5 Best iGaming Software Stocks to Buy According to Hedge Funds

Industry Overview - The global iGaming industry, which includes online casinos, sports betting, and digital gaming platforms, is rapidly growing and has become mainstream in markets like the United States, Canada, and Europe as regulators open new jurisdictions and consumer demand for mobile entertainment increases [1][2] Market Projections - The global online gambling market is projected to exceed $153 billion by 2030, with a compound annual growth rate of 11.9% [2] Software Providers - The rise of smartphones, secure payment solutions, and legalized online betting frameworks has created opportunities for software providers, which are essential for building and maintaining the platforms and compliance tools necessary for iGaming [2][3] Institutional Investment Trends - Hedge funds have been increasing their investments in iGaming software developers and data analytics firms, betting on the digital backbone of the industry to provide steadier margins and higher scalability compared to consumer-facing operators [3][6] Technological Transformation - The convergence of AI, cloud computing, and big data is transforming operations in online casinos and sportsbooks, enhancing user experience and profitability through personalized odds and real-time risk management [4] Competitive Landscape - The emergence of white-label solutions and modular gaming systems allows smaller brands to compete effectively with established names by utilizing third-party software, presenting investment opportunities in high-margin growth through technology vendors [5] Hedge Fund Sentiment - Research indicates that hedge funds are selectively increasing their exposure to publicly traded iGaming software companies, particularly those with strong B2B relationships and recurring revenue models, positioning them to benefit from the expansion of legalized iGaming in North America, Europe, and emerging markets [6]