How Investors Are Reacting To Flutter Entertainment (FLUT) as NHL Enters Electronic Prediction Markets

• Earlier this week, the National Hockey League announced a first-of-its-kind licensing agreement with prediction market operators Kalshi and Polymarket, signaling a new partnership model between a major U.S. sports league and electronic trading platforms.
• This move introduces fresh competition for traditional sports-betting companies, as electronic prediction markets have the potential to reshape consumer engagement and challenge established operators like Flutter Entertainment.
• We'll assess how the NHL's partnership with prediction markets could affect Flutter Entertainment's outlook in an evolving sports wagering landscape.

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Flutter Entertainment Investment Narrative Recap

Investors in Flutter Entertainment need to believe in the company's ability to maintain and grow its leadership in online gaming and sports betting through ongoing digital expansion, innovation, and efficiency gains. The NHL's newly announced partnership with electronic prediction markets introduces additional competition but does not present a material near-term threat to Flutter; key catalysts such as market share gains in the US and Brazil remain intact, while profitability risks still center on regulation and debt rather than this latest news.

Among recent company announcements, Flutter’s raised 2025 revenue guidance stands out as most relevant here. It highlights ongoing positive expectations for revenue growth, underlining that core business trends and major market catalysts continue to drive performance, even as competition from adjacent sectors emerges.

By contrast, investors should be aware of tightening regulatory scrutiny, which could suddenly impact Flutter’s net margins if tax regimes change...

Read the full narrative on Flutter Entertainment (it's free!)

Flutter Entertainment's outlook sees revenue reaching $23.5 billion and earnings rising to $2.5 billion by 2028. This scenario implies a 16.4% annual revenue growth rate and a $2.1 billion increase in earnings from the current $366.0 million.

Uncover how Flutter Entertainment's forecasts yield a $332.53 fair value, a 32% upside to its current price.

Exploring Other Perspectives

Seven Simply Wall St Community members estimate Flutter’s fair value between US$162.65 and US$1,000, showing highly varied outlooks. With regulatory change an ongoing risk, you can review more perspectives to see how others weigh these factors.

Explore 7 other fair value estimates on Flutter Entertainment - why the stock might be worth over 3x more than the current price!

Build Your Own Flutter Entertainment Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Flutter Entertainment research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Flutter Entertainment research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Flutter Entertainment's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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