Liftoff Mobile (LFTO)
Mobile advertising platform linking app marketers with publishers through optimized buying and SDK-driven monetization.
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Operates a mobile advertising platform that helps marketers buy app-user-acquisition inventory and publishers sell it through SDK-driven auctions. Revenue comes from a portion of media spend, with Cortex-backed demand solutions accounting for nearly all revenue.
Combines a demand-side platform for mobile-app marketers with a supply-side platform and embedded software-development kit for app publishers. Cortex provides neural-network prediction and optimization; Accelerate buys advertising inventory for user acquisition and re-engagement, while Monetize and Vungle Exchange help publishers auction inventory. Creative, Direct, AppRefinery, and GameRefinery add campaign services and consumer-app or game intelligence.
Retains a portion of advertising media spend after paying publishers and other supply partners, recognizing revenue as agreed actions occur or ads are displayed. Customer commitments are generally short and cancellable, and the platform depends on mobile operating systems, app stores, tracking rules, data-processing compliance, model performance, and reliable infrastructure. Core Advertising accounts for nearly all revenue and is predominantly powered by Cortex-backed demand solutions.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 22, 2026 | Piper Sandler | Initiate | Rating: —Target: — | Target: $19 |
| Sep 1, 2026 | Tigress Financial | Reiterate | Rating: —Target: $39 | Target: $41 |
| Aug 13, 2026 | Raymond James | Reiterate | Rating: —Target: $32 | Target: $33 |
| Aug 13, 2026 | Cantor Fitzgerald | Reiterate | Rating: —Target: $33 | Target: $32 |
| Aug 13, 2026 | Wells Fargo | Reiterate | Rating: —Target: $32 | Target: $34 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $305.4M · Total debt $1.41B · Total assets $2.07B · Shareholders' equity −$5.5M
- Revenue
- $219.5M
- Operating income
- $77.4M
- Net income
- −$4.2M
No dividends on record.
| Institutions | 28.97% | 49.05M shares | |
|---|---|---|---|
| 86 holders · as of Jun 30, 2026 | |||
| Insiders | 110.70% | 187.44M shares | |
| 6 holders · as of Sep 3, 2026 | |||
| Adds to | 139.67% | ||
169.33M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 139.67%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BCP Redbird Aggregator L.P.Insider | 49.51% | 83.83M | filed Aug 7, 2026 |
ML Holdco L.P. RedbirdInsider10 percent owner | 49.51% | 83.83M | filed Sep 3, 2026 |
General Atlantic, L.P.Institution | 14.95% | 25.32M | as of Jun 30, 2026 |
Ellis Mark EdwardInsider | 5.87% | 9.94M | filed Aug 7, 2026 |
Robertson Harry JamesInsider | 5.71% | 9.66M | filed Jul 15, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Liftoff Mobile | $16.12 | −1.41% | $2.72B | 55.3 | 17.4 | 3.4 | — |
| AppLovin | $311.74 | −5.17% | $110.43B | 25.3 | 17.2 | 16.2 | +52.8% |
| Alphabet Class A | $340.66 | −2.99% | $4.25T | 17.6 | 25.4 | 9.5 | +24.2% |
| Meta | $755.23 | +2.53% | $1.88T | 27.8 | 24.8 | 8.2 | +28.0% |
| Unity Software | $42.67 | −1.02% | $18.82B | — | 49.3 | 9.3 | +23.9% |
| Amazon | $250.11 | −1.91% | $2.74T | 20.5 | 26.8 | 3.5 | +19.6% |
| The Trade Desk | $12.64 | −4.07% | $6.20B | 15.5 | 104.6 | 2.1 | +3.0% |
| Digital Turbine | $12.17 | −0.15% | $1.47B | — | 16.0 | 2.5 | +26.8% |
| Median | 20.5 | 25.4 | 8.2 | +24.2% |