Zeta Global Holdings Corp. ZETA is strengthening its enterprise AI platform through the accelerating adoption of Athena, expanding customer engagement and strategic partnerships. Built on its proprietary data cloud, Athena enables customers to interact with the platform using natural language, while Zeta Business Intelligence extends capabilities beyond marketing by transforming business and customer data into real-time intelligence and actions. Zeta believes partnerships with OpenAI, Snowflake and Palantir, together with rising AI adoption and cross-selling, will expand enterprise opportunities and support sustainable long-term growth.
AppLovin Corporation APP is expanding its advertising platform beyond mobile gaming by scaling its consumer business, broadening advertiser adoption and leveraging AI-driven model improvements. AppLovin Ads Manager is publicly available, with the company initially targeting mid-market advertisers and using strategic partnerships to accelerate customer acquisition. The company is also expanding into non-gaming apps, the open web and eventually connected TV, creating additional avenues for growth as advertiser demand scales. APP expects continued model improvements, stronger data and broader advertiser adoption to support durable long-term growth.
Digital Turbine's shares have skyrocketed 138.9% over the past three months compared with the industry's 8.1% growth.
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From a valuation standpoint, APPS trades at a trailing price-to-sales ratio of 2.19X, below the industry's average of 5.49X. It has a Value Score of A.
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The Zacks Consensus Estimate for APPS' fiscal 2027 earnings implies year-over-year growth of 53.6%, whereas the same for fiscal 2028 indicates an uptick of 33.7%. Estimates for fiscal 2027 and 2028 have been revised upward by 2 cents and 9 cents to 86 cents and $1.15, respectively, over the past 30 days.
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Digital Turbine currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
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This article originally published on Zacks Investment Research (zacks.com).