Analysts issued views on gambling companies including Flutter, Inspired Entertainment, Penn Entertainment and Churchill Downs in comments dated 26 February to 2 March. Their assessments covered Flutter's 2026 outlook and US performance, Inspired's revenue prospects, and Penn and Churchill Downs' growth outlooks.
The analysts' forecasts and assessments provide investors with updated views on company performance and prospects.
Quarter ended 30 September 2026
Quarter ended 30 September 2026
Quarter ended 30 September 2026
Quarter ended 30 September 2026
The day’s most important stories, free. One email a day.
Analysts from Jefferies, Truist Securities, Macquarie and Texas Capital Securities published views on Penn Entertainment, World Cup wagering and Caesars’ proposed deal with Fertitta Entertainment. Truist said it expects Penn’s Aurora project to add $54 million in EBITDA once ramped and forecast a 15% return on investment across the projects. The Caesars proposal was $31 per share in cash, with a go-shop period running until 11 July 2026, according to the cited analysis.
Analysts discussed the proposed Fertitta Entertainment acquisition of Caesars, announced on Thursday, and its potential effects on casino operators. J.P. Morgan’s Daniel Politzer raised questions about financing, possible divestitures and shareholder approval, while CBRE’s John DeCree said the sector could see further leveraged and management buyouts.
Analysts discussed Churchill Downs’ growth prospects and operating execution, New York online sports betting figures, and Bally’s funding needs, according to reports of their comments. New York’s Gaming Commission data for the week ending 17 May showed sports betting gross gaming revenue up 5% year on year and handle down 15%; second-quarter-to-date revenue was up 22% and handle down 2%.
J.P. Morgan analyst Dan Politzer said a potential acquisition of Caesars by Tilman Fertitta remained subject to significant hurdles and was reportedly still several weeks away. Analysts also reviewed Gambling.com’s first-quarter performance, Monarch Casino Resorts’ growth options and Brightstar Lottery’s results and 2026 guidance.
Analysts issued views on gambling companies and sector trends in notes dated 30 March to 6 April, according to reports. B Riley Securities maintained a buy rating on Inspired Entertainment with a $13 price target; Fitch placed Mohegan Tribal Gaming Authority and MS Digital Entertainment Holdings on Rating Watch Positive after the announced sale of the Connecticut Sun. Truist Securities discussed VICI Properties’ $144 million acquisition of two Alberta gaming assets linked to PURE’s take-private deal.