BRSL

BRSL Earnings Preview

Brightstar Lottery PLC · Consumer Cyclical · $2B

14d until earnings

BRSL Earnings

Tuesday, May 12 2026
EPS Estimate
$0.18
$0.13 – $0.23
Revenue Estimate
$607M
Current Price
$12.92

Our Position

bullish

Q4 beat, FY2026 guidance topped with 2.5B revenue raised

est. revisions rising (+6.2pp / 30d)

Beat-and-raise quarters build credibility with growth investors, especially when same-store sales outpace headline growth — that's the hardest metric to game. The 5% EBITDA expansion suggests the business is translating top-line gains into margin expansion, which matters more than revenue alone for a mature gaming operator.

Watch: Watch whether BRSL can deliver on FY2026 guidance without needing upward revisions mid-year — miss here and the narrative flips. Any deterioration in same-store sales trends would signal demand softening beneath the surface.

Data Signal Summary

0 bullish
3 bearish
Estimates down -19% Put/call 3.0 (bearish skew) Price downtrend

Key Context

Price Trend
downtrend
From 52w High
-1.9%
Est. Revisions (30d)
-19.4% 0up/1dn
Analyst Target (mean)
$18 $14–$22 +38%
Options P/C Ratio
3.00
Est. Dispersion
56% 3 analysts
Fund Convergence
strong Citadel, D.E. Shaw, Renaissance