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APPS

Digital TurbineB
Nasdaq / Software & Services
Last Price
Quote time unavailable
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Current thesis
The Q1 report showed broad-based improvement rather than a single-driver rebound: revenue grew 27%, AGP grew 56%, adjusted EBITDA grew 69%, and management raised FY2027 guidance. AI-enabled yield improvement and stronger balance-sheet trends could support further operating leverage.
Posture
Constructive
Lead driver
Sentiment
What changed
1 setup hits (3d) with net bullish as of 2026-09-12.
What can break
AI-assisted monetization may not remain durable or translate into sustained partner economics.
Momentum
95
Value
55
Sentiment
68
Setup hits (3d)
1 · Net Bullish
AI TargetsBase $12.00 · Bull $16.50 · Bear $8.50Analysis 2026-09-09; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-11 • Model: HYBRID_IC_RP
AI Memo
As of 2026-09-09 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-09-11

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-11. Definitions

Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Bullish
Target $17.17
Why
Momentum95 · Δ7d -0.6
Value55 · Δ7d -0.0
Sentiment68 · Δ7d -10.3
So what
Strength-led posture (Net Bullish). Favor watchlist adds and disciplined entries.

Confirming evidence

  • • 1 setup hits (3d) with net bullish as of 2026-09-12.
  • • Sentiment remains the lead driver in the composite, 7D delta -10.3.

Contradictions & invalidation

  • • AI-assisted monetization may not remain durable or translate into sustained partner economics.
  • • Balance-sheet leverage improved to approximately 2.5 turns but remains an execution consideration. [#PR-EARNINGS-2026-08-12]
  • • The recovery still requires sustained mobile advertising and device-related demand, durable AGP monetization, and further progress from GAAP losses toward consistent profitability.

Catalyst clock

2026-08-04

Q1 FY2027 growth and raised outlook

Lead driver: Sentiment · See AI snapshot
Momentum
95
9% active weight
Current posture
7d trendFlat
Δ7d
-0.6
Δ21d
-3.3
Value
55
28% active weight
Current posture
7d trendFlat
Δ7d
-0.0
Δ21d
+5.9
Sentiment
68
62% active weight
Current posture
7d trendSoftening
Δ7d
-10.3
Δ21d
-31.8
Why this grade

Composite grade B. Momentum 95.4 / Value 54.5 / Sentiment 68.2

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-09-09. Scenario method

B+
Bull case
25%
Probability
Target price
$16.50
Analysis reference price unavailable
Analysis 2026-09-09 · RankAlpha Sentiment Codex
Most likely
B
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
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$1.48B
Beta
2.27
Shares Out
121.02M
P/E (TTM) · Derived
-36.6
P/S (TTM)
1.06
P/FCF (TTM)
35.19
Rev YoY
+26.8%
EPS YoY
-29.0%
Gross Margin
+38.3%
Op Margin
+10.3%
Net Debt
$330.93M
Current Ratio
1.20
As of 2026-09-11 • Updated nightlySource: Internal modelMethods & Data