Playtika (PLTK): Evaluating Valuation After New NFL Crossover for World Series of Poker App

Playtika Holding (PLTK) just lined up a timely crossover, pairing its World Series of Poker app with the NFL for a limited run of football themed features, missions, and rewards through early 2026.

See our latest analysis for Playtika Holding.

That NFL crossover lands as Playtika tries to rebuild confidence, with a solid 1 month share price return of 13.35% and 3 month share price return of 15.56%, but a much weaker year to date share price return and 1 year total shareholder return, suggesting any momentum is still in the early stages.

If this kind of catalyst has you thinking beyond a single stock, it might be a good moment to explore fast growing stocks with high insider ownership for other potential movers worth watching.

With shares still down sharply over the past year, despite improving earnings and a sizable discount to analyst targets, the real question now is whether Playtika is a beaten down value opportunity or whether the market already anticipates its next phase of growth.

Most Popular Narrative: 29.8% Undervalued

With Playtika last closing at $4.16 versus a narrative fair value near $5.92, the valuation case leans on earnings expansion and higher margins over time.

Analysts expect earnings to reach $249.2 million (and earnings per share of $0.64) by about September 2028, up from $86.4 million today. However, there is some disagreement amongst the analysts with the more bearish ones expecting earnings as low as $221.3 million.

Read the complete narrative.

Moderate revenue growth can still support a much larger profit pool and a lower future earnings multiple than many entertainment peers. Find out what assumptions are behind that potential jump in profitability and how they relate to this target.

Result: Fair Value of $5.92 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, heavy reliance on aging flagship titles and rising sales and marketing costs could undermine the margin expansion story that investors are betting on.

Find out about the key risks to this Playtika Holding narrative.

Build Your Own Playtika Holding Narrative

If this perspective does not quite line up with your own, or you prefer to dig into the numbers yourself, you can build a custom view in just a few minutes, Do it your way.

A great starting point for your Playtika Holding research is our analysis highlighting 2 key rewards and 5 important warning signs that could impact your investment decision.

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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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