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prediction-markets-betting theme · 9 dossiers
Dossiers in the prediction-markets-betting theme cluster — 9 names moving on shared catalysts.
All dossiersCME
freshCME Group Inc.
Incumbent-exchange pivot into event contracts: the 2026-07-29 FutureSports index-futures deal plus record July ADV of 27M contracts (+23% YoY, reported 2026-08-04), against a stock still 16.9% below its 52-week high of $317.22. Operating…
FA
freshFirst Advantage Corporation
Aug 6 flipped the frame: Q2 revenue $448.8M/+14.9% vs $415.0M consensus, adj EPS $0.35 vs $0.28, and the first FY guide raise of the cycle ($1.67–1.71B). Needham upgraded to Buy/$28, RBC to $24 — targets moved above spot for the first…
PENN
PENN Entertainment, Inc.
iCasino-led digital turnaround gliding toward Q4-2026 interactive profitability as the regional-gaming cycle re-rates; the June–July sell-side upgrade cluster has now largely fired, leaving an extended name near 52-week highs into the…
CRSR
freshCorsair Gaming, Inc.
Margin-inflection leg: Q2 FY26 (2026-08-06) delivered adj EPS $0.23 vs $0.07 consensus, a record 33.2% gross margin and an FY26 EPS guide of $0.85–$0.94 vs $0.72 est. Price closed 2026-08-07 at $14.35, the 52-week high and above three of…
GENI
Genius Sports Limited
Sports-data toll-booth under the prediction-market boom, but the boom arrived and the toll didn't: Kalshi/Polymarket cleared $50B+ of World Cup volume (Coindesk, 2026-07-14) while GENI slid $6.43 → $6.30 and printed $5.98 intraday July 17.…
MGM
MGM RESORTS INTERNATIONAL
Take-private process went live: WSJ reported substantive Diller talks 2026-07-10, MGM seated a special committee mid-July, and the board reportedly views $48.30 as too low — so the trade is now a bump handicap, not a growth story. At…
PLTK
Playtika Holding Corp.
Special-situation setup: an April-2026 strategic review (Morgan Stanley engaged) puts a possible sale on a controlled, down-~90%-from-IPO name, while record DTC revenue (+62.8% YoY) and Disney Solitaire drove a Q1 guidance raise. The Aug 6…
SNEX
StoneX Group Inc.
The split-momentum leg is dead. SNEX round-tripped from a $139.01 all-time-high close (2026-06-18) to $102.99 on 2026-07-17 — down 12.5% in a week, 22.4% in a month — while insiders dumped $94.2M over three months with zero buys.…
SRAD
Sportradar Group AG
Contested special situation: a real June 8 Kalshi prediction-markets data lane sits under an unresolved Muddy Waters fraud allegation (20–40% illegal-operator revenue) plus an SDNY class action. Price has round-tripped to ~$14 as three…