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DKNG — DraftKings
_Created 2026-11-05 16:00 ET from report. Screening/research, not investment advice._
Business
Online sports betting and iGaming operator (US-focused). TRAI Consumer Disc.; singleton correlation cluster 45 in the current 60d cut.
Catalysts, guidance & news
- Q3 2026 results: AMC Thu 2026-11-05; conference call Fri 2026-11-06 8:30 AM ET (DraftKings IR) [V-P]. Results numbers [UNV] until release.
- Pre-print Yahoo last 23.52 vs 11-04 close 23.11 ≈ +1.77% — mild bid into the print (16:00 report).
TRAI data
- Next earnings: 2026-11-05 AMC, gapRisk imminent.
- Typical reaction (last 4): avg |gap| 5.76% (1.10 ATR), fill 50%, continuation 50%, avg day-1 in gap dir −1.32%.
Report links
2026-11-06 17:00 update — day-1 crush after miss + Predictions guide cut
- Issuer Q3 (DraftKings IR 2026-11-05 [V-P]): rev $1,329M (+16%); adj. EPS −$0.53; adj. EBITDA −$316.9M; MUPs 4.1M (+13%); ARPMUP $109. FY26 rev $6.35–6.55B, adj. EBITDA $175–275M (Predictions investment $650–700M). FY27 rev $7.35–7.75B, adj. EBITDA $800M–1.0B; Predictions rev $650–750M.
- Yahoo Fri 18.51 (−21.30%) gap −26.28% L 16.55; TRAI residZ −6.97, rangePos 0.875, relVol 5.66; not SM (ADV < $500M). Cluster 28 singleton. S-006 do-not-fade. Feeds S-151 companion (gaming ≠ travel/Software).
- Source: 2026-11-06 17:00 report.