LiveRamp Holdings, Inc.
In the published model solve dated 2026-Q2, anchored at $37.75, LiveRamp Holdings, Inc. (RAMP) is priced for today's economics sustained for ~6.0 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
The dominant fact overrides the model: LiveRamp has agreed to be acquired by Publicis Groupe in an all-cash transaction with an equity value of about $2.5 billion. At $37.73 the stock now trades against deal terms and closing odds, not standalone fundamentals. The standalone business underneath is solid. Fiscal 2026 revenue was $813 million, up 9%, annual recurring revenue reached $545 million, subscription net retention was 107%, and the company generated record operating cash flow of $168 mil
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266 institutional managers reported holding RAMP in 13F filings for the quarter ended 2026-03-31. Together they hold about 94% of the company; the top 10 hold 55%. 38 opened new positions that quarter. Held by BlackRock, Vanguard Group, Dimensional Fund Advisors, among others. On the short side, 4.7M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (2.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
RAMP has cut its share count 7% over the past five years, spending $537.03M on repurchases. It pays no dividend. Cash returned over the past three years: $337.29M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at RAMP over the trailing three years: 2025: 1 buy totaling $200k. 14 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
RAMP's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-10 | +12.1% | -8.4% |
| 2023-11-09 | +21.9% | +3.6% |
| 2024-02-09 | -5.2% | -13.3% |
| 2024-05-23 | +4.8% | -12.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
RAMP's latest 8-K filings: 2026-08-10 (items 8.01); 2026-08-05 (items 2.02, 9.01); 2026-07-20 (items 5.02); 2026-05-18 (items 1.01, 2.02, 5.02, 5.03, 7.01, 9.01); 2026-03-19 (items 5.02).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.