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

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

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 3.1%

NASDAQ GAMB traded down $0.14 during trading on Friday, reaching $4.22. 560,115 shares of the company’s stock were exchanged, compared to its average volume of 519,988. The company has a current ratio of 0.46, a quick ratio of 0.46 and a debt-to-equity ratio of 0.58. Gambling.com Group has a fifty-two week low of $3.98 and a fifty-two week high of $14.95. The company’s fifty day simple moving average is $4.63 and its 200-day simple moving average is $6.10. The firm has a market capitalization of $150.53 million, a PE ratio of 83.72 and a beta of 0.88.

Wall Street Analyst Weigh In

GAMB has been the topic of a number of analyst reports. Loop Capital set a $8.50 price target on Gambling.com Group in a research note on Tuesday, December 30th. Macquarie Infrastructure decreased their target price on shares of Gambling.com Group from $14.00 to $9.00 and set an “outperform” rating for the company in a report on Friday, November 14th. Benchmark cut their price target on shares of Gambling.com Group from $7.00 to $6.00 and set a “buy” rating on the stock in a report on Friday. BTIG Research restated a “neutral” rating on shares of Gambling.com Group in a research report on Friday, November 14th. Finally, Freedom Capital raised shares of Gambling.com Group to a “strong-buy” rating in a research note on Tuesday, December 30th. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $8.00.

Institutional Trading of Gambling.com Group

A number of hedge funds have recently made changes to their positions in GAMB. Millennium Management LLC grew its position in Gambling.com Group by 231.9% during the third quarter. Millennium Management LLC now owns 1,231,370 shares of the company’s stock valued at $10,073,000 after purchasing an additional 860,369 shares in the last quarter. Goldman Sachs Group Inc. boosted its stake in shares of 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 buying an additional 173,933 shares during the period. American Century Companies Inc. grew its holdings in shares of Gambling.com Group by 362.2% during the 2nd quarter. American Century Companies Inc. now owns 193,669 shares of the company’s stock valued at $2,303,000 after acquiring an additional 151,767 shares in the last quarter. Tocqueville Asset Management L.P. grew its holdings in shares of Gambling.com Group by 57.3% during the 4th quarter. Tocqueville Asset Management L.P. now owns 365,000 shares of the company’s stock valued at $1,993,000 after acquiring an additional 133,000 shares in the last quarter. Finally, Qube Research & Technologies Ltd increased 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 acquiring an additional 106,920 shares during the last quarter. 72.26% of the stock is 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.