Recent discussions on X about Dave & Buster's Entertainment (PLAY) have centered around a notable insider purchase by the company's CEO, sparking curiosity among investors. Many users on the platform have pointed out this move as a potential signal of confidence in the company's future, especially amidst a backdrop of fluctuating stock performance. The conversation has also touched on the stock's recent rally, with some speculating about its potential as a meme stock.
Additionally, there’s chatter about the company’s strategic direction, including past decisions like allowing betting on arcade games and the acquisition of Main Event, which continue to fuel debate. Some on X have expressed optimism about the stock’s current price relative to historical metrics, while others remain cautious due to challenging macroeconomic conditions affecting entertainment venues. This mix of perspectives keeps the dialogue lively and dynamic.
Note: This discussion summary was generated from an AI condensation of post data.
Dave & Buster's Entertainment Insider Trading Activity
Dave & Buster's Entertainment 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:
- TARUN LAL (Chief Executive Officer) purchased 8,060 shares for an estimated $251,916
- JOHN MULLEADY (SVP, RE & Dev) sold 5,931 shares for an estimated $194,459
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Dave & Buster's Entertainment Hedge Fund Activity
We have seen 90 institutional investors add shares of Dave & Buster's Entertainment stock to their portfolio, and 98 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added 953,400 shares (+317.8%) to their portfolio in Q1 2025, for an estimated $16,751,238
- EMINENCE CAPITAL, LP removed 940,000 shares (-24.4%) from their portfolio in Q1 2025, for an estimated $16,515,800
- OPHIR ASSET MANAGEMENT PTY LTD removed 811,351 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $14,255,437
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 767,082 shares (-60.5%) from their portfolio in Q1 2025, for an estimated $13,477,630
- VANGUARD GROUP INC removed 758,877 shares (-17.7%) from their portfolio in Q1 2025, for an estimated $13,333,468
- AMERICAN CENTURY COMPANIES INC removed 591,445 shares (-85.0%) from their portfolio in Q1 2025, for an estimated $10,391,688
- OWL CREEK ASSET MANAGEMENT, L.P. removed 559,413 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $9,828,886
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Dave & Buster's Entertainment Analyst Ratings
Wall Street analysts have issued reports on $PLAY in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BMO Capital issued a "Outperform" rating on 06/11/2025
- Loop Capital issued a "Buy" rating on 06/11/2025
To track analyst ratings and price targets for Dave & Buster's Entertainment, check out Quiver Quantitative's $PLAY forecast page.
Dave & Buster's Entertainment Price Targets
Multiple analysts have issued price targets for $PLAY recently. We have seen 6 analysts offer price targets for $PLAY in the last 6 months, with a median target of $29.5.
Here are some recent targets:
- Brian Mullan from Piper Sandler set a target price of $30.0 on 06/11/2025
- Jake Bartlett from Truist Securities set a target price of $29.0 on 06/11/2025
- Andrew Strelzik from BMO Capital set a target price of $35.0 on 06/11/2025
- Alton Stump from Loop Capital set a target price of $46.0 on 06/11/2025
- Dennis Geiger from UBS set a target price of $29.0 on 06/11/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.