RAMP

LiveRampB

NYSE / Software & Services

At close

2026-06-02

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

25%

Probability

Target price

$36.00

-4.2% vs current

Most likely

Base case

50%

Probability

Target price

$28.00

-25.5% vs current

B-

Bear case

25%

Probability

Target price

$20.00

-46.8% vs current

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