• While the shares have surged since the last time we wrote, we think that the shares are still very attractive.
• After Q1 the picture of LiveRamp, the business which remains after AWS is sold has become a bit clearer.
• Based on some preliminary metrics, the shares aren’t expensively valued for a well positioned SaaS business.

Source: Acxiom Is Still Very Attractive – Acxiom Corporation (NASDAQ:ACXM) | Seeking Alpha