Added to YB: 2026-09-07
Pitch date: 2026-09-03
LFTO [neutral]
Liftoff Mobile, Inc.
Author Info
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Company Info
Liftoff Mobile, Inc. provides mobile advertising, monetization, and performance marketing solutions in the United States, the Asia Pacific, Europe, the Middle East, Africa, Canada, and Latin America.
Market Cap
$3.2B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.10
P/E
68.48
EV/Sales
5.35
Sector
Media
Category
growth
Liftoff Mobile (LFTO): the baby AppLovin is on sale. New Position?
LFTO (watchlist): Keep Liftoff Mobile on watch after its post-IPO decline: Q2 revenue rose 35% to $219.5M, adjusted EBITDA margin expanded to 60%, and free cash flow reached $50M, while the shares trade near 8x guided EBITDA. The key event is Blackstone’s late-November/early-December 2026 lockup expiry, which could bring supply or clear the overhang; flat sequential Q3 guidance and platform dependence remain risks.
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