Gambling.com Group (NASDAQ:GAMB) Announces Earnings Results, Beats Estimates By $0.10 EPS

Gambling.com Group (NASDAQ:GAMB) posted its earnings results on Thursday. The company reported $0.30 earnings per share for the quarter, topping analysts’ consensus estimates of $0.20 by $0.10, FiscalAI reports. Gambling.com Group had a return on equity of 37.78% and a net margin of 1.23%.The business had revenue of $46.24 million for the quarter, compared to analyst estimates of $46.06 million.

Here are the key takeaways from Gambling.com Group’s conference call:

• Strong Q4 and full‑year performance — Q4 revenue reached $46.2M (+31% YoY), full‑year revenue was $165M (+30%), adjusted EBITDA was $15.5M for Q4, and adjusted free cash flow for the year was $36.3M.
• 2026 guidance implies margin compression — management expects revenue of $170M–$180M but lower adjusted EBITDA of $50M–$58M (around a 30% margin), with H1 weighted to continued investment and weaker margins than H2.
• Sports data services is the primary growth engine — data revenue grew 440% YoY in Q4 to $11.8M (26% of total), with OpticOdds/OddsJam/RotoWire expansion, ~300 active clients, ~100 prospective clients (70% international) and new AI‑driven products targeting high‑teens revenue growth and margin expansion.
• Marketing business under pressure from SEO and regulation — persistent search‑ranking volatility (NDCs down 32% YoY) plus UK and Finland regulatory changes are headwinds, and the shift to non‑SEO channels (CRM, paid, social) is diversifying revenue but increasing cost of sales and compressing margins.

Gambling.com Group Price Performance

Gambling.com Group stock traded down $0.13 during mid-day trading on Friday, reaching $4.22. 788,474 shares of the company were exchanged, compared to its average volume of 524,384. The firm has a market cap of $150.74 million, a PE ratio of 83.92 and a beta of 0.88. The company has a debt-to-equity ratio of 0.58, a current ratio of 0.46 and a quick ratio of 0.46. The company has a fifty day simple moving average of $4.63 and a 200-day simple moving average of $6.10. Gambling.com Group has a 12 month low of $3.98 and a 12 month high of $14.95.

Analysts Set New Price Targets

Several analysts recently commented on GAMB shares. Truist Financial set a $5.00 target price on shares of Gambling.com Group in a report on Thursday. Stifel Nicolaus decreased their target price on Gambling.com Group from $12.00 to $8.00 and set a “buy” rating on the stock in a research report on Friday. BTIG Research reiterated a “neutral” rating on shares of Gambling.com Group in a research note on Friday, November 14th. Loop Capital set a $8.50 price objective on Gambling.com Group in a report on Tuesday, December 30th. Finally, Macquarie Infrastructure lowered their price objective on Gambling.com Group from $14.00 to $9.00 and set an “outperform” rating on the stock in a research report on Friday, November 14th. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $8.00.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of GAMB. Tower Research Capital LLC TRC lifted its holdings in shares of Gambling.com Group by 653.8% in the second quarter. Tower Research Capital LLC TRC now owns 5,254 shares of the company’s stock worth $62,000 after acquiring an additional 4,557 shares during the last quarter. Deutsche Bank AG grew its stake in shares of Gambling.com Group by 3,262.2% during the fourth quarter. Deutsche Bank AG now owns 12,978 shares of the company’s stock worth $71,000 after buying an additional 12,592 shares during the last quarter. Sherbrooke Park Advisers LLC acquired a new position in shares of Gambling.com Group during the third quarter worth $109,000. HRT Financial LP bought a new position in shares of Gambling.com Group in the 4th quarter valued at $88,000. Finally, Dynamic Technology Lab Private Ltd bought a new position in shares of Gambling.com Group in the 4th quarter valued at $99,000. Institutional investors own 72.26% of the company’s stock.

About Gambling.com Group

Gambling.com Group is a digital performance marketing company specializing in the online gambling industry. Through a diversified portfolio of affiliate websites, the company generates leads and traffic for operators in segments such as sports betting, online casino, poker, bingo and daily fantasy sports. Its platforms offer in-depth reviews, expert guides, comparison tools and editorial content designed to help players make informed choices and drive conversions for partner brands.

The group’s service offerings include search engine optimization, pay-per-click campaigns, display advertising, email marketing and social media management.