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BTIG highlights Flutter Entertainment's catalysts driving stock momentum

EditorEmilio Ghigini
Published 08/14/2024, 07:01 AM
FLUT
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On Wednesday, BTIG updated its financial outlook for Flutter Entertainment (NYSE: FLUT) stock, increasing the price target to $249.00 from the previous $245.00. The firm sustained its Buy rating following Flutter's release of its second-quarter financial results for 2024.

The gaming company reported revenue and EBITDA that surpassed BTIG's expectations, which were already above the consensus, particularly in the US and other international segments.

Flutter Entertainment's recent financial report, which was disclosed after the market closed on Tuesday, highlighted a robust performance, prompting BTIG's revised price target.

The analyst firm remains positive about the company's prospects, citing favorable market conditions and the potential for further upward revisions in key markets such as the US, the UK, and internationally.

The company's outlook appears promising with several upcoming catalysts that could further enhance its financial performance. These include a Capital Markets Day scheduled for September 25, 2024, a seasonal increase in US betting activity, and the introduction of new products in Italy and the UK.

Despite potential short-term volatility due to index adjustments, BTIG views the overall performance and outlook for Flutter Entertainment as reinforcement for a bullish stance.

BTIG also noted that with the resolution of tax surcharges, fewer non-fundamental factors are likely to distract from the company's financial narrative. Given these developments, Flutter Entertainment continues to be listed as a Top Pick by the analyst firm.

The positive assessment follows the company's ability to navigate and perform well in its various market segments, setting the stage for continued growth.

In other recent news, Flutter Entertainment has been making significant strides with its recent financial performance. Morgan Stanley has seen enough to upgrade its price target for Flutter shares to £191.00, a 31% upside from the previous target, following an impressive second quarter.

The company's revenue rose to $3,611 million, a 20% increase, and adjusted EBITDA reached £738 million, up 17%. These figures exceeded both the Visible Alpha consensus and Morgan Stanley's projections.

The company's robust performance, particularly in the US market, led to an upward revision of both ex-US and US forecasts. Consequently, Morgan Stanley increased its EPS forecasts for Flutter for the fiscal years 2024, 2025, and 2026. These upgrades reflect Flutter's recent financial achievements and adjustments made to future earnings projections.

In addition to its strong Q2 results, Flutter raised its full-year outlook for 2024, with expected U.S. revenue of $6.05 billion to $6.35 billion. This adjustment is a testament to Flutter's continued success in the rapidly expanding U.S. sports betting and iGaming markets.

InvestingPro Insights

As Flutter Entertainment (NYSE: FLUT) garners a positive outlook from BTIG, real-time data from InvestingPro underscores the company's financial narrative. With a market capitalization of $36.06 billion, Flutter's growth trajectory is notable with a revenue increase of 19.29% over the last twelve months as of Q1 2024. This is further evidenced by an EBITDA growth of 64.21% during the same period, reflecting operational efficiency and profitability potential. Despite the company not being profitable over the last twelve months, analysts are predicting profitability this year, which aligns with BTIG's optimistic stance.

InvestingPro Tips suggest that Flutter's net income is expected to grow this year, and two analysts have revised their earnings upwards for the upcoming period, indicating a positive trend in market expectations. Additionally, Flutter is trading at a high EBITDA valuation multiple, which may be indicative of market confidence in its future earnings potential. For investors seeking more detailed analysis, there are additional InvestingPro Tips available on InvestingPro's Flutter Entertainment page.

These insights, coupled with BTIG's increased price target and buy rating, paint a picture of a company with strong growth prospects. Investors may find these InvestingPro metrics and tips valuable as they assess Flutter Entertainment's place in their portfolios.

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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