Liftoff Mobile Receives Bullish Ratings from Multiple Firms
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Source: seekingalpha
- Strong Post-IPO Performance: Liftoff Mobile (LFTO) shares rose 2.2% to $27.95 after the expiration of the IPO quiet period, reflecting market optimism about its prospects, especially given the IPO pricing at $23.
- Bullish Analyst Ratings: Deutsche Bank analyst Benjamin Black initiated coverage with a Buy rating, projecting total revenue to grow from $686 million in FY25 to $1.2 billion in FY28, representing a 19% CAGR, indicating robust growth potential.
- Diverse Data Set Advantage: Liftoff's neural-net bidding engine is highlighted as a key differentiator, and its multi-vertical data set is expected to enhance advertising outcomes, further solidifying the platform's market position and attracting more advertisers.
- Industry Growth Potential: RBC Capital Markets analyst Matthew Swanson noted that despite significant growth in the sector, it remains undermonetized compared to traditional digital channels, creating a favorable runway for Liftoff's demonstrated return on ad spend (ROAS) for clients.
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Analyst Views on LFTO
Wall Street analysts forecast LFTO stock price to rise
0 Analyst Rating
0 Buy
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Current: 24.980
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Current: 24.980
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High
About LFTO
Liftoff Mobile, Inc. provides artificial intelligence (AI) platform, which is designed to serve all verticals in the application ecosystem and is fully integrated into advertising performance for its customers across the application economy. Its product offerings include Accelerate, Monetize, Vungle Exchange, Creative and Intelligence. It offers solutions to marketers, agencies, demand-side platforms (DSPs), publishers and mobile gaming. Accelerate supports a variety of user acquisition and re-engagement use cases such as ROAS, SKAdnetwork, app-to-web, promotional and more. Monetize supports iPhone Operating System (iOS), Android, Windows, and Amazon platforms. The Vungle Exchange uses a combination of in-house fraud prevention technology and third-party detection tools to limit fraudulent activity. The combination of its unified DSP and SSP platform, proprietary Cortex neural network technology, and operating model enabling configurable modules delivers performance for its customers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Bullish Analyst Ratings: Deutsche Bank analyst Benjamin Black initiated coverage with a Buy rating, projecting total revenue to grow from $686 million in FY25 to $1.2 billion in FY28, representing a 19% CAGR, indicating robust growth potential.
- Diverse Data Set Advantage: Liftoff's neural-net bidding engine is highlighted as a key differentiator, and its multi-vertical data set is expected to enhance advertising outcomes, further solidifying the platform's market position and attracting more advertisers.
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See More
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- Strong Post-IPO Performance: Liftoff Mobile (LFTO) shares rose 2.2% to $27.95 after the expiration of the IPO quiet period, reflecting market optimism about its prospects, especially given the IPO pricing at $23.
- Bullish Analyst Ratings: Deutsche Bank analyst Benjamin Black initiated coverage with a Buy rating, projecting total revenue to grow from $686 million in FY25 to $1.2 billion in FY28, representing a 19% CAGR, indicating robust growth potential.
- Diverse Data Set Advantage: Liftoff's neural-net bidding engine is highlighted as a key differentiator, and its multi-vertical data set is expected to enhance advertising outcomes, further solidifying the platform's market position and attracting more advertisers.
- Industry Growth Potential: RBC Capital Markets analyst Matthew Swanson noted that despite significant growth in the sector, it remains undermonetized compared to traditional digital channels, creating a favorable runway for Liftoff's demonstrated return on ad spend (ROAS) for clients.
See More
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See More
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- Clear Use of Proceeds: The funds raised will be used to repay outstanding debt under its senior secured term loan facility, with the remainder allocated for general corporate purposes and covering offering expenses, ensuring a robust and flexible financial structure for the company.
- Strong Underwriting Team: With Goldman Sachs, Jefferies, and Morgan Stanley as joint lead underwriters, the participation of numerous reputable financial institutions enhances market trust in Liftoff, further bolstering its brand image.
- Broad Market Prospects: As a leading growth engine in the mobile app economy, Liftoff leverages its AI-powered platform, Cortex, to deliver measurable user growth for advertisers, positioning the company to capture a larger share in the rapidly evolving app market.
See More
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- Funding Milestone: Liftoff Mobile successfully raised $437 million by offering 19 million shares at $23 each, exceeding the expected range of $20 to $22, indicating strong market demand for its AI advertising platform.
- IPO History: The company initially aimed to raise $711 million at a $5.5 billion market cap in January but postponed its IPO amid a broad selloff in the software sector in early February, formally withdrawing its papers before refiling in late April.
- Market Impact: As of September 30, 2025, Liftoff Mobile's SDK is integrated into over 140,000 apps, connecting approximately 1.4 billion daily active users globally and serving over 1,000 marketers, showcasing its extensive influence in the mobile advertising space.
- Underwriting Team: The IPO was backed by a consortium of prominent investment banks including Goldman Sachs, Morgan Stanley, and Barclays, reflecting strong confidence in Liftoff Mobile's growth potential moving forward.
See More
