US · Consumer Cyclical · Gambling
EPS came in at 0.22 against a street estimate of 0.21 — a beat of 4.8%.
Analysts rate SGHC Limited a strong buy (6 buy, 0 hold, 0 sell out of 6) with an average price target of $19.50.
CONFIDENT Q2 hit record revenue of $684M (+18% YoY) and adjusted EBITDA of $204M (+30%), with 30% margin. Raised FY26 guidance. World Cup drove acquisition and casino cross-sell. Manchester United partnership announced. Q2 2026 Africa drove exceptional results with 36% revenue and 47% EBITDA growth. UK rebounded strongly (+34%) despite iGaming tax headwinds through product improvements and marketing efficiency. Namibia launch expected Q4. Analysts pressed on MAU headwinds vs. record quarter (seasonal + tax effects explained), Nigeria strategy (tech/product improvements underway), and margin trajectory (21–22% marketing to resume; 30% EBITDA target for 2027). Management confident cohort durability and operating leverage justify expansion. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| Helikon Investments Ltd | 3.40% |
| Divisadero Street Capital Management, LP | 3.21% |
| BlackRock Inc | 1.72% |
| American Century Companies Inc | 1.04% |
| Arrowstreet Capital Limited Partnership | 0.83% |
| Amvescap Plc. | 0.56% |
| Nuveen, LLC | 0.55% |
| State Street Corp | 0.53% |
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.05 / share ex-date Sep 22, 2026 · pay Sep 30, 2026 | 2026-09-22 |
| Dividend | $0.05 / share ex-date Jun 23, 2026 · pay Jun 30, 2026 | 2026-06-23 |
| Dividend | $0.05 / share ex-date Mar 16, 2026 · pay Mar 31, 2026 | 2026-03-16 |
| Dividend | $0.25 / share ex-date Feb 2, 2026 · pay Feb 9, 2026 | 2026-02-02 |
| Dividend | $0.04 / share ex-date Dec 15, 2025 · pay Dec 19, 2025 | 2025-12-15 |
| Dividend | $0.04 / share ex-date Sep 18, 2025 · pay Sep 26, 2025 | 2025-09-18 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for SGHC Limited — free to start.
Google PlayApp StoreData updated 2026-09-18.