Liftoff Mobile Inc (LFTO)
NASDAQInformation TechnologyAdvertising AgenciesSnapshot 2026-09-09
NASDAQInformation TechnologyAdvertising AgenciesSnapshot 2026-09-09
Research Workspace
Put LFTO beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Information Technology is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
No standing thesis yet — not enough to read.
View ThesisThis stock is volatile — it swings about 3% on a typical day and fell roughly 35% in its worst 12-month stretch.
View RiskLiftoff Mobile's growth depends on its Cortex Engine and advertising revenue. The company saw a 36% jump in Cortex-powered advertising revenue. Recent earnings showed a big beat of 94%. Liftoff trades at a low valuation compared to peers. Peer multiples imply a price about 41% above where it trades. Risks include an 18% chance of missing next quarter's earnings. The thesis is forming due to insufficient recent financial performance history. This read is provisional.
Trailing returns as of 2026-09-09. LFTO is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 15 analysts currently covering LFTO (as of Sep 2026).
Based on 13 Wall Street analysts offering 12-month price targets for LFTO in the last 4 months.
Continue this research
Compare LFTO with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| LFTO Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 4 valuation methods, at three horizons. As of 2026-09-09. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus peers — fair value, gap to price, and forward P/E.
Compare the value case
Put LFTO next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Price target increase supports positive outlook.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-09. EPS is implied from price ÷ P/E. Not investment advice.
Current $18.50
The last 12 months of price, then the range of analyst 12-month targets from today’s $18.50.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.

Price target increase supports positive outlook.
Cortex Engine indicates strong growth potential.
Price target adjustment reflects positive sentiment.
Significant revenue growth from Cortex-powered ads.

Narrowing loss and revenue rise indicate positive trend.
Positive Q3 revenue guidance supports growth outlook.