Flutter Entertainment shares target raised by Craig-Hallum on growth prospects

Published 26/09/2024, 15:32
Flutter Entertainment shares target raised by Craig-Hallum on growth prospects

Craig-Hallum has maintained a Buy rating on shares of Flutter Entertainment (NYSE: FLUT) and increased the price target to $275 from $240.

The adjustment follows Flutter's Analyst Day held on Wednesday, where the company presented its growth strategy and financial goals that exceeded market expectations.

Flutter Entertainment, a leader in the online gambling industry, demonstrated its robust business model, emphasizing its number one position and the benefits of its scale during the Analyst Day.

The company's top-notch technology and product offerings have secured it the leading spot in major international gaming markets, including the UK, Italy, Australia, and the United States.

The company's presentation included an outlook for 2027 and beyond, detailing projections for total addressable market (TAM), net win margin, and overall profitability and free cash flow (FCF).

These projections were notably higher than previous estimates, driven by increased U.S. TAM forecasts due to higher player values and unchanged assumptions about new state legalizations, as well as cost optimizations and synergies in the rest of the world (RoW).

According to the analyst from Craig-Hallum, Flutter's market dominance is not only sustained but expected to grow. The company's continuous innovation and introduction of unique, first-to-market products were highlighted as key factors in strengthening its competitive edge.

The revised price target reflects the analyst's confidence in Flutter Entertainment's accelerating profitability and FCF, supported by the company's strategic positioning and operational efficiencies.

In other recent news, Flutter Entertainment has been the focus of several analysts following its Q2 earnings report, which showcased a 20% revenue increase to $3,611 million and a 17% rise in adjusted EBITDA to £738 million.

The company also confirmed its acquisition of Italian gaming operator Snaitech S.p.A. for approximately €2.3 billion ($2.53 billion), anticipated to conclude in Q2 2025. Analyst firms such as Oppenheimer, Benchmark, and Wells Fargo have expressed positive outlooks on the company's growth potential and strategic initiatives.

Oppenheimer raised its price target for Flutter Entertainment to $300 from the previous $255, following the company's Investor Day. The company's ambitious EBITDA target of $2.4 billion for its US segment by 2027 and the announcement of a $5 billion stock buyback program were among the highlights.

Benchmark reiterated its Buy rating for Flutter Entertainment, praising its strategic vision and robust global strategy. Meanwhile, Wells Fargo maintained an Equal Weight rating, emphasizing the company's strategic growth potential and market dominance.


InvestingPro Insights


The latest analysis from InvestingPro provides a mixed financial picture for Flutter Entertainment (NYSE:FLUT). Despite a challenging past twelve months, the company is expected to grow its net income this year, which aligns with the optimistic projections presented during its Analyst Day. However, the InvestingPro Tips indicate that three analysts have revised their earnings downwards for the upcoming period, suggesting a need for cautious optimism.

InvestingPro Data highlights a significant market capitalization of $44.15 billion for Flutter, but the company is trading at a high Price / Book multiple of 4.47, which may raise valuation concerns among investors. The revenue growth remains strong, with a 16.28% increase over the last twelve months as of Q2 2024. Additionally, the company has demonstrated a robust gross profit margin of 47.22%, underscoring its operational efficiencies.

Investors should note that while the stock is trading near its 52-week high, the RSI suggests it is in overbought territory. This, coupled with the fact that short-term obligations exceed liquid assets, indicates potential near-term financial pressure. For those seeking a deeper dive into Flutter Entertainment's financial health, InvestingPro offers additional tips and metrics at: https://www.investing.com/pro/FLUT.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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