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/APPS
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Digital Turbine Inc

Digital Turbine Inc

APPS
$8.34USD↓-3.42%-0.29 today

MARKET CAP

1.0B

P/E (TTM)

16.0x

FWD P/E

12.4x

DAY RANGE

$8 – $9

52W RANGE

$3
$14

AI Summary

Stalk
Sell NowHigh

APPS is entrenched in a Stage 4 decline with confirmed lower-high/lower-low price structure and declining EMAs. The Support Failure pattern indicates buyers have failed to defend key levels, suggesting accelerating downside continuation. Medium-term bearish structure is reinforced by price trading below the 9EMA, 21EMA, and 50DMA with rallies rejected, calling for immediate sell-side participation. Execution should occur on relief rallies into the EMA and prior support-turned-resistance ranges. Key risks include transient oversold bounces that could trap sellers.

  • ↑Revenue up 15% YoY to $565 M; adjusted EBITDA grew 69% YoY
  • ↑FY27 revenue guidance at $630 M–$650 M underpins continued momentum
  • ↓Low earnings yield and weak profitability factors question earnings durability
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Digital Turbine, Inc. (NASDAQ: APPS) is an emerging player in the mobile advertising and app distribution market. The company dominates by providing integrated solutions that connect advertisers with consumers through optimized app placements across a vast number of touchpoints. With a focus on On-Device Solutions (ODS) and an Application Growth Platform (AGP), Digital Turbine leverages advanced technologies, including AI-driven data analytics, to capitalize on the growing mobile ecosystem fueled by an increase in app usage and mobile media consumption.

Bull says

  • ↑Revenue up 15% YoY to $565 M; adjusted EBITDA grew 69% YoY
  • ↑FY27 revenue guidance at $630 M–$650 M underpins continued momentum
  • ↑AI-driven ops generated $70 M revenue with 4% fewer employees
  • ↑International RPD rose over 30% YoY, leveraging global ad demand
  • ↑Free cash flow positive $11.8 M; debt cut from $409 M to $361 M
  • ↑Strong analyst outlook (Zacks Rank #1) and high stock liquidity

Bear says

  • ↓Low earnings yield and weak profitability factors question earnings durability
  • ↓Elevated volatility signals large price swings and investor caution
  • ↓CFO departure introduces leadership and execution uncertainty
  • ↓Significant short interest (0.66) reflects market skepticism
  • ↓AI integration execution risk could stall margin improvements
  • ↓Regulatory shifts and rising competition (AppLovin, Unity) add disruption risk

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Earnings Call · Q4 2025 · Mgmt. Guidance

Updated 05-26-2026bullish

Transcript signals

Bull points

  • The fiscal fourth quarter marked a true inflection point for the company as we return to year-over-year growth for both revenue and adjusted EBITDA during the quarter.
  • Revenue of $119.2 million represented 6% growth year-over-year. At a segment level, revenue for our ODS segment was up 11% year-over-year, while our revenue for the AGP segment was down 3% year-over-year.
  • Our positive free cash flow of $5.5 million in the March quarter represented an increase of more than $21 million as compared to the prior year period. We are pleased to be benefiting from the combination of renewed revenue growth and lower cash operating expenses and expect to realize additional expansion in adjusted EBITDA margins moving forward.

Bear points

  • For the full fiscal year 2025, we generated total revenue of $490.5 million, representing a year-over-year decline of approximately 10 percent compared to the $544.5 million generated in fiscal year 2024.
  • Gap net loss for all of fiscal year 2025 was $92.1 million or $0.89 per share as compared to a gap net loss of $420.4 million or $4.16 per share in full fiscal year 2024.
Read full transcript analysis ›