Digital Turbine

Strict Privacy Rules Will Hamper Prospects While Recovery Will Occur

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

12 Aug 25

Updated

01 May 26

Views

142

01 May

US$4.55

AnalystLowTarget's Fair Value

US$7.50

39.3% undervalued

1Y

4.4%

7D

7.8%

Loading

1Y

4.4%

7D

7.8%

You can edit this narrative until May 2 8:05 PM. Then, changes will post as Updates.

Author's Valuation

US$7.539.3% undervalued

AnalystLowTarget Fair Value

Shared on 01 May 26

APPS: Peer Repricing And 2026 Outlook Will Support Future Multiple Expansion

Analysts kept Digital Turbine's fair value estimate steady at $7.50, with only minor tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions as they reassessed the mobile advertising space in light of recent bullish and mixed research on peers like AppLovin. Analyst Commentary Street research on peers like AppLovin offers useful context for how investors might frame risk and reward for Digital Turbine, especially around execution on growth initiatives, margin durability, and valuation support.

23 views

Shared on 17 Apr 26

APPS: Peer Repricing And 2026 Guidance Will Support Future Multiple Expansion

Analysts have maintained their fair value estimate for Digital Turbine at $7.50 and have made slight adjustments to assumptions around the discount rate, revenue growth, profit margins, and future P/E. These changes reflect updated views on app monetization peers following recent bullish and mixed research on AppLovin and related ad tech companies.

4 views

Shared on 05 Mar 26

APPS: Peer Repricing And 2026 Guidance Will Support Future Multiple Re Rating

Narrative Update on Digital Turbine Analysts kept their $7.50 fair value estimate for Digital Turbine steady, while modestly adjusting assumptions around discount rates, revenue growth, margins, and future P/E to reflect updated sector research and shifting expectations across mobile advertising peers such as AppLovin and Unity. Analyst Commentary Recent sector research around mobile advertising peers points to a mixed backdrop that feeds into how analysts look at Digital Turbine.

10 views

Shared on 05 Feb 26

APPS: Peer Repricing And New Guidance Will Support Future Multiple Re Rating

Analysts have trimmed their price target on Digital Turbine to reflect slightly lower revenue growth and profit margin assumptions, while modestly lifting the implied future P/E multiple as they reassess the ad tech peer group after recent moves in names such as AppLovin and Unity. Analyst Commentary Recent sector research around larger ad tech and gaming peers has filtered into views on Digital Turbine, with analysts using moves in AppLovin and Unity as reference points for reassessing valuation frameworks and execution risk.

15 views

Shared on 22 Jan 26

APPS: Peer Repricing And Compliance Focus Will Support Future Multiple Re Rating

Analysts have modestly trimmed their price targets on Digital Turbine, citing slightly lower future P/E assumptions for smaller ad platforms. Updated models reflect steady fair value, a marginally lower discount rate and refreshed expectations for revenue growth and profit margin.

31 views

Shared on 07 Jan 26

APPS: Privacy Compliance And Peer Repricing Will Support Future Re Rating Potential

Analysts have maintained their fair value estimate for Digital Turbine at US$7.50, with only small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions that reflect updated views on mobile advertising peers after recent Street research. Analyst Commentary Recent Street research on mobile advertising peers has centered on AppLovin, with several firms updating their views following Q3 results and subsequent outlook commentary.

8 views

Shared on 20 Dec 25

Fair value Increased 36%

APPS: Improved Privacy Compliance Will Drive Re-Rating Potential Ahead

Analysts have raised their fair value estimate for Digital Turbine to $7.50 from $5.50. This reflects increased confidence in faster top line growth, a lower risk profile, and higher long term earnings power supported by improving ad tech fundamentals across the broader digital advertising space.

17 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$7.5

39.3% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

10.87%

Historical revenue growth rate

0.74%

Software revenue growth rate

1.57%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

10.29%

Calculation

US$87.25m

Earnings '29

x

17.16x

PE Ratio '29

=

US$1.50b

Market Cap '29

US$1.50b

Market Cap '29

/

146.88m

No. shares '29

=

US$10.19

Share Price '29

US$10.19 Share Price '29

Discounted to 2026 @ 10.98% p.a.

=

US$7.45

Fair Value '26