LiveRamp Holdings is a data infrastructure software company with a perfect 4-for-4 earnings beat streak averaging 9.4% positive surprises, strong gross margins of 18%, and a Piotroski F-Score of 8 out of 9, but the stock has already reached its analyst price target with negative upside of -1.1%, a momentum score of 3.1 out of 10, and an elevated put/call ratio of 2.05 suggesting defensive hedging by current holders.
Thesis pillars
- Analyst Target Already Reached↓Deteriorating
- Strong Software Margins Quality→Stable
- Perfect Earnings Beat Consistency↓Deteriorating
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed May 21, 2026· older than 90 days
LiveRamp Holdings, Inc. (RAMP) Stock Analysis
Technology · Software - Infrastructure
Hold if already holding. Not a fresh buy at $38.50, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (0.1% away).
LiveRamp provides a data collaboration platform that connects consumer data across 500+ marketing partners through identity resolution for advertisers, publishers, and data sellers. The company primarily charges annual subscription fees based on data volume, serving 846 direct... Read more
Hold if already holding. Not a fresh buy at $38.50, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (0.1% away). Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Score 6.4/10, moderate confidence.
Passes 6/8 gates (positive momentum, clean insider activity, news events none recent, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
Recent developments
updated Nov 2, 2026Recent Developments — LiveRamp Holdings, Inc.
Latest news
- NEWS LiveRamp Approves Retention Award for Chief Product Officer — fiscal.ai Nov 2, 2026 neutral
- NEWS Albertsons Media launches multi-touch attribution tool with LiveRamp - scanx.trade — scanx.trade Oct 29, 2026 positive
- NEWS Celestica (TSX:CLS) Stock Cools Despite Q3 Earnings Power And AI Ramp - Yahoo Finance — Yahoo Finance Oct 28, 2026 negative
- NEWS Boeing stock sinks 10% after company delays 737 Max production ramp to second half of 2027 - Quartz — Quartz Oct 27, 2026 negative
- NEWS Boeing stock has its worst day since 2020 as the 737 ramp slips into 2027 - Yahoo Finance — Yahoo Finance Oct 27, 2026 negative
Latest item Nov 2, 2026 · Generated 2026-11-05T11:34:08Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMCustomertop 10 customers30%10-K Item 1A: 'Our ten largest customers represented approximately 30% of our revenues in the twelve months ended March 31, 2026.'
Material Events(8-K, last 90d)
- 2026-05-18Item 1.01HIGHOn May 16, 2026, LiveRamp entered merger agreement with MMS USA Holdings (Publicis subsidiary) at $38.50/share cash. Board unanimously approved. Merger expected to close by end of 2026 pending stockholder approval and regulatory clearances. Company will delist from NYSE upon close.SEC filing →
- 2026-05-13Item 5.02LOWBoard amended: Kristi Argyilan appointed to Governance/Nominating Committee; board reduced from 8 to 7 directors to eliminate vacancy from Brian O'Kelley resignation. No officer changes.SEC filing →
- 2026-03-19Item 5.02LOWDirector Brian O'Kelley resigned from the Board effective March 18, 2026. No disagreement with company operations, policies, or practices cited. No successor named.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
1 floor-breaker
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $38.50, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (0.1% away). Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Analyst target $33.67 reached (−12.5%), stop $38.10 (−1.0%), A.R:R -0.8:1. Score 6.4/10, moderate confidence.
Analyst target $33.67 reached (−12.5% from $38.50); no take-profit level is published. Analyst target $33.67 reached (−12.5%), stop $38.10 (−1.0%), A.R:R -0.8:1. Stop-loss: $38.10.
Analyst target reached - limited upside remaining; Near 52-week high (0.1% away); Sector modifier (Technology): -0.8.
LiveRamp Holdings, Inc. trades at a P/E of 15.9 (forward 11.2). TrendMatrix value score: 6.8/10. Verdict: Hold.
11 analysts rate RAMP, with a consensus score of 3.7/5. 5 analysts publish price targets averaging $39.
What does LiveRamp Holdings, Inc. do?LiveRamp provides a data collaboration platform that connects consumer data across 500+ marketing partners through...
LiveRamp provides a data collaboration platform that connects consumer data across 500+ marketing partners through identity resolution for advertisers, publishers, and data sellers. The company primarily charges annual subscription fees based on data volume, serving 846 direct customers and thousands more indirectly. A merger agreement with Publicis subsidiary at $38.50/share was announced May 2026.