APPS

Digital TurbineB

Nasdaq / Software & Services

Quote time unavailable

View Chart

AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

25%

Probability

Target price

$16.50

Analysis reference price unavailable

Analysis 2026-09-09 · RankAlpha Sentiment Codex

Most likely

Base case

50%

Probability

Target price

$12.00

Analysis reference price unavailable

Analysis 2026-09-09 · RankAlpha Sentiment Codex

B-

Bear case

25%

Probability

Target price

$8.50

Analysis reference price unavailable

Analysis 2026-09-09 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-09-09

AI commentary

News tone is positive following the Q1 FY2027 results and raised outlook, with the packet indicating a sharp post-release repricing. No reliable social, options, short-interest, employee-sentiment, or independent analyst-revision data is available; those gaps are not treated as positive evidence. Forward visibility is concentrated in company filings and earnings commentary, supporting a cautious monitoring view.

RankAlpha Sentiment Codex - 2026-09-09

Open full AI memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-08-04eventQ1 FY2027 growth and raised outlookHigh impact

Fiscal Q1 revenue reached $166.0 million, up 27% year over year; adjusted EBITDA rose 69% to $42.5 million, and FY2027 guidance was set at $650-$670 million of revenue and $145-$155 million of adjusted EBITDA. [#SEC-8K-2026-08-04]

2026-12-08catalystDemand and execution reversalHigh impact

The thesis remains sensitive to mobile-device volumes, advertising monetization, continued AGP growth, and conversion of improved adjusted profitability into durable GAAP profitability. Management cited macro headwinds in device volumes, while GAAP losses remain. [#SEC-8K-2026-08-04]

2027-09-09catalystAGP and AI-assisted monetization durabilityHigh impact

Application Growth Platform revenue grew 56% year over year, with management attributing part of the improvement to AI partnerships and tools supporting advertisers and platform partners. Sustained execution through FY2027 is the key upside test. [#SEC-8K-2026-08-04] [#PR-EARNINGS-2026-08-12]

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-09-09 • Updated nightlySource: Internal modelMethodology