Nov. 13 at 9:41 PM
$GAMB Their new saas B2B optic odds business is up 300% yoy and is now a quarter of revenue, beat on earnings, bought back 500k shares, revised 2025 estimate is 30% YOY revenue growth and 19% YOY net income growth, so naturally the stock is down 26% at open.
Odds Jam and Optic Odds alone could be fairly valued in excess of what all of GAMB is now trading at.
$5 a share with ~
$1.62 in EPS in 2025. P/E of 3 with EV/FCF of 5.