Dave & Buster's Entertainment Inc. (PLAY) reported fourth-quarter 2025 results. Total revenue was $529.6 million, down 0.9% year‑over‑year, while gross profit totaled $451.4 million, a 1.2% decline.
The company recorded an operating loss of $14.0 million (a 127.7% decline year‑over‑year) and a net loss attributable to common shareholders of $39.8 million (down 528.0% year‑over‑year). Diluted earnings per share was -$1.15.
Cash from operating activities was $58.0 million, down 46.7% year‑over‑year, and capital expenditures were $78.6 million, down 53.7%. The company held $16.6 million in cash and cash equivalents, while total liabilities were approximately $4.03 billion.
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, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $PLAY stock by insiders over the last 6 months:
- TARUN LAL (Chief Executive Officer) purchased 1,000 shares for an estimated $18,390
- 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.
Dave & Buster's Entertainment Inc. Hedge Fund Activity
We have seen 97 institutional investors add shares of Dave & Buster's Entertainment Inc. stock to their portfolio, and 121 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BARROW HANLEY MEWHINNEY & STRAUSS LLC removed 1,294,746 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $20,987,832
- CLEARLINE CAPITAL LP removed 936,556 shares (-57.8%) from their portfolio in Q4 2025, for an estimated $15,181,572
- INCLINE GLOBAL MANAGEMENT LLC removed 769,671 shares (-91.0%) from their portfolio in Q4 2025, for an estimated $12,476,366
- PATIENT CAPITAL MANAGEMENT, LLC removed 473,916 shares (-22.2%) from their portfolio in Q4 2025, for an estimated $7,682,178
- VANGUARD GROUP INC removed 468,520 shares (-16.0%) from their portfolio in Q4 2025, for an estimated $7,594,709
- MUFG SECURITIES EMEA PLC added 454,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $7,359,340
- ING GROEP NV added 451,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $7,310,710
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Dave & Buster's Entertainment Inc. Price Targets
Multiple analysts have issued price targets for $PLAY recently. We have seen 4 analysts offer price targets for $PLAY in the last 6 months, with a median target of $18.5.
Here are some recent targets:
- 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
- Andrew Strelzik from BMO Capital set a target price of $30.0 on 12/10/2025
- Lynne Collier from Freedom Capital Markets set a target price of $16.0 on 11/06/2025
