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FLFLUT

Flutter Entertainment plc

Strong FundamentalsStrong FundamentalsRevenue growing 17% YoYRecent insider buyingConsistent chatter on X (116/wk), no spike
$FLUT·$19B·Gambling, Resorts & Casinos·Consumer Cyclical
$108.30-1.5%YTD-49.9%1Y-63.4%
Mentions · last 7 days
2026-07-10: 14 posts2026-07-11: 6 posts2026-07-12: 3 posts2026-07-13: 18 posts2026-07-14: 4 posts2026-07-15: 11 posts2026-07-16: 4 posts60+5%
Price updated 9h ago·X counts updated 9h ago
FLFLUT
$FLUTFlutter Entertainment plc
$108.30-1.55%60 posts+5%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $FLUT, 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 numbersWinding up for a moveAI verdict · as of 2026-07-17

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

FanDuel parent Flutter down 63% t12m at 8% of range with Michael Burry disclosed long — Q2 in three weeks.

Flutter Entertainment is the parent of FanDuel (US market leader), plus Sky Bet (UK), Sportsbet (Australia), PokerStars, and Paddy Power — the global sports-betting and gaming leader.

Where the setup nets out:

  • Growth is strong: Q1 revenue up 17.4% YoY to $4.3B, and the four-quarter growth stack is 16-25% — real acceleration.
  • Margins are thin but positive: operating margin 1.8% in Q1, FCFy 4.2%.
  • The multiple has re-set: PE trailing negative, FY27 consensus EPS of $5.77 puts forward P/E at 18.8x — priced fairly.
  • Michael Burry's disclosed long position in FLUT (plus DKNG) with regulatory-tightening thesis is a real signal.
  • Germany raised licensed online-slot stake limits from €1 to €5 — regulatory tailwind.
  • Kenneth Dart disclosed multi-day open-market P-Purchases across late June — real insider accumulation.
  • Position confirms the reset: 8% of 52-week range and 31% below the 200-day moving average, YTD -50%, t12m -63%.

The forward view: the August 6 Q2 print is the referee. A beat with continued double-digit growth plus specific regulatory-tailwind commentary restarts the coil upward. What keeps it stuck: an in-line print. What breaks it lower: a specific regulatory action or a customer-acquisition-cost spike.

Agrees with X sentimentThe bullish X read on Michael Burry's disclosed long position and the regulatory-tightening thesis is directionally right on the setup. Our take agrees the setup is compelling.

What to watch: August 6 Q2 earnings and any regulatory-tailwind commentary; a specific regulatory action or CAC spike would break the coil the wrong way.

On the calendar: 2026-08-06 — Q2 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment14 posts analyzed · as of 2026-07-15

Flutter Entertainment chatter is bullish thanks to Michael Burry's newly disclosed long position in FLUT (and DKNG). Burry's thesis: regulatory intervention will curb untaxed prediction markets, benefiting regulated sports-betting leaders. Germany raised licensed online-slot stake limits from €1 to €5. Goldman banning staff prediction-market bets validates the regulatory-tightening framework. Bulls treat FLUT as a rare Burry-endorsed non-AI long. Community also references Terry Smith (Fundsmith) rotating into UBER/NFLX/APP/TSM as a similar quality-value playbook. No bear thread.

Read the AI verdict + X sentiment for $FLUT

  • 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.

Operates FanDuel, Paddy Power, and Sky Betting as one of the world's largest online sports betting companies.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $FLUT

Direct beneficiary — Operates FanDuel, Paddy Power, and Sky Betting as one of the world's largest online sports betting companies; the company is structurally positioned to capture the World Cup OSB surge and digital casino iGaming maturation.

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
-36.3How 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
1.7%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
2.4%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
4.2%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
1.0Same 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
-5.3%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
44.2%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
1.4Total 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 6, 2026$1.22$1.09+11.9%
Q4 2025Feb 26, 2026$1.74$1.85-5.9%
Q3 2025Nov 12, 2025$1.64$0.61+169.7%
Q2 2025Aug 7, 2025$2.95$2.24+31.7%
Next earningsThu, Aug 6·consensus EPS $0.62

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$4.3B+17.4%42.7%1.8%$1.22$153.0M
Q4 FY25$4.7B+24.9%44.5%5.4%$-0.04$394.1M
Q3 FY25$3.8B+16.8%42.9%-8.4%$-3.85$25.0M
Q2 FY25$4.2B+16.0%46.8%9.3%$0.59$156.0M

Forward consensus

5-year forecast · up to 23 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$18.3B$18.2B – $18.4B$5.77$4.29 – $6.4223
FY27$19.9B$19.5B – $20.4B$8.31$6.80 – $9.7522
FY28$21.7B$21.6B – $21.8B$11.99$6.10 – $24.3819
FY29$23.8B$23.4B – $24.5B$16.94$16.51 – $17.5410
FY30$25.3B$24.8B – $26.0B$22.01$21.45 – $22.7916

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.0.6×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.8%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.+5.7%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.-30.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 129.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% 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.β1.095-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

BuyJun 26Dart Kenneth Bryan10% owner35.9K sh—BuyJun 25Dart Kenneth Bryan10% owner430.6K sh—BuyJun 24Dart Kenneth Bryan10% owner302.4K sh—BuyJun 23Dart Kenneth Bryan10% owner350.0K sh—BuyJun 22Dart Kenneth Bryan10% owner350.0K sh—BuyJun 18Dart Kenneth Bryan10% owner9.4K sh—BuyJun 5Dart Kenneth Bryan10% owner50.0K sh—BuyJun 3Dart Kenneth Bryan10% owner94.6K sh—SellMay 28Nancy DubucDirector135 sh$13KSellMay 28Carolan LennonDirector439 sh$42K
1–10 of 66
+ 17 other (13 awards · 4 exempts) in window

See when $FLUT 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-KPress release / Reg FDJul 18-K — Item 7.01: Press release / Reg FD
AI summary

Flutter Entertainment disclosed its total voting rights via UK FCA RNS on July 1, 2026, as required by Disclosure and Transparency Rules for its UK listing. Administrative UK regulatory disclosure.

8-KPress release / Reg FDJun 128-K — Item 7.01: Press release / Reg FD
AI summary

Flutter Entertainment plc announced via the London Stock Exchange's Regulatory News Service on June 12, 2026 its intention to delist its ordinary shares from the LSE, disclosed under Reg FD (Item 7.01). Flutter is the parent of FanDuel, the largest US sports betting operator. The LSE delisting consolidates Flutter's primary listing in New York, reduces dual-listing compliance costs, and reflects where the company's investor base and revenue growth now reside — a strategic simplification, not a distress signal.

8-KPress release / Reg FDJun 18-K — Item 7.01: Press release / Reg FD
AI summary

Flutter Entertainment filed its total voting rights disclosure per UK FCA Disclosure Guidance and Transparency Rules via the Regulatory News Service. Routine UK regulatory compliance filing; no material news.

8-KCharter amendmentJun 18-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote · Item 7.01: Press release / Reg FD
AI summary

Flutter Entertainment's shareholders approved amendments to its Articles of Association at the May 29, 2026 Annual General Meeting to align governance with US public company practices and reflect its domestic issuer status. Administrative governance modernization following US listing.

3New insider — initial holdingsMay 293
AI summary

David W. Kenny filed an initial Form 3 for Flutter Entertainment plc (FLUT) as of May 29, 2026, indicating a new officer or director appointment at the company. The form discloses initial beneficial ownership of Flutter securities. This is a routine Section 16 compliance filing required upon joining Flutter's insiders.

3New insider — initial holdingsMay 293
AI summary

Sally Susman filed an initial Form 3 for Flutter Entertainment plc (FLUT) as of May 29, 2026, indicating a new officer or director appointment. The form discloses initial beneficial ownership of Flutter securities. This is a routine Section 16 compliance filing required upon joining Flutter's insiders.

8-KOfficer or director changeMay 68-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

FLUT disclosed a personnel change (8-K Item 5.02, dated 2026-05-06). An executive departure and a new appointment are both reported. Amy Howe as Chief Executive. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KPress release / Reg FDMay 18-K — Item 7.01: Press release / Reg FD
AI summary

FLUT filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-05-01. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

+ 26 other (11 8-Ks · 6 13Gs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Lotto.com® Expands Executive Leadership Team, Appointing Ruxandra Tereanu as Chief Operating Officer and Amanda Coyle as Vice President of Human Resourcesglobenewswire.com·2d agoMichael Burry Just Made Big Bets on Sports-Betting Stocks—Why the Odds Are On His Side247wallst.com·4d agoWhy "Big Short" Investor Michael Burry Sees Upside in Beaten-Down Sportbook Stocksmarketbeat.com·5d agoFanDuel sent a video from star athlete Bryce Harper to a customer with a gambling problemtechcrunch.com·8d agoMichael Burry Bullish on Sportbooks, Goes Long DraftKings, Flutterbenzinga.com·9d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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