Liftoff Mobile, Inc. reported results
SEC 8-KRead source ↗
Liftoff Mobile, Inc. is a US-listed company in the advertising industry. Its financial year ends in December.
Stock price today
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Third-party market data · may be delayed
Model estimate per share
~$9.6
Valuation models combined (2)
Base case. Range ~$4.1–$12. Weighted average of 2 models (forward price-to-earnings vs peers, forward price-to-sales vs peers).
Price vs value
No Buy/Hold/Sell rating is issued: limited reported history: available models are shown without a Buy/Hold/Sell rating.
Liftoff Mobile, Inc. valuation: adjust assumptions and compare models →
Who’s trading
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
- Insiders2 buying, 0 selling2 purchases and 0 sales by directors and officers, last 12 monthsInsider trades
- Funds80 adding, 0 cuttingOf 29 active managers that changed their stake, 29 added; quarter to June 30, 2026Fund buyers and sellers
The Fundamentalytics view
Current signal Results well ahead of expectations: Reported earnings per share beat the analysts' consensus estimate by 141% in the quarter to 2026-06-30.
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
Highlights
How we pick theseStrengths
- Estimates rising. Analysts' consensus for next year's earnings per share has risen 14.5% over 90 days.
Things to watch
- Short interest rising. Shares sold short rose 36% in a month to 5.3% of tradable shares.
Latest results
- Earnings per share
- $0.18 against an average estimate of -$0.43: beat by 140.8%
- Share reaction
- -17.0% in the first session after the results on August 12, 2026, against +0.9% for the S&P 500
- Next report
- November 12, 2026; average EPS estimate $0.20
Price chart
- 1 day-5.1%
- 1 week-16.2%
- 1 month-7.3%
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Third-party market data · may be delayed
At a glance
Earnings
- Last results
- August 12, 2026
News & updates
Company announcements, filed results and changes that matter to shareholders.
- Results
Valuation models
We value Liftoff Mobile, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 9.9%: the 10-year Treasury yield (4.9%) plus a beta of 1.09 times a 4.5% equity risk premium.
| Model | Value per share | In the combined value? |
|---|---|---|
| Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. | — | Does not apply: no revenue, margin or share count to start from |
| Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. | ~$12 ~$11–$21 | Included |
| Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. | — | Does not apply: no twelve-month earnings or share count in the filings yet |
| Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. | — | Does not apply: no twelve-month earnings or share count in the filings yet |
| Forward price-to-sales vs peers Next year's consensus sales per share times peers' typical forward price-to-sales; only when earnings are negative. Uses analysts' consensus estimates (third-party data), not our forecasts. | ~$4.1 ~$3.8–$9.6 | Included, half weight |
| Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. | — | Does not apply: revenue and margins don't support a positive value |
| Combined value Weighted average of the models that apply: the primary model (growth cash-flow model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. | ~$9.6 ~$4.1–$12 | 2 models |
Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Liftoff Mobile, Inc. with Advertising in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.
Moat
Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: High.
Forecasts and guidance
Next results: November 12, 2026, after the close. Analysts expect revenue of $221m and EPS of $0.20 (range $0.14 to $0.27) for the quarter.
Analysts' consensus
| Fiscal year | EPS | Growth | Revenue | Growth |
|---|---|---|---|---|
| Current | $0.72 | — | $879m | — |
| Next | $1.39 | +92% | $1.0bn | +16% |
Next year's EPS estimate has moved +14.5% in 90 days, across 3 analysts.
How the EPS forecast has moved
The consensus EPS forecast for the current fiscal year is +225.5% on 90 days ago. In the last 30 days, 3 analysts raised Liftoff Mobile, Inc.'s forecast and 0 cut it.
Average of analysts' published estimates (third-party data).
View chart data
| Period | Current fiscal year | Next fiscal year |
|---|---|---|
| 90 days ago | $0.22 | $1.21 |
| 60 days ago | $0.72 | $1.30 |
| 30 days ago | $0.72 | $1.39 |
| 7 days ago | $0.72 | $1.39 |
| Now | $0.72 | $1.39 |
Earnings against estimates
| Quarter to | Estimate | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | −$0.43 | $0.18 | +140.8% |
Adjusted EPS as companies report it, against the average analyst estimate.
Positioning
- Short interest
- 5.3% of tradable shares
- Days to cover
- 3.45 at average volume
- Short interest, 1 month
- +36% to October 15, 2026
- Held by institutions
- 79% of shares
- Held by insiders
- 11.9% of shares
- Employees
- 649 full time
Share-price performance
Market data may be delayedPrice behaviour
- 52-week range
- Not enough history
- From 52-week high
- —
- vs 50-day average
- −17.0%
- vs 200-day average
- —
- Volatility (1 year)
- —
- Beta vs S&P 500
- —
Share price after results
- Next day
- 0 up, 1 down typical move ±17.0%
- After a week
- 0 up, 1 down typical move ±19.2%
- After a month
- 0 up, 1 down typical move ±24.0%
| Results released | Next day | S&P 500 next day | 5 days | 21 days |
|---|---|---|---|---|
| August 12, 2026 | −17.0% | +0.9% | −19.2% | −24.0% |
Fundamentals
Who owns it
Funds buying and selling- Reported value
- $1.2B
- Institutions reporting
- 85
- Positions opened / closed
- 80 / 0
| Manager | Value | Shares | Share of 13F value | Shares QoQ |
|---|---|---|---|---|
| General Atlantic, L.P. | $608M | 25.3M | 51.5% | — |
| Citadel Advisors LLC | $40.8M | 1.7M | 3.5% | — |
| Clearbridge Investments, LLC | $36.7M | 1.5M | 3.1% | — |
| Schonfeld Strategic Advisors LLC | $35.8M | 1.5M | 3.0% | — |
| Healthcare Of Ontario Pension Plan Trust Fund | $31.2M | 1.3M | 2.6% | — |
| Norges Bank | $28.8M | 1.2M | 2.4% | — |
| Alliancebernstein L.P. | $28.4M | 1.2M | 2.4% | — |
| Jpmorgan Chase & Co | $27.7M | 1.1M | 2.3% | — |
| Castleknight Management LP | $27.2M | 1.1M | 2.3% | — |
| Exoduspoint Capital Management, LP | $26.7M | 1.1M | 2.3% | — |
| Goldman Sachs Group Inc | $21.2M | 884K | 1.8% | — |
| Goldentree Asset Management LP | $20.3M | 845K | 1.7% | — |
From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Liftoff Mobile, Inc.'s complete shareholder register. Values are as reported by the filers .
Insider trading activity
Full insider history and chart Insider purchases History → $60M 2 trades by 2 insiders, last 12 months Insider sales History → $0 0 trades by 0 insiders
Net ▲ $60M net buying
| Insider | Date | Trade | Shares | Price | Value |
|---|---|---|---|---|---|
| Gap Coinvestments Iv, Llc Director | June 5, 2026 | Buy | 1,304,347 | $23.00 | $30M |
| General Atlantic (Lux) S.A R.L. Director | June 5, 2026 | Buy | 1,304,347 | $23.00 | $30M |
From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.
Earnings dates and SEC filings
Results announcements
- August 12, 2026
Recent SEC filings
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- S-1 S-1
- S-1 S-1
Data status
| Data | Last updated | Source |
|---|---|---|
| Share price | Exchange closing prices | |
| News and updates | Company releases and SEC 8-K filings | |
| Analyst estimates | Aggregated analyst estimates | |
| Valuation and scores | Our models, from the filed figures |
Liftoff Mobile, Inc. in brief
- What does Liftoff Mobile, Inc. do?
- Liftoff Mobile, Inc. is a US-listed company in the advertising industry. Its financial year ends in December.
- What is Liftoff Mobile, Inc.'s stock ticker?
- Liftoff Mobile, Inc. trades under the ticker LFTO on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
- Who are Liftoff Mobile, Inc.'s largest institutional shareholders?
- By value reported in 13F filings for June 30, 2026, the largest reported holders are General Atlantic, L.P., Citadel Advisors LLC and Clearbridge Investments, LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
- Are insiders buying or selling Liftoff Mobile, Inc. stock?
- Over the last 12 months, Liftoff Mobile, Inc.'s directors and officers reported 2 open-market purchases and 0 sales on Form 4. The insider trading page charts every trade.
- When is Liftoff Mobile, Inc.'s next earnings date?
- Around November 12, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Liftoff Mobile, Inc. announces its own schedule.
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