
LNW Stock Forecast & Price Target
LNW Analyst Ratings
Bulls say
Light & Wonder is poised for positive growth due to its continued market share expansion, driven by effective DTC conversion strategies and reinvestment of cost savings into user acquisition efforts, which enhance its competitive positioning in the gaming sector. The company's innovative approach to research and development, coupled with strategic key hires, is expected to further bolster its product offerings, while the increasing ARPDAU in social gaming reflects robust consumer engagement and revenue potential. Additionally, the favorable dynamics in the Australian gaming market and thriving regional/tribal GGR contribute to Light & Wonder’s strong outlook, positioning the firm favorably amidst a competitive landscape.
Bears say
The financial outlook for Light & Wonder appears negative due to a revised forecast indicating a 5% reduction in segment AEBITDA for the second half of 2025 and fiscal year 2026, aligning with consensus expectations. Key concerns include weakness in the social gaming market, competitive dynamics in both the slot and iCasino sectors, and potential impacts from macroeconomic pressures, including consumer spending and regulatory changes in Europe. Additionally, the ongoing court case regarding the popular Dragon Train franchise and the risks associated with the transition to an ASX primary listing contribute to an uncertain outlook for both margins and stock performance.
This aggregate rating is based on analysts' research of Light & Wonder Inc and is not a guaranteed prediction by Public.com or investment advice.
LNW Analyst Forecast & Price Prediction
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