Inspired Entertainment

INSE

Market cap $196M

Inspired Entertainment is a compelling 'strong buy' at $6.70, with a medium-term price target of $17–$19 and potential upside to $22–$24. INSE's asset-light B2B iGaming and Interactive segments drive margin expansion, with digital now contributing 52% of adjusted EBITDA and Q4 Interactive EBITDA growth exceeding 40%. Leverage is expected to decline to ~2.7x adjusted EBITDA by FY 2027, aided by robust FCF and disciplined capital allocation, despite UK tax headwinds.

Inspired Entertainment, Inc. (INSE) Q4 2025 Earnings Call Transcript

Inspired Entertainment (INSE) came out with a quarterly loss of $0.18 per share versus the Zacks Consensus Estimate of $0.25. This compares to earnings of $2.33 per share a year ago.

Transition Underway to More Digital, Scalable, Higher Margin Business Fourth quarter Revenue of $77.2 million driven primarily by record Interactive revenue, up 53% year-over-year Fourth quarter Net Operating Income of $11.2 million, Net Loss of $7.2 million and Adjusted Net Loss of $5.1 million Adjusted EBITDA of $32.3 million, up 5% from prior year, generating a record 42% Adjusted EBITDA Margin, driven by all-time-high Interactive Adjusted EBITDA, up 60% year-over-year First quarter 2026 Adjusted EBITDA expected to increase by at least 20% year over year, with full year 2026 Adjusted EBITDA expected to be in the range of $112 million to $118 million 1 NEW YORK, March 10, 2026 (GLOBE NEWSWIRE) -- Inspired Entertainment, Inc. (“Inspired” or the “Company”) (NASDAQ: INSE), a leading B2B provider of gaming content, technology, hardware and services, today reported financial results for the fourth quarter and fiscal year ended December 31, 2025. “Our fourth quarter results reflect the strength of our underlying business and the progress we are making in advancing our strategic priorities,” said Brooks Pierce, President and CEO of Inspired.

NEW YORK, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Inspired Entertainment, Inc. ("Inspired" or the “Company”) (NASDAQ: INSE), a leading B2B provider of gaming content, technology, hardware and services, announced that it will report financial results for the fourth quarter and full year ended December 31, 2025 before the market opens on Tuesday, March 10, 2026. Inspired management will host a conference call and simultaneous webcast the same day at 8:30 a.m.

NEW YORK, Feb. 06, 2026 (GLOBE NEWSWIRE) -- Inspired Entertainment, Inc. (“Inspired” or the “Company”) (NASDAQ: INSE), a leading provider of B2B gaming content and systems, is proud to announce the launch of its revolutionary new lottery platform, STRATA™. Uniquely engineered from the ground up on the Google Cloud Platform, STRATA is designed to provide unparalleled scalability, security, and flexibility, enabling lottery operators to deliver seamless, reliable, and cutting-edge experiences.

Inspired Entertainment (INSE) is upgraded to 'Buy' as the company pivots toward an asset-light, high-margin iGaming model. Divestiture of low-margin UK Leisure assets trims debt but leaves leverage elevated; most FCF will target deleveraging over buybacks. UK tax hikes and regulatory headwinds remain near-term challenges, but U.S. iGaming growth and margin expansion underpin a high-teens price target by FY 2027.

NEW YORK, Nov. 07, 2025 (GLOBE NEWSWIRE) -- Inspired Entertainment, Inc. (“Inspired”) (NASDAQ: INSE), a leading B2B provider of gaming content, technology, hardware, and services, today announced the completion of the previously announced sale of its UK holiday parks business and certain associated leisure assets to GENDA Inc. (“GENDA,” TSE:9166), a global entertainment company, for total consideration of approximately £18.6 million in cash. This transaction, which was first announced on August 27, 2025, has received all required regulatory approvals and satisfied all other closing conditions.

Inspired Entertainment, Inc. ( INSE ) Q3 2025 Earnings Call November 5, 2025 8:00 AM EST Company Participants A. Weil - Executive Chairman of the Board Brooks Pierce - President & CEO Conference Call Participants Ryan Sigdahl - Craig-Hallum Capital Group LLC, Research Division Barry Jonas - Truist Securities, Inc., Research Division Chad Beynon - Macquarie Research Jordan Bender - Citizens JMP Securities, LLC, Research Division Josh Nichols - B.

Inspired Entertainment (INSE) came out with quarterly earnings of $0.28 per share, missing the Zacks Consensus Estimate of $0.3 per share. This compares to earnings of $0.12 per share a year ago.