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Deutsche Bank Starts Liftoff Mobile (LFTO) at Buy

Mon, 29 Jun 2026 07:19:26 -0400

(Updated - June 29, 2026 7:19 AM EDT)

Deutsche Bank analyst Benjamin Black initiates coverage on Liftoff Mobile (NASDAQ: LFTO) with a Buy rating and a price target of $37.00.

The analyst comments "Liftoff is a unique ad-tech platform whose differentiation arises from its combination of a scaled DSP + SSP in the app ecosystem, where engagement is large, rising and still materially undermonetized — whereby monetization typically follows eyeballs once targeting, attribution and ROAS improve. The key differentiator is Cortex: Liftoff’s neural-net bidding engine is comparable to AppLovin’s AXON and Unity’s Vector, but its multi-vertical data set across gaming, finance, commerce,

Deutsche Bank Starts Liftoff Mobile (LFTO) at Buy

Mon, 29 Jun 2026 07:19:26 -0400

(Updated - June 29, 2026 7:19 AM EDT)

Deutsche Bank analyst Benjamin Black initiates coverage on Liftoff Mobile (NASDAQ: LFTO) with a Buy rating and a price target of $37.00.

Needham Starts Liftoff Mobile (LFTO) at Buy

Mon, 29 Jun 2026 06:54:24 -0400

Needham analyst Bernie McTernan initiates coverage on Liftoff Mobile (NASDAQ: LFTO) with a Buy rating and a price target of $42.00.

The analyst comments "We initiate coverage on LFTO with a Buy rating and $42 PT. We think continued tech improvements and machine learning advancements should allow LFTO to continue to ride the wave of mobile app advertisers spending to users. LFTO has a differentiated approach relative to peers like APP and U, working with advertisers and publishers inside and outside the mobile gaming ecosystem as well as vertical specific last mile solutions. We think the risk reward in shares is

Needham Starts Liftoff Mobile (LFTO) at Buy

Mon, 29 Jun 2026 06:54:24 -0400

Needham analyst Bernie McTernan initiates coverage on Liftoff Mobile (NASDAQ: LFTO) with a Buy rating and a price target of $42.00.

Cantor Fitzgerald Starts Liftoff Mobile (LFTO) at Overweight

Mon, 29 Jun 2026 06:35:27 -0400

(Updated - June 29, 2026 6:35 AM EDT)

Cantor Fitzgerald analyst Deepak Mathivanan initiates coverage on Liftoff Mobile (NASDAQ: LFTO) with a Overweight rating and a price target of $33.00.

The analyst comments "We are initiating coverage of LFTO with an Overweight rating and $33 price target (21% upside). LFTO is a leading advertising platform with a full suite of tools for both demand and supply sides in the mobile app ecosystem. Our bullish stance on LFTO is centered on three key points: 1) There is significant runway for LFTO in mobile app advertising and new tailwinds from AI apps could be

Cantor Fitzgerald Starts Liftoff Mobile (LFTO) at Overweight

Mon, 29 Jun 2026 06:35:27 -0400

(Updated - June 29, 2026 6:35 AM EDT)

Cantor Fitzgerald analyst Deepak Mathivanan initiates coverage on Liftoff Mobile (NASDAQ: LFTO) with a Overweight rating and a price target of $33.00.

Raymond James Starts Liftoff Mobile (LFTO) at Outperform

Mon, 29 Jun 2026 06:07:49 -0400

Raymond James analyst Andrew Marok initiates coverage on Liftoff Mobile (NASDAQ: LFTO) with a Outperform rating and a price target of $32.00.

The analyst comments "We are initiating coverage of Liftoff (LFTO) with an Outperform rating and $32 price target. We see a number of positive aspects to the Liftoff story, including: 1) a fast-growing mobile inapp advertising market with room for multiple leaders, in which Liftoff is among the lead pack; 2) differentiated tech that allows Liftoff to grow quickly in various verticals and gives the company an “in” to the faster-growing non-gaming portion of the market; 3) consistent performance-based

Raymond James Starts Liftoff Mobile (LFTO) at Outperform

Mon, 29 Jun 2026 06:07:49 -0400

Raymond James analyst Andrew Marok initiates coverage on Liftoff Mobile (NASDAQ: LFTO) with a Outperform rating and a price target of $32.00.

UBS Starts Liftoff Mobile (LFTO) at Buy

Mon, 29 Jun 2026 06:01:30 -0400

(Updated - June 29, 2026 6:01 AM EDT)

UBS analyst Stephen Ju initiates coverage on Liftoff Mobile (NASDAQ: LFTO) with a Buy rating and a price target of $38.00.

The analyst comments "We initiate on Liftoff Mobile (LFTO) with a Buy and $38 PT (~47% upside), as we believe the market underestimates both the structural under-monetization of mobile app advertising and LFTO’s ability to capture incremental share via superior return on ad spend (ROAS) delivery. The stock trades at 9x, despite LFTO delivering ~21% revenue CAGR (2025-2027E) and expanding Adj. EBITDA margins from ~55% to ~59%. The core misunderstanding is that LFTO

UBS Starts Liftoff Mobile (LFTO) at Buy

Mon, 29 Jun 2026 06:01:30 -0400

(Updated - June 29, 2026 6:01 AM EDT)

UBS analyst Stephen Ju initiates coverage on Liftoff Mobile (NASDAQ: LFTO) with a Buy rating and a price target of $38.00.

Wells Fargo Starts Liftoff Mobile (LFTO) at Overweight

Mon, 29 Jun 2026 05:48:01 -0400

(Updated - June 29, 2026 5:48 AM EDT)

Wells Fargo analyst Alec Brondolo initiates coverage on Liftoff Mobile (NASDAQ: LFTO) with a Overweight rating and a price target of $32.00.

The analyst comments "We are constructive on non-game app user acquisition spend in the NT as the World Cup has driven an inflection in iGaming & prediction market app D/L growth, and in the MT as we expect more funding of AI consumer apps over time. Initiate OW, $32 PT. We believe iGaming & prediction market UA spend has inflected positively during the World Cup, setup into 2Q EPS +VE. Kalshi, Polymarket,

Wells Fargo Starts Liftoff Mobile (LFTO) at Overweight

Mon, 29 Jun 2026 05:48:01 -0400

(Updated - June 29, 2026 5:48 AM EDT)

Wells Fargo analyst Alec Brondolo initiates coverage on Liftoff Mobile (NASDAQ: LFTO) with a Overweight rating and a price target of $32.00.

Wells Fargo Starts Liftoff Mobile (LFTO) at Overweight

Mon, 29 Jun 2026 05:48:01 -0400

(Updated - June 29, 2026 5:48 AM EDT)

Wells Fargo analyst Alec Brondolo initiates coverage on Liftoff Mobile (NASDAQ: LFTO) with a Overweight rating and a price target of $32.00.

Wells Fargo Starts Liftoff Mobile (LFTO) at Overweight

Mon, 29 Jun 2026 05:48:01 -0400

(Updated - June 29, 2026 5:48 AM EDT)

Wells Fargo analyst Alec Brondolo initiates coverage on Liftoff Mobile (NASDAQ: LFTO) with a Overweight rating and a price target of $32.00.

William Blair Starts Liftoff Mobile (LFTO) at Outperform

Mon, 29 Jun 2026 05:32:28 -0400

William Blair analyst Ralph Schackart initiates coverage on Liftoff Mobile (NASDAQ: LFTO) with a Outperform rating.

The analyst comments "Large and Growing Market. According to eMarketer, global mobile ad spending was estimated at roughly $554 billion in 2025 and is projected to expand to about $812 billion by 2029. This represents roughly a 10% compound annual growth rate (CAGR) compared with in-app mobile ad spending at a roughly 13.2% CAGR, primarily a function of younger consumer engagement. The company’s serviceable addressable market (SAM) is estimated at an 11% CAGR through 2030, based on an Altman Solon report. Within this market, non-gaming

William Blair Starts Liftoff Mobile (LFTO) at Outperform

Mon, 29 Jun 2026 05:32:28 -0400

William Blair analyst Ralph Schackart initiates coverage on Liftoff Mobile (NASDAQ: LFTO) with a Outperform rating.

Wolfe Research Starts Liftoff Mobile (LFTO) at Peerperform

Mon, 29 Jun 2026 05:12:57 -0400

Wolfe Research analyst Shweta Khajuria initiates coverage on Liftoff Mobile (NASDAQ: LFTO) with a Peerperform rating.

The analyst comments "Liftoff's mission is to connect people to the mobile apps they enjoy. Liftoff helps advertisers, mobile app developers, and DSPs generate healthy ROI on their ad spend (user acquisition, app installs, and engagement) and helps publishers scale revenue. Liftoff has 160K+ SDK integrations, reaches 1.4B+ DAUs, powers $140B of economic activity, and has 1K+ advertisers globally. For 2026 we estimate $856MM in Revenue (25% Y/Y) and $487MM in EBITDA (57% margin). Initiating with PP rating - see our investment conclusion on pg

Wolfe Research Starts Liftoff Mobile (LFTO) at Peerperform

Mon, 29 Jun 2026 05:12:57 -0400

Wolfe Research analyst Shweta Khajuria initiates coverage on Liftoff Mobile (NASDAQ: LFTO) with a Peerperform rating.

Goldman Sachs Starts Liftoff Mobile (LFTO) at Buy

Mon, 29 Jun 2026 03:53:05 -0400

Goldman Sachs analyst Eric Sheridan initiates coverage on Liftoff Mobile (NASDAQ: LFTO) with a Buy rating and a price target of $40.00.

The analyst comments: “Liftoff is a mobile app monetization platform that facilitates the buying, selling, and measurement of ads within mobile apps, operating a unified platform as both a Demand-Side Platform (DSP) and a Supply-Side Platform (SSP), powered by its proprietary AI neural network prediction technology, Cortex, and supported by configurable Adapters. We view Liftoff as positively levered to several secular growth themes across the digital advertising landscape, including the expanding global in-app advertising market, the continued shift toward

Goldman Sachs Starts Liftoff Mobile (LFTO) at Buy

Mon, 29 Jun 2026 03:53:05 -0400

Goldman Sachs analyst Eric Sheridan initiates coverage on Liftoff Mobile (NASDAQ: LFTO) with a Buy rating and a price target of $40.00.

Jefferies Starts Liftoff Mobile (LFTO) at Buy

Mon, 29 Jun 2026 03:20:55 -0400

Jefferies analyst James Heaney initiates coverage on Liftoff Mobile (NASDAQ: LFTO) with a Buy rating and a price target of $34.00.

The analyst comments: “We view LFTO as a winner in the large and fast-growing performance ad market for mobile apps. Over the next 3 years, we model LFTO growing rev at a 20% CAGR ('25-28E) with EBITDA margin expansion to 60%+ (from 55%) with potential upside from tech enhancements to its Cortex model. In our view, there is room for multiple winners in the mobile ad market with APP, U, and LFTO all able to deliver sustained DD rev growth.

Jefferies Starts Liftoff Mobile (LFTO) at Buy

Mon, 29 Jun 2026 03:20:55 -0400

Jefferies analyst James Heaney initiates coverage on Liftoff Mobile (NASDAQ: LFTO) with a Buy rating and a price target of $34.00.

Barclays Starts Liftoff Mobile (LFTO) at Overweight

Mon, 29 Jun 2026 02:53:56 -0400

Barclays analyst Ross Sandler initiates coverage on Liftoff Mobile (NASDAQ: LFTO) with a Overweight rating and a price target of $34.00.

The analyst comments: “The newer generation of ad tech companies like LFTO, APP (not covered) and others are benefiting from important structural differences (compared to their legacy peers) that appear durable: 1) App-based digital advertising is a bigger and more concentrated industry than its web-based predecessors; 2) Ad tech has shifted from reach and frequency to hard-core performance, unlocked by new AI/ML capabilities; 3) These changes are happening at a time where the largest digital advertisers are over-allocated to the

Barclays Starts Liftoff Mobile (LFTO) at Overweight

Mon, 29 Jun 2026 02:53:56 -0400

Barclays analyst Ross Sandler initiates coverage on Liftoff Mobile (NASDAQ: LFTO) with a Overweight rating and a price target of $34.00.

Morgan Stanley Starts Liftoff Mobile (LFTO) at Equalweight

Mon, 29 Jun 2026 02:51:55 -0400

Morgan Stanley analyst Matthew Cost initiates coverage on Liftoff Mobile (NASDAQ: LFTO) with a Equalweight rating and a price target of $30.00.

The analyst comments: “A Scaled Mobile Performance Advertising Platform, With Significant Opportunity Beyond Gaming: Liftoff is an independent mobile advertising platform that helps app developers acquire, re-engage, and monetize users across the broader app economy. The company operates a unified DSP and SSP platform powered by Cortex, its proprietary neural-network prediction engine, which continuously improves campaign performance through self-learning and data feedback loops. While mobile gaming remains an important part of the business, more than 50% of advertiser revenue