Filtered library · Theme
prediction-markets-sports-betting theme · 6 dossiers
Dossiers in the prediction-markets-sports-betting theme cluster — 6 names moving on shared catalysts.
All dossiersHOOD
freshRobinhood Markets, Inc.
Crypto-financials SATURATED (0.15), faded its own PDT good news to a weak close ~47% below ATH, CLARITY odds cut 90%→60% broken structure, no base.
GENI
freshGenius Sports Limited
Picks-and-shovels sports-data toll-booth under the prediction-market boom; narrative accelerating since the June 10 Polymarket/Liga MX data deal, landing into the live World Cup (final ~July 19) volume surge. Q1 raised FY26 EBITDA guide to…
PENN
freshPENN Entertainment, Inc.
Legacy regional-casino operator's digital turnaround is inflecting: after exiting the ESPN Bet money-pit (2025-12-01), iCasino NGR ran +362% YoY and the interactive EBITDA loss narrowed to $10.8M from $89M, guidance was raised, and Q4-2026…
SRAD
freshSportradar Group AG
Beaten-down sports-data name re-rating into the data/integrity infrastructure layer for prediction markets after the 2026-06-08 Kalshi deal (Needham PT $19→$23). Theme is accelerating but price sits below all moving averages a narrative…
MGM
freshMGM RESORTS INTERNATIONAL
Take-private special situation: Barry Diller's People Inc. Bid $48.30/share cash (~$18B) on 2026-06-01; stock gapped to within a few percent of the bid. The narrative leg already fired what's left is capped merger-arb spread (~3-5% up vs…
STUB
freshStubHub Holdings, Inc.
Busted-IPO turnaround: down from the $23.50 Sept-2025 IPO to a $5.74 low, now doubled off lows on a Q1 profitability inflection (first GAAP profit, FCF ~+90%, deleveraging to 4.0x). At ~$11.46 it has pushed above the $8.50–11 analyst PT…