RAMP Liveramp Holdings Inc

Fort Washington Investment Advisors Inc. OH increased its stake in LiveRamp Holdings, Inc. by 32.3% in Q3, purchasing an additional 313,868 shares, bringing its total to 1,285,444 shares valued at $34.89 million, representing approximately 1.96% of the company. Analyst ratings for RAMP are mixed, with some upgrades to "strong-buy" and an average price target of $43.50, despite the stock trading around $29.73. LiveRamp recently beat Q earnings expectations with EPS of $0.55 and revenue of $199.8 million, marking an 8.1% year-over-year increase.

LiveRamp Holdings, Inc. (NYSE:RAMP) has received a consensus "Hold" rating from analysts, with an average 12-month price target of $43.50. The company recently surpassed earnings expectations, reporting an EPS of $0.55 against an estimated $0.48 and revenue of $199.8 million, up 8.1% year-over-year. Institutional investors hold approximately 93.8% of the stock, which currently trades around $30.21.

Assenagon Asset Management S.A. significantly increased its stake in LiveRamp Holdings, Inc. to $12.85 million, now owning 0.72% of the company as of the third quarter. LiveRamp exceeded Q3 revenue and EPS estimates, reporting $199.8 million in revenue and $0.55 EPS, despite mixed analyst ratings with an average "Hold" consensus. Institutional investors collectively hold 93.83% of LiveRamp's stock.

Nomura Holdings Inc. has acquired a new stake of 91,022 shares, valued at $3.01 million, in LiveRamp Holdings, Inc., representing 0.14% ownership. LiveRamp recently surpassed Q2 earnings estimates with $0.55 EPS against an expected $0.48, and revenue grew 8.1% year-over-year to $199.83 million. The stock currently holds a "Hold" consensus rating with a target price of $43.50, despite trading near $29.20.

LiveRamp Holdings announced that CTO Mohsin Hussain will step down by the end of fiscal 2026, a pre-planned transition that introduces some uncertainty regarding the company's long-term product roadmap. While the transition window is long and near-term catalysts (demand for privacy-conscious data collaboration) remain unchanged, investors may need to reassess LiveRamp's investment narrative, particularly concerning its valuation and growth prospects. The company's Q2 2026 results showed revenue growth and improved GAAP operating income, but the CTO change adds a new layer to consider against existing concerns about slowing revenue growth and execution risk in a competitive market.

LiveRamp Holdings, Inc. (NYSE:RAMP) has seen a 15% share price growth recently but is considered expensive based on its price-to-earnings ratio of 50.19x, significantly higher than the industry average of 32.73x. Despite this overvaluation, the company's future earnings are expected to double, indicating optimistic growth potential. Investors should monitor for potential price dips or delve deeper into analyst forecasts before making investment decisions.