Growth PotentialFanDuel’s strong positioning in an increasingly promising market demonstrates leaps of progress and the resilience of the business model, which should drive further upside potential for the shares.
Market PositionFlutter Entertainment continues to demonstrate strong operational momentum, particularly in the U.S., where underlying engagement and structural margin trends remain healthy.
Strategic AcquisitionsThe Snai/NSX acquisitions, while initially dilutive, are strategically positive and expected to become beneficial by 2026/27 as synergies are realized.