Source: Financial Modeling Prep · peers by sector/industry
Insider activity (SEC Form 4)
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Valuation
Trading at 21.0× earnings vs its 26.1× historical median P/E.
Fair value ≈ $107.39 · price $86.22 today
Undervalued · 20% below
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Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$LNW Q1 '26 Earnings Results & Recap
Light & Wonder reported total revenue of $790M for Q1 2026, an increase from $774M in Q1 2025, while net income decreased to $52M from $82M in the prior year period.
$LNW Q4 '25 Earnings Results & Recap
Light & Wonder reported total revenue of $3.31B, up 4%, and operating income of $683M, up 2%, in 2025. Net income decreased by 18% to $276M, while Light & Wonder returned $877M to shareholders.
$LNW Capital seems to prefer stability in metrics rather than volatile growth spurts. Resource allocation choices will signal strategic maturity. Durability across environments would extend investor horizons. Momentum becomes sustainable only when delivery keeps pace.
$LNW leads the gaming technology sector with a diversified portfolio in digital content, systems, and lottery solutions, driving steady recurring revenue. AERT recently turned profitable in Q2 FY2026, reporting $17.36 M revenue and $0.64 M net income, highlighting momentum in its AI-led global delivery model. https://www.youtube.com/watch?v=d2BieklTnl4
$COP $ZETA $BSX $BLDP $LNW
Stocks to trade on the long side tomorrow.
Let me know if you disagree, I will look into it and fix my scanner.
https://x.com/dragonheart_kh/status/1988428387661037960?t=eoDJtEFgkHJFLSrEg6X67Q&s=19
