Gambling.com Group (NASDAQ:GAMB) Releases Quarterly Earnings Results, Beats Expectations By $0.10 EPS

Gambling.com Group (NASDAQ:GAMB) posted its earnings results on Thursday. The company reported $0.30 EPS for the quarter, topping the consensus estimate of $0.20 by $0.10, FiscalAI reports. The firm had revenue of $46.24 million during the quarter, compared to analysts’ expectations of $46.06 million. Gambling.com Group had a net margin of 1.23% and a return on equity of 37.78%.

Here are the key takeaways from Gambling.com Group’s conference call:

• Strong Q4 and full‑year performance — Q4 revenue reached $46.2M (+31% YoY), full‑year revenue was $165M (+30%), adjusted EBITDA was $15.5M for Q4, and adjusted free cash flow for the year was $36.3M.
• 2026 guidance implies margin compression — management expects revenue of $170M–$180M but lower adjusted EBITDA of $50M–$58M (around a 30% margin), with H1 weighted to continued investment and weaker margins than H2.
• Sports data services is the primary growth engine — data revenue grew 440% YoY in Q4 to $11.8M (26% of total), with OpticOdds/OddsJam/RotoWire expansion, ~300 active clients, ~100 prospective clients (70% international) and new AI‑driven products targeting high‑teens revenue growth and margin expansion.
• Marketing business under pressure from SEO and regulation — persistent search‑ranking volatility (NDCs down 32% YoY) plus UK and Finland regulatory changes are headwinds, and the shift to non‑SEO channels (CRM, paid, social) is diversifying revenue but increasing cost of sales and compressing margins.

Gambling.com Group Stock Down 3.3%

NASDAQ GAMB traded down $0.15 during trading hours on Friday, reaching $4.21. 752,089 shares of the company’s stock traded hands, compared to its average volume of 521,899. Gambling.com Group has a 52-week low of $3.98 and a 52-week high of $14.95. The company has a debt-to-equity ratio of 0.58, a current ratio of 0.46 and a quick ratio of 0.46. The firm has a 50-day simple moving average of $4.63 and a 200 day simple moving average of $6.10. The firm has a market cap of $150.17 million, a PE ratio of 84.28 and a beta of 0.88.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on GAMB shares. Jefferies Financial Group decreased their price target on shares of Gambling.com Group from $13.00 to $8.00 and set a “buy” rating for the company in a research note on Friday, November 14th. Freedom Capital raised Gambling.com Group to a “strong-buy” rating in a research report on Tuesday, December 30th. Weiss Ratings reissued a “sell (d+)” rating on shares of Gambling.com Group in a research report on Thursday, January 22nd. Stifel Nicolaus lowered their target price on Gambling.com Group from $12.00 to $8.00 and set a “buy” rating for the company in a research note on Friday. Finally, BTIG Research restated a “neutral” rating on shares of Gambling.com Group in a research report on Friday, November 14th. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $8.00.

Hedge Funds Weigh In On Gambling.com Group

Large investors have recently made changes to their positions in the business. Millennium Management LLC boosted its stake in Gambling.com Group by 231.9% in the 3rd quarter. Millennium Management LLC now owns 1,231,370 shares of the company’s stock worth $10,073,000 after purchasing an additional 860,369 shares in the last quarter. Goldman Sachs Group Inc. increased its stake in Gambling.com Group by 146.8% during the 4th quarter. Goldman Sachs Group Inc. now owns 292,404 shares of the company’s stock valued at $1,597,000 after purchasing an additional 173,933 shares in the last quarter. American Century Companies Inc. raised its holdings in Gambling.com Group by 362.2% in the second quarter. American Century Companies Inc. now owns 193,669 shares of the company’s stock worth $2,303,000 after buying an additional 151,767 shares during the last quarter. Tocqueville Asset Management L.P. raised its holdings in Gambling.com Group by 57.3% in the fourth quarter. Tocqueville Asset Management L.P. now owns 365,000 shares of the company’s stock worth $1,993,000 after buying an additional 133,000 shares during the last quarter. Finally, Qube Research & Technologies Ltd lifted its stake in shares of Gambling.com Group by 55.2% in the third quarter. Qube Research & Technologies Ltd now owns 300,483 shares of the company’s stock worth $2,458,000 after buying an additional 106,920 shares in the last quarter. 72.26% of the stock is currently owned by hedge funds and other institutional investors.

About Gambling.com Group

Gambling.com Group is a digital performance marketing company specializing in the online gambling industry. Through a diversified portfolio of affiliate websites, the company generates leads and traffic for operators in segments such as sports betting, online casino, poker, bingo and daily fantasy sports. Its platforms offer in-depth reviews, expert guides, comparison tools and editorial content designed to help players make informed choices and drive conversions for partner brands.

The group’s service offerings include search engine optimization, pay-per-click campaigns, display advertising, email marketing and social media management.