Gambling.com Group (GAMB) Aperçu de l'action
Gambling.com Group Limited fournit des services de marketing et de données sportives pour l'industrie du jeu en Amérique du Nord, au Royaume-Uni, en Irlande, dans le reste de l'Europe et au niveau international. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 6/6 |
| Croissance future | 4/6 |
| Performances passées | 0/6 |
| Santé financière | 2/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
GAMB Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$16
FV
84.6% sous-évalué décote intrinsèque37.12%
Revenue growth p.a.
200
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0users have commented on this narrative
8users have followed this narrative
Gambling.com Group Limited Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$2.46 |
| Plus haut sur 52 semaines | US$12.74 |
| Plus bas sur 52 semaines | US$2.23 |
| Bêta | 0.84 |
| Variation sur 1 mois | -34.40% |
| Variation sur 3 mois | -41.98% |
| Variation sur 1 an | -79.65% |
| Variation sur 3 ans | -75.67% |
| Variation sur 5 ans | n/a |
| Évolution depuis l'introduction en bourse | -69.25% |
Nouvelles et mises à jour récentes
Article d’analyse • May 16
Gambling.com Group Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
One of the biggest stories of last week was how Gambling.com Group Limited ( NASDAQ:GAMB ) shares plunged 47% in the...
Mise à jour du récit • May 09
GAMB: Sports Data Services Will Support Earnings Despite SEO And Regulatory Pressures
Analysts have trimmed their average price target on Gambling.com Group by a few dollars to reflect softer 2026 guidance, lower projected revenue growth and profit margins, and a reset to higher future P/E assumptions, despite recent EBITDA outperformance. Analyst Commentary Bullish Takeaways Bullish analysts highlight the modest Q4 adjusted EBITDA beat as evidence that Gambling.com Group is currently executing ahead of prior profit expectations, even as long term guidance is reset.Recent updates
Article d’analyse • May 16
Gambling.com Group Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
One of the biggest stories of last week was how Gambling.com Group Limited ( NASDAQ:GAMB ) shares plunged 47% in the...Mise à jour du récit • May 09
GAMB: Sports Data Services Will Support Earnings Despite SEO And Regulatory Pressures
Analysts have trimmed their average price target on Gambling.com Group by a few dollars to reflect softer 2026 guidance, lower projected revenue growth and profit margins, and a reset to higher future P/E assumptions, despite recent EBITDA outperformance. Analyst Commentary Bullish Takeaways Bullish analysts highlight the modest Q4 adjusted EBITDA beat as evidence that Gambling.com Group is currently executing ahead of prior profit expectations, even as long term guidance is reset.
Mise à jour du récit • Apr 22
GAMB: Sports Data Services And New Search Product Will Offset Headwinds
Gambling.com Group's updated analyst price targets have moved lower by several dollars to reflect recent cuts to $5, $6, $7, $7.50 and $8, as analysts factor in a softer 2026 outlook, regulatory and SEO headwinds, and a fair value still modeled at $8.00. Analyst Commentary Recent Street research shows that price targets have been reset lower, but several bullish analysts still frame Gambling.com Group as an execution and valuation story rather than a broken thesis.Seeking Alpha • Apr 12
Gambling.com: SEO Recovery Appears Underway
Summary Gambling.com Group trades at distressed levels despite record FCF and revenue, with insiders recently acquiring 1.5% of the float. GAMB's marketing segment faces SEO headwinds, but rapid scaling of paid channels has offset revenue loss at the expense of margin compression. Sports data, now 25% of revenue, grows in the high teens but lacks scale to drive outsized future growth without exponential acceleration. I conservatively estimate GAMB's fair value near $17/share, offering significant upside if balance sheet repair and marketing stabilization succeed. Read the full article on Seeking AlphaMise à jour du récit • Apr 07
GAMB: Sports Data Services Will Offset Regulatory And Search Headwinds Over Time
Analysts have trimmed their average price target on Gambling.com Group from $12.00 to $8.00, citing softer 2026 revenue and EBITDA guidance, higher perceived risk around Google search and EU and UK regulatory headwinds, as well as a lower assumed future P/E multiple that is partly offset by stronger projected profit margins. Analyst Commentary Recent research updates show that while price targets on Gambling.com Group have been reset lower, several bullish analysts still highlight areas of strength around profitability, product development, and sector positioning.Mise à jour du récit • Mar 24
GAMB: Sports Data Services Will Offset Search And Regulatory Headwinds
Analysts have trimmed their average price target on Gambling.com Group to about $7.07 from $8.50. This reflects greater caution around 2026 revenue growth, as well as search and regulatory headwinds, even as profitability assumptions and long term P/E expectations are adjusted.
Mise à jour du récit • Mar 09
GAMB: Sports Prediction Clarity And Sector Rebound Will Support Upside Potential
Analysts have trimmed their price targets on Gambling.com Group to $6, reflecting updated views on sector headwinds, macro concerns and prediction related risks, even as their models keep fair value assumptions broadly steady with only modest tweaks to growth, margins and future P/E expectations. Analyst Commentary Bearish analysts have recently reset expectations on Gambling.com Group by trimming price targets to $6, framing the move as a response to sector specific pressures rather than a complete rethink of the company’s standalone fundamentals.Mise à jour du récit • Feb 23
GAMB: Missouri Launch And Sports Prediction Clarity Will Test Sector Headwinds
Narrative Update on Gambling.com Group Analysts have trimmed their price targets on Gambling.com Group to $6 from prior views such as $7, citing sector wide pressure on U.S. gaming stocks in 2025 and a call for more clarity around sports prediction, even as their models still point to solid revenue growth, improving profit margins and a lower forward P/E assumption. Analyst Commentary Recent research on Gambling.com Group has tilted more cautious, with bearish analysts trimming price targets to around $6 and stressing sector level headwinds rather than company specific issues.Mise à jour du récit • Feb 09
GAMB: Sports Data And Missouri Launch Will Test Search Resilience
Narrative Update Analysts have trimmed their 12 month view on Gambling.com Group, cutting the fair value estimate by $1 to $6, as they factor in recent price target reductions tied to weaker performance marketing trends, ongoing Search volatility, and a slightly higher discount rate. These factors are partly offset by expectations for steady revenue growth, improving profit margins, and a lower future P/E multiple.Mise à jour du récit • Jan 26
GAMB: Sports Data Services Will Reshape Earnings Quality Despite Search Volatility
Narrative Update on Gambling.com Group The analyst price target for Gambling.com Group has been trimmed by roughly $0.33 to reflect updated assumptions for fair value at $8.50, a higher discount rate, more conservative revenue growth and profit margin forecasts, and a higher future P/E. Analysts are responding to sector headwinds, performance marketing weakness tied to search changes, and a reset of expectations following recent earnings and guidance.Mise à jour du récit • Jan 09
GAMB: Future Sports Data Expansion Will Test Resilience To Search Headwinds
Analysts have trimmed their fair value estimate for Gambling.com Group to US$7.00 from US$11.00, pointing to softer revenue growth assumptions, lower projected profit margins, a reduced future P/E multiple, and recent price target cuts tied to search related performance headwinds, even as sports data services gain traction. Analyst Commentary Recent Street research has turned more cautious on Gambling.com Group, with multiple bearish analysts revising their expectations following the latest Q3 results, guidance updates, and search related performance issues.Mise à jour du récit • Dec 26
GAMB: Sports Data And Prediction Markets Will Offset Ongoing Search Volatility
Analysts have trimmed their price targets for Gambling.com Group, with the average implied fair value edging down to approximately $8.83 from $9.00 as they factor in weaker near term performance marketing trends tied to search volatility and guidance resets, which are partially offset by growing confidence in the long term potential of the company’s sports data and prediction markets strategy. Analyst Commentary Recent Street research reflects a more balanced, wait and see stance on Gambling.com Group, with estimates and targets reset lower but a growing focus on the durability of its evolving business mix and the execution risk embedded in the new strategy.Mise à jour du récit • Dec 12
GAMB: Sports Data And Prediction Markets Will Drive Long-Term Upside
Analysts have cut their fair value estimate for Gambling.com Group to $12.00 from $17.00, reflecting lower projected revenue growth and valuation multiples, despite improved profit margin expectations and long term optimism around the evolving business mix. Analyst Commentary Recent Street commentary reflects a more cautious stance on near term earnings power but continues to highlight structural growth drivers and the potential for multiple expansion if management executes on its evolving strategy.Mise à jour du récit • Nov 28
GAMB: Sports Data Momentum Will Offset Ongoing Search Revenue Volatility
Gambling.com Group's analyst price target has been revised downward from $11.29 to $9.00 per share. This change reflects analysts' concerns about softer performance marketing results and lingering impacts from search volatility, even as the company's sports data services continue to show momentum.Mise à jour du récit • Nov 14
GAMB: OddsHoldings Acquisition Will Drive Segment Expansion Despite Search Uncertainty
Analysts have lowered their price target for Gambling.com Group from approximately $14.14 to $11.29 per share. They cite increased competition, uncertainty in search revenue trends, and revised growth outlooks as key drivers for the more cautious valuation.Article d’analyse • Aug 16
Here's Why Gambling.com Group (NASDAQ:GAMB) Can Manage Its Debt Responsibly
NasdaqGM:GAMB 1 Year Share Price vs Fair Value Explore Gambling.com Group's Fair Values from the Community and select...Mise à jour du récit • Aug 16
Acquisitions Of OddsJam And OpticOdds Will Expand Online Gambling Footprint
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.Article d’analyse • May 19
Results: Gambling.com Group Limited Exceeded Expectations And The Consensus Has Updated Its Estimates
It's been a mediocre week for Gambling.com Group Limited ( NASDAQ:GAMB ) shareholders, with the stock dropping 13% to...Seeking Alpha • Mar 27
Gambling.Com Q4 Update: An Improving Margin Story
Summary Despite a recent 20% drop from its February high, Gambling.com (GAMB) remains a buy. Recent acquisitions: Freebets.com strengthens its European presence, while Odds Holdings introduces high-margin recurring revenue streams, diversifying income sources. 2024 saw 17% revenue growth, driven by international markets, higher-margin businesses, and reduced reliance on lower-margin media partnerships. Looking ahead, the guidance appears conservative, especially considering the launch of Missouri is not factored into their outlook. Longer-term growth hinges on North American expansion, global strategic presence, and additional acquisitions. Read the full article on Seeking AlphaArticle d’analyse • Mar 11
Investors Give Gambling.com Group Limited (NASDAQ:GAMB) Shares A 27% Hiding
Gambling.com Group Limited ( NASDAQ:GAMB ) shareholders won't be pleased to see that the share price has had a very...Article d’analyse • Feb 24
At US$14.63, Is It Time To Put Gambling.com Group Limited (NASDAQ:GAMB) On Your Watch List?
While Gambling.com Group Limited ( NASDAQ:GAMB ) might not have the largest market cap around , it led the NASDAQGM...Seeking Alpha • Feb 21
Gambling.com Group Limited: The Gaming Growth Pure Play Bet
Summary Gambling.com Group Limited operates various websites that generate performance marketing revenue from gaming partners. The company's recent acquisition of the OddsJam platform addresses two needs; recurring revenue and sports betting exposure. Gambling.com Group has grown top line revenue faster than US GGR growth year over year and is guiding for $170-174 million in top line for 2025. As a digital content business adjacent to a fast-growing online gaming industry, the company is well-positioned to benefit from broad growth in sports betting and iGaming. Read the full article on Seeking AlphaSeeking Alpha • Feb 02
Gambling.com And Rush Street Interactive: Both Look Good, But Here's Why Gambling.com Is Better
Summary Online gambling is rapidly growing in North America, driven by state legalization and tax revenue opportunities, with GAMB and RSI showing strong potential. GAMB is recommended as a Strong Buy due to its rapid revenue growth, anti-dilution, and scalable subscription model. RSI is rated as a Hold, focusing on online casinos and a conservative marketing strategy, leading to lower operational expenses and steady user growth. GAMB's Q3 2024 performance outpaced competitors, with 37% revenue growth and 70% net income increase, solidifying its market leadership in gambling marketing affiliates. Read the full article on Seeking AlphaArticle d’analyse • Dec 12
Gambling.com Group Limited (NASDAQ:GAMB) Soars 28% But It's A Story Of Risk Vs Reward
The Gambling.com Group Limited ( NASDAQ:GAMB ) share price has done very well over the last month, posting an excellent...Seeking Alpha • Dec 02
Gambling.com Group: Unlocking Value In Online Gambling
Summary I value Gambling.com Group Limited’s ability to generate significant free cash flow, with a projected $60 million in 2025. I appreciate its focus on capital-efficient growth, leveraging organic strategies over aggressive acquisitions. I recognize its strong market positioning, particularly in iGaming, as a driver of consistent performance. I believe its valuation of 8x forward free cash flow more than compensates for its revenue volatility. Read the full article on Seeking AlphaSeeking Alpha • Nov 17
Gambling.Com: Post-Earnings Rally Could Parlay Into A Continued Re-Rating
Summary After reporting yet another "beat and raise" quarter, Gambling.com Group (GAMB) shares rallied by more than 20% after the company's latest quarterly earnings release on Nov. 14. Yet while shares have started to pull back, you may not want to write-off this gambling-focused digital marketing company's shares to experience further material multiple expansion. Taking into account three catalysts, much suggests GAMB could keep moving in the right direction. How much in the right direction? An eventual move to between $20 and $25 per share could be well within reach. Read the full article on Seeking AlphaArticle d’analyse • Nov 15
Capital Investments At Gambling.com Group (NASDAQ:GAMB) Point To A Promising Future
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Nouveau récit • Sep 21
Navigating Google's Shifts And Market Dynamics Fuels Robust Growth And Tactical Wins
Strategic adaptation to Google's policy changes and efficient marketing have led to strong performance, enhancing site visibility and revenue.Seeking Alpha • Sep 05
Gambling.com: Growth At A Bargain
Summary Gambling.com is a strong growth story trading like a value stock. The company has strong growth opportunities, disciplined cash management, and will continue to benefit from secular trends. Gambling.com had a strong Q2 but the stock has since retreated, presenting a buying opportunity. Read the full article on Seeking AlphaArticle d’analyse • Aug 18
Results: Gambling.com Group Limited Exceeded Expectations And The Consensus Has Updated Its Estimates
Gambling.com Group Limited ( NASDAQ:GAMB ) defied analyst predictions to release its quarterly results, which were...Article d’analyse • Aug 16
Is Now The Time To Look At Buying Gambling.com Group Limited (NASDAQ:GAMB)?
While Gambling.com Group Limited ( NASDAQ:GAMB ) might not have the largest market cap around , it led the NASDAQGM...Seeking Alpha • Jul 17
Gambling.com Shifts Focus Amid Google Changes
Summary Gambling.com provides performance marketing capabilities for online gambling and sports betting sites. The global online gambling market is forecasted to reach $128 billion by 2027 with growth driven by Internet and mobile phone penetration and increasing legalization. Google's policy changes have impacted revenue, leading to a shift in strategy toward owned and operated sites and acquisitions like Freebets. However, adjusting the company's approach will take time and management has reduced forward guidance for 2024, so I'm Neutral (Hold) on GAMB in the near term. Read the full article on Seeking AlphaArticle d’analyse • Jul 17
Gambling.com Group (NASDAQ:GAMB) Is Investing Its Capital With Increasing Efficiency
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...Seeking Alpha • Apr 12
Gambling.com Group: Upside Potential With Solid Performance
Summary Gambling.com Group Limited focuses on affiliate marketing in the US and European markets for iCasino and sports betting operators. The company recorded a high growth rate with a decent margin and is likely to continue its growth, as the sports betting industry is not yet mature. Given the low valuation, I strongly believe that the stock price will show better performance in the coming months. Read the full article on Seeking AlphaArticle d’analyse • Mar 28
We Think Gambling.com Group's (NASDAQ:GAMB) Robust Earnings Are Conservative
Gambling.com Group Limited ( NASDAQ:GAMB ) just reported healthy earnings but the stock price didn't move much. We...Article d’analyse • Nov 17
At US$10.86, Is Gambling.com Group Limited (NASDAQ:GAMB) Worth Looking At Closely?
Gambling.com Group Limited ( NASDAQ:GAMB ), might not be a large cap stock, but it received a lot of attention from a...Article d’analyse • Aug 18
Is It Time To Consider Buying Gambling.com Group Limited (NASDAQ:GAMB)?
While Gambling.com Group Limited ( NASDAQ:GAMB ) might not be the most widely known stock at the moment, it led the...Article d’analyse • Jul 12
An Intrinsic Calculation For Gambling.com Group Limited (NASDAQ:GAMB) Suggests It's 21% Undervalued
Key Insights The projected fair value for Gambling.com Group is US$14.40 based on 2 Stage Free Cash Flow to Equity...Article d’analyse • Jun 19
Here's What To Make Of Gambling.com Group's (NASDAQ:GAMB) Decelerating Rates Of Return
What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...Article d’analyse • Mar 18
Some Investors May Be Worried About Gambling.com Group's (NASDAQ:GAMB) Returns On Capital
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Article d’analyse • Oct 29
Gambling.com Group Limited (NASDAQ:GAMB) Shares Could Be 28% Below Their Intrinsic Value Estimate
Does the October share price for Gambling.com Group Limited ( NASDAQ:GAMB ) reflect what it's really worth? Today, we...Rendement pour les actionnaires
| GAMB | US Media | US Marché | |
|---|---|---|---|
| 7D | -40.3% | 0.001% | -0.3% |
| 1Y | -79.7% | -16.3% | 26.7% |
Rendement vs Industrie: GAMB a sous-performé le secteur US Media qui a rapporté -16.3 % au cours de l'année écoulée.
Rendement vs marché: GAMB a sous-performé le marché US qui a rapporté 26.7 % au cours de l'année écoulée.
Volatilité des prix
| GAMB volatility | |
|---|---|
| GAMB Average Weekly Movement | 13.6% |
| Media Industry Average Movement | 9.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: Le cours de l'action de GAMB a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de GAMB ( 14% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de US.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2006 | 570 | Charles Gillespie | www.gdcgroup.com |
Gambling.com Group Limited fournit des services de marketing et de données sportives pour l'industrie du jeu en Amérique du Nord, au Royaume-Uni, en Irlande, dans le reste de l'Europe et au niveau international. L'entreprise propose des services de marketing numérique et d'abonnement à des données sur les consommateurs et les entreprises pour les produits iGaming et les casinos sociaux. Elle fournit également des services d'intra-groupe et de billetterie, ainsi que des données fantaisistes.
Gambling.com Group Limited Résumé des fondamentaux
| GAMB statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$81.77m |
| Bénéfices(TTM) | -US$45.34m |
| Recettes(TTM) | US$165.25m |
0.5x
Ratio P/S-1.9x
Ratio P/ELe site GAMB est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| GAMB compte de résultat (TTM) | |
|---|---|
| Recettes | US$165.25m |
| Coût des recettes | US$19.10m |
| Marge brute | US$146.15m |
| Autres dépenses | US$191.49m |
| Les revenus | -US$45.34m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -1.29 |
| Marge brute | 88.44% |
| Marge bénéficiaire nette | -27.44% |
| Ratio dettes/capitaux propres | 108.7% |
Quelles ont été les performances à long terme de GAMB?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 04:25 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Gambling.com Group Limited est couverte par 9 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Michael Hickey | Benchmark Company |
| William Lampen | BTIG |
| Ryan Sigdahl | Craig-Hallum Capital Group LLC |