That's a wrap.
Market opens Friday, Nov 13 at 9:30 AM ET
| Nov 9, 2026 | Sep 30, 2026 | After the market closes | $0.14 | $0.14 | |
| Jun 15, 2026 | Mar 31, 2026 | Time not given | $0.08 | not recorded | −3.69%2d |
APPS EPS Was In Line, While a 7.1% Rally Kept Margin Recovery Central
Digital Turbine reported $0.14 EPS for the quarter ended September 30, matching estimates. Shares rose 7.1% to $7.765 on November 11, but operating margin was 6.1%, and management’s specific margin outlook was not provided.
Better case35%
The growth thesis gains credibility if margin recovery converts 15.2% TTM revenue growth into stronger per-share earnings.
Base case40%
APPS remains a growth turnaround with in-line earnings, but weak profitability and leverage limit sustained rerating.
Worse case25%
Revenue growth fails to produce dependable earnings if 6.1% margins, -21.8% ROE, and 1.92 leverage persist.
Scenario odds are a judgement, not measured.