Gambling.com

GAMB

Market cap $173M

Gambling.com Group Limited (GAMB) offers deep value, trading at under 4x FCF, with double-digit revenue and EBITDA growth, and robust recurring revenue. GAMB's transition from affiliate marketing to high-growth sports data services (OpticOdds) is driving diversification, margin expansion, and reliable long-term contracts. Management guides for 14% revenue growth and 2.3% EBITDA margin expansion in 2026, supported by ongoing share repurchases.

GDC Group is deeply undervalued, trading at ~$5.29 with a DCF-based fair value of $16 per share - over 200% upside. Despite losing over 50% of Google-driven traffic, GAMB's marketing segment is expected to grow ~2% in 2025, reflecting rapid diversification into alternative channels. Balance sheet risk stems from debt limiting buybacks, but cash flows remain strong and debt is serviceable if conditions stay normal.

Gambling.com Group Limited trades near all-time lows despite sustained revenue and free cash flow growth. GAMB's capital-light, performance-based marketing model scales well, with recent M&A expanding subscription revenue and geographic reach. Shares are priced at a TTM free cash flow multiple of 4.6, with intrinsic value estimates suggesting significant undervaluation.

CHARLOTTE, N.C.--(BUSINESS WIRE)--Gambling.com Group Limited (Nasdaq: GAMB) (“Gambling.com Group” or the “Group”), a fast-growing provider of marketing and sports data services for the global gambling industry, today announced that it is ready to provide services to Missouri-licensed operators as legal online sports betting launches in the state on Monday, December 1, 2025. GDC America, Inc., the Group's U.S. subsidiary, has secured a temporary supplier license from the Missouri Gaming Commissi.

CHARLOTTE, N.C.--(BUSINESS WIRE)--The American Gambling Awards is pleased to announce that Jason Robins, Chief Executive Officer and Co-Founder of DraftKings Inc. (Nasdaq: DKNG) (“DraftKings”), has been named C-Suite Executive of the Year for 2025. His vision has fueled DraftKings' growth while steering the broader industry toward a more interactive, sustainable, and fan-driven future in gaming. The American Gambling Awards, produced by Gambling.com Group Limited (Nasdaq: GAMB) ("Gambling.com G.

CHARLOTTE, N.C.--(BUSINESS WIRE)--The American Gambling Awards is pleased to announce Georgia State Representative Marcus Wiedower is the 2025 Policymaker of the Year. The American Gambling Awards, produced by Gambling.com Group Limited (Nasdaq: GAMB) ("Gambling.com Group" or the "Group"), honor the top companies and executives shaping the regulated U.S. online gambling landscape and are recognized as a benchmark for excellence in the sector. Rep. Wiedower championed online sports betting in Ge.

Gambling.com Group Limited ( GAMB ) Q3 2025 Earnings Call November 13, 2025 8:00 AM EST Company Participants Peter McGough - Vice President of Investor Relations Charles Gillespie - Co-Founder, CEO & Chairman of the Board Elias Mark - Chief Financial Officer Conference Call Participants Ryan Sigdahl - Craig-Hallum Capital Group LLC, Research Division Jeffrey Stantial - Stifel, Nicolaus & Company, Incorporated, Research Division Barry Jonas - Truist Securities, Inc., Research Division David Katz - Jefferies LLC, Research Division Chad Beynon - Macquarie Research Michael Hickey - The Benchmark Company, LLC, Research Division Presentation Operator Greetings. Welcome to Gambling.com Group Third Quarter 2025 Earnings Conference Call.

CHARLOTTE, N.C.--(BUSINESS WIRE)--Gambling.com Group Limited (Nasdaq: GAMB) (“Gambling.com Group” or the “Company”), a fast-growing provider of marketing and sports data services for the global gambling industry, today reported financial results for the third quarter ended September 30, 2025, and adjusted its 2025 full-year guidance. Charles Gillespie, Chief Executive Officer and Co-Founder of Gambling.com Group, commented, “Our record third quarter revenue and Adjusted EBITDA show the power of.

CHARLOTTE, N.C.--(BUSINESS WIRE)--The American Gambling Awards is pleased to announce that Chairman Christopher Hebert has been named Regulator of the Year for 2025. The American Gambling Awards, produced by Gambling.com Group Limited (Nasdaq: GAMB) ("Gambling.com Group" or the "Group"), honor the top companies and executives shaping the regulated U.S. online gambling landscape and are recognized as a benchmark for excellence in the sector. “I am honored to receive this recognition from the Ame.

CHARLOTTE, N.C.--(BUSINESS WIRE)--The American Gambling Awards is pleased to announce that OpenBet, a world leader in betting and gaming entertainment, has been named Platform Provider of the Year for 2025. The American Gambling Awards, produced by Gambling.com Group Limited (Nasdaq: GAMB) ("Gambling.com Group" or the "Group"), honor the top companies and executives shaping the regulated U.S. online gambling landscape and are recognized as a benchmark for excellence in the sector. “Winning Plat.