Liftoff Mobile, Inc. AI Stock Analysis
Liftoff Mobile, Inc. (LFTO) AI Stock Analysis
Liftoff Mobile, Inc.
(NASDAQ:LFTO)
No summary available
Liftoff Mobile, Inc. (LFTO) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- $3.17B
- Dividend Yield
- ―
- Average Volume (3M)
- 802.08K
- Price to Earnings (P/E)
- 63.0
- Beta (1Y)
- -0.05
- Revenue Growth
- 35.46%
- EPS Growth
- ―
- Country
- US
- Employees
- 649
- Sector
- Communication Services
- Sector Strength
- 60
- Industry
- Advertising Agencies
Liftoff Mobile, Inc. Business Overview & Revenue Model
Company Description
Liftoff Mobile, Inc. provides mobile advertising, monetization, and performance marketing solutions powered by machine learning. The company offers a platform called Cortex, which uses neural network technology to optimize ad campaigns and improve re...
Liftoff Mobile, Inc. Earnings Call Summary
The call was strongly positive, with record Q3 revenue and adjusted EBITDA, 12 consecutive quarters of growth, expanding margins, substantial free cash flow generation, broad customer and vertical growth, and raised full-year guidance. Management also expressed high confidence in Cortex, the app economy opportunity, and continued long-term growth. The limited negatives were the absence of 2027 guidance, uncertainty around the timing of future model advances, and the fact that AI applications are not yet a significant revenue driver.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
For Q4, Liftoff raised revenue guidance to $244 million to $249 million, representing year-over-year growth of approximately 26% to 28%, and expects adjusted EBITDA of $150 million to $154 million, representing an adjusted EBITDA margin of approximately 61% to 62%; for full year 2026, it expects revenue of $907 million to $912 million, representing growth of approximately 32% to 33%, and adjusted EBITDA of $547 million to $551 million, representing an adjusted EBITDA margin of approximately 60%. The outlook reflects market growth, Cortex's ongoing learning and the expected benefits of improvements already deployed, and does not assume additional gains from future discrete model advances whose timing or impact we cannot yet reliably forecast; the company is not providing 2027 guidance today, but expects to continue expanding margins as it grows the top line.
Liftoff Mobile, Inc. Peers Comparison
Overall Rating
MGNI82Outperform
NEXN70Outperform
CRTO68Neutral
TTD66Neutral
FLNT48Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| MGNI | 82Outperform | $4.19B | 22.96 | 19.35% | ― | 9.14% | 207.92% |
| NEXN | 70Outperform | $515.41M | 43.50 | 2.77% | ― | 2.99% | -70.00% |
| CRTO | 68Neutral | $863.71M | 12.35 | 6.34% | ― | -7.49% | -54.94% |
| TTD | 66Neutral | $7.56B | 22.70 | 12.90% | ― | 7.03% | -22.37% |
| Sector * | 60Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% |
| FLNT | 48Neutral | $109.36M | -4.39 | -151.70% | ― | -12.05% | 43.57% |
* Communication Services Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| LFTO | Liftoff Mobile, Inc. | 18.71 | -9.74 | -34.24% | |
| FLNT | Fluent Inc | 3.32 | 1.45 | 77.54% | |
| CRTO | Criteo S.A. | 17.43 | -2.48 | -12.46% | |
| MGNI | Magnite, Inc. | 29.34 | 15.98 | 119.61% | |
| TTD | Trade Desk | 15.47 | -24.74 | -61.53% | |
| NEXN | Nexxen International Ltd. | 10.21 | 3.72 | 57.32% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.