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Playtika Holding Corp. Stock Price

NasdaqGS:PLTK Community·US$1.5b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 21 Fair Values set on narratives written by author

PLTK Share Price Performance

US$4.06
-0.36 (-8.14%)
US$5.05
Fair Value
US$4.06
-0.36 (-8.14%)
19.5% undervalued intrinsic discount
US$5.05
Fair Value
Price US$4.06
AnalystConsensusTarget US$5.05
AnalystHighTarget US$10.90
AnalystLowTarget US$3.50

PLTK Community Narratives

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Fair Value US$5.05 19.5% undervalued intrinsic discount

PLTK: Rising Profit Margins Will Drive Renewed Market Optimism Going Forward

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Fair Value US$10.9 62.8% undervalued intrinsic discount

AI And Smartphones Will Power Global Mobile Gaming Growth

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Fair Value US$3.5 16.0% overvalued intrinsic discount

Legacy Casino Titles Will Falter While Mobile Gaming Offers Relief

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1users have followed this narrative
US$10.9
62.8% undervalued intrinsic discount
Profit Margin
13.29%
Future PE
16.81x
Price in 2029
US$16.98
US$5.05
19.5% undervalued intrinsic discount
Profit Margin
9.46%
Future PE
11.3x
Price in 2029
US$7.86

Trending Discussion

No trending discussion available.

Updated Narratives

PLTK logo

PLTK: Future Returns Will Depend On One Mobile Franchise Proving Durable

Fair Value: US$3.5 16.0% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
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PLTK: Future Margin Expansion And SuperPlay Integration Will Support Equity Upside

Fair Value: US$10.9 62.8% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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PLTK: Future Returns Will Depend On Margin Expansion Despite Earnout Headwinds

Fair Value: US$5.05 19.5% undervalued intrinsic discount
8 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Undervalued with moderate growth potential.

2 Risks
3 Rewards

Playtika Holding Corp. Key Details

US$2.8b

Revenue

US$753.3m

Cost of Revenue

US$2.0b

Gross Profit

US$2.3b

Other Expenses

-US$294.5m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 06, 2026
-0.77
73.04%
-10.54%
-515.3%
View Full Analysis

About PLTK

Founded
2010
Employees
3175
CEO
Robert Antokol
WebsiteView website
www.playtika.com

Playtika Holding Corp., together with its subsidiaries, develops mobile games in the United States, Europe, the Middle East, Africa, the Asia Pacific, and internationally. The company owns a portfolio of casual and social casino-themed games. It distributes its games to the end customer through various web and mobile platforms and direct-to-consumer platforms. The company was founded in 2010 and is headquartered in Herzliya Pituach, Israel. Playtika Holding Corp. operates as a subsidiary of Playtika Holding UK II Limited.

Recent PLTK News & Updates

Seeking Alpha 16h

Playtika: The Cure Was Worse Than The Disease

Summary Playtika's acquisition of SuperPlay solved its growth problem but created a massive earnout liability, forcing dividend suspension and strategic review as the balance sheet became increasingly strained. A rumored $1B to $1.5B sale of SuperPlay would eliminate future earnouts and strengthen the balance sheet, likely boosting the stock despite sacrificing the company's only meaningful growth engine. Even after adjusting for the earnout, Playtika appears fairly valued if SuperPlay is retained, while a sale could make the remaining business look optically cheap but structurally weaker. Persistent corporate governance concerns, aggressive M&A, and substantial stock-based compensation outweigh the potential upside, making the stock a Hold despite the possible short-term catalyst. Read the full article on Seeking Alpha
Narrative Update Aug 04

PLTK: Future Returns Will Depend On One Mobile Franchise Proving Durable

Analysts have nudged their price target on Playtika Holding higher, with recent moves from $3 to a range of $3.50 to $4, supported by stronger checks around Disney Solitaire and a slightly improved long term outlook for profitability and valuation multiples. Analyst Commentary Recent research on Playtika Holding points to a more balanced view.

Recent updates

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