Digital Turbine Plunges 23% Despite Revenue Beat as Margins Shrink and Profit Outlook Stays Put; Unity Slides 2%, AppLovin Dips

Impact · against what's priced in

Digital Turbine faces a significant valuation reset as top-line growth fails to translate into profit, compounded by internal control weaknesses. In contrast, the news is negligible for TTD, as the market had already priced in a severe margin and revenue breakdown for the ad-tech space.

TTD+0.00

Already priced in

The price assumes

A breaking margin structure, with analysts cutting fiscal 2027 EBITDA margin estimates to 29% from 40%.