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Jefferies analyst rates Aristocrat Buy on social-casino growth

Business

Jefferies analyst Kai Erman assigned Aristocrat Leisure a Buy rating in a 4 December investor note, citing its social-casino performance. The note put Aristocrat’s share of the social-gaming market at 15%, compared with 11% for Light & Wonder’s SciPlay, and reported third-quarter gross gaming revenue growth of 8% for Aristocrat, 6% for Light & Wonder and no growth for Playtika.

The analyst’s assessment may inform investor views of Aristocrat’s social-casino business and planned asset sales.

End-of-day close Aristocrat (ALL), AUD, to 17 January 2025
Story date21 October 202417 January 2025

Related company prices

Latest reported results

Aristocrat ASX: ALL

Financial year ended 30 September 2025

Revenue
AUD 6.30bn
Operating income
AUD 1.38bn

Light & Wonder ASX: LNW

Quarter ended 30 September 2026

Revenue
USD 824.0m10-Q filing 0000750004-26-000047
Operating income
USD 242.0m10-Q filing 0000750004-26-000047

Playtika Nasdaq: PLTK

Quarter ended 30 September 2026

Revenue
USD 673.8m10-Q filing 0001828016-26-000056
Operating income
USD 116.2m10-Q filing 0001828016-26-000056

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