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

评级上调 - Baird将United Rentals评级上调至跑赢大市 目标价从888美元上调至1050美元 多个基本面数据显示租赁行业在经历两年减速后趋于稳定 [2] - Jefferies将Sunrun评级上调至买入 目标价从11美元上调至21美元 预计现金流将在下半年实现 美国第三方业主准备在25D到期后抢占市场份额 竞争格局收窄为2026年强劲增长奠定基础 [3] - HSBC将Autodesk评级上调至买入 目标价从388美元下调至343美元 公司处于有利地位可从人工智能中获利 并可能实现利润率扩张 [4] - Jefferies将达美航空评级上调至买入 目标价从62美元上调至70美元 第三季度收入指引上调至2%-4% 使公司对第四季度和2026年的营收增长充满信心 预计利润率将扩张 [5] - Jefferies将Carvana评级上调至买入 目标价从385美元上调至475美元 消费者调查、网络数据及产能分析结果表明公司将继续实现高增长并超越市场普遍预期 [6] 评级下调 - Northland将DraftKings评级大幅下调至表现不佳 目标价从53美元下调至33美元 以反映来自Kalshi和Polymarket等预测市场的日益增长的不利因素 [7] - RBC Capital将GE Vernova评级下调至行业一致 目标价从631美元下调至605美元 尽管公司受益于发电/配电的强劲需求、积极的价格动态及生产力提升 但这些利好已充分反映在当前估值及市场对截至本年代末的预期中 [7] - Evercore ISI将Allstate评级下调至一致 目标价从230美元微升至233美元 因年初至今股价已有一轮稳健上涨 市场及该公司目前认为Allstate在2026-27年汽车保险业务存在超额盈利 与年初相比积极预期修正的空间减小 [7] - 高盛将Doximity评级下调至卖出 目标价从57美元上调至64美元 意味着有13%的下行潜力 公司的增长状况不支持股票当前估值 [7] - 高盛将LivaNova评级下调至中性 目标价从56美元微降至55美元 随着Essenz产品周期过半 公司销售增长减速和利润率扩张速度放缓可能限制估值倍数扩张的潜力 [7]

BOSTON, Oct. 01, 2025 (GLOBE NEWSWIRE) -- DraftKings Inc. (Nasdaq: DKNG) announced today that the company will once again join with The Larry Fitzgerald Foundation this October for the Pink ‘Em campaign, through its DraftKings S.E.R.V.E.S program. Since launching the Pink ‘Em campaign seven years ago, DraftKings has raised more than $600,000 through free-to-play, pick ‘em pools available for October NFL Sunday games. With a goal of $100,000 this October, DraftKings is supporting breast cancer awareness and ...

预测平台Kalshi的交易表现 - 平台在上周六创下超过2.6亿美元的交易纪录后，周日以超过2.75亿美元的交易额再次刷新纪录 [1] - 此前的交易纪录是在2024年选举日创下的2.45亿美元 [1] - 周日晚间绿湾包装工队和达拉斯牛仔队之间的美式橄榄球加时赛成为平台有史以来交易量最大的比赛，交易总额达5720万美元 [1] - 平台98%的交易量来自大学和职业足球赛事 [1] - 平台从体育博彩领域拿下了5%到10%的市场份额 [1] - 平台在加州和德克萨斯等尚未批准体育博彩的州是合法运营的 [1] 美股博彩板块市场反应 - 板块周二出现暴跌，其中DraftKings跌12%，Flutter Entertainment跌超10%，Rush Street Interactive跌近9% [2] - Genius Sports跌近8%，Sportradar Group AG跌近6%，美高梅跌超5% [2] - Roundhill Sports Betting & iGaming ETF跌近4% [2] 行业分析师观点 - 德州资本证券分析师David Bain认为，投资者对体育博彩业的担忧被严重夸大了 [2] - Kalshi的5.4亿美元交易总额可能包括了买卖双方的交易额，因此实际规模可能没有媒体报道的那么大 [2] - 德州资本证券预计9月份受美国监管的在线体育市场交易额将超过170亿美元 [2] - 大多数博彩公司可能会在下周初拉斯维加斯举行的G2E博彩展上向投资者发表安抚性言论 [3] - 当前股价下跌提供了许多在线博彩股票的买入机会 [3] - 在预测市场和在线体育博彩的威胁中，Genius Sports被视为赢家，因其受益于任何形式的市场扩张 [3]

Key Points Privately held Kalshi had record sports-betting volumes this past weekend. The venture-backed betting platform could become an increasing threat to existing sports-betting leaders. Tuesday's consumer sentiment reading also fell flat, harming any stock related to consumer spending. 10 stocks we like better than DraftKings › Shares of sports betting and iGaming giant DraftKings (NASDAQ: DKNG) fell 10.2% on Tuesday as of 12:32 p.m. ET. DraftKings didn't have any company-specific news tod ...

CoreWeave公司动态 - AI云计算公司CoreWeave与Meta Platforms签署价值140亿美元的基础设施协议[2] - 公司上周与OpenAI达成类似合约价值65亿美元[2] - 股价上涨123%至13757美元 较3月28日上市收盘价40美元累计上涨243%[2] CoreWeave期权交易 - 当日看涨期权成交量超过40万张 是日均 intraday 成交量的两倍[3] - 最活跃合约为10月3日到期的140美元行权价看涨期权 十月150美元看涨期权也出现新开仓[3] - 流通股中有11%被做空 存在空头挤压推动股价重返150美元的可能性[3] DraftKings市场表现 - 股价下跌102%至3802美元 试图守住年内盈亏平衡水平[4] - 9月份单月跌幅达208%[4] - 预测市场公司Kalshi周末交易额创纪录 周六26亿美元 周日275亿美元[4] DraftKings期权活动 - 看涨期权成交量超过10万张 是日均 intraday 成交量的四倍[5] - 最活跃合约为10月3日到期的3950美元看涨期权和十月37美元看跌期权[5] - 覆盖该股的31家券商中28家维持"买入"或更高评级 无"卖出"评级[5]

I have been writing about sports betting on and off for the past few years . My work has tended to focus more on the division of the spoils of sports betting than on the execution of theMax Greve is a graduate of Northwestern University with a quadruple major in History, Economics, Political Science, and International Studies. Max is a full-time writer and in addition to stock market trends also writes articles on government, current events, macroeconomic trends, and last but not least, the ongoing ineffici ...

Investors with a lot of money to spend have taken a bearish stance on DraftKings (NASDAQ:DKNG).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with DKNG, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spott ...

BOSTON, Sept. 29, 2025 (GLOBE NEWSWIRE) -- DraftKings Inc. (NASDAQ: DKNG) announced today that it has entered into a multi-year advertising agreement with NBCUniversal to execute exclusive integrations and digital sponsorships across NBCUniversal’s top-tier sports properties, including premier national coverage. This deal marks a significant milestone for both companies, expanding DraftKings’ presence in sports broadcasting through one of its largest and most impactful multi-platform agreements to date. “We ...

公司评级与目标价 - Benchmark公司重申对DraftKings的买入评级 目标价为53美元 [1] NFL赛季开局表现 - NFL第一周结果显示投注额出现显著增长 [1] - 市场出现大幅利润率压缩 原因包括热门球队盘口打出以及大分盘命中等对投注者有利的结果 同时热门附加投注和串关投注结果优异 [2] 营销策略与财务影响 - NFL开赛的强力推广增加了投注额 但对盈利能力产生了负面影响 [3] - 公司主要依赖促销活动来提升业务量和用户参与度 [3] - 该营销策略帮助公司在增长方面超越市场 但导致其净收入利润率下降 [3] 公司业务范围 - 公司是一家数字体育娱乐和游戏公司 提供体育博彩、数字彩票代购、每日梦幻体育等产品 [4] - 同时提供在线赌场游戏 包括轮盘赌、老虎机、黑杰克和百家乐 [4]