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Light & Wonder Stock Has Big Upside Potential, Says Analyst

Light & Wonder (NASDAQ: LNW) inventory is on a torrid gait in 2023, posting a year-to-date gain of 29%, but at to the lowest degree one analyst sees the potency for a great deal to a greater extent upside.

In a promissory note to clients on Tuesday, Redburn Atlantic Ocean analyst Saint Andrew Tam initiated coverage of the gaming device maker with a “buy” rating and $104 price target, implying upside of 40% from the August 21 close. In midday trading, shares of Light & Wonder are higher by 2.41% with the assist of Tam’s report.

The gaming byplay remains extremely profitable, and on-going mathematical product improvements leave alone Light & Wonder wellspring placed to retake share within gaming,” wrote Tam.

The Las Vegas-based fellowship recently said it remains on step to notch adjusted earnings before interest, taxes, depreciation, and amortisation (EBITDA) of $1.4 one million million past 2025.

Light & Wonder Asset Sales Applauded by Tam

In 2021, the companion formerly known as Scientific Games sold its lottery and sports betting units — transactions that raised virtually $7 billion inwards cash, driving leveraging to 3.1x from 10.5x.

That equilibrize shroud repair has been lauded by Wall Street and spell drawing businesses are highly profitable, the new, leaner version of Light & Wonder has the resources to focalise on higher development segments. Those moves could pay sour for long-term investors.

“The sale proceeds were used to pay off down pat(p) debt, repairing Light & Wonder’s equipoise sheet,” added Tam. “The divestments not only if de-levered the business, but also repositioned Light & Wonder towards the faster growing digital segments of social gaming (SciPlay) and online RMG (iGaming).”

Speaking of SciPlay (NASDAQ: SCPL), Light & Wonder proclaimed before this month that it’s acquiring the 17% of the social casino developer it doesn’t yet own, paving material the way for a reunification with the company it spun sour in 2019. The business deal is scheduled to confining inwards the quaternary quarter.

It could shew to follow a smartness make a motion past Light & Wonder. In the June quarter, SciPlay’s revenue jumped 18% piece nett income increased 28% yr o'er year. The gaming company’s cash-on-hand chalk up roseate $64.8 million to $394.9 million.

Catalysts for Light & Wonder Stock

In add-on to using some of the proceeds from the sales of its drawing and sports wagering units to monetary fund digital businesses, Light & Wonder has been a steady buyer of its have shares, indicating that management sees note value inwards the stock. That could move as an avenue of funding should the broader market place turn over south.

Wall Street is bullish on the call with quintet of the nine analysts covering it rating the buy in the equivalent weight of a “strong buy.”

Still, Tam’s $104 toll target, the highest on the Street, stands come out as it is fountainhead in surplus of the consensus Light & Wonder toll calculate of $80.25.

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