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prediction-markets-betting theme · 6 dossiers
Dossiers in the prediction-markets-betting theme cluster — 6 names moving on shared catalysts.
All dossiersPENN
PENN Entertainment, Inc.
iCasino-led digital turnaround gliding toward Q4-2026 interactive profitability while the regional-gaming cycle re-rates; sell-side is catching up in a cluster (Goldman Buy init $26, Susquehanna $28, both late-June/July). Alberta goes live…
SNEX
StoneX Group Inc.
Record fiscal Q2 (+70% net operating revenue, +143% net income, 26.5% ROE on the RJO integration) drove SNEX to fresh all-time highs ~$135, +88% in 90 days. The 3-for-2 split effective July 20 is the momentum vehicle into the early-August…
GENI
Genius Sports Limited
Picks-and-shovels sports-data toll-booth under the prediction-market boom, but the June 10 Polymarket/Liga MX pop to ~$7.11 has faded to $6.43 with the World Cup live the catalyst fired and price didn't hold. Real binary is the…
KFRC
Kforce Inc.
Cyclical staffing recovery is now printed Q1 (2026-04-27) returned to YoY growth, Q2 guided +~4% with AI-consulting pipeline +50% but the catalyst leg is spent. At ~$47 KFRC trades above the $42.33 consensus PT, near the $50.70 52-week…
MGM
MGM RESORTS INTERNATIONAL
The narrative rotated from June's $48.30 Diller/People Inc. Take-private to an accelerating BetMGM sports-betting thread (MLB deals renewed 2026-06-23; Pompliano handle-vs-Amazon piece 2026-06-29). But the unresolved cash bid still pins…
SRAD
Sportradar Group AG
plus an active SDNY fraud class action keeps the stock below all MAs, churning $13–16. The ~Aug 4 Q2 print, first since the short reports and first with Kalshi, is the binary that decides which narrative wins.