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LiveRamp Holdings, Inc.
Technology · Software - Infrastructure
Made on Jun 16, 2026
Price at call $37.57
6-month call Neutral -2.2%
Target by Dec 2026 $36.73
Great value below $30.00
Model v0.3.0

Projection vs Actual (6M history + forecast)

Our straight 6-month prediction (bold) with a textured realism line, and the actual price overlaid from the prediction date forward.

Forecast

One directional 6-month call and the six monthly points we'll be scored against. Predicted Jun 16, 2026 3:11 am
Neutral RAMP trends range-bound to $36.73 (-2.2% from $37.57) by Dec 2026.
Monthmonths after the call Datewhen it gets graded Predictedthe claim: closing price Current priceactual close — fills in over time Predicted returnpredicted vs $37.57 at call
Prediction made Jun 16, 2026 $37.57 at call
M1 Jul 16, 2026 $37.43 -0.4%
What actually happened: closed $38.01 on Jul 16, 2026 = +1.2% vs the call (predicted -0.4%)  ·  direction HIT (called flat, was flat)  ·  off by 1.5 pp  ·  accuracy 10/10  ·  S&P +0.3% over the same window — lagged it
M2 Aug 16, 2026 $37.29 -0.7%
What actually happened: closed $37.85 on Aug 14, 2026 = +0.8% vs the call (predicted -0.8%)  ·  direction HIT (called flat, was flat)  ·  off by 1.5 pp  ·  accuracy 10/10  ·  S&P +3.7% over the same window — beat it
M3 Sep 16, 2026 $37.15 -1.1%
M4 Oct 16, 2026 $37.01 -1.5%
M5 Nov 16, 2026 $36.87 -1.9%
M6 Dec 16, 2026 $36.73 -2.2%

Deserved value (DCF/composite) is $32.84; over 6 months we project closing only part-way to it (reach 17.8%). Value-only — see Not Yet Modeled below.

Weaknesses

0 blocking · 0 degraded · 2 notes — follow the chain top-down (cause → effect).
  • Note
    Valuation anchor absent: dcf.
    anchor:dcf
  • Note
    Valuation anchor absent: anchored_pe.
    anchor:anchored_pe

Equation Inputs

Everything feeding the v0.3.0 model — value anchors, the stock's own price behaviour, and the tunable knobs.

Value anchors (from deep analysis)

Price at call$37.57
Composite fair value$27.78
Signal-adjusted fair value$27.78
DCF fair value
Anchored-PE fair value
Buy-below (value lens)$30.00
Value net score-62
Value confidence6 / 10
Quality net score+91
Memo confidence7 / 10
Deserved value (base)$27.78
Quality tilt+18.2%
Deserved value (used)$32.84
Coherence (value × quality)0.50

Price behaviour (trailing — shapes the realism line)

Realized volatility (annualized) 1m 81.8%  3m 56.8%  6m 49.5%  
Daily σ (realism noise)3.6%
Beta vs S&P 500 1m -0.17  3m 0.08  5m 0.46  
Trailing 6-month return24.0%

Knobs (equation params)

Deserved wt · DCF0.5
Quality tilt cap (±)0.2
Horizon reach (6mo)0.45
Coherence floor (conflict)0.5
Conviction gain / pt0.06
Realism mean-reversion φ0.85
Conviction floor0.4
Deserved wt · composite0.5
Realism vol window3m
Neutral band (%)5
Horizon (months)6
Realism σ fallback0.015

Version & Tech Chain

What produced this prediction — stamped on the record so versions can be compared by success rate later.
Model v0.3.0 #6bd904191719

Tech composition (what this version is built from)

#ProcessKindGroup
1 Synthesis valuation-synthesis deterministic final
2 Scenario Analysis scenario-valuation deterministic valuation
3 Valuation / Mispricing ext-lens-value llm extended
4 Company Quality ext-lens-quality llm extended
5 Forensic Memo (combiner) ext-forensic-memo llm extended
6 Classification company-classification llm foundation
7 Live Quote fmp-quote data market-data

Inputs used (the runs that fed this prediction)

Upstream processRanLagRun id
company-classification Jun 16, 2026 freshest RAMP-20260616-030002-b1d5
ext-forensic-memo Jun 16, 2026 freshest ext-RAMP-20260616-031005-008d
ext-lens-quality Jun 16, 2026 freshest ext-RAMP-20260616-031005-008d
ext-lens-value Jun 16, 2026 freshest ext-RAMP-20260616-031005-008d
scenario-valuation Jun 16, 2026 freshest RAMP-20260616-030002-b1d5
valuation-synthesis Jun 16, 2026 freshest RAMP-20260616-030002-b1d5

Inputs flagged 7d+ behind the freshest one may be stale relative to the rest of the analysis.

Saved History

2 frozen snapshots — the record we score once predictions mature.
MadeModelCallAt callTargetExp.Eval due
Aug 1, 2026 v0.6.0 Neutral $37.87 $36.00 -4.9% Feb 2027 view
Jun 16, 2026 v0.3.0 Neutral $37.57 $36.73 -2.2% Dec 2026 viewing

Not Yet Modeled

What this v0.3.0 forecast deliberately ignores — the work ahead, in plain sight.
  • Signal-adjusted fair value ($27.78) — the red-flag-adjusted anchor isn't the primary input yet (we use the raw DCF/composite blend, which double-counts DCF).
  • Recent momentum / drift — the line takes off straight; the trailing 6-month move (24%) doesn't bend the slope.
  • Market beta — computed (1–5mo) for context but does not condition the path.
  • Earnings dates, catalysts, and known events — not modeled.
  • Macro regime & sector rotation — not modeled.
  • Horizon is a fixed 6-month assumption, not a modeled time-to-target.
  • Outcome scoring — predictions aren't yet graded against realized price once the evaluation date passes.