Recent discussions on X about Light & Wonder (LNW) have centered around the company's Q2 2025 earnings report, which revealed a slight revenue dip to $809 million but a notable 16% increase in net income to $95 million. Many users have highlighted the strength in the gaming segment as a key driver of profitability, sparking debates about the sustainability of this growth amidst broader market challenges. The chatter reflects a mix of optimism and caution as investors digest the numbers.
Some on X have pointed out analyst reactions, including a lowered price target by a major firm, though it still maintains a positive outlook on the stock. Others are focusing on the company's long-term potential in the gaming technology space, with a few expressing bullish sentiment on future trends. The conversation remains dynamic as participants weigh short-term headwinds against strategic opportunities.
Note: This discussion summary was generated from an AI condensation of post data.
Light & Wonder Insider Trading Activity
Light & Wonder insiders have traded $LNW stock on the open market 9 times in the past 6 months. Of those trades, 2 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $LNW stock by insiders over the last 6 months:
- MATTHEW R. WILSON (President & CEO) has made 0 purchases and 2 sales selling 18,243 shares for an estimated $1,908,297.
- JAMIE ODELL has made 2 purchases buying 8,275 shares for an estimated $652,153 and 0 sales.
- HAMISH MCLENNAN sold 5,000 shares for an estimated $552,900
- SIOBHAN LANE (SVP & CEO - Gaming) sold 3,784 shares for an estimated $398,720
- OLIVER CHOW (EVP, CFO & Treas) sold 2,595 shares for an estimated $272,319
- JAMES SOTTILE (Exec VP, CLO & Corp Sec) sold 2,356 shares for an estimated $248,652
- VANJA KALABIC (SVP & Chief Accounting Officer) sold 1,132 shares for an estimated $118,192
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Light & Wonder Hedge Fund Activity
We have seen 131 institutional investors add shares of Light & Wonder stock to their portfolio, and 172 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NINETY ONE UK LTD removed 1,174,556 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $113,062,760
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 482,613 shares (-59.1%) from their portfolio in Q1 2025, for an estimated $41,799,111
- HARVARD MANAGEMENT CO INC removed 437,486 shares (-41.3%) from their portfolio in Q2 2025, for an estimated $42,112,402
- INVESCO LTD. removed 436,314 shares (-74.2%) from their portfolio in Q1 2025, for an estimated $37,789,155
- PARK WEST ASSET MANAGEMENT LLC removed 424,315 shares (-79.3%) from their portfolio in Q1 2025, for an estimated $36,749,922
- FMR LLC removed 411,395 shares (-28.8%) from their portfolio in Q1 2025, for an estimated $35,630,920
- CLEARBRIDGE INVESTMENTS, LLC added 409,146 shares (+142.0%) to their portfolio in Q1 2025, for an estimated $35,436,135
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Light & Wonder Analyst Ratings
Wall Street analysts have issued reports on $LNW in the last several months. We have seen 3 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Benchmark issued a "Buy" rating on 08/08/2025
- Macquarie issued a "Outperform" rating on 08/07/2025
- Truist Securities issued a "Buy" rating on 07/16/2025
- Mizuho issued a "Underperform" rating on 05/08/2025
To track analyst ratings and price targets for Light & Wonder, check out Quiver Quantitative's $LNW forecast page.
Light & Wonder Price Targets
Multiple analysts have issued price targets for $LNW recently. We have seen 7 analysts offer price targets for $LNW in the last 6 months, with a median target of $95.0.
Here are some recent targets:
- Mike Hickey from Benchmark set a target price of $90.0 on 08/08/2025
- Don Carducci from JP Morgan set a target price of $95.0 on 08/07/2025
- Chad Beynon from Macquarie set a target price of $117.0 on 08/07/2025
- Barry Jonas from Truist Securities set a target price of $130.0 on 07/16/2025
- Steven Wieczynski from Stifel set a target price of $95.0 on 05/08/2025
- Ben Chaiken from Mizuho set a target price of $84.0 on 05/08/2025
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.
