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MYPS · NASDAQ · Electronic Gaming & Multimedia

PLAYSTUDIOS

Publishes social casino and casual games linked to real-world rewards.

$0.4900
After-hours close−0.01 (−1.82%)
At close$0.4991(−0.68%)
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Profile

PLAYSTUDIOS, Inc.MYPSCommunication Services

Publishes free-to-play social casino, Tetris, and casual card and puzzle games through playGAMES, while playAWARDS turns gameplay points into partner rewards. Revenue comes mainly from virtual currency and advertising, and the business depends on app-store platforms, licensed brands, and a concentrated paying-player base.

Runs playGAMES as a portfolio of free-to-play mobile and web titles, including myVEGAS, Tetris, Solitaire, Sudoku, Mahjong, and The Win Zone. playAWARDS connects gameplay points to hospitality, travel, entertainment, retail, and leisure rewards from real-world partners.

Monetization comes mainly from virtual-currency purchases in social casino games, with advertising more important in casual puzzle and card titles. The operating footprint is global, with studios across multiple countries and rewards partners spanning many markets.

Execution centers on combining licensed brands, casino-style game design, casual game expansion, and loyalty redemption. The business depends on Apple, Google, Amazon, and Facebook distribution, third-party IP such as MGM, Konami, and Tetris, and a small paying-player base that drives a substantial share of revenue.

Company facts

CEOAndrew Pascal
ListedJun 22, 2021
ExchangeNASDAQ
HeadquartersLas Vegas, NV
CountryUnited States
Employees543
CIK0001823878
ISINUS72815G1085

Key statistics

Market cap$64.3M
EPS (ttm)−$0.3625
P/E (ttm)−1.38
ROE-20.9%
P/B0.3070
P/S0.2840
Dividend yield
Beta0.35vs XLC 0.73

Year to date −24.4% · Average volume (30d) 295.2K

Analysts

Price target, next 12 months$1.00+100.0%Median of 9 analysts · vs the Aug 28 close
ConsensusBuy4 of 9 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Mar 17, 2026Craig-HallumTarget$2$1
Mar 17, 2026BenchmarkDowngradeSpeculative BuyHold
May 23, 2025Craig-HallumUpgradeHoldBuy
May 6, 2025BenchmarkUpgradeHoldSpeculative Buy
Dec 18, 2024JP MorganDowngradeNeutralUnderweight

Earnings

EPS

Estimate−$0.03
ReportedDue Nov 9, 2026

Revenue

Estimate$54.2M
ReportedDue Nov 9, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 10, 2026Q2 FY26−$0.04−$0.10−168.2%$57.1M$55.0M−3.6%−4.30%
May 11, 2026Q1 FY26−$0.05−$0.08−60.0%$52.7M$58.4M+10.9%−12.22%
Mar 16, 2026Q4 FY25−$0.04−$0.09−125.0%$56.2M$55.4M−1.5%+4.00%
Nov 3, 2025Q3 FY25−$0.02−$0.07−250.0%$56.2M$57.6M+2.5%−9.78%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$62.7M$59.3M$57.6M$55.4M$58.4M$55.0M
Gross profit$46.9M$44.8M$44.0M$41.9M$36.5M$44.2M
Operating income−$2.7M−$3.5M−$7.9M−$9.0M−$8.7M−$9.5M
Net income−$2.9M−$2.9M−$9.1M−$13.7M−$10.7M−$13.3M
Diluted EPS−$0.02−$0.02−$0.07−$0.11−$0.08−$0.10
Gross margin74.8%75.5%76.4%75.6%62.5%80.3%
Operating margin-4.4%-5.9%-13.6%-16.2%-14.8%-17.4%

Fiscal years (4-quarter sums)FY21 $287.4M · FY22 $290.3M · FY23 $310.9M · FY24 $289.4M · FY25 $235.1M

Revenue by product · Q2 FY26

Virtual Currency$42.7M · 78%
Advertising$12.3M · 22%
Product And Service, Other$9.0K · 0%

Revenue by geography · Q2 FY26

United States$44.8M · 82%
Non-US$10.2M · 18%

Balance sheet, Jun 30, 2026Cash & short-term investments $102.7M · Total debt $5.5M · Total assets $271.1M · Shareholders' equity $207.7M

Dividends

No dividends on record.

Ownership

Institutions 32.16%41.40M sharesInsiders 2.67%3.43M sharesOther 65.17%83.89M shares

Shares outstanding 128.72M · Float 91.04M · 70.7% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.6.89M5.35%13FMay 13, 2026
Almitas Capital LLC4.70M3.65%13FMay 15, 2026
Vanguard Capital Management LLC3.82M2.97%13FMay 15, 2026
Ameriprise Financial Inc3.26M2.53%13FJul 17, 2026
Rubric Capital Management LP2.70M2.10%13FMay 15, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Apr 8, 2026Scott Edward Petersonofficer: Chief Financial Officer−23,984$0.4700
Apr 7, 2026Scott Edward Petersonofficer: Chief Financial Officer−23,984$0.4500
Jan 20, 2026Scott Edward Petersonofficer: Chief Financial Officer+11,593
Nov 19, 2025Scott Edward Petersonofficer: Chief Financial Officer−30,000$0.6500
Nov 18, 2025Scott Edward Petersonofficer: Chief Financial Officer−30,000$0.6700
View details

Peers

  • Playtika

    Large social-casino and casual mobile publisher with DTC channels

  • DoubleDown Interactive (ADR)

    Nasdaq ADS social-casino peer built around DoubleDown Casino

  • Allstate

    Product Madness social casino and slot IP contest core playGAMES

  • Take-Two Interactive

    Zynga mobile games overlap social casino, casual, and ad monetization

CompareAfter-hours close

CompanyPriceChange
PLAYSTUDIOS$0.4900−1.82%$64.3M0.3−7.3%
Playtika$2.28−2.15%$882.5M3.30.3+5.0%
DoubleDown Interactive (ADR)$12.780.00%$633.0M5.15.21.7+11.2%
Allstate$260.58−0.03%$67.08B5.29.21.0−7.2%
Take-Two Interactive$235.64+0.08%$44.01B28.96.6+2.0%
Median5.17.21.3+3.5%