AkhenOsiris
$FLUT $GENI $DKNG $SGHC

Citizens has identified Flutter Entertainment as one of its top picks in the online gaming sector for 2026, despite ongoing volatility in the industry.

In a research note released Monday, Citizens highlighted that gaming stocks are currently trading at depressed valuations, with an average of 11.5x FY2 consensus EV/EBITDA, below both one-year (12.5x) and three-year (14.6x) averages.

The firm believes risk premiums currently baked into gaming stocks are "overpenalizing the trajectory of the online gaming industry," creating investment opportunities in companies with "burgeoning cash flow."

Citizens analyst Jordan Bender acknowledged that the sector has faced volatility over the past two years due to regulation, competition, and game outcomes, but sees potential upside from companies meeting or beating quarterly estimates.

Besides Flutter Entertainment, Citizens also named Genius Sports (GENI), DraftKings (DKNG), and Super Group (SGHC) as its top online gaming picks for 2026.
tweet

memenodes
VLC is at the supreme level of tech. No matter how advanced the AI video generative model gets. https://t.co/YnGoh6uGvz

"an app with 0 haters"

i'll go first https://t.co/ApM3Pp0YmR - Omkar
tweet

memenodes
Who is that guy? https://t.co/nwVzKh1ZdY
tweet

Dimitry Nakhla | Babylon Capital®
Chelsea buying $NFLX for $158 in 2025

How do they always do it?

Can’t say I’m surprised 😂 https://t.co/zelXp7JxVX

🚨 𝗕𝗥𝗘𝗔𝗞𝗜𝗡𝗚: Chelsea are preparing a €160m offer to sign Vinicius Junior this winter.

— @guardian_sport https://t.co/0FMr4JgydM - The Touchline | 𝐓
tweet

memenodes
pov: you chose mathematics in 2026 https://t.co/bHdwCSVR3R
tweet

Quiver Quantitative
BREAKING: Governor Tim Walz has officially announced that he won’t be running for a third term.
tweet

memenodes
Man can understand Mathematics, Stock market, Crypto and rocket science but not a woman.

Meanwhile average women: https://t.co/KY9VHsL4qN
tweet

The Few Bets That Matter
$NVO commercialising it's new miracle pill to generate revenues full Q1-26.

Up 2%

This tells you everything about the market's trust in this new drug in term of revenue/growth.

#PRESS The first GLP-1 pill for the treatment of obesity is now broadly available across America.

Learn more in the press release here: https://t.co/a6oExpaFya https://t.co/GLs2pSC6A8 - Novo Nordisk
tweet

Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $MELI trades at an attractive PEG

NTM P/E ~39x

2026 EPS➡️ $59.74 (+48%)
2027 EPS ➡️ $83.48 (+39%)
2028 EPS ➡️ $115.61 (+38%)

CAGR at various multiples assuming 2028 EPS of $100 (~15% below est)

34x | 20%
32x | 17%
30x | 15%
28x | 12% https://t.co/dGLuxGgjwO
tweet