LiveRamp Holdings, Inc. (RAMP)

In the past six months, LiveRamp's stock experienced several notable events. On February 5, 2026, LiveRamp reported its Q3 FY26 earnings, with shares gaining +3.5% the day following the announcement and drifting approximately +30.9% higher since that earnings release. The company announced a share buyback program on February 12, 2026, authorizing the repurchase of $200 million in shares. LiveRamp's stock price as of May 4, 2026, was $30.31, representing a 12.84% increase from May 5, 2025. The next earnings report for Q4 FY26 is expected on May 21, 2026. Analyst ratings for RAMP stock currently lean towards a "Hold" consensus, with an average 1-year target price of $39.00 among covering brokers.

LiveRamp Holdings, Inc.'s fiscal year ends on March 31, and its demand exhibits seasonality, with contract renewals and certain revenue performance obligations typically increasing in its fiscal second half. This suggests that the period from October 1 to March 31 generally experiences stronger demand or renewal activity for LiveRamp's products and services.

LiveRamp Holdings, Inc. specializes in enterprise data connectivity platform solutions within the software infrastructure and technology services sector. The company focuses on data connectivity, data onboarding, and identity resolution, aiming to empower marketers and media owners through secure and privacy-centric data collaboration. Key products include RampID, Safe Haven, LiveRamp Data Marketplace, IdentityLink™, ATS, Privacy Manager, Audience Cloud, Global Data Navigator (GDN), and Cross-Media Intelligence (CMI).

LiveRamp Holdings, Inc. has a substantial global presence, focusing on major markets across North America, Europe, and the Asia-Pacific region. The United States serves as a core market, with headquarters in San Francisco, California, and additional U.S. offices in cities like Little Rock, New York, Seattle, Boston, Phoenix, and Philadelphia. In Europe, LiveRamp has expanded its footprint, particularly in countries with stringent data privacy regulations, including the United Kingdom, France, Netherlands, and Italy. The company is also exploring opportunities in emerging Asia-Pacific economies, with offices in Australia, China, Japan, and Singapore. LiveRamp also operates in Latin America.

LiveRamp maintains a strong brand reputation as a leader in data connectivity and collaboration, emphasizing consumer privacy, data ethics, and foundational identity. The company's privacy-centric solutions align with market needs, particularly in regions with stringent data privacy regulations. LiveRamp has been recognized by IDC as a leader in data clean room technology for two consecutive years. A Forrester economic impact study commissioned by LiveRamp found that a representative customer achieved a 313% ROI and approximately $10 million in business benefits over three years. Recent partnerships and integrations, such as with NVIDIA AI infrastructure and Akkio, contribute positively to its reputation. However, LiveRamp's reputation faced scrutiny in April 2025 due to a Capitol Forum investigation, which revealed concerns about the exchange of personal information and potential national security risks.

LiveRamp Holdings, Inc. has significant institutional ownership, with 277 institutional owners and shareholders holding a total of 60,034,958 shares, representing 96.1% of the company. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, Schroder Investment Management Group, State Street Corp, Dimensional Fund Advisors Lp, Fort Washington Investment Advisors Inc /oh/, Fuller & Thaler Asset Management, Inc., American Capital Management Inc, Geode Capital Management, Llc, and Arrowstreet Capital, Limited Partnership. Individual insiders hold 3.79% of the shares.