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ACACEL

Accel Entertainment, Inc.

$ACEL·$1.0B·Gambling, Resorts & Casinos·Consumer Cyclical
$12.54-1.4%YTD+11.8%1Y+3.8%
Mentions · last 7 days
2026-07-04: 0 posts2026-07-05: 2 posts2026-07-06: 3 posts2026-07-07: 0 posts2026-07-08: 3 posts2026-07-09: 3 posts2026-07-10: 2 posts13
Price updated 4m ago·X counts updated 4d ago
ACACEL
$ACELAccel Entertainment, Inc.
$12.55-1.38%13 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ACEL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Too early to tellWinding up for a moveAI verdict · as of 2026-07-14

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Accel Entertainment is a distributed-gaming terminal operator with heavy leverage — $12.72 is up 12% YTD and sits mid 52-week range into the August print.

Accel operates a distributed gaming terminal footprint across US markets — a cash-generative business with high operating leverage and a persistent cash-return philosophy.

  • Fundamentals are steady — Q1 revenue $352M was up 8.5% year-over-year, operating margin 7.7%, ROIC 7.8%, ROE 19%, FCF yield 16%, PE 19x — a genuine growth-plus-cash-flow combination for a mid-cap consumer name.
  • Balance sheet is levered — D/E 2.18 reflects an acquisitive strategy, so watch for any FCF-versus-debt-service tension in weaker consumer scenarios; the current cadence supports the leverage.
  • Insider activity is supportive — mid-June filings show two insider purchases totaling roughly $585K around $13 per share, suggesting insider conviction into the print.

No aggregated X sentiment was available. Coverage frames the equity as a value setup with rising implied volatility ahead of the August 4 print, which is the release event that either extends the coil or breaks it.

What to watch: August 4 Q2 earnings — same-terminal revenue, gross gaming revenue trends, and any updated FY guide.

On the calendar: 2026-08-04 Q2 earnings

Read the AI verdict + X sentiment for $ACEL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Installs and operates gaming terminals at bars and restaurants in US states permitting distributed slot-style gaming.

Industry overviewAI analysisGenerated by AI from underlying data

Where Gambling, Resorts & Casinos sits in its cycle right now — and what that implies for $ACEL.

Gambling, Resorts & Casinos · Consumer Cyclical

No material change from last week — DraftKings' super app pivot and World Cup gambling activity signal OSB market maturation.

What this means for $ACEL

Neutral — Installs and operates gaming terminals at bars and restaurants in US states permitting distributed slot-style gaming; the World Cup OSB surge and digital casino iGaming maturation does not materially affect this business's near-term earnings.

Top industry ETF

$BJKVanEck Gaming ETF
-6.5%YTD
-4.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
19.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
8.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
15.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
19.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
31.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 5, 2026$0.17$0.16+6.3%
Q4 2025Mar 3, 2026$0.19$0.20-4.0%
Q3 2025Nov 4, 2025$0.24$0.20+20.0%
Q2 2025Aug 5, 2025$0.25$0.22+13.6%
Next earningsTue, Aug 4·consensus EPS $0.18

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$351.6M+8.5%31.3%7.7%$0.18$19.9M
Q4 FY25$341.4M+7.5%33.4%8.7%$0.19$104.9M
Q3 FY25$329.7M+9.1%31.3%7.7%$0.16$34.2M
Q2 FY25$335.9M+8.6%31.3%8.0%$0.09$-6.2M

Forward consensus

3-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.4B$1.4B – $1.4B$0.71$0.66 – $0.754
FY27$1.5B$1.4B – $1.5B$0.79$0.77 – $0.804
FY28$1.5B$1.5B – $1.5B$0.87$0.86 – $0.881

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.71%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+12.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 43.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.015-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 15Derek HarmerChief Compliance Officer20.0K sh$260KSellJun 15Mark T. PhelanCOO25.0K sh$325KSellJun 1Andrew H. RubensteinCEO25.0K sh$302KBuyMay 11Bruce D WardinskiDirector50.0K sh$578KSellMay 8Gordon RubensteinDirector12.9K sh$149KSellMay 7Gordon RubensteinDirector46.3K sh$526KSellApr 1Andrew H. RubensteinCEO45.0K sh$497KSellMar 17Andrew H. RubensteinCEO3.9K sh$44KSellMar 16Andrew H. RubensteinCEO36.1K sh$404K
+ 33 other (10 awards · 8 exempts · 8 inkinds · 7 gifts) in window

See when $ACEL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 138-K — Item 5.02: Officer or director change
AI summary

Accel Entertainment's Compensation Committee approved 2026 Long Term Incentive (LTI) awards for named executive officers on July 11, 2026, structured as 50% time-based RSUs and 50% performance-based PSUs (participants may shift up to 100% into PSUs). RSUs vest in equal thirds on each of the first three anniversaries of February 25, 2026; PSUs span a three-year period ending December 31, 2028, weighted 30% to Relative TSR and 70% to stock-price goals (participant-electable up to 100% stock price). Routine annual executive equity grant; dilutive but customary and not unusual in size relative to the float.

3New insider — initial holdingsMay 113
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for ACEL on 2026-05-11, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KShareholder voteMay 78-K — Item 5.07: Shareholder vote
AI summary

ACEL held its Annual Meeting of stockholders around 2026-05-07 (8-K Item 5.07). Stockholders elected 2 directors to the board. A non-binding say-on-pay vote on executive compensation was conducted. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

8-KPress release / Reg FDMay 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

ACEL reported period ending 2026-05-05 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KPress release / Reg FDMar 38-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KOfficer or director changeFeb 38-K — Item 5.02: Officer or director change
+ 6 other (2 proxys · 1 10-Q · 1 ARS · 1 10-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Chippewa Cree Tribe Expands Partnership With Century Gaming Through Full Conversion at Northern Winz Casino IIbusinesswire.com·6d agoAccel Entertainment, Inc. to Report Second Quarter 2026 Results, Host Conference Call and Webcast on August 4businesswire.com·7d agoShould Value Investors Buy Accel Entertainment (ACEL) Stock?zacks.com·13d agoIs Accel Entertainment (ACEL) Outperforming Other Consumer Discretionary Stocks This Year?zacks.com·13d agoImplied Volatility Surging for Accel Entertainment Stock Optionszacks.com·19d ago

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Voices on X · last 7 days

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