Stocks Tracker: Q2 earnings and prediction markets impact share prices in July

  • UM News
  • Posted 18 hours ago

Lottomatica Group

3 July close: €25.49    

31 July close: €23.48

Peak July close: €25.78

Market cap: €5.9bn

Lottomatica Group shares steadily declined in the second half or July, as the Italian operator shed around 8% of its value over the course of the month. Stepping back and looking at the bigger picture, though, its shares are up around 6% since the start of the year. On 28 July, the company behind brands including Planetwin365, GoldBet and Betflag announced a 5% year-on-year (YoY) rise in net revenue to €1.2bn. The online arm performed particularly well, with revenue up 13% YoY to €525.1m. H1 adjusted EBIDTA rose 10% to €465.3m, while the group’s online market share in Italy climbed to 31.6%. Furthermore, Planetwin365, which was acquired in 2024, hit a sports betting market share of 9.2%, “exceeding pre-migration levels”, management noted. “The second quarter of 2026 continues to show our consistency in growth on all key financial and business metrics,” chairman and CEO Guglielmo Angelozzi said.

Banijay Group

3 July close: €8.42    

31 July close: €8.72

Peak July close: €8.88    

Market cap: €3.8bn

Banijay Group made modest gains in July, the same month Antoine Jouteau was unveiled as the new CEO of subsidiary Banijay Gaming, which encompasses Betclic, Tipico and Admiral. Jouteau – the former boss of French classified ads website Leboncoin – will take up the role from 1 September, while Betclic founder Nicolas Beraud, who has been overseeing the division as chairman, will remain non-executive chair. Banijay completed the acquisition of Tipico Group on 23 April, yet on a pro forma basis the business reported on 29 July a 10.5% YoY rise in H1 revenue. This was fuelled by a 22% increase in unique active players (UAPs) largely generated by the latter stages of the Champions League and “record activity” around the World Cup. In fact, the company said World Cup UAPs surged 75% compared by the 2022 edition, while turnover doubled and gross gaming revenue soared 88%. Banijay Group shares have remained largely flat throughout 2026 and are currently up less than 3% since the turn of the year.  

DraftKings

3 July close: $26.21    

31 July close: €23.48

Peak July close: €27.17

Market cap: $11.7bn

Long-term shareholders in DraftKings must be wondering when their luck will turn. The stock slumped more than 10% over the course of the month and is down more than a third this year. Of course, the threat posed to state-regulated sports betting by prediction markets is behind much of the sell-off these past 12 months. DraftKings itself launched its own offering, DraftKings Predicts, at the end of 2025, followed by the rollout in June of in-house exchange DKeX, created following last year’s acquisition of CFTC-licensed Railbird. Whether these products can enable DraftKings to compete on an equal footing with the likes of Kalshi and Robinhood is up for debate. What’s more, DraftKings has watched rival Underdog pivot from ‘DFS 2.0’ to prediction markets, acquire a full licence stack to process event contracts and has been acquired by London-based retail brokerage IG Group for up to $1.3bn. The fate of prediction markets looks set to dictate what happens to DraftKings stock.  

Entain

3 July close: $26.21    

31 July close: €23.48

Peak July close: €27.17

Market cap: £3.5bn

There were slight gains for the FTSE 100 firm this past month, though this might be small comfort for those investors who have seen the shares tumble almost 30% this year and 45% the past 12 months. On 17 July, the Ladbrokes, Coral and bwin parent announced 500 jobs are to be axed as management attempts to boost operational efficiency and overcome the impact of the hike to online taxes in the UK. The layoffs equate to 2% of the global workforce, which stood at 28,413 at the end of 2025. The affected roles are understood to be across product, technology and corporate, with some of the redundancies outside of the UK. Entain, which is to sell a 20% stake in Entain CEE to JV partner EMMA Capital as part of a phased withdrawal from Central and Eastern Europe, will report H1 performance on 13 August. BetMGM, which is 50% owned by Entain, reported on 28 July modest Q2 growth, as bosses highlighted regulatory complexity and increased competition from prediction markets.

The post Stocks Tracker: Q2 earnings and prediction markets impact share prices in July first appeared on EGR Intel.

 EGR analyses the latest movements of major industry players, including Lottomatica Group, DraftKings and Entain
The post Stocks Tracker: Q2 earnings and prediction markets impact share prices in July first appeared on EGR Intel. 

Get in touch

Let's have a chat