Key Takeaways DKNG is intensifying AI investment, while mature OSB and iGaming markets see lower incremental spend.DraftKings expects AI to deliver cost reductions next year and a longer tail of efficiency gains.DKNG views automation as a multiyear driver that can improve leverage and support long-term profitability.DraftKings Inc. (DKNG) is sharpening its focus on artificial intelligence (AI) as one of the few areas where incremental investment will increase heading into 2026. In the third quarter of 2025, ...

智通财经APP获悉，密苏里州已于12月1日正式在全州范围内推出合法体育博彩业务。分析人士预计， 这个美国人口排名第19位的州将形成高度竞争的线上市场，竞争格局由全国性博彩品牌与当地球队的合 作联盟主导。预计该州首年投注总额将达到35亿至40亿美元。 密苏里州的体育博彩合法化进程由选民于2024年11月投票通过的《第2号修正案》确立。相关框架允许 发放最多14张线上博彩牌照，其中包括两张可独立运营的牌照，其余牌照将与该州的赌场及符合条件的 职业体育队伍挂钩。密苏里州博彩委员会将负责牌照发放、合规监管与诚信监督。 预计在启动当日或近期上线的运营商包括bet365、BetMGM、凯撒娱乐(CZR.US)、Circa Sports、 DraftKings(DKNG.US)、Fanatics Sportsbook、FanDuel(FLUT.US)以及由ESPN BET更名而来的theScore Bet等。本次启动正逢全年体育赛事最密集的时段，各主要平台正以激进的促销策略争夺早期市场份 额。 业内推测，得克萨斯州可能再次推动修宪公投。新墨西哥州、北达科他州、佛罗里达州和华盛顿州则可 能考虑将体育博彩从部落赌场扩展至更广范 ...

Kalshi and Polymarket may not be a threat for much longer, as the gambling company gears up to launch its own prediction market. ...

Core Insights - The U.S. online sports betting market is rapidly expanding, intensifying competition among leading digital gaming platforms like DraftKings Inc. and Flutter Entertainment plc [1][2] - Both companies are enhancing their product offerings and customer engagement strategies to capture a larger market share [2][12] Group 1: DraftKings Overview - DraftKings is focusing on product enhancement and user engagement, leading to solid revenue gains in Q3 2025, with a notable increase in iGaming content [4][5] - The company reported a 25% year-over-year growth in iGaming net revenues and a 17% increase in total sportsbook handle in October [5][7] - DraftKings anticipates continued growth driven by product innovation and expansion into new jurisdictions [7] Group 2: Flutter Overview - Flutter, through its brand FanDuel, is experiencing steady growth with over 14 million average monthly players and a 17% year-over-year revenue increase in Q3 2025 [8][9] - The company is enhancing customer engagement through improved pricing and personalization, contributing to a balanced performance from both U.S. and international operations [8][11] - Flutter expects to benefit from ongoing digital gaming adoption and long-term engagement trends as it continues to innovate its product ecosystem [12] Group 3: Stock Performance & Valuation - DraftKings' share price has outperformed Flutter's in the past six months but remains below the Zacks Gaming industry average [13] - DraftKings is trading at a premium compared to Flutter based on a forward 12-month price-to-sales ratio [14] - Earnings estimates for DraftKings show significant year-over-year improvements of 173.3% and 100.4% for 2025 and 2026, respectively, while Flutter's estimates reflect more modest growth of 8.1% and 39.1% [17][19]

Core Insights - Financial giants are showing a bullish sentiment towards DraftKings, with 66% of traders being bullish and 22% bearish in recent options trades [1] - The projected price targets for DraftKings range from $25.0 to $50.0, indicating significant interest from major players [2] - The average open interest for DraftKings options trades is approximately 5,979.88, with a total volume of 5,333.00, reflecting strong liquidity [3] Options Activity - The largest observed options trades include bullish call sweeps and a mix of put trades, with notable values such as $74.8K for a call at a strike price of $32.50 [7] - The options activity suggests a strategic focus on price movements within the $25.0 to $50.0 range over the past month [3] Company Overview - DraftKings, established in 2012, has expanded from daily fantasy sports to online sports and casino gambling, currently operating in 28 states and offering i-gaming in 5 states [8] - In 2024, DraftKings' revenue breakdown shows sports revenue at 61%, i-gaming at 32%, and fantasy and lottery at 7% [8] Analyst Ratings - Recent analyst ratings for DraftKings show a consensus target price of $46.2, with various analysts maintaining or adjusting their ratings, indicating a generally positive outlook [10][11] - Analysts from Barclays, Bernstein, Needham, and Susquehanna have provided target prices ranging from $40 to $52, reflecting confidence in the company's growth potential [11] Current Market Position - DraftKings' trading volume is reported at 3,975,609, with the stock price at $31.69, showing a slight increase of 0.06% [13] - The upcoming earnings announcement is anticipated in 78 days, which may influence future trading activity [13]

DraftKings Inc. (NASDAQ:DKNG) traded flat Tuesday after unveiling major product and market expansion plans across North America.DraftKings introduced a full Spanish version inside its Sportsbook and Casino app for select users. The company will expand access to all eligible customers in the coming weeks.Users with Spanish device settings will automatically see the updated interface after installing the latest app version.Also Read: Stock Of The Day: Is The Mara Holdings Death Spiral Finally Over?Broader Pro ...

The launch reaffirms the company’s dedication to a customer-first commitment while expanding its reach to a broader audienceBOSTON, Nov. 25, 2025 (GLOBE NEWSWIRE) -- DraftKings Inc. (NASDAQ: DKNG) (“DraftKings”) today announced the launch of a Spanish-language experience available within the DraftKings Sportsbook & Casino app. This new functionality marks a significant step in DraftKings’ ongoing effort to deliver a product uniquely tailored to each of its customers’ individual preferences. “Today, Spanish ...

体育博彩于2024年11月经选民通过的2号修正案合法化，授权在密苏里博彩委员会监管下开展线上和实 体投注。该框架允许发放最多14个线上牌照，以及更多与州内赌场和符合条件的职业球队绑定的实体牌 照，由密苏里博彩委员会负责许可审批、合规监管与诚信监督。 智通财经APP获悉，密苏里州的合法体育博彩计划于12月1日在全州范围内正式启动。分析人士预计， 作为美国人口排名第19位的州，密苏里州的在线体育博彩市场竞争将异常激烈，主要参与者将是全国性 品牌和本地球队的合作伙伴。 市场预计该州首年的博彩投注额将达到35亿至40亿美元。此次启动正值体育赛事最繁忙的时期，各大博 彩公司纷纷推出力度空前的促销活动，力求抢占先机。 最值得关注的体育博彩运营商之一包括Underdog Sports。该公司称其现代技术环境和内部产品开发能力 可持续为用户提供最佳体验。该企业已获得马克·库班、凯文·杜兰特、SV Angel和贝莱德等知名投资者 注资。 分析师同时预计FanDuel和DraftKings将成为早期投注额领先者，BetMGM、凯撒娱乐、bet365和Fanatics 凭借全国性规模和本地渠道协议将占据次要但重要的份额。 凯撒体育 ...

The rise of prediction markets has sent DraftKings Inc (NASDAQ:DKNG) and Flutter Entertainment PLC (NYSE:FLUT) shares lower. While some investors and analysts see prediction markets as a major competitor, an analyst said the selloff is overdone and both companies have a $5 billion opportunity of their own in the market.The DKNG, FLUT Analyst: Macquarie analyst Chad Beynon maintained an Outperform rating on DraftKings with a price target of $48.Beynon maintained an Outperform rating on Flutter Entertainment ...

BOSTON, Nov. 24, 2025 (GLOBE NEWSWIRE) -- DraftKings Inc. (Nasdaq: DKNG) today announced plans to launch its top-rated mobile sportsbook in Missouri on December 1, 2025. Earlier this year, the Missouri Gaming Commission granted DraftKings a temporary direct mobile sports wagering license, allowing DraftKings to operate independently across the state without the need for affiliation with a land-based casino or professional sports team. Missouri will become the 29th U.S. state where DraftKings offers sports w ...