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PLTKPlaytika Holding Corp.Hold6.0·$3.87+1.04%
HoldModerate Confidence
Investment thesis

Playtika is a mobile gaming company trading at an exceptionally cheap forward P/E of 3.5x and a PEG of 0.02 with a 60.4% free cash flow yield, while institutional investors are accumulating shares — though the stock remains in a confirmed downtrend with declining 200-day moving average momentum.

Thesis pillars

  • Fcf Yield Cash MachineStable
  • Extreme Valuation DiscountStable
  • Institutional Accumulation SignalStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Playtika Holding Corp. (PLTK) Stock Analysis

Inst Constrain edge

HoldVALUE-TRAP 1/5Moderate Confidence

Communication Services · Electronic Gaming & Multimedia

Hold if already holding. Not a fresh buy at $3.87, but acceptable to hold if already in. Reason: Concentration risk — Product: top ten games (90.2%).

Playtika Holding Corp., together with its subsidiaries, develops mobile games in the United States, Europe, the Middle East, Africa, the Asia Pacific, and internationally. The company owns a portfolio of casual and social casino-themed games. It distributes its games to the end... Read more

$3.87+13.4% A.UpsideScore 6.0/10#3 of 7 Electronic Gaming & Multimedia
QualityF-score8 / 9FCF yield52.56%
IncomeYield10.36%Payout166.67%at-risk
Stop $3.60Target $4.39(analyst − 13%)A.R:R 0.9:1
Analyst target$5.05+30.4%11 analysts
$4.39our TP
$3.87price
$5.05mean
$14

Hold if already holding. Not a fresh buy at $3.87, but acceptable to hold if already in. Reason: Concentration risk — Product: top ten games (90.2%). Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Score 6.0/10, moderate confidence.

Passes 6/8 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 34d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Aug 6, 202634d to earnings· next earnings call

Thesis

Rewards
Attractive valuation
Risks
Concentration risk — Product: top ten games (90.2%)

Key Metrics

P/E (TTM)
P/E (Fwd)4.0
Mkt Cap$1.5B
EV/EBITDA6.5
Profit Mgn-10.5%
ROE
Rev Growth5.5%
Beta1.09
Dividend10.36%
Rating analysts18

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C0.33bullish

Concentration Risks(10-K Item 1A)

  • HIGHProducttop ten games90%
    10-K Item 1: 'Our portfolio includes 27 games, 15 of which we actively manage and promote, and our top ten games collectively represented 90.2% of our revenues for the year ended December 31, 2025.'
  • MEDIUMProductBingo Blitz and Slotomania35%
    10-K Item 1: 'Our two largest games, Bingo Blitz and Slotomania, generated approximately 35% of our revenues for the year ended December 31, 2025.'
  • MEDIUMcounterpartyCaesars Slots and World Series of Poker licenses
    10-K Item 1: 'In addition to the intellectual property that we own, we license certain intellectual property from third parties. For example, we license intellectual property related to our Caesars Slots and World Series of Poker games and have been granted an exclusive, worldwide and royalty-bearing license to certain intellectual property associated with World Series of Poker through September 23, 2031, and an exclusive, worldwide and royalty-bearing sublicense to certain trademarks and domain names associated with Caesars Slots through December 31, 2026.'

Material Events(8-K, last 90d)

  • 2026-05-08Item 5.02LOW
    Board appointed Tae Lee as permanent Chief Financial Officer effective May 5, 2026; he had served as acting CFO since April 1, 2026. Internal promotion, no departure.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

2 floor-breakers·1 ceiling hit

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Growth Rank
0.0
Quality Rank
1.4
Value Rank
7.1

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
2.0
Support Resistance
2.2
52w Position
6.2
GatesA.R:R 0.9 < 1.5@spotExecutive change: officer departure/appointmentMomentum 6.0>=5.5Insider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 34d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
70 · Overbought
20D MA 50D MA 200D MAGOLDEN CROSSSupport $3.03Resistance $4.11

Price Targets

$4
$4
A.Upside+13.4%
A.R:R0.9:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! asymmetry at 0.9 (below the engine's 1.5 threshold)@spot

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-08-06 (34d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is PLTK stock a buy right now?

Hold if already holding. Not a fresh buy at $3.87, but acceptable to hold if already in. Reason: Concentration risk — Product: top ten games (90.2%). Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Target $4.39 (+13.4%), stop $3.60 (−7.5%), A.R:R 0.9:1. Score 6.0/10, moderate confidence.

What is the PLTK stock price target?

Take-profit target: $4.39 (+13.4% upside). Target $4.39 (+13.4%), stop $3.60 (−7.5%), A.R:R 0.9:1. Stop-loss: $3.60.

What are the risks of investing in PLTK?

Concentration risk — Product: top ten games (90.2%).

Is PLTK overvalued or undervalued?

Playtika Holding Corp. trades at a P/E of N/A (forward 4.0). TrendMatrix value score: 8.8/10. Verdict: Hold.

What do analysts say about PLTK?

18 analysts cover PLTK with a consensus score of 3.7/5. Average price target: $5.

What does Playtika Holding Corp. do?Playtika Holding Corp., together with its subsidiaries, develops mobile games in the United States, Europe, the Middle...

Playtika Holding Corp., together with its subsidiaries, develops mobile games in the United States, Europe, the Middle East, Africa, the Asia Pacific, and internationally. The company owns a portfolio of casual and social casino-themed games. It distributes its games to the end customer through various web and mobile platforms and direct-to-consumer platforms. The company was founded in 2010 and is headquartered in Herzliya Pituach, Israel. Playtika Holding Corp. operates as a subsidiary of Playtika Holding UK II Limited.

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