• LiveRamp Holdings reported past third-quarter and nine-month fiscal 2025 results showing sales of US$212.20 million and US$606.85 million respectively, with net income rising to US$39.87 million and US$75.04 million over the same periods.
• Alongside this, the company issued revenue and GAAP operating income guidance for the fourth quarter and full year 2026 and disclosed continued share repurchases, underscoring a focus on profitable growth and capital return.
• We’ll now assess how LiveRamp’s stronger profitability guidance and continued buybacks may influence its existing AI-focused investment narrative.

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LiveRamp Holdings Investment Narrative Recap

To own LiveRamp, you need to believe its neutral data collaboration and AI “plumbing” can keep attracting large, sticky customers while managing privacy and tech shifts. The key near term catalyst remains execution on its AI-focused roadmap and subscription growth, while the biggest risk is revenue concentration and potential churn among million dollar plus customers. The latest earnings beat and profitability guidance support that catalyst but do not fully remove the concentration and growth deceleration concerns.

Among the recent announcements, the updated fiscal 2026 guidance is most relevant: LiveRamp now targets US$810 million to US$814 million in revenue with about US$84 million in GAAP operating income. This frames how far management thinks it can push profitable growth while still investing in AI tools, clean rooms, and usage based pricing. For investors watching the AI and data privacy catalysts, this guidance is an important reference point for judging execution and risk.

Yet against this improving profit picture, the risk from concentrated large customers and possible future churn events is something investors should be aware of...

LiveRamp Holdings' narrative projects $969.7 million revenue and $154.0 million earnings by 2028.

Uncover how LiveRamp Holdings' forecasts yield a $36.50 fair value, a 57% upside to its current price.

Exploring Other Perspectives

Some of the most optimistic analysts were assuming revenue could reach about US$995 million and earnings about US$142 million by 2028, which is far more aggressive than consensus and could look very different after this latest earnings and guidance update, so it is worth comparing how that upbeat view stacks up against the unresolved risks around regulation and client concentration.

Explore 5 other fair value estimates on LiveRamp Holdings - why the stock might be worth over 2x more than the current price!

Build Your Own LiveRamp Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your LiveRamp Holdings research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free LiveRamp Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate LiveRamp Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.