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数字涡轮机在美国银行升级的推动下飙升

2026-05-28 23:26

  • Digital Turbine (APPS) soared more than 20% on Thursday after Bank of America upgraded the tech company, citing the potential for sales growth acceleration. 
  • “We upgrade APPS to Buy (from Neutral) as execution has become more consistent and FY27 visibility has improved,” analyst Omar Dessouky wrote in a note to clients. “A consistent pattern of beats and raises over the past four quarters gives us more confidence in the company’s execution, with monetization upside from 1) expanding owned supply with richer audience signals and 2) improving targeting and ad pricing driven by the integration of more first-party data. APPS’ business is also more diversified by geography and customer vertical, making it more resilient to macro- driven demand shocks.”
  • Dessouky also has a $7.50 price target on Digital Turbine.

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