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Kambi Group plc Class B (SE:KAMBI)
:KAMBI
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Kambi Group (KAMBI) AI Stock Analysis

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SE:KAMBI

Kambi Group

(KAMBI)

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Outperform 71 (OpenAI - 5.2)
Rating:71Outperform
Price Target:
kr172.00
▲(31.10% Upside)
Action:Reiterated
Date:05/30/26
The score is driven primarily by solid financial resilience (low leverage and healthy operating cash flow) and strong bullish technical momentum. These positives are tempered by a demanding valuation (high P/E) and only modest, less consistent profitability/free-cash-flow performance versus prior peak years.
Positive Factors
Conservative balance sheet
Very low leverage (≈0.03x) provides durable financial flexibility: it reduces bankruptcy and refinancing risk, preserves capacity to invest in product development or M&A, and cushions earnings volatility from partner performance, supporting stability over 2–6 months.
Negative Factors
Modest and compressed margins
Low mid-single-digit margins and documented margin compression weaken earnings resilience. With limited margin headroom, the company is more exposed to cost inflation or pricing pressure from operators, constraining free cash generation and shareholder returns over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
Very low leverage (≈0.03x) provides durable financial flexibility: it reduces bankruptcy and refinancing risk, preserves capacity to invest in product development or M&A, and cushions earnings volatility from partner performance, supporting stability over 2–6 months.
Read all positive factors

Kambi Group (KAMBI) vs. iShares MSCI Sweden ETF (EWD)

Kambi Group Business Overview & Revenue Model

Company Description
Kambi Group plc functions as a business-to-business partner, supplying comprehensive sports betting solutions to gaming operators that serve consumers across Europe, the Americas, and other international markets. Its extensive suite of services co...
How the Company Makes Money
Kambi primarily makes money by providing its sportsbook technology and managed services to gambling operators under commercial agreements tied to its partners’ betting activity. A core revenue stream is partner-driven fees that are commonly linked...

Kambi Group Earnings Call Summary

Earnings Call Date:Feb 18, 2026
(Q4-2025)
|
% Change Since: |
Next Earnings Date:Jul 22, 2026
Earnings Call Sentiment Positive
The call balanced clear operational and strategic progress (margin expansion, strong AI adoption, major OLG launch, raised 2026 adjusted EBITA guidance, growing Odds Feed+ penetration and sizable cost-savings target) against persistent near-term headwinds (revenue decline excluding transition fees, YoY adjusted EBITA drop, migrations of large partners, multiple tax/regulatory risks and FX pressure). The company presented concrete levers (EUR 9m targeted savings, product-led diversification, AI-driven efficiency and a EUR 20–25m EBITA guidance) and a healthy balance sheet, indicating confidence in execution despite notable uncertainties.
Positive Updates
Q4 Profitability Improvement
Adjusted EBITA (acq) for Q4 grew 16%; Q4 adjusted EBITA increased from EUR 6.3m to EUR 7.4m and quarter cash flow was EUR 6.0m.
Negative Updates
Full-Year Revenue Decline and EBITDA Pressure
Reported full-year revenue declined to EUR 162.0m from EUR 176.4m the prior year (prior year included EUR 12.5m transition fees); excluding transition fees, revenue was down c.1.2%. Full-year adjusted EBITA (acq) was EUR 17.6m, down EUR 7.8m year-on-year.
Read all updates
Q4-2025 Updates
Negative
Q4 Profitability Improvement
Adjusted EBITA (acq) for Q4 grew 16%; Q4 adjusted EBITA increased from EUR 6.3m to EUR 7.4m and quarter cash flow was EUR 6.0m.
Read all positive updates
Company Guidance
Kambi guided 2026 adjusted EBITA (acq) excluding FX revaluations of EUR 20–25m (up from EUR 17.6m in 2025), saying it expects to be toward the top end of that range if no new Colombia sports‑betting tax (no‑tax tailwind ≈ EUR 3.6m); it raised operator trading margin guidance to 11% (Q4 11.2%, FY25 10.8% vs 10% in 2024) and expects mid‑single‑digit organic growth (≈3–5% excl. FX) plus a ≈EUR 5m World Cup revenue boost (~3% of revenue). Management also said modular/Odds Feed revenue should be north of ~10–15% in 2026, is targeting ≈EUR 9m of annual cash savings, expects cost of sales to rise while OpEx is broadly flat, and set this guidance off a FY25 base of revenue EUR162m (Q4 EUR42.7m), FY adjusted EBITA EUR17.6m (Q4 EUR7.4m, +16% YoY), FY cash flow EUR21.2m, year‑end cash EUR32.9m (now >EUR40m after receipts), buybacks EUR25.8m, network liquidity ~EUR17bn with 1.6bn bet tickets p.a., >50% of bets AI‑traded (Jan), 53 turnkey + 7 Odds Feed partners, and top‑3 partner share down to 36%.

Kambi Group Financial Statement Overview

Summary
Financials are resilient overall, led by a very conservatively levered balance sheet (very low debt vs. equity) and solid cash conversion (operating cash flow exceeds net income). Offsetting this, profitability is modest (low single-digit margins) with clear margin compression versus 2021–2022 and volatile free cash flow, which reduces confidence in earnings durability.
Income Statement
62
Positive
Balance Sheet
86
Very Positive
Cash Flow
74
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue164.05M162.02M176.41M173.30M166.01M162.42M
Gross Profit163.28M133.39M176.41M173.30M166.01M162.42M
EBITDA45.69M24.22M59.47M57.51M63.51M79.21M
Net Income8.33M6.81M15.45M14.90M26.45M46.43M
Balance Sheet
Total Assets196.40M187.46M220.13M214.89M242.89M196.86M
Cash, Cash Equivalents and Short-Term Investments31.52M32.89M66.22M55.05M60.70M79.66M
Total Debt10.46M4.99M9.49M12.99M20.68M24.77M
Total Liabilities37.87M26.38M39.80M42.74M79.50M61.48M
Stockholders Equity158.53M161.07M180.32M172.15M163.39M135.38M
Cash Flow
Free Cash Flow12.74M3.82M24.24M18.67M20.58M47.46M
Operating Cash Flow36.19M31.68M53.70M49.84M49.00M72.33M
Investing Cash Flow-30.25M-28.31M-29.66M-42.73M-64.78M-39.62M
Financing Cash Flow-28.74M-30.19M-13.07M-17.35M-1.86M-14.25M

Kambi Group Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price131.20
Price Trends
50DMA
159.02
Negative
100DMA
136.32
Positive
200DMA
128.92
Positive
Market Momentum
MACD
-0.78
Positive
RSI
43.77
Neutral
STOCH
46.63
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SE:KAMBI, the sentiment is Neutral. The current price of 131.2 is below the 20-day moving average (MA) of 161.06, below the 50-day MA of 159.02, and above the 200-day MA of 128.92, indicating a neutral trend. The MACD of -0.78 indicates Positive momentum. The RSI at 43.77 is Neutral, neither overbought nor oversold. The STOCH value of 46.63 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SE:KAMBI.

Kambi Group Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
83
Outperform
kr132.45B11.715.04%-5.41%-14.76%
72
Outperform
kr11.73B7.1523.20%5.03%-1.24%-21.32%
71
Outperform
kr4.11B49.684.76%-10.22%-33.31%
61
Neutral
$18.38B12.79-2.54%3.03%1.52%-15.83%
60
Neutral
kr207.93M-2.04-19.82%8.09%88.25%
55
Neutral
kr5.56B53.532.04%6.24%-0.94%14.56%
54
Neutral
kr181.65M-6.84-74.31%18.40%95.30%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SE:KAMBI
Kambi Group
162.20
23.00
16.52%
SE:EVO
Evolution Gaming Group AB
682.00
-89.00
-11.54%
SE:BETS.B
Betsson AB
89.25
-94.27
-51.37%
SE:CTM
Catena Media
2.78
0.97
53.25%
SE:FOI.B
Fenix Outdoor International AG
414.00
-107.87
-20.67%
SE:ACROUD
Acroud AB
0.14
0.01
7.94%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: May 30, 2026