Only one of our models could value this stock with confidence, so use it as a guide.
Not used by alerts or posts.
Valued as a mature, profitable company: Discounted cash flow, EV/EBITDA comparison, and Dividend discount.
ACCE opinionPLAYSTUDIOS Inc. Class A Common Stock (MYPS)
Fair value (3 models)
Not available
ACCE price target
$3.50
Rating
Not rated
Horizon
12 months
ACCE price target published on 15 Oct 2026, 00:00 CEST.
Price used: $3.80 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, Dividend discount, and EV/EBITDA comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
55
out of 100
Analysts
0% buy
2 covering
1-year return
+300.0%
Dividend yield
0.00%
PLAYSTUDIOS Inc. Class A Common Stock in four questions
Plain answers, details below
Free accounts get 5 full stock pages a month, including the four answers.
Overview
ACCE thesis
PLAYSTUDIOS makes free-to-play mobile casino-style games, with its flagship titles (the myVEGAS and Heart of Vegas franchises) monetised through in-app purchases of virtual currency. The business carries a 77.9% gross margin, which is the kind of unit economics a digital publisher should have, but operating margin is -8.7% and return on equity is -20.6%, so that gross profit is not yet converting into earnings. Revenue is shrinking at 7.3%, and the forward P/E of 208.3 reflects a market still waiting for evidence that cost discipline can close the gap. With a $50M market cap and no index membership, the stock sits in a small, thinly followed corner of the sector, and the thesis turns on whether the top line stabilises before the cash cost base is reset.