Gambling.com Group (NASDAQ: GAMB) and SharpLink Gaming (NASDAQ: SBET) share a sports betting origin story, but their most recent earnings reveal two companies with almost nothing in common.
AppLovin Corp. is upgraded to BUY after a 31% price correction, supported by robust financials and technical signals. APP posted 66% YoY revenue growth and 84% EBITDA margin in Q4 '25, while reducing marketing and R&D expenses. AI-driven gaming industry expansion is expected to drive higher ad spend and transaction volumes, benefiting APP's Axon and MAX platforms.
Corsair Gaming is reiterated as a speculative 'Buy' with a price target of $9.5/share and an updated fair value of $15/share. Recent results confirm my thesis: double-digit revenue and 30% gross profit growth, driven by DRAM segment strength and solid execution. Corsair's upside is supported by memory pricing trends, product innovation, and a $50M buyback, but volatility and competition remain material risks.
Peel Hunt has reiterated its 'buy' recommendation and 60p price target on Gaming Realms PLC (LSE:GMR, OTCQX:PSDMF, FRA:RNE1), following the company's pre-close trading update, which confirmed another year of double-digit revenue and profit growth, led by continued US momentum. Revenue for the last financial year rose around 10% year-on-year, with adjusted EBITDA up approximately 15%.
Gaming Realms PLC (LSE:GMR, OTCQX:PSDMF, FRA:RNE1), the London-listed developer and licensor of mobile gaming content, expects to report a 10% increase in annual revenue to £31.4 million and a 15% rise in adjusted earnings before interest, tax, depreciation and amortisation to £15 million for the year to 31 December. Growth was led by content and brand licensing, particularly in the United States, where revenue from six regulated online gaming markets rose 19%, or 23% on a constant currency basis.
Boyd Gaming remains a 'buy,' offering above-average margins, recession resilience, and strong capital returns. Q4 softness stemmed from Las Vegas visitation declines, especially in the Rooms segment, while the Midwest & South faced weather-related headwinds. FY 2026 marks a turning point: major renovations, relocations, and potential M&A, enabled by FanDuel stake sale and robust operating cash flow.
BYD's Q4 earnings and revenues top estimates, driven by strong core customer engagement and disciplined operating performance.
Corsair Gaming: AI Memory Demand And Weak Consumer Environment Create Long-Term Opportunity
BYD eyes Q4 results on Feb. 5, as strong core gaming offsets weaker hotel and convention revenue pressures.
The stock market hates uncertainty, and nothing creates uncertainty quite like a technological breakthrough that threatens to erase an entire industry. For shareholders of Unity Software NYSE: U, the last few trading sessions have been a lesson in emotional whiplash.
European video game developer UbiSoft Entertainment OTCMKTS: UBSFY saw its stock plummet last week following a wave of cancellations, most notably of the "Prince of Persia: Sands of Time Remake."
Gaming and Leisure Properties offers a nearly 7% yield and trades below $45/share, implying over 15% annualized return potential. GLPI's regional, diversified portfolio and triple-net lease structure provide stability, with no rent defaults and 100% occupancy since inception. Tenant concentration risk is mitigated by strong rent coverage ratios and a resilient regional gaming focus, though PENN accounts for ~60% of cash rent.