Liftoff Mobile, Inc.


November 12, 2026

FIRST LOOK

By Vasily Karasyov

We think the better-than-expected results and Q4 guidance are the first step in the right direction that LFTO could have used last quarter. In addition to LFTO’s performance in Q3, APP’s and U’s results provided…

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September 5, 2026

Initiating coverage

By Vasily Karasyov

We think LFTO shares are likely to remain range-bound for some time, for two reasons. First, the optics of the company’s first guidance as a public company were not ideal. Second, APP’s Q2 results and…

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