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APAPPS

Digital Turbine, Inc.

$APPS·$1.7B·Software - Application·Technology
$11.09-3.1%YTD+88.7%1Y+160.3%
Mentions · last 7 days
2026-08-21: 6 posts2026-08-22: 2 posts2026-08-23: 3 posts2026-08-24: 4 posts42+2%
Price updated 3d ago·X counts updated 6d ago
APAPPS
$APPSDigital Turbine, Inc.
$11.09-3.06%42 posts+2%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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 2026-08-25

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

Up 162% in twelve months as institutional ownership crossed 80% — four consecutive massive EPS beats, and the growth story is finally showing in the tape.

Digital Turbine is a mobile growth platform — app distribution, ad tech (AdColony, Fyber), and content services connecting advertisers with mobile network operators and device manufacturers. The stock is up 162% over the trailing year and 89% year-to-date on a genuine operational turn.

  • Four consecutive massive EPS beats: Q1 FY27 (Aug 4) $0.19 vs $0.14 (+36%); Q4 FY26 +78%; Q3 FY26 +12%; Q2 FY26 +150% — the operational cadence has been dramatically stronger than consensus modeled
  • Q1 FY27 revenue was $166M (up 28% year-over-year, accelerating from Q4 FY26's $152M) — the topline is inflecting
  • Institutional ownership crossed 80-82% (100M shares of 120M outstanding — highest ever, leaving ~20M retail float) per X — that's a significant supply-demand shift
  • The X valuation comparison to Unity (P/S 9.14 growing 23%) frames APPS at P/S 2.79 (growing 27%) as materially undervalued if the growth math holds
  • Analyst FY26 revenue estimate is $556M on $0.40 EPS growing to $642M / $0.73 EPS in FY27 — the stock at $10.74 is 27x forward, expensive on trailing but reasonable on the growth
  • Free cash flow yield is 1% at $1.7B market cap — modest, reflecting continued reinvestment
  • Beta 2.84 makes this among the more volatile names in the sector
  • Insider signal is minimal: one small officer sale (618 shares tax-withholding vesting) — no meaningful directional signal

At 80%+ institutional ownership with just 20M retail float and the growth cadence confirmed, the trajectory is set to continue as long as fundamentals hold.

Agrees with X sentimentX is uniformly bullish citing the 80%+ institutional ownership, Unity-comparable multiple, and $20+ targets. Fair — the fundamentals confirm the setup, and the institutional flow has been substantial.

What to watch: The Q2 FY27 print on November 3 needs revenue growth staying above 25% and continued positive EPS surprises — that's what turns the current 27x forward multiple into 20x by year-end if execution holds.

On the calendar: 2026-11-03 — Q2 FY27 earnings

X sentiment

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

Bullish sentiment12 posts analyzed · as of 2026-08-30

The tape leans quietly bullish on Digital Turbine — chartists flag tight consolidation right at the 50-day beneath the 21-day with a shrinking ATR%, whale flow shows $100K in December $15 calls (30% OTM) and September $11/$12 call activity heating up, and holders point to two quarters of operational trend reversal in revenue and profitability. Bulls anchor on an upcoming BofA rating as the next catalyst and want a hold above $10 before pressing.

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

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $APPS

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; Digital Turbine, Inc.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+0.4%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
Q2 2026Aug 4, 2026$0.19$0.14+35.7%
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%
Next earningsTue, Nov 3·consensus EPS $0.18

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 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$555.9M$550.6M – $561.5M$0.40$0.39 – $0.401
FY27$642.2M$636.1M – $648.7M$0.73$0.72 – $0.743
FY28$712.9M$706.1M – $720.1M$0.98$0.97 – $1.002

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.0.7×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.66%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.+4.3%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.+77.3%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 today2.5% 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.β2.845-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

No open-market buys or sells in the last 180 days.

+ 17 other (10 inkinds · 7 awards) 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-KOfficer or director changeAug 258-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Digital Turbine (APPS) held its 2026 Annual Meeting of Shareholders on August 25, electing all seven director nominees to the board. Shareholders also approved a fourth amendment to the company's 2020 Equity Incentive Plan, adding 10,630,000 shares to the authorized pool, bringing the total to 31,190,000 shares available for future grants. The equity plan expansion provides Digital Turbine with room to continue compensating and retaining employees through equity incentives. Both votes passed, reflecting routine annual meeting governance approval.

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.

+ 12 other (3 13Gs · 3 earnings 8-Ks · 2 proxys · 1 S-8) in window

Recent news

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

Digital Turbine vs. AppLovin: Which Ad-Tech Stock Holds More Promise?zacks.com·5d agoDigital Turbine's Alternative App Distribution Strategy Drives Growthzacks.com·7d agoDigital Turbine Jumps 208% in a Year: Is the Stock Worth Buying Now?zacks.com·13d agoDigital Turbine's Growing Publisher Network Boosts Advertising Scalezacks.com·14d agoWall Street Analysts Believe Digital Turbine (APPS) Could Rally 27.96%: Here's is How to Tradezacks.com·18d ago

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