TickerTalks
Browse all tickers →
TickerTalks›$RAMP
RARAMP

LiveRamp Holdings, Inc.

$RAMP·$2.3B·Software - Infrastructure·Technology
$37.88+0.3%YTD+28.9%1Y+13.1%
Mentions · last 7 days
2026-07-03: 0 posts2026-07-04: 0 posts2026-07-05: 1 posts2026-07-06: 5 posts2026-07-07: 0 posts2026-07-08: 3 posts2026-07-09: 1 posts10
Price updated 2d ago·X counts updated 3d ago
RARAMP
$RAMPLiveRamp Holdings, Inc.
$37.88+0.26%10 posts
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

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.

Hinges on a big eventEvent coming upAI verdict · as of 2026-07-12

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Publicis Groupe take-private with class-action litigation — Aug 5 print during merger process, deal-arb dominates.

LiveRamp Holdings is +29% YTD, +13% T12M as the Publicis Groupe merger agreement (May 16, 2026) dominates the setup. M&A class-action firms (Monteverde, Halper Sadeh) have opened investigations questioning whether shareholders received fair deal terms — the standard post-announcement litigation cycle. Four consecutive EPS beats and the June 23 Adobe GenStudio commerce-media partnership provide underlying fundamental momentum.

  • The June 17 Agentic Partner Program launch positions the RampID + Safe Haven identity-graph franchise for post-close AI-agentic monetization.
  • Trading at 16x P/E and 18x EV/EBITDA — reasonable for a data-connectivity + identity-resolution franchise with 71% gross margin and 11% op margin.
  • Q4 FY26 revenue +9.2% YoY at $206M — the underlying business is compounding through the merger-negotiation period.
  • Position in 52W range is 99.6% — the tape has already priced meaningful upside; the merger consideration is the anchor and any deal delta is where positioning matters.

The setup is a deal-arbitrage merger with underlying-business-quality floor; Aug 5 print during Publicis-integration process is essentially informational, deal-close mechanics dominate.

Agrees with X sentimentX chatter is bullish on the takeover speculation validated by the deal; verdict aligns and adds the class-action litigation caveat.

What to watch: Publicis merger vote timeline, class-action investigation outcomes, and Aug 5 print for standalone-value benchmark.

On the calendar: 2026-08-05 — Q1 FY27 earnings (during merger process)

m&a-catalyst:Publicislitigation-overhang:class-actions

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-05-26

LiveRamp commentary is bullish on takeover speculation, with M&A coverage highlighting RAMP as a name moving on acquisition headlines alongside the Dominion-NextEra utility pairing. Posts frame the deal flow as a sector catalyst, with no meaningful bearish voice surfacing in the sample.

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

Direct beneficiary — LiveRamp Holdings, Inc.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-13.2%YTD
-15.3%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
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%
Q2 2025Aug 6, 2025$0.44$0.43+2.3%
Next earningsWed, Aug 5·consensus EPS $0.55

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$808.0M – $816.4M$2.29$2.28 – $2.315
FY27$887.8M$883.1M – $892.2M$2.97$2.82 – $3.113
FY28$982.6M$977.3M – $987.4M$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.0.8×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.100%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.+7.1%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.+28.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 57.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.5% 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.β1.275-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
+ 35 other (21 awards · 14 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-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
8-KOfficer or director changeFeb 188-K — Item 5.02: Officer or director change
8-KPress release / Reg FDFeb 128-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
+ 22 other (14 proxys · 2 13Gs · 1 ARS · 1 11-K) in window

Recent news

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

LiveRamp Partners with Adobe to Bring Commerce Purchase Data into GenStudio for Commerce Media Networksgurufocus.com·20d agoLiveRamp Partners with Adobe to Bring Commerce Purchase Data into GenStudio for Commerce Media Networksbusinesswire.com·20d agoLiveRamp Launches Agentic Partner Program to Fast-Track Agentic Deployments for Customersbusinesswire.com·26d agoAre TMHC, RAMP, EQR Obtaining Fair Deals for their Shareholders?prnewswire.com·41d agoThe M&A Class Action Firm Encourages $hareholders to Contact Monteverde Concerning The Merger—RAMP, NEE, D, and INMglobenewswire.com·45d 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.

$PLTR$MSFT$ORCL$CRWV$BB$S$NET$CRWD
Voices on X · last 7 days

No standout posts about $RAMP on X in the 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