Update shared on16 Aug 2025
Fair value Decreased 23%Gambling.com Group’s analyst price target has been cut from $18.29 to $14.14 amid downward revisions to guidance and valuation stemming from search engine headwinds, muted organic growth in its marketing segment, and a strategic pivot away from its core search business.
Analyst Commentary
- Pressure from recent Google algorithm updates is negatively impacting Gambling.com's core search business, requiring strategic recalibration.
- Company guidance has been reduced to reflect a more muted organic growth outlook for the marketing segment, particularly due to search-related headwinds.
- There is a strategic shift underway toward new channels and monetization models to mitigate ongoing challenges in traditional search.
- Recent quarterly results slightly exceeded expectations, but forward EBITDA guidance was reduced due to slower growth in legacy channels and the integration of the Spotlight.Vegas acquisition.
- Bullish analysts still view the long-term growth outlook as positive, supported by the significant potential of the U.S. predictions market and online gaming sector despite recent pullbacks.
Valuation Changes
Summary of Valuation Changes for Gambling.com Group
- The Consensus Analyst Price Target has significantly fallen from $18.29 to $14.14.
- The Future P/E for Gambling.com Group has significantly fallen from 13.05x to 9.18x.
- The Consensus Revenue Growth forecasts for Gambling.com Group has fallen from 18.2% per annum to 16.5% per annum.
Disclaimer
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