Liftoff Mobile, Inc. (LFTO) AI Stock Analysis

Liftoff Mobile, Inc. provides performance marketing and monetization solutions for the app economy. Its AI-powered platform, Cortex, unifies marketing, creative, and monetization to deliver measurable performance across the app lifecycle. The company enables advertisers to unlock profitable user growth while helping app publishers maximize revenue with advanced ad monetization technology. Liftoff Mobile serves a customer base across gaming, consumer, and emerging app categories. Founded in 2011, the company is headquartered in Redwood City, California, and employed 649 people as of its 2026 IPO year.

Liftoff Mobile grew revenue from $473.6M in FY2023 to $519.2M in FY2024, and reached $685.7M in FY2025, representing a two-year revenue compound annual growth rate of 20.3%. Gross margin expanded from 83.6% in FY2023 to 85.1% in FY2025, while operating margin rose from 5.9% to 24.4%. Although annual net income remained negative, narrowing from -$84.7M in FY2023 to -$23.1M in FY2025, trailing twelve month revenue reached $798.8M with a profit margin of 5.2% and EPS of $0.25. In the quarter ended June 30, 2026, revenue increased 35.4% year-over-year, and earnings grew 1233.3%.

As of June 30, 2026, Liftoff Mobile held $305.4M in cash and short-term investments against total debt of $1.41B, resulting in net debt of $1.11B. Total assets stood at $2.07B and the current ratio was 1.38, while shareholders' equity was -$5.5M. Free cash flow improved from $35.8M in FY2023 to $113.2M in FY2025, alongside operating cash flow of $163.4M. In FY2025, cash deployment included $50.1M in capital expenditures, $404.3M in share buybacks, and $340.4M in dividends paid.

Liftoff Mobile closed at $16.51 on October 16, 2026, with a market capitalization of $2.80B and an enterprise value of $3.83B. Its trailing P/E of 66.0x sits well above the 16.2x median of its US-listed Communication Services peers. The stock trades at a forward P/E of 10.4x compared to the peer median of 14.1x, while its EV/EBITDA stands at 12.8x against the peer median of 10.0x. Over the past year, the S&P 500 (SPY) returned 16.8%, while LFTO has traded between a 52-week low of $15.02 and a high of $30.10.

Wall Street coverage consists of 8 Strong Buy, 5 Buy, and 4 Hold ratings, with no Sell or Strong Sell recommendations. The mean price target is $31.40, which is 90.2% above the last close of $16.51. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $0.72 on revenue of $878.7M. For the next fiscal year, 3 analysts project revenue of $1.02B and EPS of $1.39, reflecting 91.8% earnings growth. The next earnings date is November 11, 2026.

This page is an AI-written research summary of Liftoff Mobile, Inc. (LFTO). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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