Liftoff Mobile, Inc. (LFTO) Stock Price & Analysis
Liftoff Mobile, Inc. (LFTO) closed at USD 16.32 on Thursday, October 22, 2026, down 1.03% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 16.49; the Oct 22, 2026 session ranged USD 15.76–16.56 on volume of 840,712 shares. Market capitalization is $2.76B, with a 52-week range of USD 15.02–30.1 (NMS). Source: Nexqual, retrieved October 23, 2026 at 10:37 UTC.
Also available as compact Markdown for AI agents: nexqual.com/LFTO.md
Key facts (LFTO)
- Valuation: P/E 109.7x, net debt $1.11B.
- Analysts: Buy (mean 1.94 on a 1–5 scale) (17 analysts), mean target USD 30.73 (range 18–42).
- Total return with dividends: 1Y -42.6% vs S&P 500 +14.9%; 5Y -39.3% vs S&P 500 +80.3%.
- Next earnings: 2026-11-12, EPS estimate USD 0.2, revenue estimate $221M.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (LFTO)
P/E 109.7x · Earnings yield 0.91% · Net debt $1.11B · EV $3.87B
Analysts (LFTO)
Consensus Buy (mean 1.94 on a 1–5 scale), 17 analysts; mean target USD 30.73 (low 18, high 42).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-19 | Cantor Fitzgerald | Target lowered | Overweight | $32 → $22 |
| 2026-10-13 | Morgan Stanley | Target lowered | Equal-Weight | $30 → $20 |
| 2026-10-09 | BTIG | Target lowered | Buy | $35 → $27 |
| 2026-09-22 | Piper Sandler | Initiated | Neutral | $19 |
| 2026-09-10 | Freedom Capital Markets | Initiated | Hold | $18 |
| 2026-09-02 | Tigress Financial | Target raised | Buy | $39 → $41 |
| 2026-08-13 | UBS | Target raised | Buy | $38 → $39 |
| 2026-08-13 | Wells Fargo | Target raised | Overweight | $32 → $34 |
| 2026-08-13 | Cantor Fitzgerald | Target lowered | Overweight | $33 → $32 |
| 2026-08-13 | BTIG | Reiterated | Buy | $35 |
| 2026-07-13 | Tigress Financial | Initiated | Buy | $39 |
| 2026-06-29 | Morgan Stanley | Initiated | Equal-Weight | $30 |
Total return (dividends reinvested) (LFTO)
| 1Y (from 2026-06-04) | 5Y (from 2026-06-01) | |
|---|---|---|
| Total return | -42.6% | -39.3% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | — | — |
| Volatility (annualized) | 74.1% | 55.4% |
| Max drawdown | -46.8% (Jun 2026→Oct 2026) | -44.7% (Jun 2026→Sep 2026) |
LFTO revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $87.8M | 40.0% | +74.0% |
| APAC (Asia Pacific) | $72.4M | 33.0% | +34.0% |
| EMEA (Europe, Middle East, and Africa) | $56.4M | 25.7% | +2.5% |
| Other Americas (Canada and Latin America) | $3.0M | 1.3% | +12.8% |
| Total revenue | $219.5M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
LFTO customer concentration
In the period ended Jun 30, 2026, a single direct customer accounted for 10% of revenue, per the company's 10-Q filed Aug 13, 2026. The company does not name it.
LFTO analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.20 | $0.00 | — | $221.5M | 3 |
| Next quarter (ends Dec 2026) | $0.23 | $0.00 | — | $232.2M | 3 |
| Current fiscal year (ends Dec 2026) | $0.72 | $0.00 | — | $878.7M | 2 |
| Next fiscal year (ends Dec 2027) | $1.39 | $0.00 | — | $1.02B | 3 |
LFTO options: expected move
Options price a move of about ±21.5% (±$3.44) by Nov 20, 2026, which includes earnings on Nov 12, 2026. Over the last 1 reports the stock moved ±17% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 109.4% | ±21.5% |
| Dec 18, 2026 | 56 | 82.5% | ±26.2% |
| Mar 19, 2027 | 147 | 83.9% | ±41.1% |
| Jun 17, 2027 | 237 | 94.2% | ±56.9% |
30-day implied volatility 93.5% vs 53.2% realized over the last 30 trading days. Put/call ratio (volume) 0. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 10:37 UTC)
| Price | USD 16.32 |
|---|---|
| Change | ▼ 1.03% (down) |
| Previous Close | USD 16.49 |
| Open | USD 16.33 |
| Day Range | USD 15.76 – 16.56 |
| 52-Week Range | USD 15.02 – 30.1 |
| Volume | 840,712 shares |
| Market Cap | $2.76B |
| Exchange | NMS |
Technical Analysis (LFTO)
Nexqual's technical model rates LFTO "SELL" based on 1 bullish and 4 bearish signals across 98 daily candles, as of October 23, 2026 at 10:37 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 46.31 (neutral) |
| vs SMA50 | Below (USD 17.44) |
| MACD | -0.31 (negative) |
Analyst Ratings (LFTO)
Wall Street analysts rate LFTO "Buy" based on 17 analysts, with a mean price target of USD 30.73 (range USD 18–42), per Nexqual as of October 23, 2026 at 10:37 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 17 |
| Mean Target | USD 30.73 |
| High Target | USD 42 |
| Low Target | USD 18 |
| Buy / Hold / Sell | 13 / 4 / 0 |
Earnings (LFTO)
| Next Earnings Date | 2026-11-12 |
|---|---|
| EPS Estimate | USD 0.2 |
| Revenue Estimate | $221.47M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.18 vs est -0.43 ▲ beat |
Source: Nexqual, October 23, 2026 at 10:37 UTC.
Financials & Fundamentals (LFTO)
| Total Revenue | $798.84M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +35.40% |
| Gross Margin | +86.24% |
| Operating Margin | +35.27% |
| Profit Margin | +5.24% |
| Current Ratio | 1.38 |
| Total Cash | $305.40M |
| Total Debt | $1.41B |
Source: Nexqual, October 23, 2026 at 10:37 UTC.
Financial Health Score (LFTO)
Nexqual rates Liftoff Mobile, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 10:37 UTC.
| Growth | Strong — Revenue +35% YoY (latest Q) |
|---|---|
| Profitability | Weak — Pre-revenue or very early stage |
| Balance Sheet | Mixed — $305M cash and investments vs $1.41B debt (Jun 2026, SEC) |
| Cash Flow | Solid — Operating cash flow $237M (TTM) |
| Efficiency | Mixed — No data |
Ownership (LFTO)
| Insider Ownership | +11.90% |
|---|---|
| Institutional Ownership | +78.91% |
| Shares Outstanding | 169.33M |
| Float | 40.15M |
| Short % of Float | +4.38% |
Source: Nexqual, October 23, 2026 at 10:37 UTC.
Leadership (LFTO)
Liftoff Mobile, Inc. is led by Jeremy N. Bondy, CEO & Director, per Nexqual as of October 23, 2026 at 10:37 UTC.
| CEO & Director | Jeremy N. Bondy |
|---|---|
| President & CFO | Tarek A. Kutrieh |
| Chief Operating Officer | Andre G. Tutundjian |
| Deputy CFO & Principal Accounting Officer | Patrick Clayton |
| Vice President of Investor Relations | Jenn Kettnich |
Major Backers & Investors (LFTO)
Notable institutional backers of Liftoff Mobile, Inc. include Blackstone Inc, General Atlantic, L.P., Citadel, according to Nexqual as of October 23, 2026 at 10:37 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Blackstone Inc | 49.51% |
| General Atlantic, L.P. | 14.95% |
| Citadel | 1% |
| ClearBridge Investments, LLC | 0.9% |
| Schonfeld Strategic Advisors Llc | 0.88% |
| Healthcare of Ontario Pension Plan Trust Fund | 0.77% |
| NORGES BANK | 0.71% |
| Alliancebernstein L.P. | 0.7% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 1.13% |
Source: Nexqual, October 23, 2026 at 10:37 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| MGNI | Magnite, Inc. | USD 23.13 | ▼ 2.07% |
| STGW | Stagwell Inc. | USD 8.99 | ▲ 0.78% |
| DV | DoubleVerify Holdings, Inc. | USD 13.56 | ▼ 0% |
| ZD | Ziff Davis, Inc. | USD 57.95 | ▲ 1.61% |
| WPP | WPP plc | USD 26.71 | ▲ 1.1% |
| TTD | The Trade Desk, Inc. | USD 13.16 | ▲ 4.53% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:37 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt