LFTO (Liftoff Mobile, Inc.) reported a strong second quarter for 2026, with revenue rising $219.5 million, up 35.4% year over year. Gross profit climbed to $190.5 million, while operating profit improved sharply to $77.4 million, reflecting much stronger operating performance.
Profitability was still uneven at the bottom line, as net income attributable to common shareholders came in at a loss of $4.2 million, or $(0.03) per diluted share. Even so, cash generation was solid, with operating cash flow reaching $75.7 million, and capital spending remained relatively modest at $13.6 million.
The balance sheet also showed substantial liquidity, with cash and cash equivalents totaling $305.4 million. Total liabilities were $2.1 billion. Following the release, the stock fell 3.7% after market close.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Liftoff Mobile, Inc. Insider Trading Activity
Liftoff Mobile, Inc. insiders have traded $LFTO stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $LFTO stock by insiders over the last 6 months:
- ATLANTIC GENPAR, L.P. GENERAL purchased 1,304,347 shares for an estimated $29,999,981
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Liftoff Mobile, Inc. Hedge Fund Activity
We have seen 26 institutional investors add shares of Liftoff Mobile, Inc. stock to their portfolio, and 0 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORGES BANK added 1,200,000 shares (+inf%) to their portfolio in Q2 2026, for an estimated $28,824,000
- JPMORGAN CHASE & CO added 1,086,710 shares (+inf%) to their portfolio in Q2 2026, for an estimated $26,102,774
- FEDERATED HERMES, INC. added 750,000 shares (+inf%) to their portfolio in Q2 2026, for an estimated $18,015,000
- BOSTON PARTNERS added 713,997 shares (+inf%) to their portfolio in Q2 2026, for an estimated $17,150,207
- AMERICAN CENTURY COMPANIES INC added 703,831 shares (+inf%) to their portfolio in Q2 2026, for an estimated $16,906,020
- CAPRICORN FUND MANAGERS LTD added 508,551 shares (+inf%) to their portfolio in Q2 2026, for an estimated $12,215,395
- GEODE CAPITAL MANAGEMENT, LLC added 140,714 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,379,950
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Liftoff Mobile, Inc. Analyst Ratings
Wall Street analysts have issued reports on $LFTO in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- William Blair issued a "Outperform" rating on 06/29/2026
To track analyst ratings and price targets for Liftoff Mobile, Inc., check out Quiver Quantitative's $LFTO forecast page.
Liftoff Mobile, Inc. Price Targets
Multiple analysts have issued price targets for $LFTO recently. We have seen 12 analysts offer price targets for $LFTO in the last 6 months, with a median target of $34.5.
Here are some recent targets:
- Eric Sheridan from Goldman Sachs set a target price of $40.0 on 06/29/2026
- Bernie McTernan from Needham set a target price of $42.0 on 06/29/2026
- Clark Lampen from BTIG set a target price of $35.0 on 06/29/2026
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $33.0 on 06/29/2026
- Benjamin Black from Deutsche Bank set a target price of $37.0 on 06/29/2026
- Ross Sandler from Barclays set a target price of $34.0 on 06/29/2026
- Alec Brondolo from Wells Fargo set a target price of $32.0 on 06/29/2026
