APPS
Digital Turbine, Inc.
APPS trails on the overall score without a compensating advantage in the available component scores.
MU
Micron Technology, Inc.
MU has the edge over APPS overall, supported by stronger valuation and lower modeled downside.
APPS Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Stable | |
| Unavailable | |
| Stable |
APPS's revenue is currently strong, and its profitability and balance sheet are stable. There isn't enough data to rate its cash flow.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
APPS PE Valuation
APPS has no meaningful PE right now: it lost money over the past year.
MU PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 4.6x | $798 | — |
| Cheap | 10x | $777 | -2.7% |
| Current | 11x | $798 | — |
| Fair | 22x | $1,646 | +106% |
| Expensive | 32x | $2,404 | +201% |
Historical ranges are pointers, not guarantees.
MU's PE is in its cheap range at 11x. If earnings grow as analysts expect, today's price would be 4.6x next year's earnings.
APPS Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Weakening | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for APPS, but weaker profitability. However, they disagree widely on these estimates.
MU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Broad | |
| Moderate |
MU has the edge over APPS on the outlook, with more favorable profitability expectations.
APPS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.71 | — |
| Q3 2026 | -$0.03 | +$0.70 |
| Q2 2026 | -$0.29 | +$0.48 |
| Q1 2026 | -$0.33 | +$0.56 |
| Q4 2025 | -$0.48 | +$2.56 |
| Q3 2025 | -$0.73 | +$2.23 |
| Q2 2025 | -$0.77 | +$3.56 |
| Q1 2025 | -$0.89 | +$3.27 |
| Q4 2024 | -$3.04 | -$1.07 |
APPS is still losing money, but far less than before: $0.03 per share over the past year, against $4.33 at its worst in mid-2024.
MU Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $174.95 | +135% |
| Q3 2026 | $74.33 | +879% |
| Q2 2026 | $44.17 | +693% |
| Q1 2026 | $21.18 | +405% |
| Q4 2025 | $10.52 | +201% |
| Q3 2025 | $7.59 | +984% |
| Q2 2025 | $5.57 | +$6.99 |
| Q1 2025 | $4.19 | +$7.64 |
| Q4 2024 | $3.49 | +$9.77 |
MU has the edge over APPS on earnings quality, reporting a profit while its opponent remains loss making.
APPS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $178.7M | +27% |
| Q2 2026 | $166M | +27% |
| Q1 2026 | $142.5M | +20% |
| Q4 2025 | $151.4M | +12% |
| Q3 2025 | $140.4M | +18% |
| Q2 2025 | $130.9M | +11% |
| Q1 2025 | $119.2M | +6.2% |
| Q4 2024 | $134.6M | -5.6% |
APPS's revenue is recovering but still below its 2021 peak: $179M last quarter, up 27% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 11% | +6.7 points |
| Q2 2026 | 14% | +17 points |
| Q1 2026 | 7.4% | +17 points |
| Q4 2025 | 14% | +24 points |
| Q3 2025 | 4.7% | +16 points |
| Q2 2025 | -3.6% | +10 points |
| Q1 2025 | -9.8% | +175 points |
| Q4 2024 | -9.5% | -3 points |
APPS's operating margin was 11% last quarter, up 6.7 points from the same quarter a year ago.
MU Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $54.2B | +379% |
| Q2 2026 | $41.5B | +346% |
| Q1 2026 | $23.9B | +196% |
| Q4 2025 | $13.6B | +57% |
| Q3 2025 | $11.3B | +46% |
| Q2 2025 | $9.3B | +37% |
| Q1 2025 | $8.1B | +38% |
| Q4 2024 | $8.7B | +84% |
MU has the edge over APPS on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 81% | +48 points |
| Q2 2026 | 80% | +57 points |
| Q1 2026 | 68% | +46 points |
| Q4 2025 | 45% | +20 points |
| Q3 2025 | 32% | +13 points |
| Q2 2025 | 23% | +13 points |
| Q1 2025 | 22% | +19 points |
| Q4 2024 | 25% | +49 points |
MU has the edge over APPS on profitability, with a higher operating margin.
APPS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $10M | -31% |
| Q2 2026 | $11.2M | +27% |
| Q4 2025 | $14.2M | +36% |
| Q3 2025 | $14.5M | +$23.2M |
| Q2 2025 | $8.8M | +$10.1M |
| Q1 2025 | $11.5M | +$23.3M |
| Q4 2024 | $10.4M | -10% |
| Q3 2024 | -$8.7M | -132% |
MU has the stronger cash trend. Its trailing FCF is up 3,213% versus its history, compared with APPS at down 15%.
MU Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $32.9B | +45543% |
| Q2 2026 | $17.6B | +951% |
| Q1 2026 | $5.5B | +$5.6B |
| Q4 2025 | $3B | +7853% |
| Q3 2025 | $72M | -75% |
| Q2 2025 | $1.7B | +322% |
| Q1 2025 | -$113M | +$52M |
| Q4 2024 | $38M | +$433M |
MU generated $59B in free cash flow over the past year, more than ten times what it generated the year before.
APPS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +7.1% | +8.6M shares |
| 1 year | +18% | +20.1M shares |
| 3 years | +28% | +28.6M shares |
| 5 years | +34% | +33.1M shares |
| Available history | +40% | +36.8M shares |
APPS has 129M diluted shares, up 18% from a year ago.
MU Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -2M shares |
| 1 year | +1.6% | +18M shares |
| 3 years | +4.6% | +50M shares |
| 5 years | +0.2% | +2M shares |
| Available history | +1.2% | +14M shares |
MU has the edge over APPS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $350M |
| Q4 2025 | $300M |
| Q3 2024 | $300M |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
MU has spent almost nothing on buybacks in the past year.
APPS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.1x | Moderate |
| Q2 2026 | 2.5x | Moderate |
| Q1 2026 | 3.1x | Elevated |
| Q4 2025 | 3.5x | Elevated |
| Q3 2025 | 6.1x | High |
| Q2 2025 | 8.6x | High |
| Q1 2025 | 12.8x | High |
| Q2 2023 | 3.5x | Elevated |
APPS's net debt is about 2.1 years of its operating earnings (EBITDA), down from 6.1 years a year ago.
MU Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.3x | Net Cash |
| Q2 2026 | -0.3x | Net Cash |
| Q1 2026 | -0.1x | Net Cash |
| Q4 2025 | 0.1x | Very low |
| Q3 2025 | 0.3x | Very low |
| Q2 2025 | 0.3x | Very low |
| Q1 2025 | 0.5x | Very low |
| Q4 2024 | 0.6x | Very low |
MU has the edge over APPS on leverage, with a lower net debt burden relative to earnings.
APPS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.7 | Neutral |
| Stochastic | 16.4 | Oversold |
APPS's weekly RSI is 44 (neutral) and its Stochastic is 16 (oversold).
MU Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 47.1 | Neutral |
| Stochastic | 26.9 | Neutral |
MU's weekly RSI is 47 (neutral) and its Stochastic is 27 (neutral).
APPS PE vs Technology Sector
| Metric | APPS | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 28x | — |
APPS has no meaningful PE right now: it lost money over the past year.
MU PE vs Technology Sector
| Metric | MU | Sector median | Relative |
|---|---|---|---|
| PE | 11x | 28x | 61% below |
| PE % | 18 | 35 | 17 pts below |
MU is trading at 11x earnings, a 61% discount to the Technology sector's median of 28x.
APPS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.84 | 26% below |
| 20 week MA | $10.4 | 30% below |
| 50 week MA | $7.22 | 1.1% above |
| 100 week MA | $5.77 | 27% above |
| 200 week MA | $5.92 | 23% above |
APPS has slipped below its 8- and 20-week averages, though it's still 23% above its 200-week average.
MU Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $914.5 | 13% below |
| 20 week MA | $931.0 | 14% below |
| 50 week MA | $685.9 | 16% above |
| 100 week MA | $405.4 | 97% above |
| 200 week MA | $246.0 | 225% above |
MU has pulled back, but its long-term trend is still up: it's below its 8- and 20-week averages, but 225% above its 200-week average.
APPS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $7.40 | $58.6 | +692% |
| 2021 | $58.6 | $62.2 | +6.1% |
| 2022 | $62.2 | $14.1 | -77% |
| 2023 | $14.1 | $6.86 | -51% |
| 2024 | $6.86 | $1.86 | -73% |
| 2025 | $1.86 | $5.22 | +181% |
| 2026 YTD | $5.22 | $7.30 | +40% |
APPS's yearly returns have swung widely, from +692% in 2020 to −77% in 2022. It's up 40% so far in 2026.
MU Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $54.0 | $70.6 | +31% |
| 2021 | $70.6 | $94.4 | +34% |
| 2022 | $94.4 | $50.2 | -47% |
| 2023 | $50.2 | $85.3 | +70% |
| 2024 | $85.3 | $88.6 | +3.9% |
| 2025 | $88.6 | $284.8 | +221% |
| 2026 YTD | $284.8 | $798.4 | +180% |
MU has the edge over APPS on returns for 2026, with the stronger performance.