LNW Light & Wonder, Inc. Loading... : Investor Sentiment and Bull/Bear Views
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13:00
Jul 24
Jul 24
LNW should converge to Aristocrat multiple.
Light & Wonder is a slot machine oligopoly with 70%+ recurring revenue, high moat, strong ex-Aristocrat management, and a deleveraged balance sheet. It trades at 7-8x EBITDA and 8-9x FCF versus Aristocrat at ~14x EBITDA, despite growing faster. AI fears are overdone because slot content has little AI exposure; SciPlay AI risk is small. Near-term share weakness is game-launch timing, not share loss, and management can hit its 2028 $2B EBITDA target as it did the prior three-year guide. Multiple convergence and buybacks/capital allocation could drive $210-$280/share, several hundred percent upside.
HIGH
About LNW Investor Commentary
Across the available history and selected sources, Buzzberg tracks LNW (Light & Wonder, Inc.) across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Zack Buckley.