Lucky Strike Entertainment Corporation (LUCK) AI Stock Analysis

Lucky Strike Entertainment Corporation operates location-based entertainment venues across the United States, Mexico, and Canada. The company runs traditional bowling locations under the AMF brand, as well as upscale venues offering lounge seating, arcades, and food and beverage under the Lucky Strike and Bowlero brands. Additionally, it operates family entertainment centers and water parks under names including Octane Raceway, Raging Waves, Shipwreck Island, Big Kahuna's, Wet 'N Wild Emerald Pointe, Raging Waters Los Angeles, Castle Park, and Boomers Parks. The company also hosts and oversees professional and non-professional bowling tournaments alongside related broadcasting activities.

Revenue increased from $911.7M in FY2022 to $1.25B in FY2026, delivering a 5-year revenue CAGR of 25.8%, though annual top-line growth decelerated to 3.7% in FY2026. Gross margin stood at 35.1% in FY2026, while operating margin was 11.0%. The company has reported net losses in three consecutive fiscal years, including -$83.6M in FY2024, -$10.0M in FY2025, and -$35.8M in FY2026. For the latest quarter ended June 30, 2026, quarterly revenue increased 0.9% year-over-year, while quarterly earnings grew 38.1%. Trailing twelve month EPS was -$0.33.

As of June 30, 2026, the company held $39.4M in cash and short-term investments against $3.27B in total debt, resulting in net debt of $3.23B. Total assets were $3.23B, while shareholders' equity was -$263.8M, accompanied by a current ratio of 0.50. Operating cash flow fell to $103.9M in FY2026 from $177.2M in FY2025. With capital expenditures of $113.7M, free cash flow was -$9.8M. During FY2026, cash was also deployed toward $35.3M in share buybacks and $34.6M in dividends paid.

Trading at a last close of $4.80, Lucky Strike holds a market cap of $654.4M and an enterprise value of $3.63B. The stock trades at a forward P/E of 20.9x and an EV/EBITDA of 12.3x, compared to medians of 14.1x and 11.1x, respectively, for the US-listed Consumer Cyclical peer group. Its price-to-sales multiple is 0.5x, below the peer median of 0.7x. Over the past year, the stock declined 48.5%, trailing the S&P 500 (SPY) return of 16.8%.

Lucky Strike pays a forward annual dividend of $0.24 per share, providing a dividend yield of 5.00%. The company distributes dividends on a quarterly basis and has paid them for 3 consecutive years. In FY2026, total dividends paid were $34.6M, with a reported payout ratio of 9.7%. The last ex-dividend date was September 8, 2026.

Wall Street coverage includes 5 Strong Buy, 3 Hold, and 1 Sell ratings. The mean price target is $9.00, representing an 87.5% premium to the last close of $4.80. For the current fiscal year ending June 30, 2027, consensus estimates project an EPS of -$0.04 on revenue of $1.29B. Over the last 4 quarters, the company beat EPS estimates 1 time. The next earnings date is scheduled for November 3, 2026.

This page is an AI-written research summary of Lucky Strike Entertainment Corporation (LUCK). 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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