Light & Wonder, Inc.

OTCPK:LNWO Stok Raporu

Piyasa değeri: US$6.5b

Light & Wonder Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 1/6

Light & Wonder yıllık ortalama 68.7% oranında kazançlarını artırırken, Hospitality sektöründe kazançlar growing at 30.3% annual. Gelirler growing yılda ortalama 12.2% oranında artmaktadır. Light & Wonder'in özkaynak karlılığı 79.1% ve net marjı 7.4%'dir.

Anahtar bilgiler

68.72%

Kazanç büyüme oranı

68.93%

EPS büyüme oranı

Hospitality Sektör Büyümesi19.52%
Gelir büyüme oranı12.22%
Özkaynak getirisi79.10%
Net Marj7.39%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Anlatı Güncellemesi May 26

LNWO: Margin Execution And Index Inclusions Will Refocus Attention On Higher Value Segments

Analysts have trimmed their price target for Light & Wonder from $173.56 to $149.92. They now assume a lower revenue growth rate and a higher discount rate, partly offset by expectations for a higher profit margin and a lower future P/E multiple, following recent supportive research updates including the JPMorgan upgrade.
Anlatı Güncellemesi May 08

LNWO: Index Additions And Litigation Settlement Will Support Future Upside Potential

Analysts have trimmed their price target on Light & Wonder to about $126 from roughly $129, reflecting updated assumptions for a slightly higher discount rate, more moderate revenue growth and margins, and a lower future P/E multiple. They are still highlighting recent upgrades and fresh Outperform coverage that cite progress on litigation resolution and positioning in higher value gaming segments.
Anlatı Güncellemesi Apr 21

LNWO: ASX Listing And Legal Resolution Will Support Future Share Gains

Analysts have trimmed their price target for Light & Wonder from about $102.09 to $98.68, citing slightly softer revenue growth assumptions, modestly better margin expectations, and a lower future P/E. They are still highlighting recent legal resolution and the ASX primary listing as key supports for potential share gains.
Anlatı Güncellemesi Apr 07

LNWO: ASX Listing Cleanup Will Support Future Gaming Share Gains

Analysts have trimmed their fair value estimate for Light & Wonder by about $0.48 per share to roughly $102.09. This reflects slightly higher discount rate assumptions alongside modestly firmer views on revenue growth, profit margins and future P/E, supported by recent bullish initiations that highlight the company as well positioned in resilient gaming segments and attractively priced.
Anlatı Güncellemesi Mar 24

LNWO: ASX Primary Listing And Index Inclusions Will Support Future Upside

Analysts have trimmed their fair value estimate for Light & Wonder from about $104.15 to $102.57, citing slightly higher discount rate assumptions. They continue to highlight recent research support regarding the company’s positioning in higher value gaming segments and its shift to an ASX listing.
Anlatı Güncellemesi Mar 10

LNWO: ASX Listing And Litigation Resolution Will Support Future Upside

Analysts have nudged their fair value estimate for Light & Wonder higher from about $100.76 to $104.15, citing recent litigation resolution, the shift to a sole ASX listing, and expectations for share gains in higher value gaming segments as key supports for the updated price target narrative. Analyst Commentary Recent research has put a spotlight on how Light & Wonder is being framed by the market after the Dragon Train litigation settlement and the move to a sole primary ASX listing.
Anlatı Güncellemesi Feb 24

LNWO: Litigation Resolution And ASX Listing Will Refocus Attention On Higher Value Segments

The analyst price target for Light & Wonder has shifted from about $172.26 to roughly $173.56, as analysts cite the recent resolution of litigation, the transition to a sole primary ASX listing, and perceived potential for share gains in higher value gaming segments as key supports for their updated view. Analyst Commentary Recent research coverage on Light & Wonder has centered on valuation, the clean-up of legacy overhangs, and the company’s positioning in higher value gaming segments.
Anlatı Güncellemesi Feb 08

LNWO: Bullish View Will Focus On Sector Repositioning Versus Key Peer

Analysts have raised their price target on Light & Wonder from US$144.00 to about US$172.26, citing updated assumptions on growth, profitability and valuation after recent Street research, including a relatively more positive sector view compared with peers. Analyst Commentary Bullish analysts have framed the new price target of about US$172.26 as part of a more constructive view on Light & Wonder relative to sector peers, even as other companies in the same space have seen less favorable target changes.
Anlatı Güncellemesi Jan 25

LNWO: Litigation Resolution And Buyback Program Will Support Stronger Future Returns

Analysts have lifted their price target for Light & Wonder to about $129 from roughly $116, citing small adjustments in their models related to fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Light & Wonder agreed to settle litigation with Aristocrat Leisure, with Light & Wonder to pay US$127.5 million, cease commercialization of its Dragon Train and Jewel of the Dragon games globally, remove existing installations where possible, and destroy materials related to Aristocrat math information, while all claims in Australia and the United States will be dismissed (Key Developments).
Anlatı Güncellemesi Jan 11

LNWO: ASX Move And Buybacks Will Shape A Measured Outlook

Analysts have lifted their price target on Light & Wonder from about US$80 to roughly US$100.76, citing model updates that factor in slightly adjusted discount rates, modestly different revenue growth and profit margin assumptions, as well as a higher forward P/E multiple. What's in the News Light & Wonder plans to delist its common stock from Nasdaq and move to a sole primary listing on the ASX.
Anlatı Güncellemesi Dec 17

LNWO: Expanded Buyback And ASX Move Will Support Stronger Future Returns

Analysts have raised their price target on Light & Wonder slightly, from approximately 116 dollars to 116.34 dollars, citing marginal improvements in fair value estimates driven by higher assumed discount rates and a modestly richer future earnings multiple. What's in the News The Board of Directors authorizes a new share buyback plan, signaling continued commitment to returning capital to shareholders (company announcement).
Anlatı Güncellemesi Dec 03

LNWO: Expanded Buyback Program Will Drive Stronger Future Shareholder Returns

Analysts have raised their price target for Light & Wonder by approximately 10 percent to reflect slightly faster expected revenue growth, a modestly lower discount rate, and a higher anticipated future P/E multiple, partially offset by a marginally softer profit margin outlook. What's in the News The board authorizes a new share buyback plan, alongside a substantial repurchase program of up to 80,234,110 shares valid through June 11, 2027 (company announcement).
Anlatı Güncellemesi Nov 19

LNWO: New Share Buyback Plan Will Unlock Further Shareholder Value

Analysts have adjusted their price target for Light & Wonder slightly downward from $105.85 to $105.73. They cite minor changes in revenue growth forecasts and discount rates, while also noting improved profit margins in their updated assessment.
Anlatı Güncellemesi Nov 05

LNW: Free Cash Flow Trends Will Shape Coming Earnings Performance

Light & Wonder's analyst price target was revised downward to $105.85 from $106.55, as analysts cite increased challenges to meeting core EBITDA targets along with concerns over future cash flow and leverage. Analyst Commentary Bullish Takeaways The revised fiscal 2025 EBITDA guidance points to growth, particularly with the inclusion of Grover.
Anlatı Güncellemesi Oct 22

Analysts Reassess Light and Wonder Price Target Amid Growth Uncertainty and Valuation Shifts

Analysts have lowered their price target for Light & Wonder from $108 to $95. They cite uncertainty around core business growth and future cash flow challenges as key factors influencing their revised outlook.
Analiz Makalesi Sep 10

Light & Wonder, Inc. (NASDAQ:LNW) Shares Could Be 44% Below Their Intrinsic Value Estimate

Key Insights Light & Wonder's estimated fair value is US$158 based on 2 Stage Free Cash Flow to Equity Light & Wonder's...
Anlatı Güncellemesi Sep 04

Legalization And Digital Transformation Will Expand iGaming Opportunities

Light & Wonder’s unchanged consensus price target of $108.36 reflects a balance of bearish concerns over the achievability of revised EBITDA targets and free cash flow headwinds, offset by bullish confidence in the core business and limited legal risk from ongoing litigation. Analyst Commentary Bearish analysts lowered their price targets due to concerns that Light & Wonder’s revised fiscal 2025 EBITDA guidance now includes Grover, making it more difficult to achieve the company’s original $1.4B EBITDA target.
Analiz Makalesi Aug 27

Investors Still Waiting For A Pull Back In Light & Wonder, Inc. (NASDAQ:LNW)

With a price-to-earnings (or "P/E") ratio of 22.6x Light & Wonder, Inc. ( NASDAQ:LNW ) may be sending bearish signals...
Seeking Alpha Aug 05

Post-COVID Tailwinds Exhausted: Why Light & Wonder Faces A Ceiling On Growth

Summary Light & Wonder's growth is constrained by industry saturation, limited pricing power, and cannibalization, making future top-line expansion challenging. iGaming offers the most promising growth, but its small size and reliance on state legalization limit its impact on overall company performance. Recent acquisitions, including Grover, are unlikely to drive significant synergies or growth, as market optimism appears overblown. My valuation implies a 17% downside from current levels, supporting a sell rating due to capped growth and macroeconomic headwinds. Read the full article on Seeking Alpha
Analiz Makalesi Jul 29

Is It Time To Consider Buying Light & Wonder, Inc. (NASDAQ:LNW)?

While Light & Wonder, Inc. ( NASDAQ:LNW ) might not have the largest market cap around , it led the NASDAQGS gainers...
Analiz Makalesi Jun 27

We Ran A Stock Scan For Earnings Growth And Light & Wonder (NASDAQ:LNW) Passed With Ease

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha Mar 31

Light & Wonder: A Bargain At First Glance, But Trades Above Peers After 10% Drop

Summary Light & Wonder successfully turned around by selling lottery and sports betting divisions, reducing debt, and focusing on digital gaming, resulting in a 900% stock price increase. Post-restructuring, Light & Wonder's margins improved significantly, with gross margins jumping from 60% to 70% and EBIT margins from the early teens to the low twenties. Despite strong fundamentals and growth, Light & Wonder appears slightly overvalued compared to industry peers, suggesting a 'Hold' rating with a price target of $85. Future growth is expected from gaming, SciPlay, and iGaming segments, but current valuation warrants caution, recommending a buy at mid-to-low $80s and a sell above $100. Read the full article on Seeking Alpha
Seeking Alpha Jan 14

Light & Wonder: Buy On The Dip Story Is Now Even More Compelling At $85

Summary LNW is oversold, with segments all showing increases. Momentum slowing is real but a poor metric for some stocks. We remain bullish because the new business model is sound. Read the full article on Seeking Alpha
Seeking Alpha Nov 04

Light & Wonder: Legal Woes Ironically Could Make This A Strong Buy On The Dip Opportunity

Summary Light & Wonder faced a legal setback with an 18.8% share drop due to a copyright ruling against its Dragon Train slot machines. Despite the ruling, LNW management remains optimistic, projecting a 2025 AEBITDA of $1.4 billion and continuing their stock buyback program. LNW is converting 2,200 Dragon Train slots to new themes and introducing new games, with customers satisfied with the pace of conversion. The legal setback presents a buy-on-the-dip opportunity, with a potential short-term upside as LNW continues to recover from the initial impact. Read the full article on Seeking Alpha
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Yeni Anlatı Aug 25

Share Buybacks, Global Expansion, And iGaming Innovations Promise Robust Growth

Investment in R&D and innovation across both land-based and digital platforms, especially in the iGaming sector, indicates a forward-looking growth strategy.
Seeking Alpha Aug 20

Light & Wonder: How Far Can The Growth Momentum Last?

Summary Light & Wonder's growth momentum has continued across the company's segments. The land-based gaming segment's growth momentum looks to slow down with the industry's traffic stabilization and with eventually slowing industry investments. The SciPlay segment has pushed earnings up well through monetization, but the DAU trend in Q2 is worrying. While the overall earnings growth momentum stands at a good level, Light & Wonder's stock valuation is too tight. Read the full article on Seeking Alpha
Seeking Alpha Jun 07

Light & Wonder: Among First Movers In The Gaming Industry's AI Revolution

Summary Light & Wonder, Inc., a gaming equipment and systems maker, has seen a bullish stock performance following management reorganization and cost-cutting measures. Light & Wonder is recognized as a leader in AI applications in the gaming technology sector, particularly with its partnership with FLOWS. The integration of AI technology allows Light & Wonder to enhance its games and systems, reduce operational costs, and accelerate innovation and development. Read the full article on Seeking Alpha

Gelir ve Gider Dağılımı

Light & Wonder nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

OTCPK:LNWO Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 263,330246889254
31 Dec 253,314276869252
30 Sep 253,221399859260
30 Jun 253,195349859263
31 Mar 253,206336871265
31 Dec 243,188336872262
30 Sep 243,162295866254
30 Jun 243,077306850244
31 Mar 242,988223834236
31 Dec 232,902163808228
30 Sep 232,813108781223
30 Jun 232,72946759221
31 Mar 232,610-107734219
31 Dec 222,512-198717218
30 Sep 222,411-152712213
30 Jun 222,302-69694206
31 Mar 222,27230695198
31 Dec 212,1535679190
30 Sep 212,052-203670178
30 Jun 211,946-492653167
31 Mar 211,427-757588142
31 Dec 201,699-822627148
30 Sep 202,082-715631156
30 Jun 202,505-508660167
31 Mar 203,288-265719190
31 Dec 192,388-342619166
30 Sep 193,422120717191
30 Jun 193,388-245711194
31 Mar 193,388-174711197
31 Dec 183,363-352697202
30 Sep 183,301-602683199
30 Jun 183,249-310673197
31 Mar 183,170-343644196
31 Dec 173,084-242613184
30 Sep 173,013-310582188
30 Jun 172,964-350576194
31 Mar 172,927-362583197
31 Dec 162,883-354585205
30 Sep 162,868-370583199
30 Jun 162,820-1,350567191
31 Mar 162,782-1,400555187
31 Dec 152,759-1,394568184
30 Sep 152,588-1,314541181
30 Jun 152,332-305500161

Kaliteli Kazançlar: LNWO büyük bir tek seferlik zarar ile $263.0M, 31st March, 2026 tarihine ait son 12 aylık mali sonuçları etkiliyor.

Büyüyen Kar Marjı: LNWO 'nin mevcut net kar marjları (7.4%) geçen yılın (10.5%) değerinden daha düşüktür.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: LNWO son 5 yılda karlı hale geldi ve kazançlarını yıllık 68.7% oranında artırdı.

Büyüme Hızlandırma: LNWO 'in son bir yıldır negatif kazanç büyümesi oldu, bu nedenle 5 yıllık ortalamasıyla karşılaştırılamaz.

Kazançlar vs. Sektör: LNWO geçtiğimiz yıl negatif kazanç büyümesine ( -26.8% ) sahipti ve bu da onu Hospitality sektör ortalamasıyla ( 24.3% ) karşılaştırmayı zorlaştırıyordu.


Özkaynak Getirisi

Yüksek ROE: LNWO 'nin Özsermaye Getirisi ( 79.1% ) olağanüstü olsa da, bu ölçüt yüksek borç seviyeleri nedeniyle çarpıktır.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/03 04:31
Gün Sonu Hisse Fiyatı2026/06/03 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Light & Wonder, Inc. 33 Bu analistlerden 22, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Matthew RyanBarrenjoey Markets Pty Limited
Baxter KirkBell Potter
Michael HickeyBenchmark Company