Wall Street Bets is a roundup of recent notes from analysts covering the gambling industry.<\/em><\/p>\n <\/center><\/p>\n Barry Jonas of Truist Securities<\/b> examined Flutter after its recent investor\u2019s call.<\/span><\/p>\n \u201cFlutter\u2019s Q2 EBITDA came in +5% ahead of our <\/span>recently raised est<\/span>imate and +17% ahead of the Street,\u201d Jonas wrote. \u201cWell-known favorable U.S. sports results drove the beat, and Flutter increased 2025 EBITDA guidance +4% given high hold, Missouri timing, and the Boyd market access revision offsetting higher taxes,\u201d Jonas wrote. \u201cInternational was strong as well aided by the benefit of Snai & NSX, with the segment guide reiterated. We reiterate our Buy rating given a wide runway for sustainable global growth.\u201d<\/span><\/p>\n \u201cFollowing an in-line 2Q25, versus recently reduced estimates, our calendar year 25E\/calendar year 26E EBITDA forecast is largely unchanged,\u201d wrote Bain. \u201cWhile known (Las Vegas) Strip summer softness impacted the Strat, 2Q25 property Strip EBITDA growth performance was better than other reporting mid-to-low tier Strip operations.<\/span><\/p>\n \u201cFurther, Golden\u2019s Nevada locals 2Q EBITDA was better-than-expected, and EBITDA growth outperformed Las Vegas local reporting peers. Golden repurchased $15 million of stock in 2Q amounting to the elimination of 17% of its freely tradable float since 2024. We see continued buybacks, combining with its 4% dividend yield as \u201cpaying investors to wait\u201d for a potential upcoming valuation re-rating upon upcoming full company EBITDA growth inflection beginning in 4Q25E, in our view. Maintain buy.\u201d<\/span><\/p>\n David Katz of Jefferies <\/b>looked at DraftKings and Flutter after their respective investors\u2019 calls.\u00a0<\/span><\/p>\n Inspired Entertainment revenue\/EBITDA estimates raised<\/p>\n B Riley Securities\u2019 Josh Nichols<\/strong> examined Inspired Entertainment August 6.<\/p>\n \u201cBuy-rated Inspired Entertainment reported 2Q25 results on Wednesday,\u201d wrote Nichols. \u201cRevenue\/EBITDA of $80 million\/$28 million beat consensus of $75 million\/$25 million driven by interactive\u2019s eighth consecutive quarter of 40%+ EBITDA growth and better-than-feared virtual sports performance. \u2026 Following the beat, we raise our 2025 revenue\/EBITDA estimates from $300 million\/$104 million to $310 million\/$110 million as the business mix gradually shifts toward higher-margin digital segments. The combination of interactive momentum (FanDuel Hybrid Dealer launching September), virtual sports stabilization (Brazil scaling, product innovations coming), and structural margin improvement from the Holiday Parks exit reinforces our conviction in Inspired Entertainment\u2019s transformation story.\u201d<\/span><\/p>\n<\/p><\/div>\n \u2018 The preceding article may include information circulated by third parties \u2019 <\/em><\/p>\n \u2018 Some details of this article were extracted from the following source cdcgaming.com \u2019 <\/em><\/p>\n","protected":false},"excerpt":{"rendered":" Wall Street Bets is a roundup of recent notes from analysts covering the gambling industry. Flutter outlook strong Barry Jonas of Truist Securities examined Flutter after its recent investor\u2019s call. \u201cFlutter\u2019s Q2 EBITDA came in +5% ahead of our recently raised estimate and +17% ahead of the Street,\u201d Jonas wrote. \u201cWell-known favorable U.S. sports results […]<\/p>\n","protected":false},"author":2,"featured_media":1954095,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"jnews-multi-image_gallery":[],"jnews_single_post":[],"jnews_primary_category":[],"jnews_social_meta":[],"footnotes":""},"categories":[25172],"tags":[342658,317671,321573,314107,309431],"class_list":["post-1954094","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-entertainment","tag-analyst","tag-draftkings","tag-flutter","tag-golden-entertainment","tag-inspired-entertainment"],"jetpack_featured_media_url":"https:\/\/celebrity.land\/en\/wp-content\/uploads\/2025\/08\/Flutter-Golden-Entertainment-Draft-Kings-Inspired-Entertainment-\u2014-CDC-Gaming.jpg","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/posts\/1954094","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/comments?post=1954094"}],"version-history":[{"count":0,"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/posts\/1954094\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/media\/1954095"}],"wp:attachment":[{"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/media?parent=1954094"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/categories?post=1954094"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/celebrity.land\/en\/wp-json\/wp\/v2\/tags?post=1954094"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Flutter outlook strong<\/h3>\n
Golden Entertainment better than expected<\/h3>\n
![\"\"](\"https:\/\/cdcgaming.com\/wp-content\/uploads\/2000\/01\/David-Bain-Wall-Street-Bets.png\")
Texas Capital Securities\u2019 David Bain <\/b>looked at Golden Entertainment on August 8.<\/span><\/p>\nDraftKings, Flutter post-investors calls<\/h3>\n
![\"\"](\"https:\/\/cdcgaming.com\/wp-content\/uploads\/2000\/01\/David-Katz-Wall-Street-Bets.png\")
\u201cBoth had strong quarters on online sports betting hold margins, with DraftKings holding its $800-900 million EBITDA guide, including higher taxes and Missouri launch, and Flutter guiding EBITDA higher by 4% at the midpoint and above consensus by 1%,\u201d Katz wrote August 10. \u201cHowever, both shares reacted negatively to the conference calls, with DraftKings -1.9% and Flutter -7.7% for the week. Our perspective is that concerns persist about the ability to sustain through the forthcoming football season \u2013 margins were historically volatile last year. We think the long-term equity stories remain intact, with total addressable realization, product advancement and earnings\/CF growth over time.\u201d<\/span><\/p>\n