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Analysts update views on Gambling.com, sports betting and gaming deals

Business

Analysts commented on Gambling.com’s third-quarter results, state sports betting and pending acquisitions of AGS and Everi in reports dated 14 to 18 November. One analyst said New York online sports betting handle for the week ending 10 November rose 16% year on year, while gross gaming revenue increased 26%; Minnesota’s online sports betting bill had not passed in 2024.

The analysis covers company forecasts, state betting markets and the expected timing of two gaming-sector deals.

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Analysts assess New York sports betting and gambling-company outlooks

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.

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