LiveRamp Holdings, Inc. (RAMP)

LiveRamp's stock experienced several events in the past six months. In Q1 FY26, Subscription Usage increased by 40% year-on-year, but RPO and CRPO declined due to contract renewal seasonality, and higher dollar churn was noted. In Q2 FY26, revenue and operating income surpassed guidance, with total revenue increasing by 8%, driven by Marketplace & Other revenue growth, and subscription revenue grew by 5%. GAAP earnings per share missed forecasts, leading to a slight stock decline. Mohsin Hussain ceased his role as Chief Technology Officer on December 12, 2025. Analysts generally have a "Buy" rating for LiveRamp stock, with an average price target of $40.17. Over the past year, LiveRamp insiders have sold a substantial amount of stock. RAMP underperformed the US Software industry and the broader US Market over the past year.

LiveRamp experiences demand seasonality due to contract renewals, which typically skew towards the fiscal second half. Growth in the first half of the fiscal year is generally lighter than in the second half. Subscription usage growth can be strong in certain quarters. The shift away from third-party cookies towards first-party data strategies provides a consistent underlying demand. Strong sales momentum is driven by its collaboration network, Cross-Media Intelligence, Commerce Media, and Connected TV (CTV). There is also considerable and growing demand for new product offerings such as Advanced TV (ATS), Business-to-Business (B2B) solutions, and data sharing. LiveRamp is strategically positioned for the AI-driven future of advertising.

LiveRamp Holdings, Inc. is a technology company operating a data collaboration platform that unifies customer and prospect data with a focus on consumer privacy. It is in the Technology sector, specifically the Software - Infrastructure industry, and aims to help businesses connect, control, and activate data while adhering to privacy standards and regulations. The company's platform supports people-based marketing initiatives and includes solutions like the LiveRamp Data Collaboration Platform, Live/Identity, Live/Access, Live/Connectivity, Live/Insights, RampID, Safe Haven, LiveRamp Data Marketplace, and AbiliTec. LiveRamp sells its solutions to various industries, including financial services, retail, automotive, and healthcare.

LiveRamp Holdings, Inc. operates internationally, including the United States, Europe, and the Asia-Pacific region. The company has a global presence across North America, Europe, Latin America, and Asia Pacific regions.

LiveRamp's brand reputation is positively influenced by its focus on privacy and data ethics. The company positions its privacy-focused data connectivity and identity solutions as advantageous for growth in AI-driven marketing and regulatory changes. Insider selling of stock could be perceived as a cautious signal by some investors. The company's consistent product development suggests a proactive and innovative brand image within its industry.

LiveRamp Holdings, Inc. has a mixed ownership structure including institutional, retail, and individual investors. Institutional investors hold a significant portion of the company's stock, ranging from approximately 46.28% to 94.91%. Insiders own approximately 3.41% to 3.49% of the company's stock. Public companies and individual investors account for roughly 19.75% to 30.48% of the ownership. Major institutional holders include BlackRock, Inc., The Vanguard Group, Inc., and State Street Global Advisors, Inc. Scott Howe, the CEO, is also an individual insider owner.