PLTK logo

Playtika Holding Corp. Stock Price

NasdaqGS:PLTK Community·US$1.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 21 Fair Values set on narratives written by author

PLTK Share Price Performance

US$0
-4.81 (-100.00%)
US$5.05
Fair Value
US$0
-4.81 (-100.00%)
Price US$0

PLTK Community Narratives

·
Fair Value US$5.05 39.0% undervalued intrinsic discount

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

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Fair Value US$10.9 71.8% undervalued intrinsic discount

AI And Smartphones Will Power Global Mobile Gaming Growth

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Fair Value US$3 2.7% overvalued intrinsic discount

Legacy Casino Titles Will Falter While Mobile Gaming Offers Relief

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1users have followed this narrative
US$3
2.7% overvalued intrinsic discount
Profit Margin
8.82%
Future PE
7.62x
Price in 2029
US$4.69
US$10.9
71.8% undervalued intrinsic discount
Profit Margin
13.29%
Future PE
16.81x
Price in 2029
US$16.98
US$5.05
39.0% undervalued intrinsic discount
Profit Margin
9.46%
Future PE
11.3x
Price in 2029
US$7.86

Trending Discussion

Updated Narratives

PLTK logo

PLTK: Superplay Earnouts Will Constrain Free Cash Flow And Future Upside

Fair Value: US$3 2.7% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
PLTK logo

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

Fair Value: US$10.9 71.8% 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
PLTK logo

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

Fair Value: US$5.05 39.0% 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

Snowflake Analysis

Undervalued with moderate growth potential.

2 Risks
3 Rewards

Playtika Holding Corp. Key Details

US$2.8b

Revenue

US$753.3m

Cost of Revenue

US$2.0b

Gross Profit

US$2.3b

Other Expenses

-US$294.5m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.77
73.04%
-10.54%
-515.3%
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 May 27

PLTK: Superplay Earnouts Will Constrain Free Cash Flow And Future Upside

Analysts have lowered Playtika Holding's average price target to about $3, reflecting expectations for flat revenue, higher discount rates and pressure on free cash flow in 2026, even as margin trends benefit from the SuperPlay acquisition and growing direct to consumer contributions. Analyst Commentary Recent Street research reflects a cautious stance on Playtika, with several firms trimming price targets and moving to more neutral ratings following the latest earnings 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

Recent updates

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