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Digital Turbine Inc

Digital Turbine Inc

APPS
$11.81USD↑+0.08%+0.01 today

MARKET CAP

1.4B

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$12 – $12

52W RANGE

$3
$15

AI Summary

Stalk
Buy NowHigh

APPS is in a confirmed uptrend across horizons, anchored by an up LT trend and Stage 2 backdrop. Recent price action shows reclaim and tight tracking above the short‐term EMAs with higher highs and lows, signaling continuation momentum. Execution favors a breakout above the $11.81 resistance with pullbacks to the EMA 9/20 confluence near $11.10–$11.20 as entry zones. Key support resides at the EMA 20/SMA 50 band near $11.10–$10.65, which would invalidate the bullish setup on a decisive breach.

  • ↑Revenue $166M (+27% YoY) in Q1 FY27.
  • ↑Adjusted EBITDA $42.5M (+69% YoY), 25.6% margin.
  • ↓High share volatility risk may deter investors.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Digital Turbine, Inc. (NASDAQ: APPS) is an emerging player in the mobile advertising technology sector, specializing in app content delivery and advertising via its On-Device Solutions (ODS) and Application Growth Platform (AGP). The company leverages proprietary data and technology to optimize advertising for mobile applications, aligning with the broader theme of mobile user engagement and the increasing importance of AI in advertising effectiveness. Digital Turbine has positioned itself to capitalize on the rapid growth in mobile usage and innovative advertising solutions.

Bull says

  • ↑Revenue $166M (+27% YoY) in Q1 FY27.
  • ↑Adjusted EBITDA $42.5M (+69% YoY), 25.6% margin.
  • ↑Raised FY27 revenue guidance to $650–670M.
  • ↑AGP revenue $56.6M (+56% YoY); ODS revenue $110M (+15% YoY).
  • ↑Improved net leverage to 2.5x; cash flow $17.9M vs $8.8M.
  • ↑AI-driven ad optimization with strong momentum and liquidity factors.

Bear says

  • ↓High share volatility risk may deter investors.
  • ↓Negative earnings yield and weak profitability factors.
  • ↓Reliance on major ad partners risks revenue stability.
  • ↓Regulatory and legal changes could disrupt distribution.
  • ↓Structural weaknesses may hamper operational efficiency.
  • ↓Intensifying competition from AppLovin, Unity, Snap, Roku.

Investment themes with APPS

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Earnings Call · Q4 2024 · Mgmt. Guidance

Updated 06-19-2025neutral

Transcript signals

Bull points

  • we are pleased to share that our strategic initiatives are gaining traction and setting the foundation for future growth
  • Drawing from historical seasonality trends, we anticipate modest sequential growth in the June quarter
  • Our Q4 gross margin was 46%, which was up from 44% in Q4 from the prior year, driven by favorable product mix shifts where we experienced an increase in the mix towards certain higher-margin products

Bear points

  • Total revenue of $112.2 million in the quarter was down 20% year-on-year
  • Our GAAP net loss of $2.32 per share in the fourth quarter reflects a noncash goodwill impairment charge of $1.86 per share or $189.5 million in our AGP business. This charge was primarily driven by recent market-based factors by the decline in our stock price
  • Free cash flow from operations of negative $15.6 million was temporarily impacted primarily due to delays in invoicing timing
Read full transcript analysis ›