RAMP · NYSE · Software - Infrastructure

LiveRamp

Connects customer data across marketing platforms for identity, activation, collaboration, and measurement.

$37.74
After-hours close+0.01 (+0.03%)
At close$37.73(−0.05%)
Loading prices…

Profile

LiveRamp Holdings, Inc.RAMPInformation Technology

Sells subscription data-collaboration software for identity resolution, audience activation, data-marketplace access, clean-room analytics, and measurement, supplemented by marketplace revenue sharing and usage fees. Most revenue comes from the United States, while the platform's value depends on permitted data access and integrations across marketers, publishers, and technology partners.

Connects marketers, agencies, publishers, data providers, and commerce media networks through a data-collaboration platform. Live/Identity resolves customer records around RampID; Live/Connectivity onboards and activates first-party data; Live/Access supplies third-party audiences through the Data Marketplace; and Live/Insights supports clean-room analytics and campaign measurement.

Annual subscriptions, priced mainly by data volume, provide most revenue; Marketplace and Other revenue comes from data-seller revenue sharing, usage fees, and services. Deterministic identity matching and broad integrations move customer data across marketing tools. Revenue is concentrated in the United States, with smaller operations in Europe and Asia-Pacific. Execution depends on permitted data access, partner participation, interoperability, security, and changing privacy and tracking rules. Shareholders have approved a sale to Publicis, but regulatory approvals and other closing conditions remain; completion would end the NYSE listing.

Company facts

CEOScott E. Howe
ListedOct 1, 2018
ExchangeNYSE
HeadquartersSan Francisco, CA
CountryUnited States
Employees1,300
CIK0000733269
ISINUS53815P1084

Key statistics

Market cap$2.29B
EPS (ttm)$2.41
P/E (ttm)15.66
ROE16.2%
P/B2.34
P/S2.76
Dividend yield
Beta0.46vs XLK −0.17

Year to date +37.6% · Average volume (30d) 873.4K

Analysts

Price target, next 12 months$38.50+2.0%Median of 12 analysts · vs the Aug 28 close
ConsensusBuy9 of 12 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
May 22, 2026Morgan StanleyTarget$34$38.50
May 19, 2026Craig-HallumTarget$43$38.50
May 18, 2026DA DavidsonDowngradeBuyNeutral$35$38.50
Feb 6, 2026DA DavidsonReiterateBuy$35
Nov 4, 2025Cross ResearchTarget$53

Earnings

EPS

Estimate$0.70
ReportedDue Nov 4, 2026

Revenue

Estimate$219.1M
ReportedDue Nov 4, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 5, 2026Q1 FY27$0.58$0.65+12.1%$211.4M$214.0M+1.2%+0.05%
May 17, 2026Q4 FY26$0.49$0.52+6.1%$205.5M$206.1M+0.3%+27.34%
Feb 5, 2026Q3 FY26$0.69$0.76+10.1%$211.6M$212.2M+0.3%+3.52%
Nov 5, 2025Q2 FY26$0.48$0.55+14.6%$210.9M$199.8M−5.2%+6.67%
View details

Financial highlights

12 quartersQ4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue$188.7M$194.8M$199.8M$212.2M$206.1M$214.0M
Gross profit$130.8M$136.5M$140.2M$152.5M$145.5M$150.9M
Operating income−$11.5M$7.2M$21.4M$39.5M$18.6M$20.2M
Net income−$6.3M$7.7M$27.4M$39.9M$70.9M$17.5M
Diluted EPS−$0.09$0.12$0.42$0.62$1.09$0.28
Gross margin69.3%70.1%70.2%71.9%70.6%70.5%
Operating margin-6.1%3.7%10.7%18.6%9.0%9.4%

Fiscal years (4-quarter sums)FY22 $528.7M · FY23 $596.6M · FY24 $659.7M · FY25 $745.6M · FY26 $812.9M

Revenue by product · Q1 FY27

Subscription$160.4M · 75%
Marketplace And Other$53.6M · 25%

Revenue by geography · Q1 FY27

United States$201.0M · 89%
All Foreign Countries$13.0M · 6%
Europe$11.0M · 5%
Asia Pacific$1.7M · 1%
Other Countries$352.0K · 0%

Balance sheet, Jun 30, 2026Cash & short-term investments $371.0M · Total debt $33.1M · Total assets $1.28B · Shareholders' equity $977.4M

Dividends

No dividends on record.

Ownership

Institutions 106.45%Insiders 4.27%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 60.79M · Float 57.08M · 93.9% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.10.13M16.67%13FAug 7, 2026
Vanguard Portfolio Management LLC4.84M7.96%13FAug 13, 2026
Vanguard Capital Management3.12M5.19%13GJul 31, 2026
Dimensional Fund Advisors LP3.01M5.00%13GJul 14, 2026
State Street Corp2.62M4.31%13FAug 7, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Mar 3, 2026Mohsin Hussainofficer: CHIEF TECHNOLOGY OFFICER−5,977$28.42
Sep 8, 2025Mohsin Hussainofficer: CHIEF TECHNOLOGY OFFICER−12,734$27.94
View details

Peers

  • TransUnion

    Direct overlap in identity-led marketing and measurement

  • Adobe

    Real-Time CDP contests audience activation and collaboration

  • Salesforce

    Data 360 overlaps in CDP, clean rooms, and activation

  • Snowflake

    Neutral clean rooms challenge LiveRamp collaboration

  • The Trade Desk

    UID2 and Galileo contest open-internet activation

  • Alphabet Class A

    Walled-garden audience tools compete for activation budgets

  • Equifax

    Financial-data marketing overlaps with audience segmentation

CompareAfter-hours close

CompanyPriceChange
LiveRamp$37.74+0.03%$2.29B15.712.62.8+9.8%
TransUnion$84.99−0.81%$16.41B22.616.63.4+14.9%
Adobe$291.46−0.04%$115.88B16.711.34.6+12.7%
Salesforce$256.48+0.16%$209.66B23.417.64.8+10.8%
Snowflake$329.00+0.32%$113.68B153.922.6+33.5%
The Trade Desk$13.60+0.18%$6.38B16.0123.22.1+3.0%
Alphabet Class A$346.00−0.14%$4.19T17.425.89.4+24.2%
Equifax$179.34−7.65%$22.83B34.221.23.5+10.6%
Median20.021.24.6+12.7%