Digital Turbine

APPS

Market cap $487M

Investors interested in Internet - Software stocks are likely familiar with Digital Turbine (APPS) and Autodesk (ADSK). But which of these two stocks is more attractive to value investors?

The seasoned AI, Data, and AdTech veteran joins DT from Microsoft AI Copilot to help lead the next phase of innovation, building on continuous momentum and performance AUSTIN, Texas, Feb. 25, 2026 /PRNewswire/ -- Digital Turbine , the global leader in growth solutions for the mobile ecosystem, is excited to announce the appointment of Ben John as the company's Chief Technology Officer. Joining the company at a period of accelerating growth, Ben will lead DT's global engineering, product architecture, data-first scaling, and AI-driven development to support its momentum.

ECO, BHO, CSTM, NIC, and APPS have been added to the Zacks Rank #1 (Strong Buy) List on February 23, 2026.

AppLovin Corporation (APP) Q4 2025 Earnings Call Transcript

The Zacks Internet software industry participants like MDB, APPS and EGHT are benefiting from high demand for SaaS due to the increasing need for hybrid work, learning and diagnosis software, as well as cybersecurity applications.

Investors interested in stocks from the Internet - Software sector have probably already heard of Digital Turbine (APPS) and Zoom Communications (ZM). But which of these two companies is the best option for those looking for undervalued stocks?

Digital Turbine (APPS) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

APPS beats Q3 earnings estimates as revenues rise 12% year over year, but shares slide despite margin expansion and higher EBITDA.

Digital Turbine, Inc. faces structural headwinds: high debt, weak margins, and a challenged mobile advertising model post-Apple privacy changes. Despite raising FY26 revenue guidance to $553M–$558M and improving margins, APPS' free cash flow remains thin versus an 11.68% interest rate on $355M debt. APPS' valuation is highly sensitive to margin swings; even optimistic DCF assumptions only yield reasonable value, with downside risk if growth or margins slip.

Digital Turbine: Continued Progress But Still A Mixed Bag