行业动态 - 预测市场正成为在线体育博彩公司的主要新兴竞争对手[3] - Robinhood和Kalshi报告活动量激增[3] 公司表现 - DraftKings (NASDAQ:DKNG) 股价本周大幅下跌[3] - FanDuel母公司Flutter Entertainment (NYSE:FLUT) 股价本周大幅下跌[3]

文章核心观点 - 预测市场正迅速成为在线博彩领域的新增长点 对传统在线博彩运营商构成竞争威胁 [1][2][4] 市场表现与反应 - Robinhood与Kalshi合作提供的预测市场投注量激增 第三季度交易超过20亿份预测合约 [2] - 传统在线博彩运营商股价遭受重挫 DraftKings股价当周暴跌超过16% 创下自2022年底以来最大单周跌幅 Flutter Entertainment股价下跌超过8% [3] - 华尔街分析师迅速采取行动 下调价格目标 甚至有分析师将DraftKings股票评级双重下调至相当于卖出的评级 [3] 行业竞争格局变化 - 基于预测的博彩平台崛起 预示着博彩行业将再次迎来洗牌 [4] - 自2018年美国最高法院允许各州将体育博彩合法化以来 在线网站一直在侵蚀如Caesars Entertainment Inc、MGM Resorts International和Penn Entertainment Inc等赌场运营商的业务 [4] - 曾经的行业新贵如DraftKings和FanDuel 现在正面临来自Kalshi和Polymarket等预测市场的挑战 [5] 预测市场的新发展 - Kalshi在周一晚间的两场NFL比赛中悄然推出了可定制的串关投注 这被视为可能扩大其体育博彩业务 [6] - Kalshi的体育博彩业务在美国职业足球赛季的前几周已经出现急剧增长 公司在9月的每个连续周都创下新的周交易量记录 [6] - 上周六的交易量达到2.6亿美元 超过了选举日创下的2.45亿美元纪录 [6]

What the heck has gone wrong at draft games. I mean, back in August, the online sporting betting company, it reported a great quarter, even if they didn't raise their fullear forecast. And the stock didn't initially sell off uh 5%.Sell, sell, sell. >> CEO Jason Robbins came on the show. Yeah, I thought he told a great story.And the stock did come back with a vengeance, ultimately climbing to $48 and change at the beginning of September. Oh, but ever since DraftKings has been just obliterated with the stock ...

What the heck has gone wrong at DraftKings. I mean, back in August, the online sporting betting company, it reported a great quarter, even if they didn't raise their fullear forecast, and the stock did initially sell off uh 5%. Sell, sell, sell.>> CEO Jason Robbins came on the show. Yeah, I thought he told a great story, and the stock did come back with a vengeance, ultimately climbing to $48 and change at the beginning of September. Oh, but ever since, DraftKings has been just obliterated.With the stock no ...

Betting stocks getting slammed this week as the gambling space gets more crowded with the likes of Kelshi trying to grab market share. DraftKings down nearly 15% on pace for its worst week since February. While Flutter, the parent company of FanDuel is lower by 9% and now negative for the year.But both slightly higher today after a Nevada official or Nevada federal judge rather ruled that sports predictions markets do not qualify as swaps, which could mean less regulation for online betting moving forward. ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

价格目标调整 - Benchmark将DraftKings目标价从53美元下调至43美元 [1] - 维持对该公司的买入评级 [1] 长期增长前景 - 分析师对公司长期增长机会持建设性态度 [1] - 长期前景的支撑因素包括强大的产品、不断扩大的用户基础和行业顺风 [1] 短期不利因素 - 第三季度可能面临近期不利因素包括不利的体育赛事结果 [1] - 高昂的促销支出和充满挑战的宏观背景也是短期不利因素 [1] - 这些因素预计将在短期内对估值构成压力 [2] 投资者情绪与市场影响 - 预测市场的兴起动摇了投资者情绪 [2] - 尽管预测市场对业务没有直接影响的证据很少 [2] - 建议投资者在市场疲软消退时把握机会 [2]

凯西·伍德及方舟投资交易动态 - 方舟投资于周三买入511,049股DraftKings股票 [1] - 凯西·伍德和阿联酋相关加密足球项目获得225%的收益 [1] - 凯西·伍德和方舟投资参与支持足球控股公司Brera转向Solana国库公司 该项目获得3亿美元资金支持 [1][2] DraftKings公司状况 - DraftKings股票本周因市场对预测市场竞争的担忧加剧而走低 [1] - DraftKings在周三遭遇评级双重下调 但分析师情绪好坏参半 [1] - DraftKings Cl A综合评级攀升至96 随后进一步升至98 [4] - 博彩类股票表现波动 DraftKings和拉斯维加斯金沙集团接近买入点 但Sportradar构成卖出信号威胁 [4] - DraftKings和FanDuel母公司因业绩表现从买入区域下滑 [4] 行业及相关公司新闻 - 彼得·蒂尔支持的加密货币IPO在纽约证券交易所首日上市飙升并触发熔断机制 [4] - 比特币价格创下新高 凯西·伍德进行了看好的IPO购买 [4] - 美国国家橄榄球联盟赛季促使DraftKings目标价被上调 [4]

We recently published 11 Stocks Failing to Keep up With The Market. DraftKings Inc. (NASDAQ:DKNG) is one of the top performers on Tuesday. DraftKings plummeted by 11.59 percent on Tuesday to end at $37.40 apiece after investors unloaded positions to mitigate risks of Kalshi’s launch of a new product that poses a threat to its business. DraftKings Inc. (NASDAQ:DKNG) fell alongside its counterparts after Kalshi announced on Monday its new “build your own combo” parlay product that would allow users to pair ...

The stock-price sell-off in FanDuel's parent company and DraftKings was too severe, an analyst is arguing on Wednesday. ...