LiveRamp Firms Guidance As System Upgrades And Share Buybacks Progress
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Donovan JonesInvesting Group LeaderFollow5ShareSavePlay(11min)CommentsSummaryI remain a Buy for LiveRamp Holdings, supported by a revenue and earnings beat, robust cash flow, and a shareholder-friendly capital allocation strategy.RAMP trades at a significant valuation discount to SaaS peers, reflecting lower revenue growth and net dollar retention, but offers upside as operational headwinds abate.Marketplace/Other segment growth, usage-based pricing, and expansion into Commerce Media and connected TV are key forward drivers.With $177 million remaining in its buyback program and improving guidance, RAMP is well-positioned for meaningful appreciation in fiscal 2027. Anuphan Poolkoet/iStock via Getty Images Investment Outlook LiveRamp Holdings (RAMP) reported its FQ2 2025 financial results, beating both revenue and earnings estimates. I previously analyzed RAMP in November 2023 with a Buy outlook on improving execution results. With aThis article was written byDonovan Jones21.44K FollowersFollowDonovan Jones is an IPO research specialist with 15 years of experience identifying opportunities for high quality IPOs.He also leads the investing group IPO Edge, which offers actionable information on growth stocks through first-look IPO filings, previews on upcoming IPOs, an IPO calendar for tracking what’s on the horizon, a database of U.S. IPOs, and a guide to IPO investing to walk you through the entire IPO lifecycle - from filing to listing to quiet period and lockup expiration dates. Learn moreAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You