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APAPPS

Digital Turbine, Inc.

$APPS·$1.3B·Software - Application·Technology
$8.37-3.0%YTD+71.2%1Y+66.0%
Mentions · last 7 days
2026-07-09: 19 posts2026-07-10: 9 posts2026-07-11: 1 posts2026-07-12: 5 posts2026-07-13: 8 posts2026-07-14: 1 posts2026-07-15: 1 posts47-10%
Price updated 14m ago·X counts updated 2d ago
APAPPS
$APPSDigital Turbine, Inc.
$8.37-3.01%47 posts-10%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $APPS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Digital Turbine is up 108% year-to-date with the Ignite platform driving Q4 revenue up 27.6% year-over-year.

Digital Turbine provides a mobile-growth advertising and content ecosystem including the Ignite mobile-carrier platform, $1.27B market cap, with Q1 fiscal 2027 earnings due 2026-08-04.

  • Q4 fiscal 2026 revenue was $152M, up 27.6% year-over-year with sequential growth of 0.4% — the third consecutive quarter of double-digit growth as the Ignite platform pipeline scales.
  • Q4 fiscal 2026 EPS $0.16 topped $0.09 consensus by 77.8% — the fourth positive surprise in a series that includes 78%, 12.5%, and 150% beats.
  • Gross margin sits at 48.6% trailing, operating margin 6.0%, and free-cash-flow yield 1.0% — the operating economics remain challenged despite revenue reacceleration.
  • Consensus models fiscal 2026 revenue at $556M rising to $645M in fiscal 2027 and $716M in fiscal 2028, with EPS growing from $0.40 to $0.76 to $1.06 — a doubling-plus arc.
  • A July 13 Zacks piece framed 'Ignite Platform Opens Doors' — platform-scaling thesis.
  • A July 8 Zacks piece framed Digital Turbine Stock Soars 108% YTD — momentum-tape framing.
  • The stock is up 87% over twelve months and 93% year-to-date, at 64% of the 52-week range and 21% above the 50-day.
  • Insider activity: July 8 Kinsell F-InKind of 5,663 shares at $10.50 for $59K — routine tax withhold.

The setup is a mobile-ad-tech operator with strong Q4 execution and Ignite scaling — August 4 tests fiscal 2027 guide.

Agrees with X sentimentX posters frame APPS as a strong multi-month hold with hefty price targets, holding up well after a 20-day EMA undercut-and-rally, 'surviving another night' as the poster manages a broader book. Traders reference the market giving lemons as opportunity. That aligns with the strong Q4 execution (27.6% revenue growth, 78% EPS beat), the +108% year-to-date positioning, and the Zacks Ignite-platform coverage reinforcing the fundamental case.

What to watch: August 4 Q1 fiscal 2027 earnings — revenue growth versus the +27.6% Q4 pace, Ignite mobile-carrier revenue trajectory, operating-margin trajectory versus the 6% trailing base, and full-year fiscal 2027 EPS guide versus the $0.40 consensus. Advertiser-count and cost-per-install trajectory are the qualitative signals.

On the calendar: 2026-08-04 Q1 fiscal 2027 earnings; Ignite platform revenue and fiscal 2027 guide drive the print.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-14

Digital Turbine chatter frames APPS as a strong multi-month hold with hefty price targets, holding up well after a 20-day EMA undercut-and-rally and 'surviving another night' as the poster manages a broader book. Traders reference the market giving lemons as opportunity, with small trailing wins as book cleanup while APPS remains on the constructive watch list.

Read the AI verdict + X sentiment for $APPS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Mobile advertising and app-delivery platform embedded in carrier and OEM devices to reach users pre-install.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $APPS.

Software - Application · Technology

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $APPS

Neutral — Mobile advertising and app-delivery platform embedded in carrier and OEM devices to reach users pre-install; end markets and revenue mix have limited overlap with the AI agent bifurcation — contract expansion vs. user substitution.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.0%YTD
-14.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-27.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-22.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
48.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 26, 2026$0.16$0.09+77.8%
Q4 2025Feb 3, 2026$0.18$0.16+12.5%
Q3 2025Nov 4, 2025$0.15$0.06+150.0%
Q2 2025Aug 5, 2025$0.05$0.10-50.0%
Next earningsTue, Aug 4·consensus EPS $0.14

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$152.0M+27.6%7.6%14.3%$-0.11$-940K
Q3 FY26$151.4M+12.4%91.9%14.3%$0.04$6.4M
Q2 FY26$130.9M+10.3%47.3%-3.6%$-0.13$4.6M
Q1 FY26$130.9M+11.0%47.3%-3.6%$-0.13$1.2M

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$555.9M$553.8M – $558.1M$0.40$0.39 – $0.401
FY27$645.3M$640.0M – $650.6M$0.76$0.76 – $0.762
FY28$715.6M$712.8M – $718.4M$1.06$1.05 – $1.071

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.54%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+6.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+53.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 107.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.775-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellFeb 23Joshua KinsellChief Accounting Officer578 sh$2K
+ 13 other (12 inkinds · 1 award) in window

See when $APPS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementApr 238-K — Item 1.01: Material agreement
AI summary

Digital Turbine (APPS) amended its existing financing agreement on approximately April 1, 2026, to reduce its minimum liquidity covenant from a higher threshold to $15 million for the period April 1 through December 31, 2026. This covenant relief provides the company greater financial flexibility during a period of operational restructuring. The amendment reflects negotiated breathing room from lenders for the mobile software platform company.

3New insider — initial holdingsApr 133
AI summary

John Benneaser filed an initial Form 3 for Digital Turbine (APPS) on April 6, 2026, reporting initial beneficial ownership as a new director or officer at the company's Austin, Texas headquarters. Digital Turbine provides mobile software platforms for device manufacturers and wireless carriers for app preinstallation and digital media distribution.

+ 8 other (2 proxys · 2 earnings 8-Ks · 1 ARS · 1 10-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

APPS vs. TMSNY: Which Stock Is the Better Value Option?zacks.com·2d agoAPPS' Ignite Platform Opens Doors: Can It Drive Revenue Growth?zacks.com·4d agoBuy These 4 Tech Stocks That Are Still Cheap Despite 100%+ YTD Rallyzacks.com·4d agoDigital Turbine Stock Soars 108% YTD: Is There More Room for Growth?zacks.com·9d ago4 Stocks Trading Near 52-Week High With More Upside Potentialzacks.com·10d ago

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Voices on X · last 7 days

No standout posts about $APPS on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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