PLAYSTUDIOS

MYPS · NASDAQ

$3.81−$0.06 (−1.55%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $3.87

MYPS analyst rating

HoldConsensus of 1 analyst over the last 12 months. 0% rate it a buy.

Strong buy0
Buy0
Hold1
Underperform0
Sell0

12-month price target · 3 analysts

Average $5.10 (+33.9% upside)

Low: $5.05
Now: $3.81
High: $5.25

Upgrades and downgrades

The latest rating actions, newest first

MYPS analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Benchmark	Mar 17, 2026	Downgrade	Speculative Buy → Hold	—	54%
Benchmark	Nov 4, 2025	Maintains	Speculative Buy	$2.00 → $1.50	54%

The case for and against

Updated Oct 23, 2025

Bull case

PLAYSTUDIOS Inc. demonstrated robust financial performance in its latest quarter, achieving an AEBITDA of $12.5 million, which surpassed estimates by 14% and reflected an improvement in margins of 20 basis points year-over-year and 150 basis points sequentially, reaching 19.9%. The company's resilience amid topline pressure highlights its strategic focus and operational strength. Additionally, with anticipated product launches and enhancing monetization strategies, the outlook for continued growth remains promising.

Bear case

PLAYSTUDIOS reported a significant decline in Q1 revenue, totaling $62.7 million, which represents a 19.4% decrease year-over-year and fell below consensus expectations. The company also experienced substantial drops in user engagement metrics, with Daily Active Users (DAU) declining by 25% to 2.6 million and Monthly Active Users (MAU) down 23% to 11.4 million, signaling potential challenges in maintaining a user base. Although Average Revenue Per Daily Active User (ARPDAU) improved by 8.3% to $0.26, the overall financial outlook remains negative as the stock trades at distressed valuations of 0.4x EV/revenue and 2.1x EV/AEBITDA on 2025 estimates.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.