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    A Look At LiveRamp Holdings’s Valuation As Kristi Argyilan Joins The Board

    Simply Wall St·02/19/2026 04:42:54
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    LiveRamp Holdings (RAMP) drew fresh investor attention after appointing Kristi Argyilan, Global Head of Advertising at Uber, to its Board of Directors, highlighting her long track record in retail media and advertising leadership.

    See our latest analysis for LiveRamp Holdings.

    That board appointment comes after a busy few weeks for LiveRamp, with solid third quarter earnings, fresh guidance and ongoing share buybacks drawing attention to a share price that has a 7 day share price return of 8.14% but a 1 year total shareholder return decline of 24.25%, suggesting recent momentum contrasts with a weaker longer term experience.

    If this move in ad tech is on your radar, it could be a good moment to see what else is happening in the sector and review 26 AI small caps as another set of possibilities.

    So with LiveRamp trading at $25.11, reflecting a 24.25% one-year total shareholder return decline but with screens suggesting a possible intrinsic discount, is there hidden value here, or is the market already pricing in future growth?

    Most Popular Narrative: 31.2% Undervalued

    LiveRamp’s most followed narrative points to a fair value of $36.50 per share versus the last close of $25.11, framing a sizable valuation gap for investors to weigh.

    Heightened data privacy requirements and global regulatory changes (such as GDPR and CCPA) are creating greater demand for trusted data collaboration platforms and privacy-conscious identity solutions. LiveRamp's investments in privacy-preserving technologies (like clean rooms and fine-grained policy enforcement) are expected to differentiate its offerings, resulting in higher client retention, customer expansion, and recurring revenue.

    Read the complete narrative.

    Curious what kind of revenue curve and margin profile would support that gap to $36.50? The narrative leans on meaningful earnings compounding and a future earnings multiple below many software peers. If you want to see exactly how those ingredients translate into that fair value, the full narrative lays out the math in detail.

    Result: Fair Value of $36.50 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, that upside story could unravel if revenue concentration around large clients turns into lasting churn, or if rising competition and privacy rules squeeze growth and margins.

    Find out about the key risks to this LiveRamp Holdings narrative.

    Next Steps

    If this mix of potential upside and risk has you thinking, it is worth checking the numbers yourself and acting while sentiment is still forming. You can quickly scan what the market currently sees as the key positives through 4 key rewards.

    Looking for more investment ideas?

    If this has sharpened your focus on quality research, do not stop here, use the Simply Wall Street Screener to spot other opportunities that fit your style.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.