# Liftoff Mobile, Inc. (LFTO)

> Source: Nexqual · https://nexqual.com/LFTO · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Liftoff Mobile, Inc. (LFTO), nexqual.com/LFTO" · informational, not investment advice.

**Price:** USD 16.32 (-1.03% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 16.49 · day 15.76–16.56 · 52w 15.02–30.1 · market cap $2.76B · NMS

## Key facts
- 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)
P/E 109.7x · Earnings yield 0.91% · Net debt $1.11B · EV $3.87B

## Analysts
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)
|  | 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) |

## Peers (Advertising Agencies)
MGNI (Magnite, Inc.) USD 23.13 -2.07% · STGW (Stagwell Inc.) USD 8.99 +0.78% · DV (DoubleVerify Holdings, Inc.) USD 13.56 -0.00% · ZD (Ziff Davis, Inc.) USD 57.95 +1.61% · WPP (WPP plc) USD 26.71 +1.10% · TTD (The Trade Desk, Inc.) USD 13.16 +4.53%

## More
Full page: https://nexqual.com/LFTO · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Revenue by region (quarter ended 2026-06-30)

| Line | Revenue | Share | 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% | — |

## Customer concentration

Period ended 2026-06-30: 10% of revenue from unnamed direct customers (10-Q, filed 2026-08-13).

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.20 | $0.00 | — | $221.5M | 3 |
| Next quarter (ends 2026-12-31) | $0.23 | $0.00 | — | $232.2M | 3 |
| Current fiscal year (ends 2026-12-31) | $0.72 | $0.00 | — | $878.7M | 2 |
| Next fiscal year (ends 2027-12-31) | $1.39 | $0.00 | — | $1.02B | 3 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-11-20 (includes earnings 2026-11-12): ±21.5%; last 1 reports averaged ±17%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 28 | 109.4% | ±21.5% |
| 2026-12-18 | 56 | 82.5% | ±26.2% |
| 2027-03-19 | 147 | 83.9% | ±41.1% |
| 2027-06-17 | 237 | 94.2% | ±56.9% |