Gambling.com price target lowered to $8 from $12 at Stifel

Stifel lowered the firm’s price target on Gambling.com (GAMB) to $8 from $12 and keeps a Buy rating on the shares. Gambling.com reported a 1% Q4 adjusted EBITDA beat, but established FY26 revenue and EBITDA guidance about 5% and 17% below implied guidance introduced at Q3 at the midpoints of the ranges, notes the analyst, who adds that “narrative far outweighs fundamentals right now for AI-exposed sectors.”