The Roundhill Sports Betting & iGaming ETF fell 3.3% during the week covered, while the Nasdaq and S&P 500 reached record highs. The report also cited company results and share moves, including DraftKings’ first-quarter revenue of $1.65bn, up 17%, and Corsair Gaming’s 2026 revenue guidance of $335m to $365m.
The reported share movements and company figures provide investors with a snapshot of performance across gaming-related stocks.
Quarter ended 30 September 2026
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The Roundhill Sports Betting & iGaming ETF fell 2.7% last week, while the S&P 500 closed nearly flat, according to the report. Aristocrat Leisure rose 10.04%, while Gambling.com declined 46.78%; Gambling.com also cut its 2026 revenue outlook to $165 million-$170 million from $170 million-$180 million.
The Roundhill Sports Betting & iGaming ETF (BETZ) had fallen 7.7% in 2026 by the report’s publication, while the S&P 500 was up 5.6%, reportedly. The report also cited Rush Street Interactive’s first-quarter results and raised guidance as drivers of its share-price gains, while Robinhood and Playtech were among the biggest weekly decliners.
J.P. Morgan and Bank of America analysts said first-quarter results will reflect weaker consumer sentiment and pressure on digital gaming from prediction markets. Bank of America reported gaming stocks down 6% for the year, with US operators up 1%, Macau operators down 14% and digital and online gaming stocks down 36%.
DraftKings lowered its full-year 2026 revenue guidance to $6.35 billion-$6.55 billion, from $6.5 billion-$6.9 billion previously, and reported a third-quarter adjusted EBITDA loss of $317 million. The company said more than 1.6 million customers had used its predictions offering year-to-date and expected 2026 predictions investment of at least $650 million; its shares fell about 22% in Thursday after-hours trading after the results.
DraftKings lowered its 2026 revenue guidance to $6.35bn–$6.55bn from $6.5bn–$6.9bn. It reported a third-quarter adjusted EBITDA loss of $317m, compared with a $126m loss a year earlier.
DraftKings CEO Jason Robins defended the company’s planned prediction-markets investment on its third-quarter earnings call. The company projects adjusted EBITDA investment of $900m to $1.05bn across 2026 and 2027, and Robins said customer acquisition costs could take about 41 months to recover if the Supreme Court bars sports event contracts in July 2028.
DraftKings plans to invest $900m to $1.05bn in prediction markets across 2026 and 2027, the company said in its third-quarter earnings release. The projected investment is measured in adjusted EBITDA.