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Analysts assess New York sports betting and gambling-company outlooks

Deals & M&A

Analysts at Truist Securities, J.P. Morgan, Texas Capital Securities and Jefferies issued views on gambling markets and companies in September. J.P. Morgan’s Dan Politzer cited New York Gaming Commission data for the week to 13 September 2026, reporting online sports betting gross gaming revenue down 70% year on year and handle up 11%, with a 2.9% hold. The other notes covered Las Vegas, Inspired Entertainment and Churchill Downs.

The New York figures and analyst assessments offer operators and investors current indicators on betting performance and company outlooks.

End-of-day close Inspired Entertainment (INSE), USD, to 5 November 2026
Story date7 August 20265 November 2026

Latest reported results

Inspired Entertainment NASDAQ: INSE

Quarter ended 30 September 2026

Revenue
USD 61.4m10-Q filing 0001493152-26-050235
Operating income
USD 10.3m10-Q filing 0001493152-26-050235

Churchill Downs NASDAQ: CHDN

Quarter ended 30 September 2026

Revenue
USD 696.0m10-Q filing 0000020212-26-000084
Operating income
USD 143.0m10-Q filing 0000020212-26-000084

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Analysts assess Penn projects, World Cup betting and Caesars proposal

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