Dave & Buster's Entertainment Inc. (PLAY) reported first-quarter 2026 results with total revenue of $559.2 million, a 1.5% decline year-over-year, and gross profit of $479.4 million, down 1.3% versus the prior year.
Cash flow and balance-sheet movements showed stronger operating cash generation alongside continued investment and leverage.
Shares of PLAY fell 4.31% since market close. Overall, the quarter featured relatively stable top-line sales and improved operating cash flow, but profitability and earnings per share were materially lower year-over-year amid ongoing investments and higher leverage.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Dave & Buster's Entertainment Inc. Insider Trading Activity
Dave & Buster's Entertainment Inc. insiders have traded $PLAY stock on the open market 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $PLAY stock by insiders over the last 6 months:
- STEVE KLOHN (SVP Chief Information Officer) sold 6,989 shares for an estimated $102,668
- RODOLFO JR RODRIGUEZ (SVP, Chief Legal Officer) purchased 730 shares for an estimated $14,673
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Dave & Buster's Entertainment Inc. Hedge Fund Activity
We have seen 94 institutional investors add shares of Dave & Buster's Entertainment Inc. stock to their portfolio, and 124 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. removed 2,015,304 shares (-48.4%) from their portfolio in Q1 2026, for an estimated $21,825,742
- BARROW HANLEY MEWHINNEY & STRAUSS LLC removed 1,294,746 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $20,987,832
- MILLENNIUM MANAGEMENT LLC added 887,207 shares (+inf%) to their portfolio in Q1 2026, for an estimated $9,608,451
- INCLINE GLOBAL MANAGEMENT LLC removed 769,671 shares (-91.0%) from their portfolio in Q4 2025, for an estimated $12,476,366
- CENTERBOOK PARTNERS LP added 738,519 shares (+278.5%) to their portfolio in Q1 2026, for an estimated $7,998,160
- MUFG SECURITIES EMEA PLC added 717,000 shares (+157.9%) to their portfolio in Q1 2026, for an estimated $7,765,110
- PATIENT CAPITAL MANAGEMENT, LLC removed 511,683 shares (-30.8%) from their portfolio in Q1 2026, for an estimated $5,541,526
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Dave & Buster's Entertainment Inc. Price Targets
Multiple analysts have issued price targets for $PLAY recently. We have seen 3 analysts offer price targets for $PLAY in the last 6 months, with a median target of $18.0.
Here are some recent targets:
- Brian Mullan from Piper Sandler set a target price of $14.0 on 04/06/2026
- Jake Bartlett from Truist Securities set a target price of $18.0 on 01/08/2026
- Dennis Geiger from UBS set a target price of $19.0 on 01/06/2026
