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LFLFTO

Liftoff Mobile, Inc. Common Stock

$LFTO·$2.6B·Advertising Agencies·Communication Services
$15.83+1.1%1Y-31.2%
Price updated 9h ago·X counts updated 2d ago
LFLFTO
$LFTOLiftoff Mobile, Inc. Common Stock
$15.83+1.09%11 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $LFTO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

11X posts · last 7 days
Sep 12Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $LFTO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-29

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

Liftoff Mobile: recent-IPO mobile-ad-tech at $15.66 — Q2 EPS -$0.03 crushed 93% — Blackstone Redbird ML Holdco 10%+ owner.

Liftoff Mobile is the mobile-app advertising technology platform at $15.66 with $2.65B market cap. Q2 EPS -$0.03 crushed -$0.45 est (+93% beat). PE 67.9x TTM, PS 4.18x. Blackstone-controlled Redbird ML Holdco filed Form 3 disclosing 83.8M shares (10%+ holder). Q1 EPS $0.36 (no est).

The tension in one line:

  • Beat cadence early: Q2 EPS +93% surprise reset expectations; Q1 revenue $219.5M (no YoY yet); 2027 analyst EPS $1.51 implies 10.4x forward.
  • Blackstone Redbird ownership: 83.8M shares = 10%+ holder confirms sponsor commitment; the 424B4 float dynamics are shaped by the post-IPO owner concentration.
  • Multiple compressed: PE 67.9x TTM but 2028 EPS $2.06 implies 7.6x forward — the beat cadence math supports meaningful re-rating.

The bull path is Nov 11 Q3 print ($0.17 EPS est) confirming continued beat cadence plus specific Smadex commercial commentary. The bear path is a mobile-app-advertising cycle slowdown. Goldman Sachs Communacopia conference presentation adds sell-side positioning.

What to watch: Nov 11 Q3 print ($0.17 EPS est) — revenue trajectory, Smadex segment commentary, and any specific 2027 preliminary guide. Blackstone Redbird ownership changes. Continued sell-side positioning at conferences.

On the calendar: 2026-11-11 — Q3 earnings

recent ipo

Read the AI verdict on $LFTO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Mobile performance marketing platform using machine learning to optimize app user acquisition and ad monetization campaigns.

Industry overviewAI analysisGenerated by AI from underlying data

Where Advertising Agencies sits in its cycle right now — and what that implies for $LFTO.

Advertising Agencies · Communication Services

No material change from last week — programmatic and AI-enabled ad platforms continue taking structural share from legacy agency fee models.

What this means for $LFTO

Neutral — Mobile performance marketing platform using machine learning to optimize app user acquisition and ad monetization campaigns.

Industry benchmark

9-name peer basket
+114.4%YTD
+18.2%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 $0.17

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

Forward consensus

3-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$876.7M$875.1M – $880.0M$0.74$0.68 – $0.8812
FY27$1.0B$1.0B – $1.0B$1.51$1.35 – $1.8412
FY28$1.2B$1.1B – $1.2B$2.06$1.67 – $2.8711

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.0.7×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.-20.7%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

FloatLow float · 28.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.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.

Insider activity

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

Recent transactions

BuyJun 5General Atlantic (lft), L.p.Director1.3M sh$30.0MBuyJun 5General Atlantic Genpar, L.p.Director1.3M sh$30.0M
+ 5 other (5 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
Free, forever. No credit card.

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

3New insider — initial holdingsSep 33
AI summary

Redbird ML Holdco L.P. (a Blackstone-controlled entity) filed an initial Form 3 for Liftoff Mobile, Inc. (LFTO) reporting beneficial ownership of 83,831,109 shares, representing a 10%+ holder position. The shares were contributed from BCP Redbird Aggregator L.P. to Redbird ML Holdco LP as an internal restructuring — no securities were purchased or sold in the market. This is an administrative Form 3 triggered by a change in the holding entity structure within the Blackstone ownership chain; no investment thesis change occurred.

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
+ 23 other (9 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, Inc. (LFTO) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcriptseekingalpha.com·21d agoLiftoff Mobile: A Fine Business, Fair Price, But I Think Smadex Is The Better Tradeseekingalpha.com·26d agoLiftoff to Present at the Goldman Sachs Communacopia + Technology Conference 2026globenewswire.com·36d agoLiftoff Mobile Q2 Earnings Call Highlightsmarketbeat.com·48d agoLiftoff Mobile, Inc. (LFTO) Q2 2026 Earnings Call Transcriptseekingalpha.com·48d ago

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Voices on X · last 7 days

No standout posts about $LFTO on X in the last 7 days.

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