APPS Digital Turbine Inc

$APPS Updated price targets coming out. Bullish. RBC maintains their Buy rating and price at $15 Roth reiterates their Buy rating and price at $19

$APPS short-sighted market does not see the operating leverage of DT business was also impacted by the amount of new contracts. Debt covenants to be applied in December were also due, which may negatively impact DT if they do not redirect cash flow towards I+D+AI. Brilliant decission from the company to press on margins to stay relevant in fy 2028/2029. These results are due to an important amount of new contracts not yet ramping up as required for op. Leverage to work as intended. I expect a huge acceleration for Feb 2027, compared to fy q2 2027 due to the christmas period+accelerating performance of new contracts from Feb-May 2026.

$APPS this stock was not priced for perfection in the first place, this drop doesn't make any sense, and they just compressed a bit QoQ, but YoY EBITDA rose 46%. It will go back to $10.

$APPS I’ve lost Everything in this stock. My Family is Devastated and I sold everything. I wish everyone else good luck, please becareful

$APPS I’m still going to have my Old Fashioned. Regardless. I thought the earning we very good and the compressed margin is because a less profitable portion of the business is growing by such a massive percentage it’s skewing the overall margin down. The drop is short lived - onward and upwards. Although I will say - I had plans for some of my huge profits that will need to wait.

$APPS All people who panicked and sold is what they wanted you to do .Same group took it down will start buying and bringing back up.

$APPS Amidst all of this, it's a 2nd quarter in a row that ODS comes in strong. This quarter was +20%, even stronger than last quarter. That was an unexpected surprise. Plus now they've signed yet another tier 1 carrier. I think the market is being a little short sighted here. The company has been perfect 8 quarters in a row. This margin hiccup will be short-lived.

$APPS Great post. This is your response below from , focusing on the debt is being myopic. Like said, you are looking at the trees in the forest. You made a vaild point, not bashing you, but I don't see it that way and neither does management. This is not a static company and is growing at a very healthy clip. Just look at the progress. I think the debt is a non-issue that the maket cap will eventually take care of and absorb at the right time. It would be ridiculous to pay off debt right now via dilution. Nobody wants that. The company is growing in all directions and will continue to pay off debt and prove itself like it has in the last 8 quarters. This is not a company that is about to reverse course. Power on 🚀🚀🚀

$APPS I thought it was pretty significant that ODS saw 20% growth and ACCELERATING. Plus they signed another Tier 1 carrier soon after Orange. Wasn't the market crying about sluggish ODS not long ago? This market is maniacal and can't make up it's mind on what is good and what isn't. DT is going in the right direction.

$APPS We were robbed at gun point yesterday.Bandits were well organized. This was premeditated.

$APPS I have just placed a buy order for 5,000 shares at 8.30 for tomorrow's session. I just cant ignore this discount.🤑

$APPS they are making tons of progress , this is just a blip in time and will get corrected. meanwhile its onward and upward just gonna take a little longer . overall this was a great earnings call

$APPS I think it's just disappointment today and momo trader were in for rally to $17. Now leaving at 30% loss

$APPS Putting the tinfoil hat back on from yesterday, but here's what I'll be examining as a plausible short-side bear raid. Ahead of earnings, DT had approximately 11.6M shares short. Tuesday's collapse saw over 20M shares traded, with roughly 5.86M reported short sales (57.8% of covered volume). All following a quarter of substantial YoY improvement alongside modest margin compression and legit, but hardly catastrophic, financial concerns. Consider the shadow mechanics: large short positions established at high prices, an earnings catalyst opens the door for aggressive selling, algos amplifying momo, and stop-loss liquidations catapult share supply. Big players could theoretically easily cover into that panic, lock in substantial shorted profit, and reverse long at deeply discounted valuations. Profit on the decline, profit on the recovery. The big test comes Nov 24, when short interest is released. It'll be interesting to see who was repositioning while retail was capitulating.

$APPS everyone calm down, margins weren’t great but drop was extended with too many calls. Paper hands have been cleared out. Expect a dip tmrw and rally to 10+

$APPS Strong quarter, but not without *some* apprehension (price action overblown, however). Revenue rises to circa $179M, beating by 7%. Adjusted EBITDA up 46% year over year, and management raised annual revs guidance by $20 million. Gross margins shrank (obvi not ideal), EBITDA nearly flat, and they didn't raise profit outlook. Guidance even suggests a mildly softer second half. So, the issue isn't whether DT can grow; it's whether that growth is turning into enough profit (what the market actually wants). Then there's the balance sheet: $385 million in debt at interest rates near 12%, plus recent acct. corrections that don't inspire confidence. Those are real risks, but IMO they don't justify a 20% plus stock collapse after that Q. The turnaround looks real, but more needs to be done to prove it's not losing steam nor is financially fragile. New CFO has opportunity to be a big impact. As might a refi, if they can find the right lender. Flight's on course, just very turbulent.

$APPS $APPS People are misunderstanding the Earnings Report. Core Business (Singletap+Brand ads) came in at $166M/$42.5M EBTDA. Ramping performance ads +$12M QoQ, at negative margins. Performance ads business will become more profitable with scale

$APPS The new Tier 1 carrier is Vodafone, they used Ironsource before. Looks like they are going after ironsournces old clients using the patents they have.

$APPS this will be 12 by january 1; you dudes were too bullish before earnings and now youre too bearish

$APPS shorting on earnings day was decided since the call delay, no matter how results were