Gaming Technologies, Inc. (GMGT)
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Boyd Gaming: Betting On An Undervalued Jackpot In 2025
Boyd Gaming's stock has shown strong performance, returning +25%, including dividends since May 2024, outperforming the S&P 500 by at least 10%. Despite initial headwinds in FY 2024, Boyd achieved three consecutive double-beat quarters, driven by exceptional top-line sales growth and strategic renovations. Boyd's diversified portfolio, especially in the Midwest and South, is a key strength, contributing 52% of its revenue and showing robust growth.
Bragg Gaming's Growth Prospects Remain Strong
Bragg Gaming Group Inc.'s growth pipeline stands strong in especially the US and Brazil. The company is guiding accelerating revenue growth for 2025 along with gross margin expansion, while operating leverage still seems to be moderate. With continued gradual margin expansion, I estimate BRAG stock to be undervalued. In a base scenario, I estimate a 68% upside to a fair value of $7.12.
Take-Two's Blockbuster Year: GTA 6, Strong Gaming Slate, And A Bullish Setup
Take-Two Interactive stock has risen 11% since December, driven by GTA 6 hype and a strong video game lineup, justifying a Buy rating. Take-Two's diverse portfolio, including Red Dead Redemption, BioShock, and NBA 2K25, proves it's not reliant solely on GTA for success. Despite mixed Q3 earnings, strong recurrent spending and mobile gaming growth highlight Take-Two's resilience, with GTA 6 expected to boost future performance.
Gaming and Leisure Properties: Why This 6% Yielding Gaming REIT Is Just As Good As VICI
Gaming and Leisure Properties offers a compelling investment with a higher yield of 6.22% compared to VICI Properties' 5.3%, despite less attention. GLPI's regional focus and solid growth, even amid economic challenges, make it a top income pick with a forward P/AFFO multiple of 12.91x. GLPI is better positioned for economic volatility than VICI, with regional markets performing better than Las Vegas during downturns.
Boyd Gaming: Ended 2024 On A Strong Note
Boyd Gaming ended 2024 with strong online momentum and a stable brick-and-mortar performance, exceeding Wall Street's expectations. The good positioning in online gaming creating a way to capitalize on FanDuel's position, and the newly started Virginia investment, add further earnings growth potential in 2025 and beyond. I estimate 33% upside in Boyd's stock to a fair value of $100.8.
Gaming and Leisure Properties: Accretive Investment Spreads And An Attractive Total Return
We maintain our buy recommendation on Gaming and Leisure Properties, Inc. stock due to a still attractive investment spread and a potential total return that exceeds fair value. With an 8.20% cap rate on recent acquisitions and a weighted average cost of capital of 7.37%, GLPI creates 83 basis points of value in the current environment. GLPI's total return potential of 9.90% materially exceeds the 8.36% hurdle rate given the risk profile of the asset.
Unity Hits An Inflection Point? Analysts Highlight Accelerated Innovation In Gaming And Advertising
Wall Street analysts rerated Unity Software Inc U after the company reported an upbeat quarterly result Thursday amid an exciting earnings season.
Gambling.com Group Limited: The Gaming Growth Pure Play Bet
Gambling.com Group Limited operates various websites that generate performance marketing revenue from gaming partners. The company's recent acquisition of the OddsJam platform addresses two needs; recurring revenue and sports betting exposure. Gambling.com Group has grown top line revenue faster than US GGR growth year over year and is guiding for $170-174 million in top line for 2025.
Sohu: Cash Cushion Fails To Mask Ad Slump And Gaming Woes
Sohu's Q4 2024 results exceeded expectations, but Q1 2025 guidance is disappointing with declines in brand advertising and online gaming revenues, indicating macro challenges and platform relevancy issues. Despite strong cash reserves, Sohu's slow share buyback execution and lack of transformative capital deployment strategies could pressure share prices amid ongoing revenue declines. Valuing Sohu at cash implies a 100% upside, but stabilization and mid-single-digit revenue growth could yield a 130% upside, similar to domestic peers.
Corsair Gaming: Q4 Earnings, Sales Outlook Is Strong But Margins Remain A Concern
Corsair Gaming's Q4 results exceeded Wall Street expectations as peripherals continued to grow well and component sales started to stabilize. With Nvidia's 50-series GPU launch, the Apple collaboration, and Fanatec, Corsair guides great revenue growth in 2025. Still, thin guided margins remain a concern over the longer term. I estimate Corsair stock to have a fair value of $8.97.
Boyd Gaming's Q4 Earnings & Revenues Beat Estimates, Increase Y/Y
BYD's Q4 results benefit from the diversified business model, operational efficiencies and contributions from Treasure Chest's new land-based facility.
Profitability Still Out of Reach for Gaming Giant Roblox
Is it game over for video game and metaverse company Roblox? Not quite.
