Digital Turbine: Deep Value Buy Opportunity in Profitable Ad-Tech Trends
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Source: seekingalpha
- Profitability Improvement: Digital Turbine's latest earnings report reveals a robust profitability increase, with quarterly revenue rising 25% year-over-year, indicating sustained market demand in the ad-tech sector that is expected to drive future earnings growth.
- Upgraded Investment Rating: Seeking Alpha's Quant Rating has classified Digital Turbine as a 'Deep Value Buy', reflecting analysts' optimistic outlook on its future performance, which may attract more investor interest and elevate the stock price.
- Ad-Tech Trends: With the ongoing growth in digital advertising spending, Digital Turbine's business model aligns closely with market trends, positioning the company to benefit further and solidify its competitive standing in the industry.
- Historical Financial Data: Historical financial data for Digital Turbine shows consistent revenue growth and improved profit margins over recent quarters, enhancing investor confidence in its long-term investment value.
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Analyst Views on APPS
Wall Street analysts forecast APPS stock price to rise
2 Analyst Rating
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 8.405
Low
7.50
Averages
8.75
High
10.00
Current: 8.405
Low
7.50
Averages
8.75
High
10.00
About APPS
Digital Turbine, Inc., through its subsidiaries, operates an independent mobile growth platform that levels up the landscape for advertisers, publishers, carriers, and device original equipment manufacturers (OEMs). The Company operates through two segments: On Device Solutions (ODS) and App Growth Platform (AGP). The ODS segment consists of products and services that simplify the discovery and delivery of mobile apps and content media for device end-users. The AGP segment consists of Advertising Solutions and Ad Monetization Solutions. The Company offers end-to-end products and solutions leveraging proprietary technology to all participants in the mobile application ecosystem, enabling brand discovery and advertising, user acquisition and engagement, and operational efficiency for advertisers. In addition, the Company’s products and solutions provide monetization opportunities for OEMs, carriers, and app publishers and developers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Digital Turbine to Speak at BofA Global Tech Conference
- Conference Participation: Digital Turbine will participate in the Bank of America Global Technology Conference in San Francisco on June 3, 2026, where CEO Bill Stone will engage in a fireside chat titled 'Apple, Google & the Transformation of Global Mobile App Distribution Channels,' likely drawing significant investor interest.
- Investor Meetings: Mr. Stone will host one-on-one and small group investor meetings during the conference, aiming to foster deeper connections with potential investors and enhance market awareness of Digital Turbine's offerings and strategies.
- Market Positioning: Digital Turbine focuses on empowering superior mobile consumer experiences for leading telcos, advertisers, and publishers, with its end-to-end platform simplifying partners' capabilities in awareness, acquisition, and monetization, highlighting its competitive edge in the industry.
- Global Presence: Headquartered in North America, Digital Turbine has offices worldwide, reflecting its global strategic positioning aimed at connecting more consumers through diverse devices and channels, thereby driving business growth.
See More
Digital Turbine to Speak at Bank of America Tech Conference
- Conference Participation: Digital Turbine will participate in the Bank of America Global Technology Conference on June 3, 2026, where CEO Bill Stone will engage in a featured discussion on 'Apple, Google & the Transformation of Global Mobile App Distribution Channels,' likely drawing significant investor interest.
- Investor Meetings: Mr. Stone will host one-on-one and small group investor meetings during the conference, aiming to enhance interaction with investors and improve the company's transparency and credibility in the capital markets.
- Global Influence: Digital Turbine is committed to empowering superior mobile consumer experiences for leading telcos, advertisers, and publishers, with its unique platform simplifying partners' brand awareness, user acquisition, and monetization capabilities, further solidifying its leadership position in the industry.
- Company Background: Headquartered in North America with offices worldwide, Digital Turbine focuses on connecting more consumers through innovative technology, driving business growth, and showcasing its strategic positioning in the global market.
See More
Bank of America Upgrades Digital Turbine, Stock Soars Over 20%
- Upgrade Announcement: Bank of America upgraded Digital Turbine (APPS) from Neutral to Buy, with analyst Omar Dessouky highlighting improved execution consistency and visibility for FY27 as key drivers for anticipated sales growth acceleration.
- Increased Performance Confidence: A consistent pattern of earnings beats and raises over the past four quarters has bolstered analyst confidence in the company's execution, with monetization upside expected from expanding owned supply and richer audience signals.
- Business Diversification: APPS's operations are more diversified across geography and customer verticals, enhancing its resilience to macro-driven demand shocks and strengthening its competitive position in the market.
- Price Target Set: Dessouky has set a price target of $7.50 for Digital Turbine, reflecting an optimistic outlook on the company's future growth, particularly as improvements in ad pricing and targeting are anticipated from the integration of more first-party data.
See More
Digital Brands Group Partners with Outdoor Brand to Combat Counterfeiting
- Strategic Partnership: Digital Brands Group (NASDAQ:DBGI) has formed a strategic alliance with a globally recognized outdoor performance brand to leverage AI technology in addressing the $467 billion global counterfeit issue, thereby solidifying its market position in brand protection.
- Technological Support: This collaboration will utilize SECUR3D's technology to identify unauthorized digital assets and counterfeit products, which is expected to significantly enhance intellectual property protection capabilities across digital marketplaces and bolster consumer trust.
- Market Potential: According to OECD-EUIPO data, 83% of online counterfeiting occurs through social and e-commerce channels, and Digital Brands Group's AI brand protection strategy positions it favorably in the rapidly evolving e-commerce landscape, addressing brands' urgent security needs.
- Strategic Transformation: Digital Brands Group is transitioning from a traditional apparel brand to an AI infrastructure platform, enhancing its capabilities in consumer brand operations and digital asset protection through partnerships with multiple AI companies, which is anticipated to yield long-term growth potential for the company.
See More
Digital Brands Group Partners with Outdoor Brand to Combat Counterfeiting
- Massive Counterfeit Market: According to the latest OECD-EUIPO data, the global counterfeit goods market is estimated at $467 billion, with 83% of online counterfeiting occurring through social and e-commerce channels, highlighting the urgency and importance of brand protection.
- Strategic Partnership Enhancement: Digital Brands Group (NASDAQ:DBGI) has established a new AI and brand protection collaboration with a globally recognized outdoor brand, leveraging SECUR3D's technology to identify unauthorized digital assets and counterfeit-related listings, aiming to enhance brand competitiveness in the market.
- Early Data Reveals Losses: In its first AI brand protection deployment with Herschel Supply Co., SECUR3D's AssetSafe platform identified approximately $500,000 in counterfeit activity during the initial scan phase, underscoring the effectiveness of this technology in safeguarding brand assets.
- Ongoing Technology Strategy Deepening: The CEO of Digital Brands Group stated that AI tools will become increasingly important in rapidly evolving digital commerce environments, and the company will continue to explore technology partnerships related to AI to enhance brand protection and consumer trust.
See More
Digital Turbine Q4 Earnings Exceed Expectations, Stock Soars
- Earnings Beat: Digital Turbine reported adjusted earnings of $0.16 per share and revenue of $142.5 million for Q4 of fiscal 2026, significantly surpassing Wall Street's expectations of $0.09 and $133.2 million, indicating robust market performance and profitability.
- Significant Revenue Growth: The quarter's revenue increased approximately 19.6% year-over-year, not only exceeding market expectations but also demonstrating the company's strong growth momentum in a competitive landscape, thereby enhancing investor confidence in its future prospects.
- Optimistic Guidance: Digital Turbine set a sales guidance of $630 million to $650 million for fiscal 2027, notably higher than the prior analyst estimate of $619 million, reflecting strong confidence in future growth and positive market demand.
- EBITDA Forecast Increase: The company projects adjusted EBITDA for fiscal 2027 to be between $135 million and $145 million, up from $122.5 million last year, indicating ongoing improvements in profitability and operational efficiency.
See More
Digital Turbine to Speak at BofA Global Tech Conference
- Conference Participation: Digital Turbine will participate in the Bank of America Global Technology Conference in San Francisco on June 3, 2026, where CEO Bill Stone will engage in a fireside chat titled 'Apple, Google & the Transformation of Global Mobile App Distribution Channels,' likely drawing significant investor interest.
- Investor Meetings: Mr. Stone will host one-on-one and small group investor meetings during the conference, aiming to foster deeper connections with potential investors and enhance market awareness of Digital Turbine's offerings and strategies.
- Market Positioning: Digital Turbine focuses on empowering superior mobile consumer experiences for leading telcos, advertisers, and publishers, with its end-to-end platform simplifying partners' capabilities in awareness, acquisition, and monetization, highlighting its competitive edge in the industry.
- Global Presence: Headquartered in North America, Digital Turbine has offices worldwide, reflecting its global strategic positioning aimed at connecting more consumers through diverse devices and channels, thereby driving business growth.
See More
Digital Turbine to Speak at Bank of America Tech Conference
- Conference Participation: Digital Turbine will participate in the Bank of America Global Technology Conference on June 3, 2026, where CEO Bill Stone will engage in a featured discussion on 'Apple, Google & the Transformation of Global Mobile App Distribution Channels,' likely drawing significant investor interest.
- Investor Meetings: Mr. Stone will host one-on-one and small group investor meetings during the conference, aiming to enhance interaction with investors and improve the company's transparency and credibility in the capital markets.
- Global Influence: Digital Turbine is committed to empowering superior mobile consumer experiences for leading telcos, advertisers, and publishers, with its unique platform simplifying partners' brand awareness, user acquisition, and monetization capabilities, further solidifying its leadership position in the industry.
- Company Background: Headquartered in North America with offices worldwide, Digital Turbine focuses on connecting more consumers through innovative technology, driving business growth, and showcasing its strategic positioning in the global market.
See More
Bank of America Upgrades Digital Turbine, Stock Soars Over 20%
- Upgrade Announcement: Bank of America upgraded Digital Turbine (APPS) from Neutral to Buy, with analyst Omar Dessouky highlighting improved execution consistency and visibility for FY27 as key drivers for anticipated sales growth acceleration.
- Increased Performance Confidence: A consistent pattern of earnings beats and raises over the past four quarters has bolstered analyst confidence in the company's execution, with monetization upside expected from expanding owned supply and richer audience signals.
- Business Diversification: APPS's operations are more diversified across geography and customer verticals, enhancing its resilience to macro-driven demand shocks and strengthening its competitive position in the market.
- Price Target Set: Dessouky has set a price target of $7.50 for Digital Turbine, reflecting an optimistic outlook on the company's future growth, particularly as improvements in ad pricing and targeting are anticipated from the integration of more first-party data.
See More
Digital Brands Group Partners with Outdoor Brand to Combat Counterfeiting
- Strategic Partnership: Digital Brands Group (NASDAQ:DBGI) has formed a strategic alliance with a globally recognized outdoor performance brand to leverage AI technology in addressing the $467 billion global counterfeit issue, thereby solidifying its market position in brand protection.
- Technological Support: This collaboration will utilize SECUR3D's technology to identify unauthorized digital assets and counterfeit products, which is expected to significantly enhance intellectual property protection capabilities across digital marketplaces and bolster consumer trust.
- Market Potential: According to OECD-EUIPO data, 83% of online counterfeiting occurs through social and e-commerce channels, and Digital Brands Group's AI brand protection strategy positions it favorably in the rapidly evolving e-commerce landscape, addressing brands' urgent security needs.
- Strategic Transformation: Digital Brands Group is transitioning from a traditional apparel brand to an AI infrastructure platform, enhancing its capabilities in consumer brand operations and digital asset protection through partnerships with multiple AI companies, which is anticipated to yield long-term growth potential for the company.
See More
Digital Brands Group Partners with Outdoor Brand to Combat Counterfeiting
- Massive Counterfeit Market: According to the latest OECD-EUIPO data, the global counterfeit goods market is estimated at $467 billion, with 83% of online counterfeiting occurring through social and e-commerce channels, highlighting the urgency and importance of brand protection.
- Strategic Partnership Enhancement: Digital Brands Group (NASDAQ:DBGI) has established a new AI and brand protection collaboration with a globally recognized outdoor brand, leveraging SECUR3D's technology to identify unauthorized digital assets and counterfeit-related listings, aiming to enhance brand competitiveness in the market.
- Early Data Reveals Losses: In its first AI brand protection deployment with Herschel Supply Co., SECUR3D's AssetSafe platform identified approximately $500,000 in counterfeit activity during the initial scan phase, underscoring the effectiveness of this technology in safeguarding brand assets.
- Ongoing Technology Strategy Deepening: The CEO of Digital Brands Group stated that AI tools will become increasingly important in rapidly evolving digital commerce environments, and the company will continue to explore technology partnerships related to AI to enhance brand protection and consumer trust.
See More
Digital Turbine Q4 Earnings Exceed Expectations, Stock Soars
- Earnings Beat: Digital Turbine reported adjusted earnings of $0.16 per share and revenue of $142.5 million for Q4 of fiscal 2026, significantly surpassing Wall Street's expectations of $0.09 and $133.2 million, indicating robust market performance and profitability.
- Significant Revenue Growth: The quarter's revenue increased approximately 19.6% year-over-year, not only exceeding market expectations but also demonstrating the company's strong growth momentum in a competitive landscape, thereby enhancing investor confidence in its future prospects.
- Optimistic Guidance: Digital Turbine set a sales guidance of $630 million to $650 million for fiscal 2027, notably higher than the prior analyst estimate of $619 million, reflecting strong confidence in future growth and positive market demand.
- EBITDA Forecast Increase: The company projects adjusted EBITDA for fiscal 2027 to be between $135 million and $145 million, up from $122.5 million last year, indicating ongoing improvements in profitability and operational efficiency.
See More
