Stifel favours Flutter and IGT among gaming stocks amid tariff uncertainty
Stifel analyst Steven Wieczynski identified Flutter Entertainment and IGT as gaming stocks that could hold up better than peers if a recession develops amid US tariff uncertainty. He said both could outperform other gaming shares, while noting that Stifel expects its gaming and leisure coverage group to remain out of favour with investors for the rest of the year.
The analyst's view may inform investor assessments of gaming companies' exposure to recession and tariff risks.