Playtika Holding Corp.

NasdaqGS:PLTK 株式レポート

時価総額：US$1.4b

Playtika Holding 将来の成長

Future 基準チェック /36

Playtika Holdingは、77.3%と1.2%でそれぞれ年率77.3%で利益と収益が成長すると予測される一方、EPSはgrowで77.6%年率。

主要情報

77.3%

収益成長率

77.63%

EPS成長率

Entertainment 収益成長22.4%
収益成長率1.2%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日18 May 2026

今後の成長に関する最新情報

分析記事 • May 11

Playtika Holding Corp. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Shareholders might have noticed that Playtika Holding Corp. ( NASDAQ:PLTK ) filed its quarterly result this time last...

Recent updates

Seeking Alpha • May 16

Playtika's Strong Guidance Signals A Real Turn (Rating Upgrade)

Summary Playtika is rated a strong buy, with a 29% gain since the last Buy at $2.87, driven by rapid D2C growth and raised FY26 guidance. PLTK’s DTC platform revenue surged 62.8% YoY, now 39.2% of total, while Disney Solitaire’s Q1 revenue hit $123.3 million, supporting optimism for new-game traction. Adjusted EBITDA margin dropped to 16.8% in Q1 due to front-loaded investments, but management expects normalization and a full-year margin of 27.3%-27.7%. Valuation remains compelling at 4.2x forward EV/EBITDA, with upside over 200% if FY26 guidance is met; liquidity and leverage appear manageable barring major external shocks. Read the full article on Seeking Alpha
ナラティブの更新 • May 01

PLTK: Future Margin Expansion And SuperPlay Integration Will Support Equity Upside

Analysts have reduced the consolidated price targets on Playtika, with the updated fair value estimate now near $10.90. They are factoring in softer expectations reflected in new targets around $3 to $5.50, along with views that SuperPlay related earnouts, direct to consumer margin trends, and limited free cash flow in 2026 are shaping a more cautious outlook.
ナラティブの更新 • Apr 16

PLTK: Future Returns Will Depend On Margin Expansion Despite Earnout Headwinds

Narrative Update on Playtika Holding Analysts have reduced their average price targets on Playtika by several dollars to a range of approximately $3 to $5, citing updated earnings models, expectations for no growth in 2026, and concerns that SuperPlay earnout obligations could absorb much of the near term free cash flow available to equity. Analyst Commentary Recent Street research on Playtika clusters around lower price targets and more cautious ratings, but it still highlights some areas that analysts view as constructive for execution and profitability.
ナラティブの更新 • Apr 02

PLTK: Margin Support And Earnout Obligations Will Shape Future Upside Potential

Analysts have trimmed Playtika Holding's fair value estimate from $4.00 to $3.00, pointing to lower price targets across the Street and concerns that SuperPlay earnout obligations and limited free cash flow in 2026 may offset the benefits from stabilizing revenue and margin support from direct to consumer channels. Analyst Commentary Recent research updates show a clear tilt toward caution, with several firms marking down their price targets and, in some cases, lowering ratings following Playtika's latest earnings and updated outlook.
ナラティブの更新 • Mar 19

PLTK: Future Returns Will Rely On Margin Expansion And Free Cash Flow Recovery

Analyst price targets for Playtika Holding have moved lower in recent weeks, with several firms cutting targets into a $3 to $5.50 range as analysts factor in constrained free cash flow from SuperPlay earnouts, alongside stable revenue trends and improving margins. Analyst Commentary Bullish Takeaways Bullish analysts highlight that margin expansion linked to the SuperPlay acquisition and higher direct to consumer contributions supports the current earnings profile, even as revenue trends are described as stable rather than growth driven.
ナラティブの更新 • Mar 04

PLTK: Stable Earnings Power Will Support Future Upside Despite SuperPlay Obligations

Our updated fair value estimate for Playtika Holding edges down to $10.90 from $11.43, as analysts trim price targets to a $3 to $5.50 range and flag SuperPlay earnout obligations, refinancing needs, and constrained free cash flow, even as they acknowledge stable revenue trends and margin support. Analyst Commentary Street research on Playtika has shifted toward more cautious valuations, with several firms trimming price targets into a US$3 to US$5.50 band while largely maintaining neutral stances.
ナラティブの更新 • Feb 18

PLTK: Improved Margins And NFL Collaboration Will Support Future Upside

Analysts have adjusted their price target on Playtika Holding to $4.00, reflecting slightly revised assumptions around discount rate, revenue growth, profit margins and forward P/E, while keeping their overall valuation view essentially unchanged. What's in the News The World Series of Poker free-to-play app has launched a collaboration with the National Football League, adding limited-time NFL-themed content for users through February 8, 2026 (Key Developments).
ナラティブの更新 • Feb 04

PLTK: Future Shareholder Returns Will Be Driven By Capital Returns And M&A

Analysts have adjusted their price targets on Playtika Holding only marginally, reflecting updated assumptions for revenue trends, profit margins, and future P/E that remain broadly in line with prior views. What's in the News World Series of Poker free-to-play app launched an NFL collaboration running through February 8, 2026, adding limited-time NFL themed features, missions, puzzles, avatars, and events across web, iOS, and Android (Key Developments).
ナラティブの更新 • Jan 21

PLTK: Higher Margins And NFL Partnership Will Support Future Upside

Analysts have adjusted their price targets for Playtika Holding slightly lower in US$ terms, reflecting updated views on revenue growth, discount rates, and future P/E expectations, while also acknowledging a modestly higher profit margin outlook. What's in the News World Series of Poker free to play app launched a limited time collaboration with the National Football League, adding NFL themed features, missions, avatars, puzzles, and tournaments through February 8, 2026 across web, iOS, and Android (Key Developments).
分析記事 • Jan 16

Why Playtika Holding Corp. (NASDAQ:PLTK) Could Be Worth Watching

While Playtika Holding Corp. ( NASDAQ:PLTK ) might not have the largest market cap around , it saw significant share...
ナラティブの更新 • Jan 07

PLTK: Share Repurchases And M&A Pipeline Will Support Future Upside Potential

Analysts now estimate Playtika Holding's fair value at about $11.43, down from roughly $11.96. The change reflects updated assumptions for softer revenue growth, a slightly higher discount rate, a higher future P/E multiple, and a modestly lower profit margin outlook.
ナラティブの更新 • Dec 19

PLTK: Future Shareholder Returns Will Be Driven By Capital Return Strategy

Narrative Update on Playtika Holding Analysts have modestly revised their price target on Playtika Holding, nudging it higher by a low single digit percentage in dollar terms. This reflects steady assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E multiples despite a lack of new Street research catalysts.
ナラティブの更新 • Dec 05

PLTK: Future Cash Flows Will Support Upside Despite Lowered Expectations

Analysts reduced their price target on Playtika Holding from $5.50 to $4.00, reflecting tempered expectations for the stock despite largely unchanged assumptions for fair value, discount rate, revenue growth, profit margin, and future valuation multiples. Analyst Commentary Analysts highlight a more balanced risk reward profile for Playtika following the price target reduction, noting that the lower target better reflects current operational execution and growth visibility.
分析記事 • Nov 26

Playtika Holding's (NASDAQ:PLTK) Dividend Will Be $0.10

The board of Playtika Holding Corp. ( NASDAQ:PLTK ) has announced that it will pay a dividend of $0.10 per share on the...
ナラティブの更新 • Nov 21

PLTK: Revenue Guidance And Cash Flow Will Support Forward Momentum

Narrative Update: Analyst Price Target Revision for Playtika Holding Analysts have reduced their price target for Playtika Holding from $5.50 to $4.00, citing increased discount rates, slower revenue growth, and contracting profit margins as key factors in their revised outlook. Analyst Commentary Recent analyst research has highlighted both optimism and caution regarding Playtika Holding's future performance.
分析記事 • Nov 12

Investors Still Aren't Entirely Convinced By Playtika Holding Corp.'s (NASDAQ:PLTK) Earnings Despite 25% Price Jump

Playtika Holding Corp. ( NASDAQ:PLTK ) shares have had a really impressive month, gaining 25% after a shaky period...
ナラティブの更新 • Nov 05

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

Narrative Update on Playtika Holding Analysts have lowered their price target for Playtika Holding from $5.50 to $4.00. They cite slower revenue growth expectations, even as profit margins and valuation metrics have improved.
分析記事 • Aug 15

Some May Be Optimistic About Playtika Holding's (NASDAQ:PLTK) Earnings

NasdaqGS:PLTK 1 Year Share Price vs Fair Value Explore Playtika Holding's Fair Values from the Community and select...
ナラティブの更新 • Aug 08

Expanding Global Mobile Adoption And Direct Payments Will Unlock Possibilities

Analysts have reduced their price target for Playtika Holding, primarily due to a significant downward revision in revenue growth forecasts, resulting in the fair value estimate dropping from $7.44 to $6.92. What's in the News Playtika revised revenue guidance to $2.70–$2.75 billion.
分析記事 • Jul 16

Here's What's Concerning About Playtika Holding's (NASDAQ:PLTK) Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
分析記事 • Jun 11

Playtika Holding's (NASDAQ:PLTK) Dividend Will Be $0.10

Playtika Holding Corp. ( NASDAQ:PLTK ) will pay a dividend of $0.10 on the 7th of July. Based on this payment, the...
分析記事 • May 11

Playtika Holding Corp. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Shareholders might have noticed that Playtika Holding Corp. ( NASDAQ:PLTK ) filed its quarterly result this time last...
分析記事 • Apr 14

Capital Allocation Trends At Playtika Holding (NASDAQ:PLTK) Aren't Ideal

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
分析記事 • Mar 24

Slammed 42% Playtika Holding Corp. (NASDAQ:PLTK) Screens Well Here But There Might Be A Catch

The Playtika Holding Corp. ( NASDAQ:PLTK ) share price has fared very poorly over the last month, falling by a...
分析記事 • Mar 02

Playtika Holding (NASDAQ:PLTK) Will Pay A Dividend Of $0.10

Playtika Holding Corp. ( NASDAQ:PLTK ) will pay a dividend of $0.10 on the 4th of April. Based on this payment, the...
Seeking Alpha • Feb 12

Playtika: Battling Stagnation With The Acquisition Of SuperPlay

Summary Playtika is a mobile gaming company using a free-to-play model with monetization through in-app purchases and advertising, with a growth strategy focused on acquisitions. Nine of Playtika's eleven games are acquired titles, with the planned acquisitions of SuperPlay's top games providing an estimated 6.6% to PLTK's revenue. Playtika's flagship game, Slotomania, has seen declining popularity, and efforts to reverse this trend remain uncertain. SuperPlay's acquisition is seen as a key opportunity for growth. Playtika's financials are stable, with positive but stagnant top and bottom lines. The company has manageable debt, though its balance sheet is not pristine. Investors should hold Playtika's stock until there is more clarity on SuperPlay's impact on overall revenue growth, leading to the stabilization and growth of its core gaming portfolio. Read the full article on Seeking Alpha
分析記事 • Feb 06

Playtika Holding Corp. (NASDAQ:PLTK) Doing What It Can To Lift Shares

With a price-to-earnings (or "P/E") ratio of 12.6x Playtika Holding Corp. ( NASDAQ:PLTK ) may be sending bullish...
分析記事 • Dec 12

Playtika Holding (NASDAQ:PLTK) May Have Issues Allocating Its Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Seeking Alpha • Nov 24

Playtika: Massive Clients, R&D, And Now Pays Dividends

Summary I am buying shares of Playtika Holding Corp. due to its strong cash flow, profitability, and undervaluation compared to competitors. PLTK's significant investment in R&D and partnerships with Apple, Google, and Facebook suggest potential for future game development and revenue growth. Despite some debt, PLTK's declining net Debt/EBITDA ratio and dividend payments make it an attractive investment at current price levels. Risks include potential game blocks by Google and geopolitical issues, but the company's ability to generate stable free cash flow supports my buy rating. Read the full article on Seeking Alpha
分析記事 • Nov 15

There May Be Reason For Hope In Playtika Holding's (NASDAQ:PLTK) Disappointing Earnings

The market for Playtika Holding Corp.'s ( NASDAQ:PLTK ) shares didn't move much after it posted weak earnings recently...
分析記事 • Nov 01

Playtika Holding Corp.'s (NASDAQ:PLTK) Share Price Is Matching Sentiment Around Its Earnings

With a price-to-earnings (or "P/E") ratio of 13.6x Playtika Holding Corp. ( NASDAQ:PLTK ) may be sending bullish...
Seeking Alpha • Sep 20

Playtika: Looking For Growth Through A Pivotal Acquisition

Summary Playtika continues to see revenue declines and lower margins from its existing games portfolio. Management has turned to M&A to fuel growth through the acquisition of SuperPlay. This acquisition could potentially return Playtika to mid-single digit organic growth but will lead to lower overall margins. The acquisition will substantially increase Playtika’s leverage, thus elevating its risk profile, leading me to maintain my Hold rating on the shares. Read the full article on Seeking Alpha
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新しいナラティブ • Sep 09

Expanding DTC Platforms And Tactical Acquisitions Fuel Optimistic Revenue And Margin Growth In Gaming Industry

Expansion of DTC platforms and strategic acquisitions like Animals and Coins aim to enhance margins and diversify Playtika's game portfolio.
分析記事 • Aug 08

Is Now An Opportune Moment To Examine Playtika Holding Corp. (NASDAQ:PLTK)?

While Playtika Holding Corp. ( NASDAQ:PLTK ) might not have the largest market cap around , it received a lot of...

業績と収益の成長予測

NasdaqGS:PLTK - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20282,88728539751110
12/31/20272,85826114234212
12/31/20262,8121838616812
3/31/20262,794-294491572N/A
12/31/20252,755-206482568N/A
9/30/20252,72786346435N/A
6/30/20252,67386394475N/A
3/31/20252,604140396479N/A
12/31/20242,549162397490N/A
9/30/20242,537216422516N/A
6/30/20242,546215363468N/A
3/31/20242,562204426525N/A
12/31/20232,567235436516N/A
9/30/20232,560285427514N/A
6/30/20232,578316395480N/A
3/31/20232,595276360456N/A
12/31/20222,616275384494N/A
9/30/20222,633290382484N/A
6/30/20222,621302497603N/A
3/31/20222,621356562666N/A
12/31/20212,583309452552N/A
9/30/20212,508282466568N/A
6/30/20212,485322417525N/A
3/31/20212,47692410509N/A
12/31/20202,37292420518N/A
9/30/20202,28646399513N/A
6/30/20202,160-8358461N/A
3/31/20201,966228237337N/A
12/31/20191,888289N/A492N/A
12/31/20181,491338N/A453N/A
12/31/20171,151257N/A369N/A

アナリストによる今後の成長予測

収入対貯蓄率: PLTKは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: PLTK今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: PLTK今後 3 年以内に収益を上げることが予想されます。

収益対市場: PLTKの収益 ( 1.2% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: PLTKの収益 ( 1.2% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: PLTKの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/19 19:58
終値2026/05/19 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Playtika Holding Corp. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17

アナリスト機関
Colin SebastianBaird
Omar DessoukyBofA Global Research
William LampenBTIG