Brightstar Lottery PLC (BRSL) AI Stock Analysis

Brightstar Lottery PLC, formerly known as International Game Technology PLC, provides lottery solutions across the United States, Italy, the rest of Europe, and internationally. The company designs, operates, and leases point-of-sale machines that reconcile lottery funds, alongside lottery transaction processing systems and instant ticket game production. Its portfolio includes printing services, lottery management services, and the iLottery digital platform for eInstant and draw games. Brightstar also processes commercial transactions, such as prepaid cellular recharges, bill payments, and money transfers, while offering software licensing, maintenance, and retail optimization campaigns.

Brightstar saw annual revenue decline from $4.09B in FY2021 to $2.60B in FY2022, before stabilizing at $2.53B in FY2023, $2.51B in FY2024, and $2.51B in FY2025, reflecting a 5-year revenue CAGR of -4.2%. Operating margin expanded from 22.1% in FY2021 to 35.1% in FY2025, though net income dropped from $482.0M to $147.0M over the same period, bringing EPS down from $1.07 to $0.93. In the latest quarter ended June 30, 2026, quarterly revenue fell 7.4% year-over-year, while quarterly earnings grew 48.8%, supporting trailing twelve months revenue of $2.47B and an operating margin of 20.7%.

As of June 30, 2026, Brightstar held $558.0M in cash and short-term investments against total debt of $4.43B, resulting in net debt of $3.87B and a debt-to-equity ratio of 5.23. The company maintained a current ratio of 1.10 on shareholders' equity of $846.0M. In FY2025, cash deployment included capital expenditures of $316.0M, share buybacks of $271.0M, and dividends paid of $770.0M. Operating cash flow fell to -$99.0M and free cash flow turned negative at -$415.0M in FY2025.

Brightstar trades at a trailing P/E of 9.7x and a forward P/E of 11.1x, both below the median of its US-listed Consumer Cyclical peers of 18.0x and 14.1x, respectively. Its enterprise value of $4.74B implies an EV/EBITDA of 4.1x, compared to 11.1x for the peer group median. Over the past year, the stock fell 39.3%, trailing the S&P 500 SPY gain of 16.8%. Over a 5-year span, the stock declined 51.6%, while the S&P 500 SPY advanced 83.0%.

Brightstar pays a quarterly dividend with an annual forward payout of $0.92 per share, yielding 9.68% as of October 16, 2026. The company has paid dividends for 24 consecutive years and generated a 5-year annualized dividend growth rate of 80.4%. Its payout ratio stands at 93.8%, and the last ex-dividend date was August 18, 2026.

Wall Street coverage consists of 6 Strong Buy ratings and 3 Hold ratings, with no Buy, Sell, or Strong Sell recommendations. The mean price target of $16.24 represents a 70.9% premium over the last close of $9.50. Brightstar has beaten EPS estimates in 3 of the last 4 quarters. For the fiscal year ending December 31, 2026, analysts estimate revenue of $2.49B and an EPS of $0.52. Next earnings are scheduled for November 3, 2026.

This page is an AI-written research summary of Brightstar Lottery PLC (BRSL). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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