Jefferies analyst says SciPlay weighs on Light & Wonder earnings
Jefferies analyst Kai Erman said SciPlay’s performance is an investor concern for Light & Wonder, while expecting the unit to be no greater an impediment in 2027 than in 2026. Erman considered 6% revenue growth for SciPlay optimistic against Light & Wonder’s expectation that it would grow more slowly than the wider market, and said a turnaround could take up to a year.
Investors assessing Light & Wonder’s outlook have to weigh SciPlay’s expected growth and the time needed for a turnaround.