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TickerTalks›$FLUT
FLFLUT

Flutter Entertainment plc

Strong FundamentalsStrong FundamentalsRevenue growing 17% YoYRecent insider buyingQuiet on X (38 mentions/wk)
$FLUT·$16B·Gambling, Resorts & Casinos·Consumer Cyclical
$101.78+7.1%YTD-51.5%1Y-67.0%
Mentions · last 7 days
2026-08-20: 4 posts2026-08-21: 7 posts2026-08-22: 7 posts2026-08-23: 1 posts38+9%
Price updated 1d ago·X counts updated 6d ago
FLFLUT
$FLUTFlutter Entertainment plc
$101.78+7.13%38 posts+9%
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.

Comeback attemptWinding up for a moveAI verdict · as of 2026-08-30

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

Flutter Entertainment -67% TTM, at 52w lows — Kenneth Dart's FanDuel parent bet ~$4.8B/35% of book, +$31M swap add.

Flutter Entertainment is the $16.4B FanDuel/Sportsbet/PokerStars global sports-betting major. -67% TTM but Kenneth Dart's disclosed portfolio has FLUT as the largest position at ~$4.8B / ~35% of book.

How it reads:

  • Growth is real: Q1 revenue +17.4% YoY to $4.30B, Q4 was +16% — sustained mid-teens compounding at sports-betting scale.
  • Margins are thin: 2.4% operating margin, 4.2% FCF yield — the FCF yield is the specific floor.
  • Valuation is priced-for-doubt: -36.3x PE (unprofitable ex-items), 1x sales, 12.9x EV/EBITDA — priced as if promotional-spending competitive pressure is permanent.
  • Position is very weak: 5.5th percentile 52w, flat vs 50-day, 24.3% below 200-day on baseline volume — the tape is at capitulation.
  • Kenneth Dart's ~$4.8B / ~35% of book is the load-bearing tell — fresh $31M swap add pushed cumulative investment past $2B (real high-conviction cluster).
  • JPM initiated Neutral $114 PT; Jefferies Buy trimmed PT to $180 from $210 — both above current price.
  • Insider tell is Dart's multi-lot P-Purchases (85K+29K+52K+6K shares) — coordinated buying inside the -67% TTM tape.
  • Aug 5 director/officer change plus Item 8.01 add operational noise.

The Nov 11 print is the test — reiterated FY26 US-market share plus specific FanDuel promotional-intensity commentary defends the setup; another promotional-spend miss plus continued Dart-following-selling drops to $85 support.

Agrees with X sentimentAgree — the bullish anchors (Kenneth Dart's ~$4.8B/35% of book as largest position, fresh $31M swap add pushing cumulative investment past $2B, JP Morgan Neutral $114 PT, Jefferies Buy $180 PT trimmed from $210) map to real signals; the honest add is Dart's coordinated multi-lot P-Purchases (85K+29K+52K+6K shares) inside a -67% TTM tape is the strongest insider tell available.

What to watch: Nov 11 earnings — reiterated FY26 US-market share plus specific FanDuel promotional-intensity commentary defends the setup; another promotional-spend miss plus continued Dart-following-selling drops to $85 support.

On the calendar: 2026-11-11 — Q3 earnings

X sentiment

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

Bullish sentiment7 posts analyzed · as of 2026-08-18

Chatter is bullish on Flutter Entertainment. Kenneth Dart's disclosed portfolio has FLUT as its largest position at ~$4.8B / ~35% of the book — with fresh trading including a $31M swap purchase pushing his cumulative investment past the $2B mark. JP Morgan initiated coverage at Neutral with a $114 price target, and Jefferies cut its price target to $180 from $210 while keeping a Buy rating, framing the Q2 US promotional hike as temporary re-engagement rather than a lasting drag on economics.

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

Partial — Operates FanDuel, Paddy Power, and Sky Betting as one of the world's largest online sports betting companies; partial earnings exposure to gambling, resorts & casinos demand dynamics through its product portfolio.

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
Q2 2026Aug 5, 2026$0.49$0.54-8.9%
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%
Next earningsWed, Nov 11·consensus EPS $0.30

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$18.2B$18.1B – $18.4B$5.75$4.43 – $6.1923
FY27$19.9B$19.6B – $20.4B$8.82$7.40 – $9.8823
FY28$21.7B$20.5B – $24.7B$11.97$6.27 – $22.5420
FY29$23.6B$23.0B – $24.8B$16.73$16.15 – $17.8311
FY30$25.4B$24.7B – $26.7B$21.68$20.93 – $23.1111

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.5%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.-0.6%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.-24.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 129.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.3% 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.β1.085-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 19Jackson Jeremy PeterCEO2.1K sh$197KBuyAug 17Dart Kenneth Bryan10% owner85.9K sh—BuyAug 13Dart Kenneth Bryan10% owner29.2K sh—BuyAug 12Dart Kenneth Bryan10% owner51.6K sh—BuyAug 11Dart Kenneth Bryan10% owner6.3K sh—BuyAug 10Dart Kenneth Bryan10% owner150.0K sh—BuyAug 7Dart Kenneth Bryan10% owner332.2K sh—BuyAug 6Dart Kenneth Bryan10% owner499.9K sh—BuyAug 5Dart Kenneth Bryan10% owner1.7M sh—BuyJul 23Dart Kenneth Bryan10% owner118.1K sh—
1–10 of 77
+ 16 other (12 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 FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

FLUT filed an 8-K (Item 2.02) reporting its financial results for the second quarter financial supplement on the Company’s website. The press release , filed 2026-08-05. The actual financial figures are in the attached press release (Exhibit 99.1), not reproduced in the body excerpt. This is a material disclosure; investors should review the press release for beat/miss details and guidance.

8-KOfficer or director changeAug 58-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

FLUT filed an 8-K (Item 5.02) reporting a director or officer change. not to u is involved in the change. The role noted: Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory . This is primarily an administrative disclosure; materiality depends on the seniority of the role and whether it reflects a strategic shift.

8-KPress release / Reg FDJul 278-K — Item 7.01: Press release / Reg FD
AI summary

Flutter Entertainment plc (FLUT) disclosed via Reg FD on July 27, 2026 that it will release its first quarter 2026 financial results and host a webcast and conference call on August 5, 2026. The disclosure was made via a Regulatory News Service (RNS) announcement in London to comply with UK Financial Conduct Authority Disclosure Guidance and Transparency Rules. This is a routine investor-calendar announcement with no financial data; material results will be released on August 5, 2026.

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.

+ 23 other (7 13Gs · 7 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

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

DraftKings vs. Flutter: Which Stock Has Better Growth Prospects?zacks.com·2d agoFlutter Entertainment: No Catalysts In Sight To Change My Mindseekingalpha.com·9d agoFanDuel and GeoComply Renew Strategic Partnership with New Multi-Year Dealbusinesswire.com·13d agoFlutter Entertainment plc (FLUT) Discusses Strategic Promotional Investments and Customer Engagement Initiatives for FanDuel Transcriptseekingalpha.com·19d agoFlutter Entertainment price target trimmed on increased promotional spendingproactiveinvestors.com·20d ago

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Voices on X · top 5 · last 7 days

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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