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DDI

DoubleDown InteractiveB
Nasdaq / Media & Entertainment
Last Price
Quote time unavailable
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Current thesis
Q2 showed durable-looking revenue and adjusted EBITDA growth, materially higher DTC mix, continued SuprNation growth, and strong cash generation. These trends could support upside if maintained beyond acquisition-related contribution.
Posture
Constructive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +3.3.
What can break
Average monthly revenue per payer declined to $218 from $286 after WHOW inclusion, despite higher payer conversion and ARPDAU.
Momentum
79
Value
71
Sentiment
60
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $12.80 · Bull $15.50 · Bear $9.50Analysis 2026-08-14; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-10 • Model: HYBRID_IC_RP
AI Memo
As of 2026-08-14 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-09-10

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-10. Definitions

Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $17.88
Why
Momentum79 · Δ7d +4.4
Value71 · Δ7d 0.0
Sentiment60 · Δ7d +3.3
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Confirming evidence

  • • Sentiment remains the lead driver in the composite, 7D delta +3.3.

Contradictions & invalidation

  • • Average monthly revenue per payer declined to $218 from $286 after WHOW inclusion, despite higher payer conversion and ARPDAU.
  • • Low coverage, absent social context, limited formal guidance, and unavailable post-print analyst revisions reduce confidence.
  • • WHOW Games contributed materially to growth, and the company noted lower average monthly revenue per payer after WHOW inclusion.

Catalyst clock

2026-08-11

Q2 2026 results confirmed strong operating momentum

Lead driver: Sentiment · See AI snapshot
Momentum
79
9% active weight
Current posture
7d trendImproving
Δ7d
+4.4
Δ21d
+15.6
Value
71
28% active weight
Current posture
7d trendFlat
Δ7d
0.0
Δ21d
+0.8
Sentiment
60
62% active weight
Current posture
7d trendImproving
Δ7d
+3.3
Δ21d
+17.1
Why this grade

Composite grade B. Momentum 78.8 / Value 71.1 / Sentiment 60.3

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-08-14. Scenario method

B+
Bull case
25%
Probability
Target price
$15.50
Analysis reference price unavailable
Analysis 2026-08-14 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$12.80
Analysis reference price unavailable
Analysis 2026-08-14 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$9.50
Analysis reference price unavailable
Analysis 2026-08-14 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$617.19M
Beta
0.84
Shares Out
2.48M
P/E (TTM)
3.9
P/S (TTM)
1.29
P/FCF (TTM)
3.21
Rev YoY
+11.0%
EPS YoY
+49.9%
Gross Margin
+95.2%
Op Margin
+38.1%
Net Debt
-$448.71M
Current Ratio
18.82
As of 2026-09-10 • Updated nightlySource: Internal modelMethods & Data