LFTO

Liftoff Mobile, Inc.

Nasdaq· CIK 0001850351

$16.69 +0.37 (+2.27%)

Oct 23 4:00 PM ET · prev $16.32

Market cap

$2.8B

Mid cap

Median target

$34.00

+104% · range $18.00–42.00

Since first trade

−41.3%

from $28.45 · Jun 4

30 days

+6.6%

from $15.66

Range since listing

$15.15–28.45

−41% from high · low Oct 2

Avg volume 20D

636.0K

shares / day

Short interest

🔒 Subscribers only

Insider net

+$60.0M

2 buyers · 0 sellers · 12 mo

New fund stakes

Q2 2026 13F · 0 exits

Filing reports

analyzed by SecBot

SecBot read BULLISH 4 reports · 90 days

Balance 0 bearish · 2 bullish · 1 mixed · 1 neutral oldest → newest, height = score

Avg score

·High conf. 2/4

Strongest BULLISH 15 institutional investors initiated new positions in Liftoff Mobile during Q2 2026, accumulating $238.4M in…

All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

R Jun 4 The SEC declared Liftoff Mobile's S-1 registration statement effecti…
B Jun 5 2 insiders buy $60.0M at $23.00
E Jun 5 Offering: Liftoff Announces Closing of Initial Public Offering and F…
A Jun 29 13 analysts initiate
I Jun 30 17 funds open new positions (13F)
R Aug 12 Liftoff Mobile reported Q2 FY2026 revenue of $219.5M (+35% YoY), sig…
X Aug 14 Short interest jumps 49.3% to 1.43M
X Sep 15 Short interest jumps 42.1% to 2.40M

Signal stack

Where each data set points today.

InsidersBULLISH

2 insiders bought $60.0M at an average $23.00. No open-market sales. Price is 27% below their cost.
InstitutionsBULLISH

Q2 2026: 17 added (17 new), 0 trimmed or exited. Largest new: Blackstone $2.0B, Citadel Advisors $40.8M.
TrendDOWNTREND

4% below its 50-day average.

Who's buying

13F· Q2 2026

new positions

exits

$2.4B

in new stakes

Fund	Move	Shares	Value
Blackstone Inc.	NEW	83,831,109	$2.0B
CITADEL ADVISORS LLC	NEW	1,697,259	$40.8M
Clearbridge Investments, LLC	NEW	1,528,336	$36.7M
Schonfeld Strategic Advisors LLC	NEW	1,488,835	$35.8M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	NEW	1,300,000	$31.2M
NORGES BANK	NEW	1,200,000	$28.8M
ALLIANCEBERNSTEIN L.P.	NEW	1,181,126	$28.4M
JPMORGAN CHASE & CO	NEW	1,086,710	$27.7M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

last action Oct 2026

12-month targets · 15 analysts

$16.69 $18.00 $34.00 $42.00

Price is below the lowest target. Median implies +104%.Targets as of Oct 27, 2026.

Recent actions

Date	Firm	Action	Rating
Oct 19, 2026	Cantor Fitzgerald MAINTAIN	MAINTAIN	Overweight
Oct 13, 2026	Morgan Stanley MAINTAIN	MAINTAIN	Equal-Weight
Oct 9, 2026	BTIG MAINTAIN	MAINTAIN	Buy
Sep 22, 2026	Piper Sandler INITIATE	INITIATE	Neutral
Sep 10, 2026	Freedom Capital Markets INITIATE	INITIATE	Hold
Sep 2, 2026	Tigress Financial MAINTAIN	MAINTAIN	Buy

Insider ledger

Form 4

$60.0M

bought · 2 insiders

sold · 0 insiders

−27.4%

vs their $23.00 cost

Date	Insider	Type	Value
Aug 17, 2026	Hansen Susan Rickard General Counsel	AWARD	25,940 sh
Aug 17, 2026	Clayton Patrick Principal Accounting Officer	AWARD	25,940 sh
Aug 4, 2026	RAFAEL BETSY Director	AWARD	$235.0K
Aug 4, 2026	Habiger David C Director	AWARD	$235.0K
Aug 4, 2026	Goldman Simon Robert Director	AWARD	$235.0K
Jun 5, 2026	General Atlantic (LFT), L.P. Director	BUY	$30.0M
Jun 5, 2026	GENERAL ATLANTIC GENPAR, L.P. Director	BUY	$30.0M

Earnings setup

Estimates

$0.20

EPS estimate, this quarter

3↑ 0↓

revisions, 30 days

Current-quarter EPS estimate

$0.000

90d

$0.112

60d

$0.112

30d

$0.169

$0.203

Now

Period	EPS est.	Range	30D rev.	Revenue
Current Q	$0.20	$0.14–$0.27	+81.9%	$221.5M
Next Q	$0.23	$0.18–$0.31	+53.7%	$232.2M
Current FY	$0.72	$0.62–$0.83	+225.5%	$878.7M
Next FY	🔒 Fresh data, subscribers only