LiveRamp Extends and Adds $200 million to its Share Repurchase Authorization
MWN-AI** Summary
LiveRamp® (NYSE: RAMP), a prominent player in data collaboration technology, announced a significant update to its share repurchase program on February 12, 2026. The company’s Board of Directors has increased the share repurchase authorization by $200 million, raising the total to $1.5 billion, and extended the program's expiration to December 31, 2027. This expansion leaves approximately $337 million available for future purchases until the end of the calendar year 2027.
CFO Lauren Dillard expressed confidence in LiveRamp's long-term growth potential, asserting that the current stock price does not reflect the company's value, especially in an AI-driven market. Dillard noted that while some investors are concerned about software being potentially displaced by AI, LiveRamp’s services are increasingly essential, as AI relies heavily on data access. With a robust balance sheet and consistent cash flow, LiveRamp plans to facilitate its share repurchase strategy in response to market conditions, emphasizing opportunities to take advantage of perceived undervaluation.
The company is poised to make share repurchases based on various factors, including market dynamics and capital availability. However, LiveRamp retains the discretion to modify or terminate the program at any time.
As a leader in data collaboration, LiveRamp connects advertisers, publishers, and data providers to enhance marketing effectiveness and consumer engagement. The company is committed to fostering a responsible data ecosystem, leveraging its strong position in an evolving landscape shaped by AI and data requirements.
Investors are advised to consider forward-looking statements and potential risks outlined in the company's official reports, which may provide insights into the execution of these repurchases and overall performance expectations.
MWN-AI** Analysis
LiveRamp's recent announcement to extend its share repurchase authorization by $200 million, increasing the total to $1.5 billion, signals strong management confidence in the company’s valuation amidst market volatility. With approximately $337 million available for share repurchases until late 2027, investors should view this commitment as a vote of confidence from the company’s executive team regarding its long-term growth potential.
The CFO’s remarks emphasize the robust performance of LiveRamp’s data collaboration platform in an expanding AI-driven ecosystem. The current market sentiment has led to apprehensions about software roles being disrupted by AI; however, LiveRamp positions itself as a critical player, arguing that AI's increasing hunger for data enhances its value proposition. This perspective suggests that, rather than being displaced, LiveRamp's business model stands to benefit from the growing demand for sophisticated data handling and integration.
Investors should consider that share buybacks can signal undervaluation, and with LiveRamp’s strong balance sheet and cash generation capabilities, the company is well-positioned to take advantage of this mispricing. However, potential investors must remain cognizant of market conditions impacting stock prices and overall performance. The confirmation that share repurchases will hinge on these factors points to a strategic, rather than hasty, approach to capital allocation.
Overall, this update presents an opportunity for investors to reassess LiveRamp's stock. Given the company’s emphasis on long-term growth and the strategic expansion of its share repurchase authorization, it represents an attractive entry point for those looking to invest in an innovative leader in the data collaboration space, especially in an increasingly data-driven market landscape. Proceeding with mindfulness regarding external market dynamics and the execution of repurchase strategies is advisable as these will ultimately dictate the timing and effectiveness of such an initiative.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
SAN FRANCISCO, Feb. 12, 2026 (GLOBE NEWSWIRE) -- LiveRamp® (NYSE: RAMP), the leading data collaboration platform, today announced that its Board of Directors increased the Company’s share repurchase authorization by $200 million to $1.5 billion and extended the expiration by one year to December 31, 2027.
With this program expansion, the Company has approximately $337 million currently available for share repurchases through the end of calendar 2027.
Commenting on the announcement, CFO Lauren Dillard said, “We are highly confident in LiveRamp’s long-term growth outlook and believe the current share price materially undervalues both our business and our role in an increasingly AI-driven ecosystem. Recent market dislocation reflects broader concerns about software displacement by AI, but we see the opposite dynamic at work – AI is data-hungry, and LiveRamp operates the largest and most interoperable data network in our space. With a strong balance sheet and durable cash flow generation, we have significant capacity to act on this disconnect by accelerating our share repurchase program over the coming months.”
The timing and amounts of any purchases will be based on market conditions and other factors, including price and capital availability. The Company reserves the right to modify or terminate this program and authorization at any time.
About LiveRamp
LiveRamp is a leading data collaboration technology company, empowering marketers and media owners to deliver and measure marketing performance everywhere it matters. LiveRamp’s data collaboration network seamlessly unites data across advertisers, platforms, publishers, data providers, and commerce media networks—unlocking deep insights, delivering transformational consumer experiences, and driving measurable growth.
Built on a foundation of strict neutrality, interoperability, and global scale, LiveRamp enables organizations to maximize the value of their data while accelerating innovation. Trusted by many of the world’s leading brands, retailers, financial services providers, and healthcare innovators, LiveRamp is helping shape the future of responsible data collaboration in an AI-driven, outcomes-focused world where advertisers reach intended audiences and consumers receive more relevant advertising messages.
LiveRamp is headquartered in San Francisco, California, with offices worldwide. Learn more at LiveRamp.com.
Forward-Looking Statements
This press release contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, including statements regarding how and when the Company may execute repurchases. These statements, which are not statements of historical fact, are based on management’s current estimates, assumptions, projections and/or expectations and are subject to certain risks, uncertainties and other factors, some of which are beyond the Company’s control and are difficult to predict, including, but not limited to, potential changes in the market price of the Company’s common stock and changes in the Company’s operating results, financial condition and cash requirements. These forward-looking statements are not guarantees of future performance and are subject to a number of factors and uncertainties that could cause the Company’s actual results and experiences to differ materially from the anticipated results and expectations expressed in the forward-looking statements. For a discussion of these and other risks and uncertainties, please refer to the Company’s Annual Report on Form 10-K for our fiscal year ended March 31, 2025, and the Company’s Quarterly Reports on Form 10-Q issued in fiscal year 2026. The financial information set forth in this press release reflects estimates based on information available at this time. The Company assumes no obligation and does not currently intend to update these forward-looking statements.
For more information, please contact:
Investor.Relations@LiveRamp.com
LiveRamp® and all other LiveRamp marks contained herein are trademarks or service marks of LiveRamp, Inc. All other marks are the property of their respective owners.
FAQ**
How does LiveRamp Holdings Inc. RAMP plan to utilize the increased share repurchase authorization to drive shareholder value over the next few years?
What specific strategies does LiveRamp Holdings Inc. RAMP have in place to address concerns about software displacement by AI in the data collaboration sector?
Can you elaborate on the role of LiveRamp Holdings Inc. RAMP in the AI-driven ecosystem and how it differentiates itself from competitors?
What are the key factors that could impact LiveRamp Holdings Inc. RAMP's ability to execute its share repurchase program effectively until the end of 2027?
**MWN-AI FAQ is based on asking OpenAI questions about LiveRamp Holdings Inc. (NYSE: RAMP).
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