Digital Turbine, Inc. (APPS)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-30
$8.87-16.08%
Close 2026-10-30 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-30
Research Workspace
Put APPS beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Adjusted EBITDA of $135M-$145M in FY 2027: Direct metric needs a verified mapping.
View ThesisRevenue growth is accelerating — up about 19% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 3% on a typical day and fell roughly 61% in its worst 12-month stretch.
View RiskAPPS depends on strong recent performance continuing, though revenue growth has slowed to 27% year over year. Q1 FY2027 non-GAAP earnings beat consensus by 90%, supporting the operating case. APPS trades at 13× P/E versus the 31× peer median. The price reflects less growth than our forecast, despite that valuation gap. A 20% next-quarter miss probability and pressure on the FY 2027 adjusted EBITDA pillar threaten the case. Peer multiples imply a price about 36% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. APPS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering APPS (as of Oct 2026).
Based on 4 Wall Street analysts offering 12-month price targets for APPS in the last 4 months.
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Compare APPS with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| APPS Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put APPS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
New deals support revenue growth outlook.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $8.87
The last 12 months of price, then the range of analyst 12-month targets from today’s $8.87.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Rating downgrade poses a risk to growth objectives.
Advances: Increase revenue to $630M-$650M in FY 2027
Positive revenue outlook aligns with management's goals.
Advances: Increase revenue to $630M-$650M in FY 2027
Revenue guidance directly supports growth objectives.
Partnership expansion supports growth initiatives.