LiveRamp Holdings, Inc. (RAMP)
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-10-29
$38.50+0.71%
Close 2026-10-30 · 1-day change
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-10-29
Research Workspace
Put RAMP 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 →
Application Software is in steady. 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.
The reason to own it still holds.
View ThesisRevenue growth is slowing — up about 9% over the past year and decelerating.
View GrowthRanks among the strongest in its industry on quality — around the top 12%.
View QualityManagement screens strong on capital allocation, margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 0% on a typical day and fell roughly 27% in its worst 12-month stretch.
View RiskRAMP’s case rests on earnings growth, with recent revenue growth steady rather than accelerating. The latest quarter’s revenue grew 10% year over year, and non-GAAP earnings beat consensus by 97%. RAMP trades at 19× P/E versus a 31× peer median. The desk says expectations look modest compared with its growth view. The risk is fragile earnings quality, since reported profits are not well backed by cash. Our model puts the next-quarter miss probability near 26%. Peer multiples imply a price about 56% above where it trades; our read remains intact, and this read is provisional.
Trailing returns as of 2026-10-30. RAMP is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 6 analysts currently covering RAMP (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare RAMP 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 |
|---|---|---|---|---|---|
| RAMP 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 9 valuation methods, at three horizons. As of 2026-10-29. 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 Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put RAMP next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Complete merger with Publicis Groupe by end of 2026
Concerns about limited upside from the Publicis merger.
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 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Complete merger with Publicis Groupe by end of 2026
Profits surge supports merger completion and growth objectives.
Advances: Complete merger with Publicis Groupe by end of 2026
Merger approval directly supports growth objective.
Advances: Merger with Publicis Groupe
New office supports growth through enhanced AI capabilities.
Advances: Merger with Publicis Groupe
Acquisition supports growth objective with positive market reaction.
Threatens: Merger with Publicis Groupe
Competitors' response may hinder growth from acquisition.