- FLUT
-2.08%
Flutter Entertainment is under fresh scrutiny after analysts cut their central fair value estimate from US$132.56 to US$126.15. That shift comes alongside research that highlights lower price targets in general, as analysts weigh guidance cuts, competition and the outlook for prediction markets against ongoing support for FanDuel and engagement driven growth plans. In the sections that follow, you will see how this evolving narrative may shape how you monitor Flutter Entertainment from here.
Stay updated as the Fair Value for Flutter Entertainment shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Flutter Entertainment.
What Wall Street Has Been Saying
🐂 Bullish Takeaways
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Several firms, including Jefferies, UBS, Wedbush and Susquehanna, still see reasons to stay positive on Flutter Entertainment even after trimming price targets, pointing to FanDuel product improvements, handle trends and user engagement as key supports.
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Bernstein and TD Cowen highlight the potential of prediction markets, with TD Cowen suggesting recent CFTC guidance could ease regulatory pressure and Bernstein watching how prediction market volume converts into revenue.
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Oppenheimer, Citizens and Wolfe Research focus on Flutter Entertainment’s long term earnings power, with updated EBITDA paths and the potential for improved free cash flow as management prioritises engagement and adjusts promotional spend.
🐻 Bearish Takeaways
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Redburn, JPMorgan and MoffettNathanson flag execution risk after multiple guidance resets and a tougher sector backdrop, with some analysts describing Flutter Entertainment as a show me story that needs consistent delivery before investors re rate the stock.
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Firms such as Truist, Craig Hallum and Wedbush also point to headwinds from the Brazil ban, softer sports result holds and elevated promotional intensity, which feed into lower valuation ranges across recent target cuts.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives!
How This Changes the Fair Value For Flutter Entertainment
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The fair value central estimate has been reduced from US$132.56 to US$126.15.
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The revenue growth assumption has been adjusted from 8.62% to 8.47%.
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The net profit margin assumption has been revised from 4.13% to 3.89%.
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The future P/E multiple has been updated from 33.63x to 34.01x.
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The discount rate has been revised from 10.99% to 10.89%.
