TickerTalks
Browse all tickers →
TickerTalks›$RAMP
RARAMP

LiveRamp Holdings, Inc.

$RAMP·$2.3B·Software - Infrastructure·Technology
$37.74-0.0%YTD+28.8%1Y+36.6%
Mentions · last 7 days
2026-08-19: 1 posts2026-08-20: 6 posts2026-08-21: 9 posts2026-08-22: 6 posts30+25%
Price updated 13h ago·X counts updated 7d ago
RARAMP
$RAMPLiveRamp Holdings, Inc.
$37.74-0.03%30 posts+25%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $RAMP, 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 numbersAcceleratingAI verdict · as of 2026-08-21

The move is getting stronger, with heavier trading behind it.

Data-connectivity SaaS at 96% of its 52-week range — beat cadence intact and takeover speculation is real.

LiveRamp provides identity-resolution and data-collaboration infrastructure — the plumbing that connects marketing and advertising ecosystems while preserving privacy in a post-cookie world. Sticky enterprise SaaS with real free cash flow.

  • Fiscal Q4 revenue grew 9% year-on-year to $206M with EPS of $1.13 (12% beat); the last four EPS surprises averaged +9% — consistent, unspectacular beats indicating conservatively-set guidance.
  • Trades at ~16x trailing earnings with a 7.5% FCF yield — a genuine value multiple for an enterprise data-infrastructure SaaS, which is why the takeover-speculation angle in the X sample has legs.
  • Sits at the 96th percentile of its 52-week range and is 22% above the 200-day trend — the tape has been strong, and the +29% year-to-date reflects both the beat cadence and any acquisition-premium being priced in.
  • Aug 17-20 filings include multiple 8-Ks under Items 5.02/5.07 — routine annual-meeting and officer-change disclosures, but worth watching in aggregate for any specific board-level shift.

What sustains the accelerating call is Nov 4 fiscal Q2 landing a fifth straight beat alongside revenue growth accelerating past 10%. What invalidates it is a specific takeover-rumor denial or a soft-guidance quarter; at 16x TTM the equity is only cheap because growth is modest, and any deceleration would take some of the M&A premium out of the tape.

Agrees with X sentimentThe bullish X takeover-speculation framing is fair given the multiple (16x TTM, 7.5% FCF yield on stable growth), and RAMP-as-M&A-target is a legitimate thesis. Nobody defending the stock in the sample is a small-sample artifact; the tape is at 96% of the range, so the crowd is already positioned long.

What to watch: Nov 4 fiscal Q2 earnings — revenue growth trajectory and any 8-K on M&A discussions. Watch board-level 8-K filings for governance signals that could precede a strategic-review announcement.

On the calendar: 2026-11-04 — Fiscal Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment15 posts analyzed · as of 2026-08-28

The $RAMP tag is dominated by the RAMP memecoin/NFT ecosystem on XRPL and Solana (Elliot Sloan's project) rather than LiveRamp the equity. Crypto tone is momentum bullish following 10% supply burn and NFT whitelist snapshot. Sample largely off-topic for the equity.

Read the AI verdict + X sentiment for $RAMP

  • 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)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

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

Provides enterprise identity resolution and data connectivity infrastructure enabling advertisers to match and activate audience data across platforms.

Industry overviewAI analysisGenerated by AI from underlying data

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

Software - Infrastructure · Technology

No material change from last week — Enterprise software infrastructure is in a multiple compression phase (-16.

What this means for $RAMP

Partial — Provides enterprise identity resolution and data connectivity infrastructure enabling advertisers to match and activate audience data across platforms; partial earnings exposure to software - infrastructure demand dynamics through its product portfolio.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+0.4%1Y

Fundamentals & catalyst

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

Key ratios

P/E
16.0How 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
8.4%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
10.7%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
7.5%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
2.8Same 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
15.3%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
70.7%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
0.0Total 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 5, 2026$0.65$0.58+12.1%
Q1 2026May 17, 2026$0.52$0.49+5.3%
Q4 2025Feb 5, 2026$0.76$0.69+10.1%
Q3 2025Nov 5, 2025$0.55$0.48+14.6%
Next earningsWed, Nov 4·consensus EPS $0.70

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$206.1M+9.2%70.6%9.0%$1.13$60.1M
Q3 FY26$212.2M+8.6%71.9%18.6%$0.63$67.1M
Q2 FY26$199.8M+7.7%70.2%10.7%$0.42$56.8M
Q1 FY26$194.8M+10.7%70.1%3.7%$0.12$-16.2M

Forward consensus

4-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$812.4M$807.5M – $816.9M$2.29$2.28 – $2.315
FY27$887.8M$882.5M – $892.8M$2.97$2.82 – $3.113
FY28$982.6M$976.6M – $988.0M$3.83$3.68 – $3.973
FY29$1.0B$1.0B – $1.0B$0.00$0.00 – $0.001

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.97%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.+0.0%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.+20.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 57.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% 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.β1.265-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

SellMar 3Mohsin HussainCTO6.0K sh$170K
+ 33 other (20 awards · 13 inkinds) in window

See when $RAMP 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

8-KOfficer or director changeAug 208-K — Item 5.02: Officer or director change
8-KOfficer or director changeAug 178-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
8-KOfficer or director changeJul 208-K — Item 5.02: Officer or director change
AI summary

Kristi Argyilan resigned from the Board of Directors of LiveRamp Holdings, Inc. (RAMP) on July 17, 2026, effective immediately. She had served as a director only since February 11, 2026 — a tenure of roughly five months. The resignation was not the result of any disagreement with management or the Board on any company matter. A brief, undisputed director departure is a minor governance event with limited operational significance.

8-KMaterial agreementMay 188-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 7.01: Press release / Reg FD
AI summary

LiveRamp Holdings, Inc. (RAMP) entered into an Agreement and Plan of Merger with MMS USA Holdings, Inc. (a wholly owned subsidiary of Publicis Groupe S.A.) on May 16, 2026, unanimously approved by the LiveRamp board. At the Effective Time, Merger Sub will merge into LiveRamp, with LiveRamp surviving as a wholly owned subsidiary of Publicis. The per-share merger consideration was not visible in the available excerpt (text cut off before specifying terms). The transaction requires LiveRamp shareholder approval under Rule 14a-12; if completed, this acquisition by Publicis Groupe would take RAMP private in a transformative exit.

8-K/AOfficer or director change (amended)May 138-K/A — Item 5.02: Officer or director change
AI summary

LiveRamp Holdings (RAMP) filed an 8-K/A amending its February 18, 2026 Form 8-K to update director Kristi Argyilan's committee assignment and term class. On May 13, 2026, the Board assigned Argyilan to the Governance/Nominating Committee and redesignated her from the 2027 to the 2028 director class to rebalance class sizes following Brian O'Kelley's March 2026 resignation. The Board also reduced its total size from 8 to 7 directors. This is routine board governance administration with no material operational impact.

8-KOfficer or director changeMar 198-K — Item 5.02: Officer or director change
3New insider — initial holdingsMar 23
+ 27 other (16 proxys · 4 13Gs · 1 routine 8-K · 1 10-Q) in window

Recent news

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

LiveRamp Shareholders Approve MMS USA Merger in Key Votemarketbeat.com·8d agoORVANA ANNOUNCES Q3 FY2026 RESULTS & AUGUST COMMERCIAL PRODUCTION RAMP-UP IN BOLIVIAprnewswire.com·16d agoLiveRamp (RAMP) Tops Q1 Earnings and Revenue Estimateszacks.com·24d agoLiveRamp Announces Results For First Quarter Fiscal 2027globenewswire.com·24d agoLiveRamp Adds Meta to Cross-Media Intelligencegurufocus.com·25d ago

In themes

Explore the broader themes this ticker is being talked about under.

Trending on X

More in Software - Infrastructure

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$NET$NBIS$MSFT$PLTR$CRWV$ORCL$XYZ$CRWD
Voices on X · top 6 · 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.

PrivacyTermsSupport