LFTO +23.38% today · Analysis updated Nov 13, 2026, 10:34 AM ET

Why is Liftoff Mobile, Inc. (LFTO) stock up today?

Liftoff Mobile reported its third quarter after the close on November 12, only its second report as a public company. Revenue rose 32% from a year earlier to $238 million, $16 million above the top of its own forecast and above the roughly $226 million analysts expected. Adjusted EBITDA (profit before interest, taxes, depreciation and some non-cash costs) was $145 million, a 61% margin and $17 million above the top of guidance. Earnings were $0.47 a share against about $0.18 expected, and free cash flow (cash left after investment spending) more than tripled to $93 million. For the fourth quarter it guided to $244-249 million of revenue, 26-28% growth. BTIG raised its target to $31 and Freedom Capital upgraded the stock to Buy. By about 10:26 AM ET the shares were up about 23% at $23.09.

News behind the analysis

Liftoff Mobile Announces Third Quarter 2026 Financial Results
GlobeNewswire (company release) · Nov 11, 2026
Revenue up 32% to $238 million and adjusted EBITDA of $145 million, both well above the high end of guidance; fourth-quarter outlook issued.
Earnings call transcript: Liftoff tops Q3 2026 guidance, shares jump 15% after hours
Investing.com · Nov 11, 2026
Revenue beat the top of guidance by $16 million and EBITDA by $17 million; free cash flow tripled to $93 million; Q4 revenue guide $244-249 million.
Why is Liftoff Mobile stock surging 20% today?
Investing.com · Nov 12, 2026
Pre-market surge tied to the beat, a higher outlook and an analyst upgrade from Hold to Buy.
BTIG raises Liftoff Mobile stock price target to $31 on earnings beat
Investing.com · Nov 12, 2026
BTIG lifted its target to $31 from $27 and kept a Buy rating; Freedom Capital upgraded to Buy with a $27 target.
Liftoff Mobile Q3 Earnings Call Highlights
MarketBeat via Yahoo Finance · Nov 12, 2026
396 customers above $100,000; more than half of advertiser revenue from outside gaming; implied full-year revenue $907-912 million.
LIFTOFF MOBILE ($LFTO) Releases Q3 2026 Earnings, Stock Rises
Quiver Quantitative · Nov 11, 2026
EPS of $0.47 versus $0.18 expected; revenue of $237.5 million versus about $226.2 million expected.

In the Daily Standout

November 13, 2026: the Daily Standout +23.38%

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