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. (NASDAQ: APPS - Get Free Report)'s stock price gapped up before the market opened on Wednesday following a stronger than expected earnings report. The stock had previously closed at $4.94, but opened at $5.90. Digital Turbine shares last traded at $5.6410, with a volume of 4,295,677 shares traded. The software maker reported $0.18

Digital Turbine, Inc. (NASDAQ: APPS - Get Free Report) was the recipient of some unusual options trading activity on Wednesday. Investors acquired 7,194 call options on the company. This is an increase of 142% compared to the typical volume of 2,968 call options. Digital Turbine Stock Down 5.1% APPS opened at $4.69 on Thursday. Digital Turbine

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

Digital Turbine, Inc. (APPS) Q3 2026 Earnings Call Transcript