LiveRamp Holdings, Inc.
RAMP · NYSE
Company research
LiveRamp Holdings, Inc. (NYSE: RAMP) is a San Francisco-based leading data collaboration technology company that operates a comprehensive platform enabling organizations to securely connect, activate, and measure data across the digital advertising and marketing ecosystem while upholding strict consumer privacy and data ethics standards. Originally founded as Acxiom in 1969 and rebranded to LiveRamp Holdings in October 2018 following the spin-off of its Acxiom Marketing Services division, the company serves hundreds of global enterprises across industries including retail, financial services, healthcare, telecommunications, and consumer packaged goods. LiveRamp's platform — anchored by key products such as RampID, Safe Haven, AbiliTec, and its Data Marketplace — facilitates identity resolution, data onboarding, and privacy-compliant audience activation across approximately 575 integrated digital marketing platforms and data providers in the United States, Europe, and the Asia-Pacific region. With roughly 1,300 employees and a market capitalization of approximately $2.3 billion, LiveRamp is positioned as a critical infrastructure provider in the evolving first-party data landscape, and is currently subject to an all-cash acquisition by Publicis at a $2.5 billion valuation.
Research reports
Aggregates Wall Street estimates to show a consensus “Buy” rating and an average 12‑month price target of 35.6, implying about 30.6% upside, alongside revenue and EPS forecasts that point to continued top‑line growth and improving earnings. The report is highly data‑driven, focusing on targets, rating trends and forward valuation multiples (e.g., forward P/E in the low‑teens) rather than qualitative risk commentary, so it serves mainly as a snapshot of current analyst expectations rather than a full narrative thesis.
Investing.com (Evercore ISI Summarized) · February 6, 2026LiveRamp stock rating reiterated at Outperform by Evercore ISISummarizes Evercore ISI’s reiterated “Outperform” rating and 37.00 price target, framing roughly 65% upside from the then‑current price and arguing that LiveRamp is undervalued given around 9% year‑over‑year revenue growth, operating income that exceeded guidance, and a strong free‑cash‑flow yield near 12%. The note emphasizes execution in data‑collaboration use cases and improving visibility to low‑double‑digit revenue growth while cautioning that shares may remain range‑bound until the broader software sector improves, and it references other bullish Street views such as Susquehanna’s Positive rating with a 50.00 target.
Yahoo Finance (contributed Research) · February 5, 2026LiveRamp (NYSE:RAMP) Reports Q4 CY2025 In Line With ExpectationsProvides an earnings‑focused overview of Q4 CY2025, noting that revenue of 212.2 million and adjusted EPS of 0.76 modestly beat consensus while guidance for the subsequent quarter and full‑year ARR slightly missed expectations, leading the authors to describe the results as a “mixed bag.” The article discusses net revenue retention, margin expansion, cash‑flow strength and valuation in the context of softer forward growth and modest disappointments in guidance, and points readers to an associated full research report for deeper analysis of long‑term prospects and risks.
StockStory · September 22, 2025LiveRamp (RAMP) Research Report (September 2025 update)Offers a long‑form fundamental assessment that concludes LiveRamp is a mediocre SaaS business: it highlights slowing revenue and ARR growth, pressure on gross margins, and underwhelming customer metrics despite decent net‑revenue retention and strong cash generation. The report argues that, even though the stock trades at about 2.3x forward price‑to‑sales and has a debt‑free balance sheet with substantial cash, these shakier fundamentals and disappointing recurring‑revenue trends make the shares a potential value trap, so the authors favor other opportunities despite Street price targets in the high‑30s.