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Dave & Buster's Entertainment, Inc. Stock Price

NasdaqGS:PLAY Community·US$373.3m 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$10.14
-21.81 (-68.27%)
US$17.00
Fair Value
US$10.14
-21.81 (-68.27%)
40.4% undervalued intrinsic discount
US$17.00
Fair Value
Price US$10.14
AnalystConsensusTarget US$17.00
AnalystLowTarget US$13.00
AnalystHighTarget US$25.00

PLAY Community Narratives

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Fair Value US$17 40.4% undervalued intrinsic discount

Returning To Basics And TV Advertising Will Transform Operations

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Fair Value US$13 22.0% undervalued intrinsic discount

AR And VR Trends Will Erode Traditional Arcade Revenue

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Fair Value US$25 59.4% undervalued intrinsic discount

Digital Engagement And Urbanization Will Reshape Entertainment Venues

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1users have followed this narrative
US$13
22.0% undervalued intrinsic discount
Profit Margin
7.17%
Future PE
3.89x
Price in 2029
US$18.37

Trending Discussion

Updated Narratives

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PLAY: Sales Mix And Margin Execution Will Drive Future P/E Recovery

Fair Value: US$25 59.4% undervalued intrinsic discount
1 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: Reinvestment And New Experiences Will Target A Return To Positive Comps

Fair Value: US$17 40.4% 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 22.0% undervalued intrinsic discount
0 users have set this as their fair value
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Snowflake Analysis

Undervalued with very low risk.

2 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 Jul 07

PLAY: Sales Mix And Margin Execution Will Drive Future P/E Recovery

Analysts have trimmed their fair value estimate for Dave & Buster's Entertainment from about $42.68 to $25.00, citing reduced revenue growth expectations, a lower assumed future P/E multiple, and ongoing uncertainty around same store sales recovery despite some company level profit margin improvements. Analyst Commentary Recent research on Dave & Buster's Entertainment points to a mixed backdrop, with several firms reassessing fair value after weaker comparable sales in Q1 and limited visibility on near term traffic trends.
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.

Recent updates

No updates