Analysts assess gaming stocks and DraftKings trends after G2E

Analysts at Jefferies and Truist Securities discussed gaming-sector valuations and G2E themes on 5 October 2026, according to a report. J.P. Morgan’s Dan Politzer said DraftKings’ online sports-betting handle was tracking well quarter to date, while investment in prediction markets was shifting from FY27 into FY26. He also said DraftKings viewed the regulatory outlook as uncertain.