LiveRamp Holdings, Inc. (RAMP) AI Stock Summary
Pending acquisition at 30% premium
Updated
Snapshot
LiveRamp is a profitable data connectivity platform that generates strong cash flow. The company reported $745.6 million in FY 2025 revenue, up 13% year-over-year, with a healthy 71% gross margin. While the headline net income was a small loss of $814K due to heavy reinvestment in R&D ($176.7 million) and sales, the core operations are solid, producing $155.7 million in operating cash flow and $154.6 million in free cash flow. The balance sheet is comfortable with $420.8 million in cash against only $36.3 million in debt. The market currently values the company at a P/E of 28.33, which is a rich multiple for a business of this size, but the stock is trading in the middle of its 52-week range. The defining story today is the pending acquisition by Publicis Groupe at $38.50 per share, which offers a clear exit price for shareholders.
What's Happening Right Now
- Sun 17th May '26 · Acquisition: LiveRamp announced a definitive agreement to be acquired by Publicis Groupe for $2.5 billion, or $38.50 per share, a 30% premium to the pre-announcement close.
- Sun 17th May '26 · Earnings: Q4 FY26 revenue grew 9% year-over-year, with record annual operating cash flow of $168 million and $194 million in share repurchases.
- Thu 16th Apr '26 · Partnership: DIRECTV Advertising expanded its relationship with LiveRamp to integrate with the company's Conversions API Hub for improved ad measurement.
- Thu 2nd Apr '26 · Partnership: LiveRamp expanded its partnership with Unity to make its RampID identifier available across Unity Exchange for better mobile marketing returns.
Ownership
Institutions hold 0.0% of the company, while insiders hold 3.6%.
Bottom Line
LiveRamp is a healthy, growing software business that produces significant cash flow and has a strong balance sheet. The financials show a company that is operationally sound, even if accounting profits are thin due to heavy investment in growth. The most important fact for any reader is the pending acquisition by Publicis Groupe at $38.50 per share. This price represents a 30% premium to the recent trading price, offering a clear, near-term exit for current shareholders. The stock is not cheap on traditional metrics, but the acquisition deal removes much of the uncertainty about future valuation.