Gambling.com Group Limited
- Open
- 1.77
- Day high
- 1.85
- Day low
- 1.75
- Prev close
- 1.77
- Volume
- 336K
- Mkt cap
- $63M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 0.6
- P/S
- 0.4
- Yield
- —
- Per share
- —
- ▲Insiders net buying $27K over the last 3 months (3 open-market buys, 0 sales)
- ◆Cluster buying — multiple insiders bought within days
- 🏛Institutions mixed (13F)
Gambling.com Group Limited (GAMB) is a Consumer Cyclical company listed on NASDAQ. The stock is down 84% over the past year. Over the trailing 3 months, insiders filed 3 open-market buys and 0 sales (SEC Form 4).
Gambling.com Group Limited (GAMB) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 2 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
GAMB earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 14, 2026 | $0.03 | $-0.03 | -200.0% | $40M | +0.6% |
| Mar 12, 2026 | $0.18 | $0.30 | +64.5% | $46M | -0.6% |
| Nov 13, 2025 | $0.20 | $0.26 | +28.6% | $39M | -15.4% |
| Aug 14, 2025 | $0.12 | $0.37 | +208.3% | $40M | -6.8% |
| May 15, 2025 | $0.19 | $0.46 | +142.1% | $41M | +4.2% |
| Mar 20, 2025 | $0.25 | $0.35 | +40.0% | $35M | -13.0% |
| Nov 14, 2024 | $0.18 | $0.24 | +33.3% | $32M | -6.5% |
| Aug 15, 2024 | $0.12 | $0.19 | +58.3% | $31M | +0.5% |
| May 16, 2024 | $0.14 | $0.19 | +35.7% | $29M | +8.6% |
| Mar 21, 2024 | $0.19 | $0.16 | -15.8% | $33M | +17.5% |
| Nov 15, 2023 | $0.10 | $0.13 | +30.0% | $23M | -15.1% |
| Aug 17, 2023 | $0.12 | $0.17 | +41.7% | $26M | +19.0% |
GAMB insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 26, 2026 | QUARTIERI MICHAELdirector | Grant | 67,751 | — |
| May 26, 2026 | Ball Susan Elisabethdirector | Grant | 102,312 | $2.47 |
| May 26, 2026 | Costello Fintandirector | Grant | 67,751 | — |
| May 26, 2026 | Gillespie Charlesdirector | Grant | 172,391 | — |
| May 26, 2026 | McCrystle Kevin Rossdirector, officer: CEO | Grant | 542,360 | — |
| Apr 24, 2026 | Monaghan Ellenofficer: SVP People | Grant | 38,985 | — |
| Apr 24, 2026 | Monaghan Ellenofficer: SVP People | Option | 2,459 | — |
| Apr 24, 2026 | Monaghan Ellenofficer: SVP People | Option | 1,175 | $3.72 |
| Apr 22, 2026 | McCrystle Kevin Rossdirector, officer: COO | Buy | 738 | $3.24 |
| Apr 22, 2026 | Mark Martin Eliasofficer: CFO | Buy | 3,860 | $3.24 |
| Apr 22, 2026 | Gillespie Charlesdirector, officer: CEO | Buy | 3,860 | $3.24 |
| Apr 8, 2026 | Gillespie Charlesofficer: CEO | Option | 22,757 | $3.83 |
| Apr 8, 2026 | Mark Martin Eliasofficer: CFO | Option | 11,508 | $3.83 |
| Apr 8, 2026 | McCrystle Kevin Rossofficer: COO | Option | 17,700 | — |
| Apr 8, 2026 | McCrystle Kevin Rossofficer: COO | Option | 10,011 | $3.83 |
Source: GAMB SEC Form 4 filings, latest May 26, 2026. For informational purposes only — not investment advice.
See the full GAMB insider & 13F page →Gambling.com Group Limited company profile
Overview
Gambling.com Group Limited (NASDAQ:GAMB) is a performance marketing company that operates as a digital intermediary between online gambling operators and potential customers. Founded in 2006 and incorporated in Jersey, the company went public in July 2021. The business has evolved from a traditional affiliate marketing model to a comprehensive digital marketing platform serving the rapidly expanding online gambling industry across multiple regulated markets globally.
Business
Gambling.com Group operates in the performance marketing sector of the online gambling industry, which encompasses both iGaming (online casino games, poker, and other casino-style gambling) and sports betting. The company functions as a digital bridge between gambling operators (the companies that run online casinos and sportsbooks) and potential customers who are seeking gambling services. The company's core offering centers around customer acquisition services for online gambling operators. When someone searches for information about online casinos or sports betting, they often land on one of Gambling.com's websites, which provide reviews, comparisons, and recommendations. If a visitor clicks through to an operator's site and becomes a paying customer, Gambling.com earns a commission. The company operates several branded websites including Gambling.com, Bookies.com, RotoWire, and Casinos.com. These sites serve as content platforms that educate consumers about gambling options while simultaneously driving traffic to partner operators. The business model relies heavily on search engine optimization and digital marketing expertise to attract high-intent users who are actively seeking gambling services. Geographically, the company operates across multiple regions: North America (primarily the United States, representing the largest revenue segment), UK and Ireland, Other Europe (including newer markets like Greece and Romania), and Rest of World markets. The company has been particularly focused on expanding in jurisdictions where online gambling is becoming newly regulated, as these markets typically offer the highest growth potential.
Competitive moat
Gambling.com Group's competitive moat is moderate but meaningful, built primarily around its collection of high-authority domains and search engine optimization expertise. The company's strongest defensive asset is its portfolio of premium gambling-related domain names, including Gambling.com and Casinos.com, which provide inherent search engine advantages and brand recognition that would be extremely difficult and expensive for competitors to replicate. The company has developed significant technical expertise in performance marketing and search engine optimization specifically for the gambling vertical, which requires navigating complex regulatory requirements and advertising restrictions that vary by jurisdiction. This specialized knowledge creates barriers for new entrants who must invest substantial time and resources to achieve similar proficiency. However, the moat faces several challenges. The performance marketing industry has relatively low barriers to entry for basic operations, and the company faces competition from both traditional affiliate marketers and large media companies entering the space. Search engine algorithm changes, particularly Google's evolving policies around gambling content, represent an ongoing threat that could diminish the value of the company's search optimization investments. The competitive landscape includes both specialized gambling affiliates and large media conglomerates with substantial resources. Companies like Better Collective and Catena Media operate similar models, while major media companies are increasingly launching their own gambling content initiatives. The company's expansion into subscription-based products and B2B services through acquisitions like OddsJam and OpticOdds represents an attempt to diversify beyond pure affiliate marketing and strengthen its competitive position.
Risks & safety
The company maintains a solid financial position with manageable risk levels, though some metrics warrant attention. • Liquidity and Solvency: Cash position of $13.7 million with current ratio of 1.17, indicating adequate short-term liquidity but relatively tight working capital management. Total debt-to-equity ratio of 0.23 represents conservative leverage. • Profitability and Cash Generation: Strong adjusted EBITDA margins around 33-37% with positive free cash flow generation of $3.8 million annually, though free cash flow has been volatile due to acquisition activities and working capital changes. • Valuation Metrics: Trading at EV/EBITDA of approximately 12x and P/E ratio of 16.5x, representing reasonable but not deeply discounted valuations for a growing digital marketing business. • Other Considerations: Heavy dependence on Google search traffic creates concentration risk, while the regulated nature of gambling markets provides some stability but also regulatory risk. The company's international diversification helps mitigate single-market exposure.
Recent development
Over the past few years, Gambling.com Group has executed a strategic transformation from a traditional affiliate marketing company to a more diversified digital gambling services provider. The company has pursued an aggressive acquisition strategy, completing purchases of Freebets.com (expanding European presence), OddsJam (adding subscription-based odds comparison services), and OpticOdds (providing B2B risk management tools), with these acquisitions contributing to the company's goal of achieving over 20% of revenue from subscription services by 2025. The company has significantly expanded its geographic footprint, with particularly strong growth in European markets outside the UK (104% growth in Other Europe) and Rest of World markets (81% growth). This international diversification strategy has reduced dependence on the North American market, though the US remains the largest revenue contributor. Operational improvements have included successfully navigating Google's algorithm changes and content partnership policy updates, which initially threatened media partnership revenues but ultimately led to improved performance of owned-and-operated websites. The company has also integrated artificial intelligence across its operations to enhance content creation, customer targeting, and operational efficiency. Looking forward, management has set an ambitious target of reaching $100 million in annual adjusted EBITDA, supported by 2025 guidance calling for $170-174 million in revenue (35% growth) and $67-69 million in adjusted EBITDA (40% growth). The company is also exploring expansion into emerging areas like prediction markets, which could provide additional growth avenues beyond traditional gambling verticals.
GAMB company profile · for informational purposes only — not investment advice.
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