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Strategic Moves and Shareholder Value Drive Buy Rating for International Game Technology

Strategic Moves and Shareholder Value Drive Buy Rating for International Game Technology

Analyst Jeffrey Stantial from Stifel Nicolaus maintained a Buy rating on International Game Technology (IGTResearch Report) and keeping the price target at $20.00.

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Jeffrey Stantial has given his Buy rating due to a combination of factors that highlight International Game Technology’s (IGT) strategic moves and financial outlook. The completion of the sale of its Gaming & Digital Business to Apollo Global Management for $4.05 billion in cash has positioned the company to return $1.1 billion in capital to shareholders, exceeding market expectations. This capital return includes a $500 million repurchase authorization and a $3 per share special dividend, which demonstrates the company’s commitment to shareholder value.
Furthermore, Stantial notes that the company’s valuation appears conservative given its current free cash flow, which is burdened by higher lottery fees. However, he anticipates positive estimate momentum as catalysts for multi-year growth are limited until an Investor Day is held. The resilience of lottery same-store sales and active share repurchases are expected to provide support in the interim. Stantial maintains a $20 target price, reflecting confidence in IGT’s strategic direction and financial health, and reiterates the Buy rating.

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