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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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根大通分析師Estelle Weingrod維持$Flutter Entertainment (FLUT.US)$買入評級,並將目標價從291.56美元下調至287.64美元。
根據TipRanks數據顯示,該分析師近一年總勝率為44.3%,總平均回報率為-3.5%。
此外,綜合報道,$Flutter Entertainment (FLUT.US)$近期主要分析師觀點如下:
Flutter Entertainment的中期指引表明,其被稱爲 「Flutter Edge」 的競爭優勢仍然強勁,甚至可能正在擴大。據信,該公司在美國的業務具有可持續的競爭護城河,隨着新產品功能的推出以及規模、數據和人工智能的進步,這種競爭護城河有望得到加強。
繼樂觀的投資者日之後,管理層制定了2027年美國細分市場的息稅折舊攤銷前利潤目標、實現美國結構性持倉16%的軌跡以及重大的回購計劃,此後,Flutter Entertainment的前景得到了加強,支持了其作爲 「核心控股」 的觀點。2025年美國細分市場的指導顯示,利潤率增幅爲40%-45%,這表明美國市場的合理性,儘管如果客戶獲取成本相對於終身價值變得更加有利,可以靈活地增加支出。
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