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Dave & Buster's Entertainment, Inc. Stock Price

NasdaqGS:PLAY Community·US$379.2m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 14 Fair Values set on narratives written by author

PLAY Share Price Performance

US$11.27
-20.59 (-64.63%)
US$17.00
Fair Value
US$11.27
-20.59 (-64.63%)
33.7% undervalued intrinsic discount
US$17.00
Fair Value
Price US$11.27
AnalystConsensusTarget US$17.00
AnalystLowTarget US$13.00
AnalystHighTarget US$42.68

PLAY Community Narratives

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Fair Value US$17 33.7% undervalued intrinsic discount

Returning To Basics And TV Advertising Will Transform Operations

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Fair Value US$13 13.3% undervalued intrinsic discount

AR And VR Trends Will Erode Traditional Arcade Revenue

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Fair Value US$42.68 73.6% undervalued intrinsic discount

Digital Engagement And Urbanization Will Reshape Entertainment Venues

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Trending Discussion

Updated Narratives

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PLAY: Reinvestment And New Experiences Will Target A Return To Positive Comps

Fair Value: US$17 33.7% undervalued intrinsic discount
8 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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PLAY: Fun Affordability And New Games Will Drive Future Bullish Repricing

Fair Value: US$13 13.3% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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PLAY: Same Store Sales Inflection Will Support Higher Future P/E Multiple

Fair Value: US$42.68 73.6% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Undervalued with low risk.

3 Risks
2 Rewards

Dave & Buster's Entertainment, Inc. Key Details

US$2.1b

Revenue

US$1.3b

Cost of Revenue

US$823.2m

Gross Profit

US$887.9m

Other Expenses

-US$64.7m

Earnings

Last Reported Earnings
May 05, 2026
Next Reporting Earnings
n/a
-1.86
39.31%
-3.09%
1,894.3%
View Full Analysis

About PLAY

Founded
1982
Employees
23610
CEO
Tarun Lal
WebsiteView website
daveandbusters.com

Dave & Buster's Entertainment, Inc. owns and operates entertainment and dining venues for adults and families in North America. Its venues offer a menu of entrées and appetizers, as well as a selection of alcoholic and non-alcoholic beverages; and an assortment of entertainment attractions centered on playing games and watching live sports, and other televised events. The company also provides food, drinks, and entertainment, including bowling, laser tag, arcade games, and virtual reality. The company operates its venues under the Dave & Buster’s and Main Event brands. Dave & Buster's Entertainment, Inc. was founded in 1982 and is headquartered in Coppell, Texas.

Recent PLAY News & Updates

Narrative Update Jun 22

PLAY: Reinvestment And New Experiences Will Target A Return To Positive Comps

The analyst price target for Dave & Buster's Entertainment has been reduced by $1.88 to $17.00, as analysts factor in softer recent comparable sales, Q1 EBITDA coming in below consensus, and a more cautious stance on the timing of a sales recovery, despite management's focus on reinvestment and operational improvements. Analyst Commentary Recent research on Dave & Buster's Entertainment highlights a mix of optimism around long term changes and caution around nearer term execution, as analysts recalibrate expectations following Q1 results.
Seeking Alpha Jun 19

Dave & Buster's: Arcade Inflation Is Breaking The Value Equation

Summary Dave & Buster's Entertainment, Inc. faces a challenging turnaround as same-store sales fell 5.4% during Spring Break, highlighting weak consumer demand. PLAY's entertainment revenue mix is eroding, pressuring margins, while restaurant sales grew ~5% in Q1 FY 2027 but offer lower profitability. Leverage stands at 3.8x net LT debt/EBITDA, with no near-term debt wall, but operational risks loom if EBITDA declines further. I assign PLAY stock a Sell rating, citing a weak moat, value-trap risk, and limited upside unless a strong turnaround in entertainment margins materializes. Read the full article on Seeking Alpha

Recent updates

No updates