Analysts assess US gaming trends, Brightstar, AI and Gambling.com
Analysts reviewed US gaming operators, Brightstar Lottery, artificial intelligence and Gambling.com in notes published on 16 March. J.P. Morgan said recent M&A activity supports gaming valuations, while Truist maintained a Hold view on Brightstar and lowered its 2026 EBITDA estimate for Gambling.com to $51 million from $62 million. Jefferies said operators may expand AI use in customer acquisition, engagement and retention.
The analyst views provide market participants with updated assessments of gaming companies, forecasts and AI applications.