LiveRamp Holdings, Inc. (RAMP) AI Stock Analysis

LiveRamp Holdings, Inc., based in San Francisco, California, provides enterprise data connectivity platform solutions across the United States, Europe, and the Asia-Pacific region. Formerly Acxiom Holdings, Inc. until its October 2018 rebranding, the company offers RampID, a people-based identifier designed for audience targeting and engagement. Its core portfolio includes Safe Haven, an enterprise data enablement platform for marketing and customer insights, and LiveRamp Data Marketplace, which connects audience data across the marketing ecosystem. LiveRamp also delivers AbiliTec, an offline identity resolution platform that unifies customer data sources. Its customer base includes financial services, insurance, retail, automotive, telecommunications, healthcare, travel, entertainment, non-profit, and government entities.

LiveRamp expanded revenue from $528.7M in FY2022 to $812.9M in FY2026, delivering a 5-year revenue CAGR of 12.9%. Revenue grew 9.0% in FY2026, down from 13.0% in FY2025 and 19.3% in FY2022. Operating margin shifted from -12.4% in FY2022 and -21.1% in FY2023 to 10.9% in FY2026. Net income improved from -$33.8M in FY2022 and -$814,000 in FY2025 to $146.0M in FY2026, producing diluted EPS of $2.12. Gross margin remained steady at 70.7% in FY2026 compared to 72.1% in FY2022. For the latest quarter ended June 30, 2026, revenue increased 9.8% year-over-year, while quarterly earnings jumped 136.6%. Over the trailing twelve months, revenue reached $832.1M.

As of June 30, 2026, LiveRamp held $371.0M in cash and short-term investments against $33.1M in total debt, resulting in a net cash position of $337.9M. The company maintains a current ratio of 2.66 and a debt-to-equity ratio of 0.03 across $977.4M in shareholders' equity and $1.28B in total assets. During FY2026, free cash flow totaled $167.6M from $168.9M in operating cash flow. LiveRamp deployed cash toward $1.4M in capital expenditures and $194.5M in share buybacks, helping lower its share count by 9.3% over five years.

At $37.44, LiveRamp trades at a trailing price-to-earnings ratio of 15.5x, below the 28.1x median of its US-listed Technology peers. However, its forward price-to-earnings ratio stands at 200.0x versus the peer median of 18.8x. The company trades at an enterprise value-to-EBITDA multiple of 15.7x, compared to the peer median of 16.6x, and a price-to-sales multiple of 2.7x versus the 2.8x peer median. LiveRamp returned 37.5% over the past year, outperforming the S&P 500 return of 16.8%, but its 5-year return of -30.2% trailed the index return of 83.0%.

Wall Street analysts cover LiveRamp with 2 Strong Buy and 4 Hold recommendations. The mean price target is $38.70, representing 3.4% upside from the last closing price of $37.44. For the fiscal year ending March 31, 2027, consensus estimates model EPS of $2.88, reflecting 26.7% growth, on revenue of $885.9M. For the following fiscal year, analysts expect EPS of $3.45 on revenue of $973.9M. LiveRamp beat EPS estimates in 3 of the last 4 quarters, and its next earnings release is scheduled for November 4, 2026.

This page is an AI-written research summary of LiveRamp Holdings, Inc. (RAMP). 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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