Playtika Holding (PLTK), a mobile-gaming company, is positioned to deliver strong results into 2026, supported by cost-cutting efforts and savings from its shift toward direct distribution, Wedbush said Friday in a report.
Playtika's move away from third-party platforms, avoiding the 30% fee that previously accounted for nearly a third of revenue, should bolster both revenue performance and margins, the report said.
Playtika has also shifted more of its marketing budget toward growing its SuperPlay subsidiary, and a new Disney-Pixar title is in development, Wedbush said.
The company's history of successful mergers and acquisitions, along with licensing partnerships, supports a return to growth, the report said.
Wedbush maintained its outperform rating on Playtika stock with a $7 price target.
Q4 results are due Thursday.
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