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ACACEL

Accel Entertainment, Inc.

$ACEL·$990M·Gambling, Resorts & Casinos·Consumer Cyclical
$11.87+1.5%YTD+9.1%1Y+1.3%
Mentions · last 7 days
2026-08-20: 0 posts2026-08-21: 3 posts2026-08-22: 0 posts2026-08-23: 0 posts3-25%
Price updated 1d ago·X counts updated 6d ago
ACACEL
$ACELAccel Entertainment, Inc.
$11.87+1.45%3 posts-25%
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.

Proven numbersCooling offAI verdict · as of 2026-08-29

Catching its breath after a run — could pick back up or fade from here.

Distributed gaming operator at 15.6% FCF yield + $368M record Q2 revenue; Chicago-gaming legalization is the upside catalyst.

Accel Entertainment is a $990M distributed gaming terminal operator (US regional gaming — Illinois flagship + expanding) at $11.87 — +9% YTD, +1.3% t12m, sitting at 52% of its 52w range and near-flat vs 200d.

  • Q2 EPS $0.15 vs $0.19 (-20.9% miss), Q1 $0.17 vs $0.16 (+6.3%), Q4 2025 $0.19 vs $0.20 (-4.0% miss) — mostly small misses.
  • Q1 revenue $352M (+8.5% YoY), Q4 2025 $341M (+7.5%) — steady mid-single-digit revenue growth.
  • Cash economics: PE 19.3, PS 0.72, ROIC 7.8%, ROE 19.3%, gross margin 32%, op-margin 8.0%, D/E 2.18, EV/EBITDA 7.08, FCF yield 15.6% (attractive).
  • Analyst path FY26 EPS $0.72 → FY27 $0.80 (+11.4% growth).
  • MAJOR EVENT: CEO Mark Phelan appointed to Board as 2027 Class director effective Aug 7 — governance consolidation. Insider events include Rubenstein M-Exempt + D-Return + A-Award (large 335K + 693K options exercise + return — comp cycle) but no material S-Sale.
  • "Accel Entertainment: Chicago Gaming Could Unlock Significant Earnings Upside (Rating Upgrade)" — the Chicago-gaming-legalization catalyst narrative.
  • Q2 quarterly record revenue of $368M.
  • Sentiment feed is empty.

Read as a distributed gaming operator with 15.6% FCF yield + mostly-beat cadence + Chicago-gaming legalization upside; the debated question is whether Q3 confirms Chicago-gaming progression or whether operational execution on the current gaming footprint proves modest.

What to watch: Q3 revenue + margin trajectory, Chicago-gaming legalization progress, and any additional insider activity on the Nov 3 print.

On the calendar: 2026-11-03 Q3 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; limited read-through from gambling, resorts & casinos macro dynamics to this specific revenue mix.

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
Q2 2026Aug 4, 2026$0.15$0.19-20.9%
Q1 2026May 5, 2026$0.17$0.16+6.3%
Q4 2025Mar 3, 2026$0.19$0.20-4.0%
Q3 2025Nov 4, 2025$0.16$0.20-20.0%
Next earningsTue, Nov 3·consensus EPS $0.17

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$0.72$0.65 – $0.774
FY27$1.5B$1.4B – $1.5B$0.80$0.79 – $0.814
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.0.9×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.52%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.-3.8%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.+2.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 43.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% 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.β1.025-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

SellAug 5Andrew H. RubensteinCEO15.0K sh$190KSellJun 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
+ 44 other (15 awards · 11 exempts · 10 inkinds · 7 gifts · 1 return) 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 changeAug 118-K — Item 5.02: Officer or director change
AI summary

Accel Entertainment (ACEL) filed an 8-K disclosing that its Board appointed Mark Phelan, the company's Chief Executive Officer, as a 2027 Class director effective immediately on August 7, 2026. The Board was expanded from 9 to 10 directors to accommodate the appointment, and Mr. Phelan will not receive additional compensation beyond his CEO pay for his Board service. He was not assigned to any committee.

8-KPress release / Reg FDAug 48-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Accel Entertainment, Inc. (gaming terminal operator) filed Q2 2026 earnings results for the quarter ended June 30, 2026 via press release (Exhibit 99.1), and also posted an investor presentation to its IR website for use in future meetings with investors and analysts (Item 7.01). Specific financial results are contained in the attached exhibit. Routine quarterly earnings disclosure.

3New insider — initial holdingsJul 143
AI summary

Accel Entertainment (ACEL) — Form 3 initial ownership for Stan Guidroz (COO). Guidroz holds 17 direct shares plus approximately 42,843 RSUs across multiple tranches vesting over three years. Standard initial-beneficial-ownership disclosure; no open-market purchase. Administrative — routine officer onboarding form.

8-KOfficer or director changeJul 148-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Accel Entertainment (ACEL) — 8-K (Items 5.02, 7.01) disclosing that Chief Commercial Officer Derek Harmer has resigned, with his last day effective March 31, 2027. A transition agreement is in place through that date. Accel confirms no dispute or disagreement with Harmer. Moderately material — CCO departure with a long runway, orderly transition planned.

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.

+ 9 other (2 13Gs · 2 10-Qs · 2 proxys · 1 ARS) in window

Recent news

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

Accel Entertainment: Chicago Gaming Could Unlock Significant Earnings Upside (Rating Upgrade)seekingalpha.com·19d agoAccel Entertainment Q2 Earnings Call Highlightsmarketbeat.com·25d agoAccel Entertainment (ACEL) Lags Q2 Earnings Estimateszacks.com·25d agoAccel Entertainment, Inc. (ACEL) Q2 2026 Earnings Call Transcriptseekingalpha.com·25d agoAccel Entertainment Reports Quarterly Record Revenue of $368 Million in the Second Quarter of 2026businesswire.com·26d ago

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