Light & Wonder (LNWO) 주식 개요
는 미국 및 전 세계에서 크로스 플랫폼 게임 회사로 운영되고 있습니다. 자세히 보기
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Analyst Price Targets
Light & Wonder, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | AU$78.20 |
| 52주 최고가 | AU$122.65 |
| 52주 최저가 | AU$70.00 |
| 베타 | 0.39 |
| 1개월 변동 | -14.35% |
| 3개월 변동 | -2.86% |
| 1년 변동 | -10.41% |
| 3년 변동 | 10.95% |
| 5년 변동 | -5.45% |
| IPO 이후 변동 | 3,028.00% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Sep 17
LNWO: Share Buybacks And Margin Gains Will Support Future Upside
Analysts have trimmed their price target for Light & Wonder to $113.88 from $118.43 as updated assumptions reflect slightly lower revenue growth and a lower future P/E multiple, partly offset by a higher projected profit margin and a modestly reduced discount rate. What’s in the News for Light & Wonder Light & Wonder reported that from April 1, 2026 to June 30, 2026, it repurchased 1,600,000 shares for $134 million under its ongoing share buyback program.
내러티브 업데이트 • Sep 03
LNWO: Share Buybacks Will Tighten Free Float And Support Higher Value Segments
Analysts now set a refreshed price target for Light & Wonder at about $155.53, compared with the prior fair value estimate of roughly $149.92. This reflects updated views on its discount rate, revenue growth, profit margin and forward P/E assumptions.
내러티브 업데이트 • Aug 20
LNWO: Completed Buybacks And Updated Assumptions Will Support Measured Future Returns
Analysts have adjusted their price target for Light & Wonder to $88.25 from $84.31, citing updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E expectations. What’s in the News for Light & Wonder Light & Wonder reported that from April 1, 2026 to June 30, 2026, the company repurchased 1,600,000 shares for a total of $134 million under its existing buyback program.내러티브 업데이트 • Aug 06
LNWO: Share Repurchases And Adjusted Assumptions Will Support Steady Future Returns
Analysts lifted their fair value estimate for Light & Wonder from about $78.05 to $84.31, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that together support a higher long-term price target. What’s in the News for Light & Wonder From April 1, 2026 to June 30, 2026, Light & Wonder reported no share repurchases under the buyback announced on November 14, 2025, with 0 shares repurchased for A$0 million.내러티브 업데이트 • Jul 23
LNWO: JPMorgan Upgrade And Ongoing Buybacks Will Support Future Upside
Analysts have trimmed their price target for Light & Wonder to about $118 from roughly $123, citing slightly lower fair value assumptions, modest adjustments to revenue growth and profit margin expectations, and a small reset in projected future P/E multiples following recent research updates. What’s in the News for Light & Wonder From January 1, 2026 to March 31, 2026, Light & Wonder repurchased 200,000 shares for $22 million under the buyback announced on June 13, 2024, according to company filings.Recent updates
내러티브 업데이트 • Sep 17
LNWO: Share Buybacks And Margin Gains Will Support Future Upside
Analysts have trimmed their price target for Light & Wonder to $113.88 from $118.43 as updated assumptions reflect slightly lower revenue growth and a lower future P/E multiple, partly offset by a higher projected profit margin and a modestly reduced discount rate. What’s in the News for Light & Wonder Light & Wonder reported that from April 1, 2026 to June 30, 2026, it repurchased 1,600,000 shares for $134 million under its ongoing share buyback program.내러티브 업데이트 • Sep 03
LNWO: Share Buybacks Will Tighten Free Float And Support Higher Value Segments
Analysts now set a refreshed price target for Light & Wonder at about $155.53, compared with the prior fair value estimate of roughly $149.92. This reflects updated views on its discount rate, revenue growth, profit margin and forward P/E assumptions.내러티브 업데이트 • Aug 20
LNWO: Completed Buybacks And Updated Assumptions Will Support Measured Future Returns
Analysts have adjusted their price target for Light & Wonder to $88.25 from $84.31, citing updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E expectations. What’s in the News for Light & Wonder Light & Wonder reported that from April 1, 2026 to June 30, 2026, the company repurchased 1,600,000 shares for a total of $134 million under its existing buyback program.내러티브 업데이트 • Aug 06
LNWO: Share Repurchases And Adjusted Assumptions Will Support Steady Future Returns
Analysts lifted their fair value estimate for Light & Wonder from about $78.05 to $84.31, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that together support a higher long-term price target. What’s in the News for Light & Wonder From April 1, 2026 to June 30, 2026, Light & Wonder reported no share repurchases under the buyback announced on November 14, 2025, with 0 shares repurchased for A$0 million.내러티브 업데이트 • Jul 23
LNWO: JPMorgan Upgrade And Ongoing Buybacks Will Support Future Upside
Analysts have trimmed their price target for Light & Wonder to about $118 from roughly $123, citing slightly lower fair value assumptions, modest adjustments to revenue growth and profit margin expectations, and a small reset in projected future P/E multiples following recent research updates. What’s in the News for Light & Wonder From January 1, 2026 to March 31, 2026, Light & Wonder repurchased 200,000 shares for $22 million under the buyback announced on June 13, 2024, according to company filings.내러티브 업데이트 • Jul 08
LNWO: Buybacks And Legal Resolution Will Support Measured Future Share Gains
Analysts have reduced their fair value estimate for Light & Wonder from $98.68 to $78.05. This reflects updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples, and brings the valuation in line with recent research commentary on the stock.내러티브 업데이트 • Jun 24
LNWO: JPMorgan Upgrade And Active Buybacks Will Support Future Upside
Analysts have lifted their price target for Light & Wonder to approximately $123 from about $122, reflecting updated assumptions around fair value, discount rate, and future P/E as recently highlighted in upgraded Street research. What's in the News Light & Wonder reported that from January 1, 2026 to March 31, 2026, it repurchased 200,000 shares for US$22 million under its existing share buyback program.내러티브 업데이트 • Jun 09
LNWO: JPMorgan Upgrade And Ongoing Buyback Activity Will Support Future Upside
Analysts have adjusted their fair value estimate for Light & Wonder from about $126.45 to around $122.02, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E after recent research and upgrades. What's in the News From January 1, 2026 to March 31, 2026, Light & Wonder reported no share repurchases under the buyback program announced on November 14, 2025, with 0 shares bought for A$0 million.내러티브 업데이트 • May 26
LNWO: Margin Execution And Index Inclusions Will Refocus Attention On Higher Value Segments
Analysts have trimmed their price target for Light & Wonder from $173.56 to $149.92. They now assume a lower revenue growth rate and a higher discount rate, partly offset by expectations for a higher profit margin and a lower future P/E multiple, following recent supportive research updates including the JPMorgan upgrade.내러티브 업데이트 • May 08
LNWO: Index Additions And Litigation Settlement Will Support Future Upside Potential
Analysts have trimmed their price target on Light & Wonder to about $126 from roughly $129, reflecting updated assumptions for a slightly higher discount rate, more moderate revenue growth and margins, and a lower future P/E multiple. They are still highlighting recent upgrades and fresh Outperform coverage that cite progress on litigation resolution and positioning in higher value gaming segments.내러티브 업데이트 • Apr 21
LNWO: ASX Listing And Legal Resolution Will Support Future Share Gains
Analysts have trimmed their price target for Light & Wonder from about $102.09 to $98.68, citing slightly softer revenue growth assumptions, modestly better margin expectations, and a lower future P/E. They are still highlighting recent legal resolution and the ASX primary listing as key supports for potential share gains.내러티브 업데이트 • Apr 07
LNWO: ASX Listing Cleanup Will Support Future Gaming Share Gains
Analysts have trimmed their fair value estimate for Light & Wonder by about $0.48 per share to roughly $102.09. This reflects slightly higher discount rate assumptions alongside modestly firmer views on revenue growth, profit margins and future P/E, supported by recent bullish initiations that highlight the company as well positioned in resilient gaming segments and attractively priced.내러티브 업데이트 • Mar 24
LNWO: ASX Primary Listing And Index Inclusions Will Support Future Upside
Analysts have trimmed their fair value estimate for Light & Wonder from about $104.15 to $102.57, citing slightly higher discount rate assumptions. They continue to highlight recent research support regarding the company’s positioning in higher value gaming segments and its shift to an ASX listing.내러티브 업데이트 • Mar 10
LNWO: ASX Listing And Litigation Resolution Will Support Future Upside
Analysts have nudged their fair value estimate for Light & Wonder higher from about $100.76 to $104.15, citing recent litigation resolution, the shift to a sole ASX listing, and expectations for share gains in higher value gaming segments as key supports for the updated price target narrative. Analyst Commentary Recent research has put a spotlight on how Light & Wonder is being framed by the market after the Dragon Train litigation settlement and the move to a sole primary ASX listing.내러티브 업데이트 • Feb 24
LNWO: Litigation Resolution And ASX Listing Will Refocus Attention On Higher Value Segments
The analyst price target for Light & Wonder has shifted from about $172.26 to roughly $173.56, as analysts cite the recent resolution of litigation, the transition to a sole primary ASX listing, and perceived potential for share gains in higher value gaming segments as key supports for their updated view. Analyst Commentary Recent research coverage on Light & Wonder has centered on valuation, the clean-up of legacy overhangs, and the company’s positioning in higher value gaming segments.내러티브 업데이트 • Feb 08
LNWO: Bullish View Will Focus On Sector Repositioning Versus Key Peer
Analysts have raised their price target on Light & Wonder from US$144.00 to about US$172.26, citing updated assumptions on growth, profitability and valuation after recent Street research, including a relatively more positive sector view compared with peers. Analyst Commentary Bullish analysts have framed the new price target of about US$172.26 as part of a more constructive view on Light & Wonder relative to sector peers, even as other companies in the same space have seen less favorable target changes.내러티브 업데이트 • Jan 25
LNWO: Litigation Resolution And Buyback Program Will Support Stronger Future Returns
Analysts have lifted their price target for Light & Wonder to about $129 from roughly $116, citing small adjustments in their models related to fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Light & Wonder agreed to settle litigation with Aristocrat Leisure, with Light & Wonder to pay US$127.5 million, cease commercialization of its Dragon Train and Jewel of the Dragon games globally, remove existing installations where possible, and destroy materials related to Aristocrat math information, while all claims in Australia and the United States will be dismissed (Key Developments).내러티브 업데이트 • Jan 11
LNWO: ASX Move And Buybacks Will Shape A Measured Outlook
Analysts have lifted their price target on Light & Wonder from about US$80 to roughly US$100.76, citing model updates that factor in slightly adjusted discount rates, modestly different revenue growth and profit margin assumptions, as well as a higher forward P/E multiple. What's in the News Light & Wonder plans to delist its common stock from Nasdaq and move to a sole primary listing on the ASX.내러티브 업데이트 • Dec 17
LNWO: Expanded Buyback And ASX Move Will Support Stronger Future Returns
Analysts have raised their price target on Light & Wonder slightly, from approximately 116 dollars to 116.34 dollars, citing marginal improvements in fair value estimates driven by higher assumed discount rates and a modestly richer future earnings multiple. What's in the News The Board of Directors authorizes a new share buyback plan, signaling continued commitment to returning capital to shareholders (company announcement).내러티브 업데이트 • Dec 03
LNWO: Expanded Buyback Program Will Drive Stronger Future Shareholder Returns
Analysts have raised their price target for Light & Wonder by approximately 10 percent to reflect slightly faster expected revenue growth, a modestly lower discount rate, and a higher anticipated future P/E multiple, partially offset by a marginally softer profit margin outlook. What's in the News The board authorizes a new share buyback plan, alongside a substantial repurchase program of up to 80,234,110 shares valid through June 11, 2027 (company announcement).내러티브 업데이트 • Nov 19
LNWO: New Share Buyback Plan Will Unlock Further Shareholder Value
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.내러티브 업데이트 • Nov 05
LNW: Free Cash Flow Trends Will Shape Coming Earnings Performance
Light & Wonder's analyst price target was revised downward to $105.85 from $106.55, as analysts cite increased challenges to meeting core EBITDA targets along with concerns over future cash flow and leverage. Analyst Commentary Bullish Takeaways The revised fiscal 2025 EBITDA guidance points to growth, particularly with the inclusion of Grover.내러티브 업데이트 • Oct 22
Analysts Reassess Light and Wonder Price Target Amid Growth Uncertainty and Valuation Shifts
Analysts have lowered their price target for Light & Wonder from $108 to $95. They cite uncertainty around core business growth and future cash flow challenges as key factors influencing their revised outlook.내러티브 업데이트 • Sep 04
Legalization And Digital Transformation Will Expand iGaming Opportunities
Light & Wonder’s unchanged consensus price target of $108.36 reflects a balance of bearish concerns over the achievability of revised EBITDA targets and free cash flow headwinds, offset by bullish confidence in the core business and limited legal risk from ongoing litigation. Analyst Commentary Bearish analysts lowered their price targets due to concerns that Light & Wonder’s revised fiscal 2025 EBITDA guidance now includes Grover, making it more difficult to achieve the company’s original $1.4B EBITDA target.Seeking Alpha • Aug 05
Post-COVID Tailwinds Exhausted: Why Light & Wonder Faces A Ceiling On Growth
Summary Light & Wonder's growth is constrained by industry saturation, limited pricing power, and cannibalization, making future top-line expansion challenging. iGaming offers the most promising growth, but its small size and reliance on state legalization limit its impact on overall company performance. Recent acquisitions, including Grover, are unlikely to drive significant synergies or growth, as market optimism appears overblown. My valuation implies a 17% downside from current levels, supporting a sell rating due to capped growth and macroeconomic headwinds. Read the full article on Seeking AlphaSeeking Alpha • Mar 31
Light & Wonder: A Bargain At First Glance, But Trades Above Peers After 10% Drop
Summary Light & Wonder successfully turned around by selling lottery and sports betting divisions, reducing debt, and focusing on digital gaming, resulting in a 900% stock price increase. Post-restructuring, Light & Wonder's margins improved significantly, with gross margins jumping from 60% to 70% and EBIT margins from the early teens to the low twenties. Despite strong fundamentals and growth, Light & Wonder appears slightly overvalued compared to industry peers, suggesting a 'Hold' rating with a price target of $85. Future growth is expected from gaming, SciPlay, and iGaming segments, but current valuation warrants caution, recommending a buy at mid-to-low $80s and a sell above $100. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
Light & Wonder: Buy On The Dip Story Is Now Even More Compelling At $85
Summary LNW is oversold, with segments all showing increases. Momentum slowing is real but a poor metric for some stocks. We remain bullish because the new business model is sound. Read the full article on Seeking AlphaSeeking Alpha • Nov 04
Light & Wonder: Legal Woes Ironically Could Make This A Strong Buy On The Dip Opportunity
Summary Light & Wonder faced a legal setback with an 18.8% share drop due to a copyright ruling against its Dragon Train slot machines. Despite the ruling, LNW management remains optimistic, projecting a 2025 AEBITDA of $1.4 billion and continuing their stock buyback program. LNW is converting 2,200 Dragon Train slots to new themes and introducing new games, with customers satisfied with the pace of conversion. The legal setback presents a buy-on-the-dip opportunity, with a potential short-term upside as LNW continues to recover from the initial impact. Read the full article on Seeking Alpha
새로운 내러티브 • Aug 25
Share Buybacks, Global Expansion, And iGaming Innovations Promise Robust Growth
Investment in R&D and innovation across both land-based and digital platforms, especially in the iGaming sector, indicates a forward-looking growth strategy.주주 수익률
| LNWO | US Hospitality | US 시장 | |
|---|---|---|---|
| 7D | -10.7% | -4.1% | 1.8% |
| 1Y | -10.4% | -12.6% | 13.3% |
수익률 대 산업: LNWO은 지난 1년 동안 -12.6%의 수익을 기록한 US Hospitality 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: LNWO은 지난 1년 동안 13.3%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| LNWO volatility | |
|---|---|
| LNWO Average Weekly Movement | 5.9% |
| Hospitality Industry Average Movement | 6.6% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.8% |
안정적인 주가: LNWO는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: LNWO의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1984 | 6,800 | Matt Wilson | www.lnw.com |
는 미국 및 전 세계에서 크로스 플랫폼 게임 회사로 운영되고 있습니다. 이 회사는 세 가지 부문을 통해 운영됩니다: 게이밍, SciPlay, i게이밍 부문입니다. 게이밍 부문은 게임 콘텐츠 및 게임기, 비디오 게임 단말기, 변환 키트 및 예비 부품을 포함한 비디오 복권 단말기, 자동 카드 셔플러, 덱 체커, 테이블 룰렛 칩 분류기 및 기타 지상 기반 테이블 게임 장비를 포함한 테이블 게임 제품을 판매합니다.
Light & Wonder, Inc. 기초 지표 요약
| LNWO 기초 통계 | |
|---|---|
| 시가총액 | US$6.17b |
| 순이익 (TTM) | US$271.00m |
| 매출 (TTM) | US$3.35b |
22.8x
주가수익비율(P/E)1.8x
주가매출비율(P/S)LNWO는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| LNWO 손익계산서 (TTM) | |
|---|---|
| 매출 | US$3.35b |
| 매출원가 | US$859.00m |
| 총이익 | US$2.49b |
| 기타 비용 | US$2.22b |
| 순이익 | US$271.00m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
Nov 03, 2026
| 주당순이익(EPS) | 3.52 |
| 총이익률 | 74.35% |
| 순이익률 | 8.09% |
| 부채/자본 비율 | 1,699.3% |
LNWO의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/22 23:55 |
| 종가 | 2026/09/22 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
Light & Wonder, Inc.는 34명의 분석가가 다루고 있습니다. 이 중 22명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Matthew Ryan | Barrenjoey Markets Pty Limited |
| Baxter Kirk | Bell Potter |
| Zachary Silverberg | Berenberg |