Core Viewpoint - Flutter is recognized as one of the largest online gambling operators globally, with significant market shares in both sports betting and iGaming across established markets and emerging regulated markets [1] Group 1: Market Position - Flutter holds leading positions in mature markets such as the UK, Ireland, Australia, and Italy [1] - The company is also expanding its presence in faster-growing regulated markets, notably the United States and Brazil [1] Group 2: Growth Potential - The US market represents a significant opportunity for Flutter, indicating potential for future growth [1]

​Flutter Entertainment plc (NYSE:FLUT) is one of the Best 52-Week Low Stocks to Invest In. On January 29, Jed Kelly from Oppenheimer reiterated a Buy rating on the stock but lowered the price target from $320 to $280. Earlier, on January 22, Jordan Bender from Citizens JPM also reiterated a Buy rating on Flutter Entertainment plc (NYSE:FLUT) but lowered the price target from $313 to $275. ​Analysts at Citizens noted that the reduced price target is based on the company’s December 2025 performance, which ...

FanDuel, DraftKings Targets Cut. Betting Peer Outpaces S&P 500. | Investor's Business DailyBREAKING: [Stocks Test Key Levels; U.S. Government Enters Shutdown]---Shares of online betting companies DraftKings (DKNG) and Flutter Entertainment (FLUT), the parent company of FanDuel, fell after receiving price target cuts on Friday. Meanwhile, competitor Rush Street Interactive (RSI) posted an early market rally, which eventually also reversed to a loss. Price Cuts For DraftKings And FanDuel Stifel lowered its pr ...

Core Viewpoint - Barclays has updated its rating for Flutter Entertainment Plc to "Overweight," reflecting confidence in the company's future growth despite a lowered price target from 229 GBP to 221 GBP [1][6]. Company Performance - Flutter's current stock price is $167.08, showing a slight increase of 0.21% or $0.35, with a trading range today between $166.22 and $169.10 [4]. - Over the past year, Flutter's stock reached a high of $313.69 and a low of $166.22, with a market capitalization of approximately $29.28 billion and a trading volume of 1,409,903 shares today [4]. Industry Insights - The gaming sector is increasingly focusing on online sports betting as it enters 2026, with analysts expressing optimism about long-term benefits for Las Vegas locals and regional properties despite softer trends in traditional casinos [3]. - The decline in gaming stocks, with U.S. operators down 4% and digital gaming stocks falling 23%, contrasts with Barclays' "Overweight" rating for Flutter, indicating resilience in the company [5][6]. Future Growth Potential - Prediction markets are seen as a potential benefit for sports betting companies like Flutter, which could enhance their market position and financial performance [2][6]. - Analysts like Bernie McTernan and Shaun C. Kelley support the positive outlook for Flutter, suggesting that the focus on online sports betting and prediction markets could drive future growth [2][5].

The battle between prediction markets and sports betting companies could see changing of market share positions and/or could bring new users to the space. A sports betting expert tells Benzinga there are plenty of ways that sportsbooks can still win in the market. Sportsbooks Still Win Vs. Prediction Markets Dave Mazza is the CEO of Roundhill Investments, the company behind the Roundhill Sports Betting & iGaming ETF (NYSE:BETZ). As someone who is following sports betting companies daily, Mazza has a good ...

Core Insights - The legalization of sports betting in the U.S. has led to significant market growth, with over $150 billion wagered in 2025, but profitability remains a challenge for many operators [1] Company Summaries 1. DraftKings - DraftKings is the closest to achieving profitability in the digital sports betting space, posting $0.16 in annual EPS in 2025, marking its first year of profitability after five years of losses [12] - Revenue reached $5.46 billion, with quarterly earnings growth of 185% year-over-year, indicating strong operational performance [12] - The stock has seen a 26% decline over the past year, but analysts project a fair value of $45, suggesting a 47% upside if the company can maintain its profitability [13][14] 2. Flutter Entertainment - Flutter Entertainment, the parent company of FanDuel, is the largest operator in the group with a market cap of $30.6 billion and revenue of $15.4 billion [10] - The company reported $3.82 in annual EPS for 2025, down 37% from the previous year, but remains profitable [10] - Analysts see a fair value of $285 for the stock, implying a 63% upside, supported by its global diversification and established profitability [11] 3. Caesars Entertainment - Caesars operates over 50 casino properties and runs Caesars Sportsbook, but reported an annual EPS of -$0.95 in 2025, despite an improvement from -$1.26 in 2024 [7] - The stock has dropped 35% over the past year, trading at $22.37, with analysts maintaining a target of $32, indicating a potential 43% upside if the company can stabilize its digital losses [8] 4. MGM Resorts - MGM Resorts is the only company on the list with a positive one-year performance, up 3.7%, generating $17.3 billion in revenue [5] - The profit margin is low at 0.4%, and earnings fell 70% year-over-year in Q3 2025, indicating operational stress [6] - The stock trades near its 200-day moving average at $34.10, with a modest upside to the $42 analyst target [6] 5. Penn Entertainment - Penn Entertainment reported an annual loss of -$0.59 in 2025, an improvement from -$1.62 in 2024, but remains unprofitable [3] - The stock trades at 0.3x sales and below book value, suggesting market skepticism regarding its ESPN partnership [4] - Analysts have set a target of $19 for the stock, implying a 33% upside, but the company needs to demonstrate its ability to convert ESPN's reach into profitable customer acquisition [4]

Core Insights - The competition between prediction markets and sports betting companies is evolving, with potential shifts in market share and user engagement [1][2] - Sportsbooks are adapting by developing prediction-style products to remain competitive in the growing market [2][3] Industry Dynamics - The sports betting industry is not being displaced by prediction markets; rather, it is evolving with sportsbooks maintaining advantages in product depth, user experience, media reach, and regulatory positioning [3] - Regulatory frameworks are crucial in determining the pace of convergence between prediction markets and traditional sportsbooks, with ongoing legal battles affecting market operations [3][5] Market Performance - Major sports betting stocks, including DraftKings and Flutter, have seen significant declines of 26% and 34% respectively over the past year, indicating market challenges [4] - The Roundhill Sports Betting & iGaming ETF (BETZ) holds substantial positions in these companies, with DraftKings and Flutter representing 8.7% and 6.4% of its assets [4] Future Outlook - The year 2026 is anticipated to be a consolidation period for the industry, focusing on profitability and potential mergers and acquisitions [5] - The legalization of sports betting in new states is progressing at a measured pace, with the treatment of prediction markets compared to traditional sportsbooks being a critical factor for future developments [5]

Performance Summary - AeroVironment, Inc. (NASDAQ:AVAV) decreased by 19.45% due to a stop work order from the US government on the SCAR program [1] - DraftKings Inc. (NASDAQ:DKNG) fell by 14.4% after a judge allowed Massachusetts to block Kalshi from offering sports-related contracts [2] - Constellation Energy Corporation (NASDAQ:CEG) decreased by 10.38% with Wells Fargo analyst lowering the price forecast from $478 to $460 while maintaining an Overweight rating [3] - Applovin Corporation (NASDAQ:APP) fell by 14.68% following concerns raised in a CapitalWatch report [3] - Abbott Laboratories (NYSE:ABT) slumped by 12.23% after reporting worse-than-expected fourth-quarter sales and issuing first-quarter adjusted EPS guidance below estimates [4] - Flutter Entertainment plc (NYSE:FLUT) fell by 13.07% with multiple analysts lowering their price forecast [4] - Shopify Inc. (NASDAQ:SHOP) decreased by 13.51% [4] - Talen Energy Corporation (NASDAQ:TLN) slumped by 6.05% while Wells Fargo analyst raised the price forecast from $445 to $506, maintaining an Overweight rating [5]

Core Insights - The gaming sector is starting 2026 with a focus on online sports betting, despite softer trends in Las Vegas, regional casinos, and Asia affecting near-term expectations [1] Group 1: Online Betting Trends - BofA updated forecasts for Las Vegas, regional casinos, and Macau, while reviewing recent online betting trends and earnings for DraftKings and Flutter Entertainment [2] - Gaming stocks declined approximately 9% in the fourth quarter and into January, with U.S. operators down about 4%, Macau names off 13%, and digital gaming stocks falling 23% [3] - DraftKings is positioned for a strong fourth-quarter performance, while FanDuel faces more pressure due to weaker betting handle and concerns around promotional intensity [4] Group 2: Las Vegas Market Analysis - Fourth-quarter estimates for Las Vegas remain modestly below Street expectations, with BofA's forecast about 1% below consensus for the Strip and roughly 2% below for MGM Resorts [5] - Las Vegas locals are outperforming, with BofA's estimates running above consensus [6] Group 3: Regional and Asian Markets - Macau's fourth-quarter EBITDA is expected to align with Street expectations, driven by strength at MGM China, with BofA slightly above consensus [7] - Marina Bay Sands in Singapore may modestly outperform expectations, supported by events like Formula One and improving hotel metrics [8] - Regional casinos show strength led by MGM Resorts and Boyd Gaming, but potential weakness is noted for Penn Entertainment due to increased competition in Louisiana [8]

Core Viewpoint - Craig-Hallum analyst Ryan Sigdahl downgraded Flutter Entertainment (FLUT) to Hold from Buy with a price target of $200, while still considering it an attractive long-term investment due to its leading portfolio and scalable financial model [1] Group 1 - Flutter Entertainment has a strong portfolio of top brands globally, which contributes to its attractiveness as a long-term investment [1] - The financial model of Flutter is highly scalable, indicating potential for growth [1] - Despite the positive long-term outlook, the firm notes that headwinds are increasing, which may limit short-term upside in shares [1]