarily in the technology sector, focusing on data-driven marketing solutions.

Executive/Board ChangesShareholder Meetings
LiveRamp Holdings Approves Key Proposals at Annual Meeting
Neutral
Aug 15, 2025

LiveRamp Holdings held its Annual Meeting on August 12, 2025, where shareholders voted on several key proposals. The election of Clark M. Kokich and Brian O’Kelley to the Board for three-year terms was confirmed, and an increase of 2,500,000 shares under the 2005 Plan was approved. Additionally, shareholders approved the executive compensation and ratified KPMG LLP as the independent registered public accountant for fiscal year 2026.

The most recent analyst rating on (RAMP) stock is a Buy with a $43.00 price target. To see the full list of analyst forecasts on LiveRamp Holdings stock, see the RAMP Stock Forecast page.

LiveRamp’s Earnings Call: Strong Growth and AI Focus
Aug 8, 2025

The recent earnings call for LiveRamp Holdings, Inc. was marked by a generally positive sentiment, reflecting strong financial performance that exceeded expectations. The company reported record operating margins and expressed a positive outlook for the remainder of the fiscal year. New product momentum and opportunities in artificial intelligence further contributed to the optimistic tone. However, some challenges were acknowledged, including higher dollar churn and conservative guidance for upcoming quarters.

LiveRamp Holdings Reports Strong Q1 FY26 Results
Aug 7, 2025

LiveRamp Holdings, Inc. is a prominent data collaboration platform that empowers marketers and media owners to optimize marketing performance across various channels. The company is known for its extensive partner network and interoperability with major cloud platforms.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Nov 07, 2025