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SGSGHC

Super Group (SGHC) Limited

$SGHC·$7.6B·Gambling, Resorts & Casinos·Consumer Cyclical
$14.81-2.3%YTD+22.3%1Y+27.0%
Mentions · last 7 days
2026-07-08: 27 posts2026-07-09: 13 posts2026-07-10: 11 posts2026-07-11: 8 posts2026-07-12: 16 posts2026-07-13: 26 posts2026-07-14: 19 posts121+19%
Price updated 12h ago·X counts updated 11h ago
SGSGHC
$SGHCSuper Group (SGHC) Limited
$14.81-2.34%121 posts+19%
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 $SGHC, 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 2026-07-15

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

Super Group is Betway/Spin's international online-betting operator — Q1 revenue +8% yoy, position 0.87 in 52w range, FIFA World Cup 2026 as the operational catalyst.

Super Group (SGHC) is a $7.6B online-sports-betting and casino operator (Betway, Spin brands) with genuinely global exposure — Africa, Middle East, APAC, Europe, North America, South/Latin America. Shares at $14.81, up 22.3% YTD and 27% over twelve months, sitting 0.87 through the 52-week range and 25% above the 200-day.

  • Q1 delivered $612M revenue (+8.0% yoy, +5.9% qoq), 28% gross margin, 20% op margin, EPS $0.17 — a -2.1% marginal miss vs $0.17 est. Four-quarter revenue growth: 8.0%, 34.7%, 23.5%, 64.4% — decelerating from the peak but still solid double-digit. Four-quarter EPS surprises: -2.1%, -6.8%, +35.7%, -104% — the beat cadence is mixed.
  • FY26 consensus $2.26B revenue and $0.75 EPS growing to $2.44B/$0.87 FY27 — mid-single-digit topline growth, EPS acceleration coming from operating-leverage math.
  • PE 26.7, ROIC 35%, ROE 32%, FCF flip-flopping between positive and negative — genuine profitability but launch-cost lumpy.
  • Insider tape: 6/30 Ben David M-Exempt 77,830 shares + tiny S-Sale of 7.8 shares at $13.74 — mechanical vesting, not a signal.
  • FIFA World Cup 2026 is the sector-level operational catalyst (Fool 6/10 piece framed SGHC as one of the betting stocks for the event) — real bookings uplift potential.
  • Structural: mid float (163M), beta 1.08, volume 0.79x 30-day norm, position 0.87 in 52w range. Constructive tape with room to run.
  • X sample empty this window.

Next dated read is Q2 on 9/3 with consensus EPS $0.21. Revenue growth restoration + explicit World Cup handle/hold impact + updated FY guide is the substance.

What to watch: Q2 print 9/3: EPS vs $0.21, revenue growth trajectory, World Cup handle/hold impact, and any regulatory update from key markets (Africa, US, Canada). Reclaim of $15.50 would extend the tape.

On the calendar: 2026-09-03 — Q2 2026 earnings (consensus EPS $0.21)

no sentiment

Read the AI verdict + X sentiment for $SGHC

  • 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 Betway online sports betting and Spin online casino across regulated international markets.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $SGHC

Direct beneficiary — Operates Betway online sports betting and Spin online casino across regulated international markets; the business model is a direct conduit for 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
26.7How 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
35.0%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
20.0%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
-0.5%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
2.7Same 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
31.9%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
28.6%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
0.1Total 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 11, 2026$0.17$0.17-2.1%
Q4 2025Feb 23, 2026$0.13$0.14-6.8%
Q3 2025Nov 3, 2025$0.19$0.14+35.7%
Q2 2025Aug 6, 2025$-0.01$0.13-104.6%
Next earningsThu, Sep 3·consensus EPS $0.21

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$612.0M+8.0%27.8%19.9%$0.17$89.0M
Q4 FY25$578.0M+34.7%24.2%17.3%$0.13$0
Q3 FY25$555.7M+23.5%33.4%25.3%$0.19$0
Q2 FY25$681.7M+64.4%29.2%18.0%$-0.01$-122.3M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.3B$2.2B – $2.3B$0.75$0.74 – $0.775
FY27$2.4B$2.4B – $2.5B$0.87$0.86 – $0.895
FY28$2.6B$2.6B – $2.7B$0.97$0.82 – $1.084
FY29$3.0B$2.9B – $3.0B$1.13$1.11 – $1.153
FY30$3.2B$3.2B – $3.3B$1.24$1.22 – $1.273

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.0.8×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.87%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.+9.4%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.+25.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 163.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.7% 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

SellJun 30Ben David AlonCTO8 sh$107SellJun 2Ross Kirsty FarrahCOO25.4K sh$330KSellMay 19Van Wyk AlindaCFO78.8K sh$1.1MSellMay 15Ross Kirsty FarrahCOO44.6K sh$582KSellApr 8Martine NathanGeneral Counsel4.8K sh$51KSellApr 8Neal MenasheCEO78.5K sh$841KSellApr 8Ross Kirsty FarrahChief of Staff47.4K sh$508KSellApr 8Van Wyk AlindaCFO51.1K sh$547K
+ 6 other (5 exempts · 1 award) in window

See when $SGHC 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

3New insider — initial holdingsMar 303
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SGHC on 2026-03-30, 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.

3New insider — initial holdingsMar 303
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SGHC on 2026-03-30, 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.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SGHC on 2026-03-18, 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.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SGHC on 2026-03-18, 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.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SGHC on 2026-03-18, 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.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SGHC on 2026-03-18, 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.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SGHC on 2026-03-18, 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.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SGHC on 2026-03-18, 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.

+ 13 other (7 6-Ks · 3 3s · 1 13G · 1 6-K/A) in window

Recent news

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

Super Group (SGHC) Limited (SGHC) Increases Despite Market Slip: Here's What You Need to Knowzacks.com·2d agoIs Trending Stock Super Group (SGHC) Limited (SGHC) a Buy Now?zacks.com·13d agoBrokers Suggest Investing in Super Group (SGHC) (SGHC): Read This Before Placing a Betzacks.com·20d agoSuper Group (SGHC) Limited (SGHC) is Attracting Investor Attention: Here is What You Should Knowzacks.com·27d ago2 Betting Stocks Soccer's Big Event. Hint: Not the Ones You're Thinking Of.fool.com·35d ago

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