A Quick Take on LiveRamp
LiveRamp Holdings, Inc. is well-positioned to benefit from rising demand for data collaboration, privacy regulations, and the fragmentation of advertising data.
Growth initiatives, including Cross-Media Intelligence, Commerce Media Networks, and CTV, along with a new flexible pricing model, are driving customer wins and operational leverage for RAMP.
RAMP financials are robust: Q1 revenue and EPS beat expectations, margins are expanding, and the company is cash flow positive with an attractive valuation.
Given its growth momentum, operational leverage, and undervalued shares, RAMP is rated a Buy, verging on Strong Buy, despite cyclical risks in the ad market.