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LFLFTO

Liftoff Mobile, Inc. Common Stock

Hot onWhy it's trendingX mentions rising faster than the marketMoving on elevated volume
$LFTO·$3.3B·Software - Services·Technology
$21.61+7.7%1Y-6.0%
Mentions · last 7 days
2026-08-07: 1 posts2026-08-08: 0 posts2026-08-09: 0 posts2026-08-10: 1 posts2026-08-11: 0 posts2026-08-12: 11 posts2026-08-13: 25 posts38
Price updated 1d ago·X counts updated 2d ago
LFLFTO
$LFTOLiftoff Mobile, Inc. Common Stock
$21.61+7.73%38 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $LFTO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-14

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Recently-listed Liftoff Mobile Q2 revenue at $220M, EPS beat by 94% — the mobile-ad-optimization franchise is a specific IPO-flywheel setup.

Liftoff Mobile is a recently-listed mobile-app-marketing and monetization platform — the specific programmatic-mobile-ad-optimization franchise that competes with AppLovin, Unity, and Digital Turbine. The equity is in the early-days-of-IPO-flywheel phase.

  • The Q2 mechanics were mechanically strong: revenue of $220M grew (comp base unclear), EPS of -$0.03 beat consensus of -$0.45 by 94%, and the operational picture shows a 78% gross margin, 36% operating margin, with $42M of quarterly free cash flow — for a business at 68x TTM PE, 4.2x sales with 10% ROIC and 5.3% FCF yield, that's the specific value-plus-quality combination where operating leverage from the mobile-ad-attribution improvement supports continued upward multiple pressure.
  • The mobile-ad-optimization thesis is the specific structural anchor: Liftoff sits within the specific mobile-app-marketing category that has been re-rated on the App Ads Attribution changes plus the recovery in consumer-app spend — and the extreme -255x D/E signals unusual negative equity, likely from IPO-related restructuring, which is worth understanding as the specific accounting picture stabilizes post-listing.
  • The tape confirms the coil-setup: shares sit -18% below the 50-day with 30-day volume 4.7x normal — that's the specific pattern of a recent-listing where the tape is repositioning ahead of the specific catalyst, and the pending Investor Relations VP appointment (Jenn Kettnich) plus the earnings-call cadence-setting suggest ongoing institutional-investor-outreach.

What resolves the coil upward is the next quarterly print confirming Q2's operational trajectory plus specific commentary on mobile-ad-attribution improvements benefiting revenue; what breaks it down is a specific competitive move from AppLovin or Unity that compresses Liftoff's take-rate, or a specific IPO-restructuring signal that reveals additional accounting-normalization needed.

What to watch: Next quarterly print — revenue trajectory, mobile-ad-attribution commentary, and any AppLovin/Unity competitive move disclosures. A competitive take-rate compression or IPO-restructuring signal is what breaks the coil down.

no sentimentrecent ipo no 52wprice missingnegative equity

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What it does

Plain-English summary of the business — what they sell and how they make money.

Liftoff Mobile, Inc. provides mobile advertising, monetization, and performance marketing solutions powered by machine learning. The company offers a platform called Cortex, which uses neural network technology to optimize ad campaigns and improve return on investment. It delivers tools for user acquisition, engagement, and analytics for mobile apps, along with solutions for agencies and marketers to scale brand and performance campaigns. Additional offerings include access to audiences through SDK-direct publishers and premium ad placements, game intelligence tools through GameRefinery, and resources for building and scaling performance-driven ad creative. The company has expanded its portfolio with the acquisitions of Algolift, GameRefinery, Tresensa, and JetFuel. Liftoff Mobile serves growth-oriented startup companies, small businesses, marketers, ad buyers, agencies, mobile app companies, and clients in the creator economy and mobile advertising sectors. The company was founded in 2020 and is based in Redwood City, California.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Services sits in its cycle right now — and what that implies for $LFTO.

Software - Services · Technology

No material change from last week — Verisk's analytics data business earns monopoly-like returns on insurance, energy, and financial services data while QCLS holds early-stage rights to laser..

Industry benchmark

5-name peer basket
+1.2%YTD
-27.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
67.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
35.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-6.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
77.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-254.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 12, 2026$-0.03$-0.45+93.3%
Q1 2026May 4, 2026$0.36——
Next earningsWed, Nov 11·consensus EPS $0.11

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$219.5M—76.3%35.3%$-0.03$42.0M
Q1 FY26$205.6M—86.4%41.8%$0.34$73.9M
Q4 FY25$194.2M—74.8%38.7%$0.01$32.4M
Q3 FY25$179.5M—71.6%26.6%$-0.03$27.9M

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.3.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-11.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.515-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJun 5General Atlantic Genpar, L.p.Director1.3M sh$30.0MBuyJun 5General Atlantic (lft), L.p.Director1.3M sh$30.0M
+ 3 other (3 awards) in window

See when $LFTO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13DActivist position (5%+)Jun 12SC 13D
8-KMaterial agreementJun 88-K — Item 1.01: Material agreement · Item 3.03 · Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 8.01: Other event
3New insider — initial holdingsJun 43
3New insider — initial holdingsJun 43
3New insider — initial holdingsJun 43
3New insider — initial holdingsJun 43
3New insider — initial holdingsJun 43
3New insider — initial holdingsJun 43
+ 26 other (8 3s · 3 13Gs · 3 S-1/As · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Liftoff Mobile Q2 Earnings Call Highlightsmarketbeat.com·3d agoLiftoff Mobile, Inc. (LFTO) Q2 2026 Earnings Call Transcriptseekingalpha.com·3d agoLiftoff Mobile Announces Second Quarter 2026 Financial Resultsglobenewswire.com·3d agoLiftoff to Announce Second Quarter 2026 Resultsglobenewswire.com·24d agoLiftoff Appoints Jenn Kettnich as Vice President of Investor Relationsglobenewswire.com·32d ago

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Voices on X · top 4 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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