Gambling.com Group (NASDAQ:GAMB) Announces Quarterly Earnings Results

Gambling.com Group (NASDAQ:GAMB) posted its quarterly 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. The company had revenue of $46.24 million during the quarter, compared to the consensus estimate of $46.06 million. Gambling.com Group had a return on equity of 37.78% and a net margin of 1.23%.

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 Stock Performance

Shares of GAMB stock traded down $0.14 during trading on Friday, reaching $4.22. The company had a trading volume of 560,115 shares, compared to its average volume of 519,988. The company has a market capitalization of $150.53 million, a PE ratio of 83.72 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 firm’s 50 day simple moving average is $4.63 and its two-hundred day simple moving average is $6.10. Gambling.com Group has a one year low of $3.98 and a one year high of $14.95.

Wall Street Analysts Forecast Growth

GAMB has been the topic of a number of research reports. Glj Research set a $7.50 price objective on Gambling.com Group in a report on Thursday. Jefferies Financial Group decreased their target price on shares of Gambling.com Group from $13.00 to $8.00 and set a “buy” rating for the company in a research report on Friday, November 14th. Freedom Capital upgraded shares of Gambling.com Group to a “strong-buy” rating in a research note on Tuesday, December 30th. Loop Capital set a $8.50 price target on shares of Gambling.com Group in a report on Tuesday, December 30th. Finally, Stifel Nicolaus reduced their price objective on shares of Gambling.com Group from $12.00 to $8.00 and set a “buy” rating for the company in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Gambling.com Group currently has an average rating of “Moderate Buy” and an average target price of $8.00.

Hedge Funds Weigh In On Gambling.com Group

A number of institutional investors have recently modified their holdings of GAMB. Jane Street Group LLC boosted its holdings in shares of Gambling.com Group by 103.4% during the 1st quarter. Jane Street Group LLC now owns 83,969 shares of the company’s stock worth $1,060,000 after buying an additional 42,678 shares during the period. Geode Capital Management LLC raised its holdings in Gambling.com Group by 0.9% in the 2nd quarter. Geode Capital Management LLC now owns 215,084 shares of the company’s stock worth $2,557,000 after acquiring an additional 1,822 shares during the period. Legal & General Group Plc raised its holdings in Gambling.com Group by 5,151.3% in the 2nd quarter. Legal & General Group Plc now owns 89,429 shares of the company’s stock worth $1,064,000 after acquiring an additional 87,726 shares during the period. American Century Companies Inc. lifted its position in Gambling.com Group by 362.2% during the 2nd quarter. American Century Companies Inc. now owns 193,669 shares of the company’s stock worth $2,303,000 after acquiring an additional 151,767 shares during the last quarter. Finally, Jump Financial LLC acquired a new position in Gambling.com Group during the 2nd quarter worth $283,000. Institutional investors own 72.26% of the company’s stock.

Gambling.com Group Company Profile

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.