Are Investors Undervaluing Digital Turbine (APPS) Right Now?
Zacks Investment Research suggests that Digital Turbine (APPS) appears undervalued based on its proprietary Zacks Rank system and key valuation metrics. The stock currently holds a Zacks Rank #2 (Buy) and a Value grade of A, with P/E and P/B ratios significantly below industry averages. These indicators, combined with a strong earnings outlook, position APPS as a compelling value stock.
APPS PE Ratio & Valuation, Is APPS Overvalued
Digital Turbine Inc (APPS) is currently in the "Fair" valuation zone, with its forward PE ratio of 7.43 considered fair compared to its five-year average of 16.73. The article suggests a fair price range for APPS between $2.47 and $9.67 based on relative valuation. However, its P/S ratio of 0.56, being 53.68% above the industry average despite a 12.45% revenue growth, is deemed unsustainable.
Q3 2026 Digital Turbine Inc Earnings Call Transcript
Digital Turbine Inc. (APPS) reported strong Q3 2026 financial results, with a 12% year-over-year revenue growth to $151.4 million and a 76% increase in EBITDA, driven significantly by international markets. The company also improved its balance sheet by reducing its debt leverage ratio. Despite these positive indicators, challenges remain, including continued softness in US device volumes and competitive pressures in the gaming and app distribution sectors.
Craig-Hallum Initiates Digital Turbine(APPS.US) With Buy Rating
Craig-Hallum has initiated coverage on Digital Turbine (APPS.US) with a "Buy" rating. This indicates a positive outlook from the firm regarding the company's stock performance.
APPS vs. U: Which Stock Has an Edge in the AdTech Market?
This article compares Digital Turbine (APPS) and Unity Software (U) within the growing AdTech market, projected to expand at 15.4% from 2025-2030. Digital Turbine shows consistent growth across its On Device Solutions (ODS) and Application Growth Platform (AGP) segments, driven by strong advertiser demand and international expansion. Unity Software's AI Ad Platform, Vector, is experiencing rapid growth, though its ironSource ad network is declining, and the company faces rising costs from AI investments. Ultimately, APPS appears to be a stronger investment with a Zacks Rank #2 (Buy) compared to Unity's Zacks Rank #3 (Hold).
Vanguard disaggregates holdings; reports 0 shares in Digital Turbine (APPS)
Vanguard has amended its Schedule 13G filing for Digital Turbine (APPS), reporting zero beneficial ownership due to an internal realignment. This change reflects a reporting structure adjustment where Vanguard subsidiaries will now report holdings separately, rather than an actual sale of shares. The amendment cites SEC Release No. 34-39538 as the basis for this disaggregation.
APPS' Revenue Per Device in ODS Grows in Double Digits: What's Ahead?
Digital Turbine's On Device Solutions (ODS) business is showing robust growth with double-digit increases in revenue per device, driven by strong advertiser demand and global expansion. The company's ODS segment, which includes application and content media, remains its largest segment and contributes significantly to its revenues. Despite a decline in stock performance compared to its industry, Digital Turbine maintains a diversified partner base and a favorable valuation, with a Zacks Rank #2 (Buy).
APPS' Earnings Per Device in ODS See Double-Digit Growth: What Comes Next?
Digital Turbine's On Device Solutions (ODS) division has demonstrated robust growth, with device volume and revenue per device increasing over 20% year-over-year in Q3 FY26, driven by higher advertiser interest and increased smartphone shipments. The ODS segment generated $99.6 million in revenue, a 9% rise, and international markets contributed significantly to Ignite platform revenues for the first time. Despite strong past performance, the Zacks Consensus Estimate projects a slight decrease in fiscal 2026 earnings for Digital Turbine, which currently holds a Zacks Rank #2 (Buy).
APPS' Earnings Per Device in ODS See Double-Digit Growth: What Comes Next?
Digital Turbine's On Device Solutions (ODS) segment is experiencing strong growth, with device volume and revenue per device increasing over 20% year-over-year in Q3 fiscal 2026. The company's diversified partner base, competitive valuation, and Zacks Rank #2 (Buy) suggest potential for continued performance. Although fiscal 2026 earnings are projected to decrease, estimates have been revised upward, highlighting analyst confidence.
APPS' Revenue Per Device in ODS Grows in Double Digits: What's Ahead?
Digital Turbine's On Device Solutions (ODS) business is experiencing robust growth, driven by strong advertiser demand, resulting in double-digit year-over-year growth in device volume and revenue per device. The company's ODS offerings, including Application Media and Content Media, are simplifying mobile app discovery and content delivery through partnerships. Despite facing competition from companies like AppLovin and Unity Software, Digital Turbine's stock carries a Zacks Rank #2 (Buy) and is considered well-diversified.
APPS' Revenue Per Device in ODS Grows in Double Digits: What's Ahead?
Digital Turbine's On Device Solutions (ODS) business is experiencing robust growth, with over 20% year-over-year increase in device volume and revenue per device during Q3 fiscal 2026, driven by strong advertiser demand. The company's ODS segment generated $99.6 million, making it the largest segment, and it's also seeing global expansion, with over 30% of Ignite platform revenues from international markets. Despite competitive pressures from companies like AppLovin and Unity Software, Digital Turbine maintains diversification, and its stock carries a Zacks Rank #2 (Buy).
APPS' AGP Business Shows Double-Digit Growth: Is it Sustainable?
Digital Turbine's App Growth Platform (AGP) business is showing strong double-digit growth, driven by demand for its programmatic marketplace and strength in its brand business. The company is enhancing AGP with AI and machine learning for improved ad targeting and return on ad spend, while facing competition in the broader mobile ad-network and app monetization space from companies like AppLovin and Unity Software. Despite losing 13.9% in stock value over the past year, Digital Turbine (APPS) holds a Zacks Rank #2 (Buy), suggesting potential for future growth.
CreatorIQ hires ex-Digital Turbine CTO to build more AI marketing tools
CreatorIQ has appointed Senthil Kumaran, former CTO of Digital Turbine, as its new Chief Technology Officer. Kumaran will spearhead CreatorIQ's AI-driven roadmap, focusing on scaling its global engineering and enhancing its data infrastructure to advance creator marketing. This strategic hire aims to further establish CreatorIQ as an AI-native operating system for the rapidly evolving creator economy.
Granahan Investment Management LLC Purchases 2,489,376 Shares of Digital Turbine, Inc. $APPS
Granahan Investment Management LLC significantly increased its stake in Digital Turbine, Inc. by 77.2% in the third quarter, acquiring 2,489,376 additional shares. The firm now holds 5,713,937 shares, representing approximately 5.09% of the company, valued at $36.57 million. Digital Turbine recently exceeded Q3 earnings estimates with EPS of $0.18 and revenue of $151.4 million, and analysts currently rate the stock as a "Moderate Buy" with a consensus price target of $7.75.
Digital Turbine CEO to discuss AI's impact on media at Roth webcast
Digital Turbine (APPS) announced its participation in the 38th Annual Roth Conference on March 23-24, 2026. CEO Bill Stone will join a roundtable on "How AI Reshapes Media and Ad-Tech" on March 23, and both he and CFO Steve Lasher will host investor meetings. A live webcast of the roundtable will be available on the company's investor relations website.
Digital Turbine to Participate in 38th Annual Roth Conference
Digital Turbine, Inc. announced its participation in the 38th Annual Roth Conference on March 23rd and 24th, 2026. CEO Bill Stone will join a roundtable discussion on "How AI Reshapes Media and Ad-Tech," available via live webcast, while also hosting one-on-one and small group investor meetings with CFO Steve Lasher. The company empowers mobile consumer experiences for telcos, advertisers, and publishers with its end-to-end platform.
Digital Turbine to Participate in 38th Annual Roth Conference
Digital Turbine, Inc. announced its participation in the 38th Annual Roth Conference on March 23rd and 24th, 2026. CEO Bill Stone will join a roundtable discussion on "How AI Reshapes Media and Ad-Tech," and both Stone and CFO Steve Lasher will host investor meetings. The company empowers mobile consumer experiences for telcos, advertisers, and publishers with its end-to-end platform.
APPS or FFIV: Which Is the Better Value Stock Right Now?
This article analyzes Digital Turbine (APPS) and F5 Networks (FFIV) to determine which is a better value stock. Based on the Zacks Rank and Style Scores, APPS is rated as a #2 (Buy) and FFIV as a #3 (Hold). APPS shows more attractive valuation metrics, including lower P/E, PEG, and P/B ratios, suggesting it is currently the superior option for value investors.
APPS Shares Drop 10% Over the Past Month: Should You Buy, Sell, or Hold?
Digital Turbine (APPS) shares have dropped 10% in the past month, underperforming its industry peers like Unity Software and AppLovin. Despite challenges in a competitive market and a negative technical outlook, the company shows growth in its On Device Solutions (ODS) and Application Growth Platform (AGP) segments. Given its mixed outlook, Digital Turbine is currently rated a Zacks Rank #3 (Hold).
APPS Shares Drop 10% Over the Past Month: Should You Buy, Sell, or Hold?
Digital Turbine (APPS) shares have dipped 10% over the last month, underperforming its sector and competitors. While technical indicators suggest a bearish trend and the company faces intense competition, its On Device Solutions (ODS) and Application Growth Platform (AGP) segments are experiencing strong growth. Given the mixed outlook and stable fundamentals, the article suggests maintaining a "hold" position on the stock.
Tax-withholding share disposition by Digital Turbine (APPS) chief business officer
Digital Turbine's Chief Business Officer, Michael Akkerman, reported a tax-related disposition of 28,965 common shares at $4.19 per share. This was a tax-withholding disposition where units vested to cover taxes owed, not an open-market sale. Following this transaction, Akkerman directly owns 280,545 common shares of Digital Turbine (APPS).
Digital Turbine (APPS) CEO uses 2,607 units to cover vesting taxes
Digital Turbine, Inc. CEO William Gordon Stone III reported a Form 4 transaction where 2,607 units of common stock were disposed of to cover tax liabilities associated with vesting, at $4.06 per share. This was a tax-withholding transaction, not an open-market sale, meaning units were surrendered for taxes rather than new shares being issued. Following this transaction, Stone's direct ownership in the company stands at 1,747,539 shares of common stock.
Digital Turbine Appoints Ben John As Chief Technology Officer
Digital Turbine, a leader in mobile ecosystem growth solutions, has appointed Ben John as Chief Technology Officer. John, with over 20 years of experience in AI and advertising platforms, will lead the company's global engineering, product architecture, data-driven scaling, and AI development efforts. His appointment aims to accelerate innovation as the global mobile advertising market is projected to exceed $640 billion by 2030.
Digital Turbine (NASDAQ: APPS) CEO logs tax-withholding share disposal
Digital Turbine's CEO, William Gordon Stone III, reported a tax-related disposition of 1,968 shares of common stock. This transaction was not an open-market sale but rather a tax-withholding event tied to vesting units, aimed at covering tax liabilities. Following this, the CEO directly holds 1,750,146 shares.
Is Digital Turbine’s New AI-Driven CTO Appointment Reshaping the Investment Case for APPS?
Digital Turbine (APPS) recently appointed Ben John, an AI and ad-tech veteran, as CTO, signaling a strategic focus on AI-driven development and operational efficiency. This appointment comes alongside strong revenue and EBITDA growth and raised 2026 revenue guidance, suggesting AI will be key to converting top-line growth into sustainable margins. Investors are prompted to consider how this AI-focused leadership could impact the company's investment narrative, especially in light of evolving data privacy regulations.
Digital Turbine names Ben John as chief technology officer
Digital Turbine (NASDAQ:APPS) has appointed Ben John, formerly of Microsoft AI Copilot, as its new chief technology officer. John brings over 20 years of experience in AI and advertising platforms and will oversee global engineering, product architecture, data scaling, and AI-driven development. The announcement comes as Digital Turbine reports strong Q3 FY2026 earnings, surpassing analyst expectations, and analysts project significant upside potential for the stock.
Microsoft AI Copilot veteran to steer Digital Turbine’s mobile ad tech push
Digital Turbine (NASDAQ:APPS) has appointed Ben John, a veteran with over 20 years of experience from Microsoft AI Copilot, as its new Chief Technology Officer. John will lead global engineering, product architecture, data-first scaling, and AI-driven development to bolster Digital Turbine's growth in the mobile advertising ecosystem. This strategic hire signals a stronger focus on AI and first-party data across the company's mobile ad products, aiming to innovate within the rapidly expanding global mobile advertising market, projected to exceed $640 billion by 2030.
Digital Turbine Appoints Ben John as Chief Technology Officer
Digital Turbine has appointed Ben John, an experienced AI, Data, and AdTech veteran from Microsoft AI Copilot, as its new Chief Technology Officer. John will lead the company's global engineering, product architecture, data-first scaling, and AI-driven development as Digital Turbine continues its growth trajectory. His expertise in large-scale AI and advertising platforms is expected to be instrumental in driving innovation, especially in the rapidly expanding mobile advertising market.
APPS Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a detailed financial overview of Digital Turbine Inc (APPS), including its income statement, balance sheet, and cash flow for fiscal year 2025 and previous periods. It highlights key financial metrics, growth rates, profitability scores, and liquidity ratios, indicating weaknesses in profitability, growth, and leverage, and providing answers to frequently asked questions about the company's financial health.
Digital Turbine (APPS) CAO records 578-share disposition tied to taxes
Digital Turbine's Chief Accounting Officer, Joshua Kinsell, reported a disposition of 578 shares of common stock at $4.059 per share. This transaction was not a discretionary open-market sale but a tax-related withholding upon equity vesting. After this disposition, Kinsell directly holds 277,776 shares of Digital Turbine common stock.
Digital Turbine buys ad-tech co Fyber for $600m
US media platform Digital Turbine, Inc. announced its agreement to acquire 95% of Israeli-German company Fyber for $600 million. Fyber, which provides solutions for app developers and advertisers through focused advertising, has seen significant growth, and Digital Turbine aims to integrate Fyber to create a comprehensive mobile advertising solution. This acquisition, combined with other recent purchases, is part of Digital Turbine's strategy to become a major player in the mobile advertising and connected TV market.
APPS Stock Surges 70% YTD: Will the Momentum Continue in 2025?
The article discusses the significant year-to-date surge of 70% in Digital Turbine (APPS) stock. It raises the question of whether this strong momentum is sustainable and will continue into 2025. The content likely examines factors contributing to this growth and potential future outlook for the company.
Q3 2026 Digital Turbine Inc Earnings Call Transcript
This article provides the Q3 2026 earnings call transcript for Digital Turbine Inc (APPS), highlighting key positive and negative points from the report. Positives include a 12% year-over-year revenue growth, 76% EBITDA growth, strong international expansion, and a reduced debt leverage ratio. Negatives note continued softness in US device volumes, competitive pressures, reliance on non-GAAP measures, and relatively low free cash flow.
Why Digital Turbine (APPS) Is Down 7.0% After Raising 2026 Revenue Guidance And Returning To Profitability
Digital Turbine (APPS) recently reported Q3 2025 results, showing increased sales, a return to net income, and a raised 2026 revenue guidance to between US$553 million and US$558 million. Despite these positive developments and a follow-on equity offering, the company's stock fell 7.0%. The article suggests that while the fundamentals point to earnings expansion and platform growth, risks like shareholder dilution and dependence on a few key partners are factors for investors to consider.
Zacks Industry Outlook Highlights MongoDB, Digital Turbine and 8x8
The Zacks Internet Software industry, despite facing headwinds from AI disruption fears and geopolitical risks, is seeing growth due to accelerated demand for digital transformation and cloud migration. Companies like MongoDB, Digital Turbine, and 8x8 are benefiting from the demand for AI-powered SaaS solutions and increased cybersecurity needs. Although the industry's overall outlook is "dim" based on its Zacks Industry Rank, these three companies are rated as "Strong Buy" due to strong individual performance and market positioning.
Digital Turbine (NASDAQ:APPS) Stock Price Down 9.1% - Here's Why
Digital Turbine (NASDAQ:APPS) stock dropped 9.1% during mid-day trading on Wednesday, closing at $4.245 with significantly lower trading volume. Despite beating quarterly revenue and EPS expectations, the company reported a negative net margin and high debt-to-equity ratio. Analyst ratings for APPS are mixed, ranging from "Strong Buy" to "Sell", with an average price target of $7.75.
APPS or ZM: Which Is the Better Value Stock Right Now?
This article analyzes Digital Turbine (APPS) and Zoom Communications (ZM) to determine which is the better value stock in the Internet - Software sector. Utilizing the Zacks Rank and Style Scores, the piece highlights APPS as a "Strong Buy" with a better value grade due to its lower forward P/E and PEG ratios, indicating a superior valuation compared to ZM. The analysis suggests APPS offers a stronger investment opportunity based on current earnings outlook and valuation metrics.
Digital Turbine Earnings Call Signals Profitable Momentum
Digital Turbine (APPS) recently held its Q3 earnings call, revealing significant momentum with 12% year-over-year revenue growth to $151.4 million and a 76% surge in Adjusted EBITDA to $38.8 million. The company showcased broad-based growth across its On Device Solutions and App Growth Platform segments, driven by international markets, and raised its fiscal 2026 guidance, signaling a clear inflection in profitability and a shift into a growth-and-scale phase. Despite some U.S. device softness, the call highlighted strong cost discipline, tangible deleveraging, and successful product adoption.
Digital Turbine (APPS) Upgraded to Strong Buy: Here's Why
Digital Turbine (APPS) has been upgraded to a Zacks Rank #1 (Strong Buy) due to an upward trend in earnings estimates. This upgrade signifies an improvement in the company's underlying business and suggests a potential positive impact on its stock price. The Zacks Rank system, which correlates strongly with near-term stock movements, indicates that APPS is a strong candidate for market-beating returns.
Digital Turbine, Inc. (NASDAQ:APPS) Q3 2026 Earnings Call Transcript
Digital Turbine (NASDAQ:APPS) reported strong Q3 2026 earnings, surpassing expectations with an EPS of $0.18 against an anticipated $0.16. The company achieved 12% year-over-year revenue growth to $151.4 million and a 76% increase in EBITDA to $39 million, driven by diversification, improved AI use, and a strengthened balance sheet. Both On-Device Solutions and App Growth Platform segments contributed significantly, with strategic priorities focused on leveraging first-party data, building a flywheel effect for app installs, scaling their brand business, expanding IGNITE services, and capitalizing on alternative app distribution opportunities.
Digital Turbine stock jumps 20% premarket after outlook raise — what to watch at the open
Digital Turbine's stock surged 20% premarket after reporting a 12% revenue increase in the December quarter and achieving a GAAP profit, leading to an upgraded full-year outlook. The company's fiscal 2026 revenue forecast was raised to between $553 million and $558 million, with an adjusted EBITDA projection of $114 million to $117 million. Despite the positive news, investors are closely watching the stock's stability at the open and the implications of increased competition in the mobile ad-tech space, alongside existing debt concerns.
Digital Turbine Q3 Earnings: $5.1M Profit, Revenue $151.4M | APPS Stock - News and Statistics
Digital Turbine Inc. (APPS) reported a third-quarter net income of $5.1 million, a significant turnaround from a loss in the previous year. The Austin-based mobile software company achieved revenue of $151.4 million for the period, with adjusted earnings of 18 cents per share. Digital Turbine anticipates full-year revenue to be between $553 million and $558 million, and its shares notably rose to $4.94 by the end of trading on Tuesday.
Digital Turbine: Continued Progress But Still A Mixed Bag (NASDAQ:APPS)
Digital Turbine posted solid Q3 results driven by international expansion and DTX, although its U.S. ODS business continues to struggle. The company is showing rapid margin improvement and is expected to become profitable over the next year. Despite some ongoing challenges, the valuation of APPS is considered too low given its high-margin business model.
Digital Turbine: Fiscal Third Quarter Earnings Overview
Digital Turbine Inc. reported a net profit of $5.1 million for its fiscal third quarter, a significant improvement from a loss in the previous year. The company achieved earnings of 18 cents per share when adjusted for certain items and generated $151.4 million in revenue, projecting full fiscal year revenue between $553 million and $558 million. Its stock price also saw a notable increase compared to the previous year.
Digital Turbine, Inc. SEC 10-Q Report
Digital Turbine, Inc. released its latest 10-Q report, revealing significant improvements in financial and operational performance, with net revenue increasing to $151.4 million and a turnaround from an operating loss to a $21.65 million income. The company attributed this growth to increased demand in its On Device Solutions (ODS) and App Growth Platform (AGP) segments, effective cost management, and a transformation program. Despite macroeconomic challenges, Digital Turbine plans to continue its efficiency efforts and adapt to external conditions.
What's in Store for These 4 Internet Stocks This Earnings Season?
This article previews the fourth-quarter 2025 earnings season for the Internet Software industry, focusing on four stocks: 8x8 (EGHT), Intapp (INTA), Match Group (MTCH), and Digital Turbine (APPS), all reporting on February 3rd. It discusses how evolving enterprise software adoption, subscription models, and AI integration are expected to influence results, while macroeconomic headwinds and cautious IT spending may dampen performance for some. Each company's specific growth drivers and potential challenges for the upcoming earnings report are detailed, along with their Zacks Earnings ESP and Rank.
What's in Store for These 4 Internet Stocks This Earnings Season?
This article examines the upcoming fourth-quarter 2025 earnings for four internet stocks: 8x8 (EGHT), Intapp (INTA), Match Group (MTCH), and Digital Turbine (APPS). It discusses the potential impact of evolving enterprise software adoption, subscription model resilience, and AI integration on their performance. The report highlights specific factors for each company, such as product innovation for Match Group, usage-based revenues for 8x8, cloud migration for Intapp, and platform growth for Digital Turbine, considering both opportunities and headwinds.
Digital Turbine to Report Q3 Earnings: What's in Store for the Stock?
Digital Turbine (APPS) is set to release its Q3 fiscal 2026 results on February 3, 2026, with earnings expected to increase by 23.08% year-over-year. The company's performance is anticipated to be driven by continued growth in its On Device Solutions (ODS) and Application Growth Platform (AGP) segments, alongside investments in AI and first-party data. Despite macroeconomic challenges and competition, Zacks' model indicates Digital Turbine has an Earnings ESP of 0.00% and a Zacks Rank #3.
Digital Turbine to Report Q3 Earnings: What's in Store for the Stock?
Digital Turbine (APPS) is set to release its Q3 fiscal 2026 earnings on February 3, 2026, with analysts projecting a 23.08% increase in earnings per share year-over-year. The company's performance is expected to be buoyed by growth in its On Device Solutions (ODS) and Application Growth Platform (AGP) segments, alongside strategic investments in AI. Despite potential challenges from macroeconomic uncertainties and competition, the company anticipates continued momentum from these key drivers.
Digital Turbine Appoints Sea Yen Ong as Regional Vice President, Sales, APAC
Digital Turbine (NASDAQ: APPS) has announced the appointment of Sea Yen Ong as Regional Vice President, Sales, APAC. Based in Singapore, Ong will lead the company's brand and agency strategy across the Asia-Pacific region, driving growth and strategic relationships. He previously held senior leadership roles at TikTok and Spotify, bringing extensive experience in market growth and advertiser partnerships.
