Timothy Cadogan Sells 2,500 Shares of LiveRamp Holdings Inc (RAMP)

Timothy Cadogan, a Director at LiveRamp Holdings Inc, sold 2,500 shares on July 7, 2025, resulting in 55,470 shares owned. This insider transaction history shows 0 buys and 13 sells over the past year. The stock's price-to-GF-Value ratio is 0.99, indicating a Fairly Valued stock.

LiveRamp Holdings Inc (NYSE: RAMP), a data collaboration platform provider, has been the subject of recent interest from both analysts and insiders. On July 7, 2025, Timothy R. Cadogan, a director at LiveRamp Holdings Inc, sold 2,500 shares, leaving him with 55,470 shares [2]. This transaction, executed under a Rule 10b5-1 trading plan, follows a year marked by 13 sell transactions and no buys, indicating a cautious approach by insiders [2].

Analysts have also shown optimism towards LiveRamp Holdings Inc. DA Davidson initiated coverage on the stock with a "Buy" rating and a price objective of $45.00, citing the company's underappreciated network effects and growing importance in the data collaboration ecosystem as key drivers [1]. The firm expects top-line growth reacceleration in FY 2027 to be a potential catalyst for the stock's performance. Additionally, the company has opportunities in upselling related to cross-media intelligence and clean room solutions, as well as continued mid-teens growth in its data marketplace [1].

The stock's price-to-GF-Value ratio of 0.99 indicates that it is fairly valued, according to GuruFocus estimates [3]. The estimated GF Value for LiveRamp Holdings Inc in one year is $37.52, suggesting an upside of 12.64% from the current price of $33.31 [3]. The average target price for LiveRamp Holdings Inc, as forecasted by 8 analysts, is $38.13, with a high estimate of $50.00 and a low estimate of $28.00 [3].

LiveRamp Holdings Inc reported strong financial performance in Q4, beating both top and bottom line expectations for the fifth consecutive quarter. The company achieved a 13% revenue growth for FY25, marking the third consecutive year of hitting their 10-15% revenue growth target. Additionally, the company expanded its operating margin by 3 points, driving a 43% growth in operating income and achieving a record free cash flow quarter [3].

However, the company faced challenges in new logo signings and experienced selling pressure in the first half of the year, impacting overall performance. LiveRamp Holdings Inc built a heavy dose of conservatism into their guidance range due to macroeconomic uncertainty, which could impact variable revenue streams [3].

References:
[1] https://finance.yahoo.com/news/da-davidson-initiates-coverage-liveramp-032619881.html
[2] https://www.tradingview.com/news/tradingview:93a842a52320b:0-liveramp-holdings-director-sells-2-500-shares/
[3] https://www.gurufocus.com/news/2964988/liveramp-ramp-receives-positive-outlook-with-buy-rating-and-price-target-ramp-stock-news