Analyst Believes Penn Entertainment Holds Untapped Value


Published: August 16, 2024, 05:11h. 

Last updated on: August 16, 2024, 05:12h.

Shares of Penn Entertainment (NASDAQ: PENN) are experiencing significant volatility, with a 26% year-to-date decline and a 20.7% increase over the past 90 days, indicating the potential for a strong comeback in the future.

ESPN Bet Penn Entertainment sports betting
The ESPN Bet logo. An analyst is constructive on operator Penn Entertainment, citing multiple factors. (Image: ESPN Bet)

Despite recent challenges, some analysts are still optimistic about Penn Entertainment. Truist Securities analyst Barry Jonas reiterated a “buy” rating and $25 price target, suggesting a potential upside of nearly 30%.

The stock has been volatile due to takeover rumors and the upcoming football season, which could impact ESPN Bet. However, Jonas believes Penn’s land-based casinos show steady trends and possess unrecognized value.

Takeover speculation surrounding Penn began in May with investor the Donerail Group’s push for a sale, but analysts believe a transaction is unlikely.

LaBerge Hire Could Be Significant for Penn

With the 2024 football season crucial for ESPN Bet, Penn’s hiring of Aaron LaBerge as CTO could be beneficial. Despite his lack of gaming experience, LaBerge’s previous roles at Disney could offer valuable insights.

LaBerge’s prior experience could help PENN compete in the online sports betting arena, similar to Disney’s success in streaming against Netflix,” wrote Jonas.

As Penn focuses on enhancing ESPN Bet, Jonas highlighted the app’s appeal to both avid and casual bettors, especially with its traction among female users.

Penn’s challenge lies in improving its iGaming platform to complement ESPN Bet. Management is keen on resolving issues to drive growth in this segment,” noted Jonas.



Source link