LivePerson (NASDAQ:LPSN) Posts Earnings Results, Misses Expectations By $2.39 EPS

LivePerson (NASDAQ:LPSN) issued its quarterly earnings data on Thursday. The technology company reported ($4.14) earnings per share for the quarter, missing analysts’ consensus estimates of ($1.75) by ($2.39), FiscalAI reports. The company had revenue of $59.29 million during the quarter, compared to the consensus estimate of $52.54 million.

Here are the key takeaways from LivePerson’s conference call:

• LivePerson beat Q4 guidance on both top and bottom lines, delivering adjusted EBITDA of $10.8M driven by cost restructuring and higher variable revenue, and closed the quarter with about $95M in cash.
• The company launched Syntrix to GA — a conversation-simulation and AI assurance platform (conversation‑based/consumption pricing) with early paying customers across banking, telecom, and technology, positioned as an upsell and retention lever.
• Partnership momentum with Google Cloud accelerated (standardized on Gemini, RCS channel launched), and Marketplace transactions — including a multi‑million renewal — are expected to become a material revenue channel and help reduce churn by year‑end 2026.
• 2026 guidance implies revenue of $195M–$207M (a year‑over‑year decline) and adjusted EBITDA of a $4M loss to $7M gain, with positive net new ARR only expected in H2 and net revenue retention at 78%, signaling near‑term pressure on growth.

LivePerson Stock Performance

LPSN stock traded up $0.09 on Friday, hitting $2.78. 138,639 shares of the company’s stock were exchanged, compared to its average volume of 153,158. The firm has a 50 day moving average price of $3.16 and a two-hundred day moving average price of $5.99. LivePerson has a 12-month low of $2.56 and a 12-month high of $21.60. The stock has a market cap of $32.97 million, a P/E ratio of -0.10 and a beta of 1.42.

Analysts Set New Price Targets

LPSN has been the subject of several analyst reports. Weiss Ratings reissued a “sell (e+)” rating on shares of LivePerson in a research report on Monday, December 29th. Wall Street Zen raised shares of LivePerson from a “sell” rating to a “hold” rating in a research report on Saturday, November 15th. One analyst has rated the stock with a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Reduce”.

Trending Headlines about LivePerson

Here are the key news stories impacting LivePerson this week:

• Positive Sentiment: Q4 revenue and profitability signals beat expectations: Total revenue was ~$59.3M, above guidance, and adjusted EBITDA came in above the high end of guidance; gross profit improved and operating loss narrowed, signaling operational progress. PR: Q4 2025 Financial Results
• Positive Sentiment: New product integrations and partnerships create growth catalysts: the company launched LivePerson Sync (integration with Salesforce, Microsoft, ServiceNow via partner Coral Active) and is rolling out Syntrix while expanding a Google partnership — both could help accelerate sales/product adoption. Seeking Alpha: Syntrix launch & Google partnership
• Neutral Sentiment: Guidance is mixed: FY2026 revenue guidance of $195M–$207M (midpoint ≈ $201M) is slightly below consensus (~$204.8M), but Q1 2026 revenue guidance of $53M–$55M is above street estimates — outcome depends on execution against the new product pipeline. Seeking Alpha: Guidance
• Negative Sentiment: GAAP earnings and cash position raise concerns: the company reported a sizable quarterly loss (GAAP EPS widely reported as negative), and cash & equivalents declined year-over-year to roughly $95M in some reports; large GAAP charges and insider selling noted in filings/third-party summaries add to near-term risk. Yahoo Finance: Q4 highlights & call QuiverQuant: financial details & insider activity

Institutional Investors Weigh In On LivePerson

Several institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its holdings in shares of LivePerson by 2.7% during the third quarter. Vanguard Group Inc. now owns 3,830,467 shares of the technology company’s stock valued at $2,233,000 after acquiring an additional 100,727 shares in the last quarter. Quadrature Capital Ltd acquired a new stake in LivePerson in the 4th quarter worth approximately $253,000. Aequim Alternative Investments LP purchased a new stake in LivePerson during the 4th quarter worth approximately $469,000. Marshall Wace LLP purchased a new stake in LivePerson during the 4th quarter worth approximately $788,000. Finally, TENOR CAPITAL MANAGEMENT Co. L.P. acquired a new position in LivePerson during the 3rd quarter valued at approximately $1,849,000. Institutional investors and hedge funds own 79.83% of the company’s stock.

LivePerson Company Profile

LivePerson, Inc is a technology company that develops conversational commerce and customer engagement software powered by artificial intelligence. Its platform enables businesses to connect with consumers through real-time messaging channels, transforming customer support and sales operations into interactive experiences. The company’s solutions are designed to reduce friction, boost consumer satisfaction and drive higher conversion rates by merging automated and human-assisted interactions.

The company’s flagship offering, the LiveEngage platform, provides enterprise-grade tools for managing live chat, chatbots and AI-driven virtual assistants across multiple channels.