APPS Digital Turbine, Inc.

bullish track record → $4.12 +0.25 (+6.5%)
Mkt Cap $494M 52wk $2.74 - $8.28 Earnings 2026-05-26 69d ago
Factor divergence: DIVERGENCE: estimate_revisions, insider_activity, analyst_revisions bullish vs price_momentum bearis
Est. revisions: +21.4% (1 up, 0 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +2.6)

Factor Model

net +2.6 5.4 / 10
Est. Revisions
+0.9
Insider Activity
+0.5
Momentum
-0.7
Analyst Rev.
+1.0
Narrative Gap
+0.0

FQ3 revenue growth accelerates with AI and international surge

Watch: Monitor the next quarter's international growth sustainability — a 60% YoY surge typically invites either normalization or confirms a structural shift in the customer base. Watch free cash flow trajectory; $6.4M in FCF suggests capital allocation flexibility if the company can maintain margin expansion.

Digital Turbine reported FQ3 2026 revenue of $151.4M, up 12% YoY, with profitability metrics firing on all cylinders. International business exploded 60% YoY while EBITDA grew 76% YoY to reach 26% margins. Gross profit dollars jumped 25% as AI/ML integration drives the Single Tap platform adoption — three major gaming companies now live on the tech.

The confluence of core revenue growth, margin expansion, and international acceleration suggests APPS has unlocked a sustainable model. EBITDA growing 6x faster than revenue indicates operating leverage is kicking in as AI features drive efficiency and pricing power. The termination of the at-the-market equity program signals management confidence in intrinsic value.

Evidence

30d ago Insider buy by STONE WILLIAM GORDON III (APPS): $259,000
30d ago Insider buy by STERLING MICHELLE MARIE M.D. (APPS): $10,010
30d ago Insider buy by CHESTNUTT ROY H. (APPS): $9,940
30d ago Insider buy by KARISH JEFF (APPS): $6,950
30d ago Insider buy by STONE WILLIAM GORDON III (APPS): $122,000
30d ago Insider buy by DEUTSCHMAN ROBERT M (APPS): $24,600
30d ago Insider buy by DEUTSCHMAN ROBERT M (APPS): $141,000
49d ago Digital Turbine Conference: CEO Says AI Agents Will Enhance Ad Tech, Not Replace It yahoo-finance
2 older signals
69d ago Digital Turbine (APPS) Reports FQ3 2026 Revenue Growth of 12% to $151.4M
78d ago Digital Turbine (APPS) Reports FQ3 2026 Revenue Growth of 12% to $151.4M
Fundamentals & Data ▾
Digital Turbine, Inc. Technology · Software - Application
Mkt Cap
$494M
Beta
2.41
52w Range
$2.74 - $8.28
Short Interest
13.1M 11.46%
Days to Cover
6.1 -8%
Technicals mixed
vs 20d MA
+4.0%
from 52w Hi
-4.2%
Vol (20d)
76%
1w return
-0.5%
1m return
+32.1%
Vol ratio
0.8x
Insiders
buying 7B / 1S
EPS Estimate
$0.09 +21.4% 30d 1up / 0dn
Est. Dispersion
82% 2 analysts
Analyst Target
$9 $8 - $10
Options P/C
1.18
Insider Cluster
strong buy 5B / 1S (officer)
Fund Convergence
strong Citadel, Renaissance, Two Sigma
Financials
Revenue
$151M +12% YoY
FCF
$6M
Gross Margin
49%
Op Margin
14%
Momentum: accelerating
Top Holders
Citadel $8M
Renaissance $4M
Two Sigma
Recent Filings & Data
insider trade 1
net selling
1 insider · 1 transactions (30d)
Recent transactions
JOHN BENNEASER · award · $2,099,999
10 signals · latest 30d ago

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