Digital Turbine, Inc.

NasdaqCM:APPS 株式レポート

時価総額:US$506.0m

Digital Turbine 将来の成長

Future 基準チェック /06

Digital Turbineは、24%と10.9%でそれぞれ年率24%で利益と収益が成長すると予測される一方、EPSはgrowで31.5%年率。

主要情報

24.0%

収益成長率

31.55%

EPS成長率

Software 収益成長19.7%
収益成長率10.9%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日02 Mar 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 May 01

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.
ナラティブの更新 Apr 17

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.
ナラティブの更新 Apr 02

APPS: Raised 2026 Guidance And Stable Fair Value Will Support Ad Tech Upside

Analysts are keeping the fair value estimate for Digital Turbine steady at $8.75 while updating assumptions such as a higher discount rate. This reflects sector wide reassessments seen in recent adtech and mobile gaming research rather than a company specific shift.
ナラティブの更新 Mar 19

APPS: Higher 2026 Guidance Will Support Richer Future Earnings Multiple

Analysts have lifted their fair value estimate for Digital Turbine from $8.00 to $10.00, citing higher assumed revenue growth and a willingness to apply a richer future P/E multiple, even as updated models factor in a slightly higher discount rate and more modest profit margin assumptions. Analyst Commentary Street research around adjacent mobile ad tech names points to a generally supportive backdrop for platforms that can pair strong execution with clear product catalysts.
ナラティブの更新 Mar 05

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.
ナラティブの更新 Feb 19

APPS: Higher P/E And 2026 Outlook Will Support Ad Tech Upside

Analysts are maintaining their fair value estimate for Digital Turbine at $8.75, with a slightly lower discount rate, moderately higher revenue growth assumptions, a softer profit margin outlook, and a higher future P/E input shaping the updated price target narrative. Analyst Commentary Recent sector research around mobile advertising and app monetization peers offers some context for how analysts are thinking about a company like Digital Turbine.
ナラティブの更新 Feb 05

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.
ナラティブの更新 Jan 22

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.
ナラティブの更新 Jan 07

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.
ナラティブの更新 Dec 20

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.
分析記事 Dec 06

Why Investors Shouldn't Be Surprised By Digital Turbine, Inc.'s (NASDAQ:APPS) 31% Share Price Plunge

The Digital Turbine, Inc. ( NASDAQ:APPS ) share price has softened a substantial 31% over the previous 30 days, handing...
ナラティブの更新 Dec 06

APPS: Expanding Ad Tech And E-Commerce Reach Will Drive Upside Potential

Analysts have modestly reduced their price target for Digital Turbine to $8.75 per share, citing slightly lower risk premiums and incrementally stronger long term margin assumptions that align the valuation more closely with updated sector multiples in high growth ad tech peers. Analyst Commentary Bullish analysts point to the aggressive upward repricing across high growth ad tech peers as a supportive backdrop for Digital Turbine, arguing that investors are willing to pay premium multiples for platforms that can demonstrate durable growth, expanding margins, and a credible path to scale outside their original core verticals.
ナラティブの更新 Nov 22

APPS: Expanding Ad Technology and International Reach Will Drive New Opportunities

Analysts have maintained Digital Turbine’s fair value estimate at $8.75 per share. They cite a balanced outlook with recent revisions to revenue growth and discount rates, reflecting evolving sector dynamics.
ナラティブの更新 Nov 07

APPS: Expanding Self-Serve Ad Tools Will Unlock New Market Opportunities

Digital Turbine's fair value estimate has been increased from $6.75 to $8.75 per share. Analysts cite higher price targets for digital advertising peers and improving sector growth forecasts as key drivers for the upward adjustment.
分析記事 Oct 04

Improved Revenues Required Before Digital Turbine, Inc. (NASDAQ:APPS) Stock's 51% Jump Looks Justified

Digital Turbine, Inc. ( NASDAQ:APPS ) shareholders would be excited to see that the share price has had a great month...
分析記事 Aug 20

Digital Turbine, Inc. (NASDAQ:APPS) Not Doing Enough For Some Investors As Its Shares Slump 26%

Digital Turbine, Inc. ( NASDAQ:APPS ) shareholders won't be pleased to see that the share price has had a very rough...
ナラティブの更新 Aug 07

Accelerating Mobile Trends Will Broaden Open App Markets

Analysts have substantially raised their price target for Digital Turbine, driven by sharply improved forecasts for both future earnings multiples and revenue growth, resulting in a consensus fair value increase from $2.72 to $6.75. What's in the News Raised fiscal year 2026 revenue guidance to $525–$535 million.
分析記事 Jul 11

Is Digital Turbine (NASDAQ:APPS) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Jul 09

Digital Turbine: The Turnaround Is Real, But The Price Isn't Right

Summary Digital Turbine's return to revenue growth and improved balance sheet are positive, but recent gains are already reflected in the stock price. Management's raised guidance and strong Revenue Per Device growth are encouraging, yet sustainability remains uncertain. Valuation appears stretched, with the stock trading above 2x EV/Revenue despite muted growth, poor profitability, and recent underperformance. Given these factors, I recommend a 'Hold' rating for long-term investors, as current risks and uncertainties are not fully resolved. Read the full article on Seeking Alpha
分析記事 Jun 11

Digital Turbine, Inc. (NASDAQ:APPS) Held Back By Insufficient Growth Even After Shares Climb 26%

Digital Turbine, Inc. ( NASDAQ:APPS ) shares have continued their recent momentum with a 26% gain in the last month...
分析記事 Apr 09

The Market Doesn't Like What It Sees From Digital Turbine, Inc.'s (NASDAQ:APPS) Revenues Yet As Shares Tumble 25%

The Digital Turbine, Inc. ( NASDAQ:APPS ) share price has softened a substantial 25% over the previous 30 days, handing...
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新しいナラティブ Apr 02

Steve Lasher And SDK Bidding Will Streamline Operations

New CFO Steve Lasher's experience is expected to enhance operational efficiency and financial planning, potentially improving net margins.
Seeking Alpha Mar 30

Digital Turbine: DTX's Gross Margins Support The Bull Thesis

Summary APPS's bull thesis hinges on stabilizing ODS and growing the advertisement segment, leveraging high gross margins in DTX despite lower R&D investments. APPS's shift from waterfall to SDK bidding is enhancing ad performance, but net debt and asset-heavy operations pose substantial risks. Valuation models suggest APPS is fairly valued, with potential upside if advertising segment succeeds, but I rate it a hold, because it doesn't fit my investment style. Read the full article on Seeking Alpha
分析記事 Feb 06

Digital Turbine, Inc. (NASDAQ:APPS) Held Back By Insufficient Growth Even After Shares Climb 25%

Digital Turbine, Inc. ( NASDAQ:APPS ) shares have continued their recent momentum with a 25% gain in the last month...
Seeking Alpha Feb 06

Digital Turbine Q3 Earnings: Why I'm Still Not Fully Convinced

Summary Digital Turbine's stock surged 30% after a solid earnings beat and raised guidance, but its balance sheet remains precarious, necessitating potential shareholder dilution. Despite improved brand relationships and a positive revenue outlook, the company’s net debt and low cash reserves are concerning. The stock is cheap, trading at less than 1x forward sales, but poor EBITDA to free cash flow conversion limits its attractiveness. I'm neutral on Digital Turbine; short-term momentum is promising, but long-term sustainability remains uncertain due to financial instability. Read the full article on Seeking Alpha
分析記事 Dec 20

Health Check: How Prudently Does Digital Turbine (NASDAQ:APPS) Use Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Dec 20

Digital Turbine, Inc. (NASDAQ:APPS) Stock Catapults 45% Though Its Price And Business Still Lag The Industry

Digital Turbine, Inc. ( NASDAQ:APPS ) shareholders are no doubt pleased to see that the share price has bounced 45% in...
分析記事 Oct 12

Digital Turbine, Inc.'s (NASDAQ:APPS) Shares Bounce 26% But Its Business Still Trails The Industry

Digital Turbine, Inc. ( NASDAQ:APPS ) shares have continued their recent momentum with a 26% gain in the last month...
分析記事 Aug 21

Should Shareholders Reconsider Digital Turbine, Inc.'s (NASDAQ:APPS) CEO Compensation Package?

Key Insights Digital Turbine's Annual General Meeting to take place on 27th of August Total pay for CEO Bill Stone...
分析記事 Aug 20

Digital Turbine, Inc.'s (NASDAQ:APPS) Price Is Right But Growth Is Lacking After Shares Rocket 93%

The Digital Turbine, Inc. ( NASDAQ:APPS ) share price has done very well over the last month, posting an excellent gain...
分析記事 Aug 08

Is Digital Turbine (NASDAQ:APPS) Using Debt Sensibly?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Seeking Alpha Jul 15

Digital Turbine: Decline In All Areas, Stay Away

Summary I don't see any signs of a turnaround. Digital Turbine stock looks cheap, but the estimates have always been too optimistic. The company continues to decline in revenue, the margins are getting worse, interest payments are increasing. Read the full article on Seeking Alpha
分析記事 Jun 14

Lacklustre Performance Is Driving Digital Turbine, Inc.'s (NASDAQ:APPS) 35% Price Drop

To the annoyance of some shareholders, Digital Turbine, Inc. ( NASDAQ:APPS ) shares are down a considerable 35% in the...
Seeking Alpha Jun 11

Digital Turbine: Call Of The Void

Summary Digital Turbine's financial results continue to disappoint, pressuring the stock, despite a low valuation. Poor results have been attributed to soft device sales and a tech stack migration, but after several years of weakness it is difficult to continue blaming macro conditions. While SingleTap has potential, this part of the business doesn't appear to have any momentum. Until Digital Turbine focuses on efficiency, it is hard to be optimistic about the company's prospects. Read the full article on Seeking Alpha
Seeking Alpha May 29

Digital Turbine Earnings: A Stock You Should Not Buy, Debt Is A Problem

Summary Digital Turbine stock is downgraded from hold to sell due to unappealing prospects and a heavy debt burden. The company faces challenges in monetizing through new device activations and transitioning its revenue base to align with new regulatory environments. Digital Turbine's financials reveal stagnant revenue growth, consistent misses on analysts' estimates, and a poor free cash flow conversion ratio. Read the full article on Seeking Alpha
分析記事 Apr 25

Digital Turbine, Inc. (NASDAQ:APPS) Looks Inexpensive After Falling 25% But Perhaps Not Attractive Enough

To the annoyance of some shareholders, Digital Turbine, Inc. ( NASDAQ:APPS ) shares are down a considerable 25% in the...
分析記事 Mar 25

Digital Turbine (NASDAQ:APPS) Has Debt But No Earnings; Should You Worry?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Mar 18

Digital Turbine: Why I Will Stay Clear For Now

Summary Digital Turbine's stock has dropped 82% since my last coverage in 2021. On-Device Solution Revenue declined by 9.8% YoY, primarily due to lower mobile device sales and the loss of a major partner, T-Mobile. The App-Growth Platform revenue declined by 30% YoY due to weaker demand and the integration of legacy platforms. SingleTap's revenue generation remains below expectations. While the pursuit of alternative app stores holds potential, revenue generation from this segment remains nascent and requires careful monitoring for future growth. Read the full article on Seeking Alpha
分析記事 Mar 04

Lacklustre Performance Is Driving Digital Turbine, Inc.'s (NASDAQ:APPS) 40% Price Drop

The Digital Turbine, Inc. ( NASDAQ:APPS ) share price has fared very poorly over the last month, falling by a...
Seeking Alpha Feb 09

Digital Turbine Stock: Upgrading To Buy Following The Bloodbath

Summary Digital Turbine faced challenges in Q3, including disappointing device sales, migration issues with its cloud hosting platform, and changes to AI models affecting ad revenue. The outlook for Digital Turbine is expected to improve with the projected recovery of the smartphone market and increased ad spending in 2024. Projections from IDC and Canalys point to approximately 4% growth in smartphone unit shipments this year, which would mark a return to growth after two years. At a forward earnings yield of around 12%, Digital Turbine seems attractively valued. However, it's difficult to see APPS stock turning a corner in the short term due to the absence of a catalyst. Read the full article on Seeking Alpha
分析記事 Jan 04

Digital Turbine, Inc. (NASDAQ:APPS) Looks Inexpensive But Perhaps Not Attractive Enough

Digital Turbine, Inc.'s ( NASDAQ:APPS ) price-to-sales (or "P/S") ratio of 1.1x might make it look like a strong buy...
分析記事 Dec 05

Would Digital Turbine (NASDAQ:APPS) Be Better Off With Less Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Oct 06

Investors Will Want Digital Turbine's (NASDAQ:APPS) Growth In ROCE To Persist

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...

業績と収益の成長予測

NasdaqCM:APPS - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
3/31/2027619-35N/AN/A2
3/31/2026556-40N/AN/A2
12/31/2025542-491949N/A
9/30/2025525-771645N/A
6/30/2025503-81-722N/A
3/31/2025491-92-1612N/A
12/31/2024484-310-39-11N/A
9/30/2024492-301-34-10N/A
6/30/2024516-437326N/A
3/31/2024544-420429N/A
12/31/2023572-1983456N/A
9/30/2023592-1805378N/A
6/30/2023624-65378N/A
3/31/20236661790113N/A
12/31/202271051113139N/A
9/30/202276454115141N/A
6/30/202277836125150N/A
3/31/2022748366185N/A
12/31/2021659463958N/A
9/30/2021530532541N/A
6/30/2021413591628N/A
3/31/2021314555463N/A
12/31/2020258395260N/A
9/30/2020205284249N/A
6/30/2020167262733N/A
3/31/2020139142731N/A
12/31/2019127-71822N/A
9/30/2019121-11N/A16N/A
6/30/2019112-8N/A10N/A
3/31/2019104-4N/A1N/A
12/31/201897-2N/A6N/A
9/30/201890-5N/A5N/A
6/30/201882-14N/A5N/A
3/31/201875-20N/A7N/A
12/31/201725-17N/A1N/A
9/30/201724-15N/A-5N/A
6/30/201731-16N/A-7N/A
3/31/201740-19N/A-7N/A
12/31/201692-23N/A-9N/A
9/30/201694-26N/A-9N/A
6/30/201692-27N/A-8N/A
3/31/201622-24N/A-7N/A
12/31/201574-32N/A-11N/A
9/30/201557-31N/A-11N/A
6/30/201541-28N/A-12N/A

アナリストによる今後の成長予測

収入対貯蓄率: APPS今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: APPS今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: APPS今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: APPSの収益 ( 10.9% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: APPSの収益 ( 10.9% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: APPSの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/18 20:14
終値2026/05/15 00:00
収益2025/12/31
年間収益2025/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Digital Turbine, Inc. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6

アナリスト機関
Omar DessoukyBofA Global Research
Zachary SilverB. Riley Securities, Inc.
Austin MoldowCanaccord Genuity