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

LivePerson (NASDAQ:LPSN) released its quarterly earnings results on Thursday. The technology company reported ($4.14) earnings per share (EPS) 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 analyst estimates 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 Price Performance

Shares of NASDAQ LPSN traded up $0.08 during mid-day trading on Friday, hitting $2.77. The company’s stock had a trading volume of 146,116 shares, compared to its average volume of 153,252. LivePerson has a one year low of $2.56 and a one year high of $21.60. The company’s fifty day simple moving average is $3.16 and its 200-day simple moving average is $5.99. The stock has a market cap of $32.85 million, a price-to-earnings ratio of -0.10 and a beta of 1.42.

Analysts Set New Price Targets

A number of brokerages have weighed in on LPSN. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of LivePerson in a research note on Monday, December 29th. Wall Street Zen raised shares of LivePerson from a “sell” rating to a “hold” rating in a report on Saturday, November 15th. One research analyst has rated the stock with a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Reduce”.

Key Headlines Impacting 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 Trading of LivePerson

A number of institutional investors have recently bought and sold shares of the business. Quadrature Capital Ltd bought a new stake in shares of LivePerson during the 4th quarter valued at $253,000. Aequim Alternative Investments LP bought a new position in shares of LivePerson in the 4th quarter worth $469,000. Price T Rowe Associates Inc. MD acquired a new stake in shares of LivePerson during the fourth quarter worth $65,000. Marshall Wace LLP acquired a new stake in shares of LivePerson during the fourth quarter worth $788,000. Finally, TENOR CAPITAL MANAGEMENT Co. L.P. bought a new stake in LivePerson in the third quarter valued at about $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.