Liftoff Mobile 2026 forward adjusted EBITDA valuation

Sources

1. October 9 Model Edge reference LFTO price $15.41, timestamp 2026-10-09T15:02:40.625028-06:00; operating assumptions unchanged. (accessed 2026-10-09)
2. October 9 -4.58% investigated through company-specific filing/transcript discovery and web search; no verified fresh operating catalyst found. Preserve existing FY2026 growth 27.694%, adjusted EBITDA margin 58.743%, 10x multiple, $1,131.165M face-value net debt and 169.330527M common-share anchor. Current price $15.41 refreshes upside only. No unsupported peer rerating or inferred guidance cut. — modeledge.ai (accessed 2026-10-09)
3. September 10 Modeledge reference share price $17.55; market price alone is not used to revise operating forecasts. (accessed 2026-09-10)
4. Q2 10-Q reports $1,436.563M debt principal versus $1,410.699M after issuance costs and $305.398M cash. Correct net debt to $1,131.165M, adding back $25.864M debt issuance costs. Existing full-year revenue/EBITDA assumptions already approximate the $875M/$514M guidance midpoints. The 169.330527M model share count is common shares, not a completed treasury-stock diluted count. — modeledge.ai (accessed 2026-09-10)
5. Q2 2026 revenue was $220M and adjusted EBITDA was $132M. FY2026 guidance is $870M-$880M of revenue and $510M-$518M of adjusted EBITDA. — investors.liftoff.ai (accessed 2026-08-12)
6. At June 30, 2026, cash was $305.398M, current and long-term debt totaled $1.410699B, and 169.330527M common shares were outstanding. — sec.gov (accessed 2026-08-12)