J.P. Morgan analyst Estelle Weingrod maintains $Flutter Entertainment (FLUT.US)$ with a buy rating, and adjusts the target price from $291.56 to $287.64.
According to TipRanks data, the analyst has a success rate of 44.3% and a total average return of -3.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Flutter Entertainment (FLUT.US)$'s main analysts recently are as follows:
The medium-term guidance for Flutter Entertainment indicates that its competitive advantage, referred to as the 'Flutter Edge,' remains robust and may even be expanding. It's believed that the company's U.S. business has a sustainable competitive moat that is expected to strengthen with the introduction of new product features, as well as advancements in scale, data, and artificial intelligence.
Following an optimistic Investor Day, where management laid out a 2027 U.S. segment EBITDA target, a trajectory to reach a 16% U.S. structural hold, and a significant buyback plan, the outlook for Flutter Entertainment has been reinforced, supporting the view of it as a 'Core Holding'. The 2025 U.S. segment guidance suggests 40%-45% incremental margins, indicative of a well-reasoned U.S. market, albeit with flexibility to augment spend should customer acquisition costs relative to lifetime value become more favorable.
Note:
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摩根大通分析师Estelle Weingrod维持$Flutter Entertainment (FLUT.US)$买入评级,并将目标价从291.56美元下调至287.64美元。
根据TipRanks数据显示,该分析师近一年总胜率为44.3%,总平均回报率为-3.5%。
此外,综合报道,$Flutter Entertainment (FLUT.US)$近期主要分析师观点如下:
Flutter Entertainment的中期指引表明,其被称为 “Flutter Edge” 的竞争优势仍然强劲,甚至可能正在扩大。据信,该公司在美国的业务具有可持续的竞争护城河,随着新产品功能的推出以及规模、数据和人工智能的进步,这种竞争护城河有望得到加强。
继乐观的投资者日之后,管理层制定了2027年美国细分市场的息税折旧摊销前利润目标、实现美国结构性持仓16%的轨迹以及重大的回购计划,此后,Flutter Entertainment的前景得到了加强,支持了其作为 “核心控股” 的观点。2025年美国细分市场的指导显示,利润率增幅为40%-45%,这表明美国市场的合理性,尽管如果客户获取成本相对于终身价值变得更加有利,可以灵活地增加支出。
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