RAMP

LiveRampD

NYSE / Software & Services

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

25%

Probability

Target price

$36.00

Analysis reference price unavailable

Analysis 2026-04-15 · RankAlpha Sentiment Codex

Most likely

Base case

50%

Probability

Target price

$28.00

Analysis reference price unavailable

Analysis 2026-04-15 · RankAlpha Sentiment Codex

B-

Bear case

25%

Probability

Target price

$20.00

Analysis reference price unavailable

Analysis 2026-04-15 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-04-15

AI commentary

Sentiment is cautiously constructive but still monitoring-style: primary sources support better margins, cash flow, and active capital return, yet the current setup is not a high-conviction breakout thesis because the deterministic prior is neutral, catalyst density is light, and investors still need harder proof that the AI/partner push will lift retention and growth [#PR-2026-02-05] [#PR-2026-02-12].

RankAlpha Sentiment Codex - 2026-04-15

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Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-05-31eventQ4/FY26 results must validate FY26 guide and retention durabilityHigh impact

The clearest near-term proof point is the next earnings cycle: management guided Q4 FY26 revenue to $203-$207 million and FY26 revenue to $810-$814 million, while Q3 FY26 showed ARR up 7%, CRPO up 9%, subscription net retention at 101%, and platform net retention at 103%. A clean print with stable retention and cash generation would support a rerating; a miss would reinforce the current low-conviction tape [#PR-2026-02-05].

2026-07-31eventExpanded buyback authorization creates support if execution continuesHigh impact

LiveRamp’s board increased total repurchase authorization to $1.5 billion and extended the program through December 31, 2027, leaving about $337 million available; Q3 FY26 results also showed $119 million repurchased fiscal year-to-date through December 31, 2025. Continued execution can support EPS and downside absorption, but management still retains full discretion on pace and timing [#PR-2026-02-12] [#PR-2026-02-05].

2026-10-31catalystAI and partner launches need to convert from narrative into measurable revenueHigh impact

Recent company releases widened LiveRamp’s AI and channel story: the company expanded its marketplace to data, models, and agents for AI, launched agentic AI upgrades, expanded with Unity in gaming, and partnered with Akkio for AI-driven measurement workflows. The setup is strategically positive, but the stock likely needs evidence of customer adoption, upsell, or faster marketplace growth before assigning a higher multiple [#PR-2026-01-06] [#PR-2026-03-03] [#PR-2026-04-02] [#PR-2026-04-07].

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-04-15 • Updated nightlySource: Internal modelMethodology