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LNWO: New Share Buyback Plan Will Unlock Further Shareholder Value

Update shared on 19 Nov 2025

Fair value Decreased 0.11%
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AnalystConsensusTarget's Fair Value
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1Y
8.4%
7D
-7.6%

Analysts have adjusted their price target for Light & Wonder slightly downward from $105.85 to $105.73. They cite minor changes in revenue growth forecasts and discount rates, while also noting improved profit margins in their updated assessment.

What's in the News

  • The Board of Directors authorized a new share buyback plan, allowing Light & Wonder to repurchase up to 80,234,110 shares through June 11, 2027. (Company Announcement)
  • Light & Wonder is set to delist from Nasdaq and transition to a sole primary listing on the ASX. This change will be effective November 13, 2025. (Company Update)
  • The company has been added to major indices such as the FTSE All-World Index and S&P Global BMI. It has also been dropped from several indices including the Russell and S&P 400 series. (Index Announcements)
  • Light & Wonder provided an update on ongoing litigation with Aristocrat after a Nevada Court allowed further discovery regarding certain game models. The company maintains there is no evidence of misuse beyond isolated cases. (Legal Update)
  • Gaming Corps AB signed a global distribution agreement with Light & Wonder, expanding the reach of both companies in the regulated iGaming sector. (Client Announcement)

Valuation Changes

  • Consensus Analyst Price Target fell slightly from $105.85 to $105.73.
  • Discount Rate decreased from 10.33% to 10.08%.
  • Revenue Growth Forecast lowered from 7.67% to 7.45%.
  • Net Profit Margin improved from 16.82% to 17.04%.
  • Future P/E decreased modestly from 15.25x to 15.12x.

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Disclaimer

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