Jefferies lowers Gambling.com stock price target to $15 on multiple contraction

Published 15/08/2025, 10:56
Jefferies lowers Gambling.com stock price target to $15 on multiple contraction

Investing.com - Jefferies has reduced its price target on Gambling.com Group Ltd. (NASDAQ:GAMB) to $15 from $18 while maintaining a Buy rating on the stock. According to InvestingPro data, the company currently trades at a P/E of 10.86x and has demonstrated impressive revenue growth of 24.67% over the last twelve months.

The price target adjustment follows Gambling.com’s recent earnings report and reflects Jefferies’ updated financial projections for the company, which include slight modifications to revenue and adjusted EBITDA estimates. Despite the stock’s 38% decline over the past six months, the company maintains robust gross profit margins of 94.55%. InvestingPro analysis suggests the stock is currently undervalued, with additional insights available in the comprehensive Pro Research Report covering this and 1,400+ other US equities.

For fiscal year 2025, Jefferies now forecasts Gambling.com will generate $173 million in revenue and $64 million in adjusted EBITDA, compared to previous estimates of $172 million and $67 million respectively.

Looking further ahead to fiscal year 2026, Jefferies projects revenue of $197 million and adjusted EBITDA of $70 million, revised from earlier forecasts of $195 million and $79 million.

The lower price target primarily stems from multiple contraction, with Jefferies reducing its valuation metrics across the board, including EV/Sales (to 3.0x from 4.0x), EV/EBITDA (to 9.0x from 10.0x), P/E (to 17.0x from 19.0x), and P/FCF (to 11.5x from 13.0x) based on FY26 estimates.

In other recent news, Gambling.com Group Ltd reported its Q2 2025 earnings, exceeding analysts’ expectations. The company posted an earnings per share (EPS) of $0.37, significantly higher than the projected $0.17, reflecting a 117.65% surprise. Revenue for the quarter reached $39.6 million, slightly surpassing the anticipated $38.92 million. This performance highlights the company’s ability to outperform financial forecasts. The earnings results are a key development for investors monitoring the company’s financial health. Additionally, analysts and investors will be closely watching how these results impact future assessments and projections. These recent developments underscore the importance of keeping abreast of financial reports and analyst evaluations.

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