Stock Markets February 5, 2026

Liftoff Mobile Delays IPO as Software Stocks Come Under Pressure

Backed by Blackstone, the mobile app marketing firm pauses planned $762 million share sale amid a sector-wide tech pullback

By Caleb Monroe
Liftoff Mobile Delays IPO as Software Stocks Come Under Pressure

Liftoff Mobile Inc., a mobile app marketing company with backing from Blackstone Inc., has put off an initial public offering that had been due to price Thursday evening, according to people familiar with the matter. The company had targeted up to $762 million in proceeds. The postponement comes amid broad weakness in technology equities, especially software shares, as investors reassess risks tied to advancing AI tools. Sources said the offering could be rebooked for a future date.

Key Points

  • Liftoff Mobile, backed by Blackstone, has delayed its IPO that was set to price Thursday evening; the firm was targeting up to $762 million.
  • The postponement coincides with a broader selloff in technology equities, with software stocks under particular pressure as investors weigh risks from advancing AI tools.
  • Declines in shares of comparable mobile app marketing companies, including AppLovin Corp., factored into the decision; the offering could be rescheduled but no new timetable was given.

Liftoff Mobile Inc., which counts Blackstone Inc. among its backers, has postponed the initial public offering that was scheduled to price Thursday evening, people familiar with the matter told reporters. The company had been aiming to raise as much as $762 million from the share sale.

The decision to delay the offering was made against the backdrop of a wider pullback in technology stocks, with the software sector in particular experiencing notable selling pressure. Market participants have grown concerned about how rapid developments in artificial intelligence could create new risks for operating companies, a dynamic that has contributed to reduced appetite for software-related IPOs.

Sources indicate the IPO may be rescheduled for a later date, though no new timetable was provided. The pause follows significant drops in the share prices of comparable businesses in the mobile app marketing category, including AppLovin Corp., a peer whose recent declines were cited as part of the broader market context influencing the decision.

Those involved in the issuance pointed to the challenging market reception for software names in recent weeks as a central factor. Investors have been reevaluating near-term revenue and margin prospects for companies exposed to rapid technological shifts, and that reassessment appears to have dampened demand for large new offerings in the space.

For Liftoff Mobile, the postponement halts an attempt to access public capital that would have raised substantial funds. While the company retains the option to relist the offering later, the timing and structure of any revived plan will likely depend on whether sentiment in software and technology stocks stabilizes.

This report is based on accounts from people familiar with the transaction; no additional details about new pricing plans or revised schedules were provided.

Risks

  • Continued weakness in software and broader technology stocks could keep IPO market conditions unfavorable, affecting Liftoff Mobile's ability to relaunch its offering - markets and equity capital formation.
  • Investor concern about the operational impact of advancing AI tools may prolong selling pressure on software-related companies, sustaining volatility in valuations - software sector.
  • The absence of a set rescheduling date creates uncertainty for Liftoff Mobile's fundraising plans and for stakeholders awaiting clarity on timing and potential pricing - capital markets and mobile app marketing sector.

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