Get the Weekly Intelligence Brief — top committee picks every Sunday.
NASDAQ · STOCK

DraftKings Inc.

DKNG Consumer Cyclical Unknown Updated July 31, 2026
$23.49
52W $20.46 – $48.78
46/100
$11.65B
190.6
1.64
AI Committee Verdict
Watch
Conviction: Contested · 57% agreement · 7 analysts
+15.8%
-10.5%
1.50:1
Contested

Is DKNG Bullish or Bearish?

Mixed. Innellis AI committee rates DraftKings Inc. (DKNG) Watch with a composite score of 46/100 , based on 7 analysts with 57% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +14.16 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -5.84 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 25.8% yoy -- genuine top-line momentum. Value Analyst remains cautious — p/e of 200.7 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Revenue growing 25.8% YoY -- genuine top-line momentum — Growth
  • Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • Beta of 1.65 means this name should amplify a favorable market regime — Macro
Bear Case
  • P/E of 200.7 is expensive by classic value standards — Value
  • Price-to-book of 27.2x prices in significant intangible value — Value
  • Debt-to-equity of 2.91 adds balance-sheet risk to the value case — Value
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • Price structure making lower highs and lower lows — Technical
  • MACD histogram negative -- bearish momentum — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
46/100
Agreement
57%
Analysts
7
Conviction
Contested
Sector Rank
Top 97%
of 124 Consumer Cyclical peers
Value Analyst bearish
28 / 100 · Moderate confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
− P/E of 200.7 is expensive by classic value standards
Growth Analyst bullish
60 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 25.8% YoY -- genuine top-line momentum
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst neutral
49 / 100 · High confidence
Mixed or range-bound price action
+ Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement
− Price structure making lower highs and lower lows
Risk Analyst bearish
32 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 2.91) amplifies downside in a stress scenario
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
49 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
− News sentiment is negative (-0.27 across 22 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
Open Full Terminal →

Investment Thesis Evolution

Committee score moved marginally from 47.5 to 45.8.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +2 bullish signal(s).
  • News Analyst: score 53->49 (-4); +1 bearish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Risk Analyst: +1 bearish signal(s).
  • Value Analyst: +1 bearish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
38.0
Neutral
MACD Histogram
-0.066
Bearish Momentum
Trend Direction
Downtrend
Weekly: Downtrend
Market Structure
Lh Ll
Support
$21.02
Resistance
$27.20
Bollinger %B
0.25
Inside Bands
Price vs Moving Averages
EMA 9
$24.00 Below
EMA 21
$24.55 Below
EMA 50
$25.01 Below
EMA 200
$28.08 Below

Fundamental Analysis

Valuation
33
Growth
64
Profitability
0
Financial Health
9
Cash Flow
37
Valuation
P/E Ratio 190.6×
P/B Ratio 18.91×
PEG Ratio 0.07
Dividend Yield 0.00%
52W High $48.78
52W Low $20.46
Quality & Growth
ROE 0.6%
ROA 0.1%
Gross Margin 41.8%
Operating Margin 0.6%
Revenue Growth YoY
Debt / Equity 3.17
AI Fundamental Assessment
P/E ratio of 190.6 (rich relative to a 15-40x range); Price-to-book of 18.9x; PEG ratio of 0.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.0%; Return on assets of 0.0%; Net margin of 0.0%; Gross margin of 0.4%; Current ratio of 1.02 (tight short-term liquidity); Debt-to-equity of 3.17; Free cash flow margin of 0.9% (thin cash generation); Free cash flow per share is positive (1.39); Most recent quarter beat estimates by 229.7%; 2 consecutive earnings beats; EPS growth decelerating (+148.1% -> -88.0% QoQ); Analyst estimates rising over recent quarters
Get the Full DKNG Analysis
Interactive charts · Live committee votes · Trade plan · Paper trading · AI Q&A
Open in Terminal →

Explore DKNG Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
Weekly Intelligence Brief
Get the committee's top-scored stocks every Sunday.
Free · No spam · Unsubscribe anytime