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DraftKings’ Strategic Fee Implementation to Counter Illinois Tax Increase Supports Buy Rating

DraftKings’ Strategic Fee Implementation to Counter Illinois Tax Increase Supports Buy Rating

Steven Sheeckutz, an analyst from Citi, maintained the Buy rating on DraftKings (DKNGResearch Report). The associated price target remains the same with $55.00.

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Steven Sheeckutz has given his Buy rating due to a combination of factors including DraftKings’ strategic response to the recent tax increase in Illinois. By implementing a 50-cent transaction fee on all mobile and online bets in the state, DraftKings aims to mitigate the financial impact of the new tax policy, which imposes a $0.25 per wager tax on the first 20 million wagers and $0.50 thereafter.
With both DraftKings and its competitor FanDuel adopting similar transaction fees, Sheeckutz anticipates that DraftKings will successfully offset a significant portion of the tax-related challenges. Despite a potential short-term headwind due to the timing of the fee implementation, the analyst expects DraftKings to maintain a strong market position in Illinois, which represents a substantial share of the state’s betting handle. This strategic move, combined with the expected share price return of 44.8%, supports the Buy rating.

In another report released on June 5, Citizens JMP also maintained a Buy rating on the stock with a $50.00 price target.

DKNG’s price has also changed slightly for the past six months – from $41.470 to $37.980, which is a -8.42% drop .

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