Key Highlights

  • Liftoff Mobile was trading up 24.69% at USD 23.33 on Friday, November 13, 2026, in market data, after the company published third-quarter 2026 results and held its earnings call.
  • The third-quarter figures were not available in the material reviewed, so the yardstick is guidance of USD 217 million to USD 222 million in Revenue and USD 124 million to USD 128 million in adjusted EBITDA.
  • Second-quarter revenue was USD 219.51 million, up 35% from a year earlier, with adjusted EBITDA of USD 132 million, a 60% margin, and a net loss of USD 4.23 million.
  • Full-year 2026 guidance called for revenue of USD 870 million to USD 880 million and adjusted EBITDA of USD 510 million to USD 518 million, a Margin of about 59%.

Shares Leap After the Third-Quarter Release

Liftoff Mobile (NASDAQ:LFTO) was trading up 24.69% at USD 23.33 on Friday, November 13, 2026, after published headlines showed it had released third-quarter 2026 results and held an Earnings Call just before the session. No other company announcement explaining the move was found, and the reported figures were not available in the material reviewed. A prior close near USD 18.71 is implied (calculated). The Redwood City company runs an AI-powered platform, Cortex, for app marketing, creative and monetization, and came public on June 4, 2026. The screener move is the figure of record for the live session, and a published intraday quote showed a similar gain.

Guidance Sets the Bar for the Quarter

In August the company guided third-quarter revenue to USD 217 million to USD 222 million and adjusted EBITDA to USD 124 million to USD 128 million, a margin of 57% to 58%. Its second-quarter revenue of USD 219.51 million beat a published estimate of USD 207.99 million, and growth was 35% year over year. Full-year revenue guidance of USD 870 million to USD 880 million compared with a published consensus of about USD 855.6 million. Whether the new report beat, met or raised those marks is the main open question for this move.

Leverage, a Wide Trading Range and Volatility Risk

Market data show about USD 1.41 billion of Debt against trailing twelve-month EBITDA near USD 347 million, roughly 4.1 times (calculated), and USD 305 million of cash. Trailing Net Income was only USD 35.75 million. The shares had a 52-week range of USD 15.02 to USD 30.10, so USD 23.33 sits about 22% below the high (calculated). With 169.33 million shares outstanding, a market Capitalization near USD 2.9 billion was shown in mid-October, before this jump. A one-day gain of this size can retrace, and quoted figures change during the session. Balance Sheet figures are trailing and were last published before the new quarter, so they may have changed.

Where Things Stand

The most likely explanation is the third-quarter report, but the evidence is incomplete. Liftoff Mobile (NASDAQ:LFTO) was trading up 24.69% right after it released results and held its call, and no other catalyst was found. The report's figures were not available for review, so whether revenue and adjusted EBITDA beat the guided ranges is unverified. Debt of about USD 1.41 billion remains a risk. Next markers are the filing with full figures, any change to the full-year range and trading after the early rush.