INSE

Inspired EntertainmentD

Nasdaq / Consumer Services

At close

2026-06-02

View Chart

AI scenario view

RankAlpha Sentiment CodexPost-earnings T+3

B+

Bull case

30%

Probability

Target price

$12.00

+51.7% vs current

Most likely

Base case

45%

Probability

Target price

$9.00

+13.8% vs current

B-

Bear case

25%

Probability

Target price

$6.00

-24.1% vs current

AI sentiment snapshot

Latest data as of 2026-05-09

AI commentary

This T+3 follow-up is stronger than the prior filing-monitoring view because it is anchored by the May 7, 2026 earnings release and 10-Q, but it still reads as a cautious monitoring setup rather than a clean rerating call. The immediate tape reaction was muted to slightly negative: the anchor price was $8.10 on 2026-05-07 and the latest quote checked was $7.96 on 2026-05-09. News flow was concentrated around earnings, while delayed analyst target or rating revisions were not clearly available from the sources checked, which keeps confidence moderate at best despite improved primary-source visibility.

RankAlpha Sentiment Codex - 2026-05-09

Open post-earnings memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-06-30catalystQ1 profitability beat and reiterated 2026 EBITDA outlook need to hold through the next read-throughHigh impact

Inspired reported Q1 2026 adjusted EBITDA of $23.7 million, up 29% year over year, with a 41% adjusted EBITDA margin, reiterated full-year 2026 adjusted EBITDA of $112 million to $118 million, and raised its full-year margin target to up to 45%; the near-term question is whether Interactive growth and mix can keep offsetting the reported revenue decline and April 2026 UK online gaming tax changes [#8-K-2026-05-07].

2026-09-30eventSecond-half Virtual Sports and new customer rollout remain the key operating checkpointHigh impact

Management said Virtual Sports should improve in the second half of 2026 through broader distribution and rollout of the new Virtual Soccer product ahead of the World Cup, while the Q1 release also highlighted a Playtech SaaS distribution agreement, a planned Alberta iGaming launch in 3Q 2026, and a 300-unit Genting order expected in the second half [#8-K-2026-05-07].

2026-12-31catalystFree-cash-flow conversion and deleveraging are the longer-duration rerating testHigh impact

Q1 free cash flow was $15.8 million, the company repaid $13.3 million of debt and repurchased $2.6 million of stock, while the 10-Q showed $42.3 million of cash and management said cash, operating cash flow and capital-project flexibility should fund requirements through May 2027; if that cash conversion persists, the digital-mix thesis can gain credibility, but leverage and covenant monitoring remain important [#8-K-2026-05-07] [#10-Q-2026-05-07].

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-05-09 • Updated nightlySource: Internal modelMethodology