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Playtika Holding Corp. Stock Price

NasdaqGS:PLTK Community·US$846.7m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 21 Fair Values set on narratives written by author
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PLTK Share Price Performance

US$2.26
-1.45 (-39.08%)
​
US$5.05
Fair Value
US$2.26
-1.45 (-39.08%)
55.2% undervalued intrinsic discount
US$5.05
Fair Value
Price US$2.26
AnalystConsensusTarget US$5.05
AnalystLowTarget US$2.75
AnalystHighTarget US$10.90

PLTK Community Narratives

Fair Value
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Fair Value US$5.05 55.2% undervalued intrinsic discount

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

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Fair Value
·
Fair Value US$2.75 17.8% undervalued intrinsic discount

Legacy Casino Titles Will Falter While Mobile Gaming Offers Relief

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Fair Value
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Fair Value US$10.9 79.3% undervalued intrinsic discount

AI And Smartphones Will Power Global Mobile Gaming Growth

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PLTK logo
Playtika Holding
17.8% undervalued intrinsic discount

Legacy Casino Titles Will Falter While Mobile Gaming Offers Relief

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Updated 3 Sep
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PLTK logo
Playtika Holding
79.3% undervalued intrinsic discount

AI And Smartphones Will Power Global Mobile Gaming Growth

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Updated 1 May
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PLTK logo
Playtika Holding
55.2% undervalued intrinsic discount

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

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Updated 16 Apr
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Trending Discussion

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Updated Narratives

PLTK logo

PLTK: Future Returns Will Hinge On A Delayed Mobile Franchise Turnaround

Fair Value: US$2.75 17.8% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
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PLTK logo

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

Fair Value: US$10.9 79.3% undervalued intrinsic discount
1 users have set this as their fair value
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PLTK: Future Returns Will Depend On Margin Expansion Despite Earnout Headwinds

Fair Value: US$5.05 55.2% undervalued intrinsic discount
8 users have set this as their fair value
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Snowflake Analysis

Undervalued with moderate growth potential.

3 Risks
3 Rewards
View Full Analysis

Playtika Holding Corp. Key Details

US$2.8b

Revenue

US$750.4m

Cost of Revenue

US$2.1b

Gross Profit

US$2.4b

Other Expenses

-US$279.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.73
73.48%
-9.89%
-596.1%
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

Narrative Update • Sep 03

PLTK: Future Returns Will Hinge On A Delayed Mobile Franchise Turnaround

Analysts have trimmed their fair value estimate for Playtika Holding to $2.75 from $3.50, citing updated models that reflect weaker second half expectations, a reduced long term revenue outlook, and a later projected inflection point for the business, despite some stronger recent game performance. Analyst Commentary on Playtika Holding Recent Street research shows a cluster of downward price target revisions for Playtika Holding over the past few months.
Seeking Alpha • Aug 19

Playtika's Q2 Improvement Deepens The Valuation Disconnect

Summary Playtika is executing a successful turnaround, shifting to direct-to-consumer (D2C) sales, which now comprise 39.3% of revenue. PLTK’s D2C transition is driving margin expansion, with adjusted EBITDA margin rising from 16.8% in Q1 to 28.2% in Q2, despite modest revenue declines. Valuation remains compelling: PLTK trades at 3.98x forward EV/EBITDA, well below sector averages, with 420% potential upside if guidance and modest re-rating materialize. The thesis hinges on sustaining D2C mix above 39%, ARPDAU at $1.01+, and EBITDA margins above 25% into year-end; downside risks include leverage, refinancing, and platform rule changes. Read the full article on Seeking Alpha

Recent updates

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