Two of Four Companies Exceed EPS Projections This Week: Earnings Update
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 12 2025
0mins
Should l Buy PLAY?
Source: SeekingAlpha
Stock Market Overview: The stock market opened mixed after record highs, with the Dow Jones reaching 46,000, influenced by a higher-than-expected consumer inflation report and jobless claims data.
Earnings Reports: Among the four S&P 500 companies reporting earnings, two exceeded EPS estimates, while three surpassed revenue expectations, with notable performances from Kroger and Adobe, and weaker results from Synopsys and Oracle.
Upcoming Earnings: Several companies, including Dave & Buster’s and General Mills, are set to report earnings next week, with a focus on various sectors.
Market Sentiment: Investor sentiment remains positive, driven by recent economic data and earnings reports, despite some companies facing challenges in meeting expectations.
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Analyst Views on PLAY
Wall Street analysts forecast PLAY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PLAY is 22.20 USD with a low forecast of 16.00 USD and a high forecast of 30.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
2 Buy
5 Hold
0 Sell
Moderate Buy
Current: 18.810
Low
16.00
Averages
22.20
High
30.00
Current: 18.810
Low
16.00
Averages
22.20
High
30.00
About PLAY
Dave & Buster's Entertainment, Inc. is an owner and operator of entertainment and dining venues. The Company owns and operates about 232 venues in North America that offer entertainment and dining experiences to guests through two distinct brands: Dave & Buster’s and Main Event. The Company has over 171 Dave & Buster's branded stores in 42 states, Puerto Rico, and Canada and offers guests the opportunity to Eat Drink Play and Watch, all in one location. Each store offers a full menu of entrees and appetizers, a complete selection of alcoholic and non-alcoholic beverages, and an assortment of entertainment attractions centered around playing games and watching live sports and other televised events. It also operates over 61 Main Event branded stores in 22 states across the country, and offers bowling, laser tag, hundreds of arcade games, and virtual reality. Each of its locations also offers full bar service, including a variety of beers, hand-crafted cocktails, and spirits.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- No Official Endorsement: The content does not necessarily reflect the views of Nasdaq, Inc.
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- High Dividend Yield: Currently, NNN REIT offers a dividend yield exceeding 5.5%, significantly higher than the REIT sector average of 4.4% and the S&P 500's 1.1%, making it a preferred choice for passive income investors and further enhancing its investment appeal.
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- Sustained Growth Potential: The company plans to invest $850 million to $950 million in the coming years, aiming to partially finance this through $170 million to $200 million in property sales, supporting mid-single-digit annual earnings per share growth and ensuring continued dividend increases.
See More
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- Market Performance: The S&P 500 index fell by 0.06%, the Dow Jones Industrial Average decreased by 0.17%, and the Nasdaq 100 dropped by 0.07%, reflecting market uncertainty regarding future interest rate policies.
- Rising Bond Yields: The 10-year Treasury yield rose by 6 basis points to 4.23%, reaching a 4.5-month high, as President Trump's reluctance to nominate Hassett intensified market concerns about potential rate hikes.
- Manufacturing Data: December manufacturing production unexpectedly increased by 0.2%, surpassing expectations of a 0.1% decline, indicating economic resilience that could influence the Fed's policy direction.
- Tech Stock Volatility: Chipmakers surged on renewed optimism for AI spending after TSMC raised its 2026 capital expenditure forecast, while power suppliers fell due to pressure from Trump's policy initiatives.
See More
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- Manufacturing Strength: US manufacturing production unexpectedly rose by 0.2% in December, surpassing expectations of a 0.1% decline, while November's figure was revised up to 0.3%, indicating economic resilience that boosts market confidence.
- Positive Earnings Season: In the first full week of Q4 earnings season, 89% of the 28 S&P 500 companies that reported exceeded expectations, with Bloomberg Intelligence forecasting an 8.4% earnings growth for the S&P 500 in Q4, further enhancing market optimism.
- Interest Rate Impact: Despite the stock market's gains, the 10-year T-note yield has risen to 4.19%, limiting upside potential for stocks, with the market pricing only a 5% chance of a 25 bp rate cut at the upcoming FOMC meeting on January 27-28.
See More
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- Rating Upgrade: Deutsche Bank upgraded Coupang from hold to buy, citing the company's strong resilience against regulatory scrutiny, particularly after facing a record antitrust fine in June 2024, which has not diminished its market position.
- Biotech Outlook: Goldman Sachs upgraded BioNTech from neutral to buy, highlighting the company's strategic suite of oncology programs targeting a potential market exceeding $100 billion, with key data expected to unlock in 2026, positioning it for leadership in emerging product cycles.
- Market Challenges: Barclays downgraded HP from equal weight to underweight, noting that the company faces significant long-term challenges in both PCs and printing, which will likely keep the stock under pressure in 2026 despite its current inexpensive valuation and lack of catalysts.
- EV Market Positioning: Macquarie upgraded Nio from market perform to outperform, asserting that the company is well-positioned to navigate the current headwinds in the Chinese electric vehicle market, thereby maintaining its competitive edge.
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Earnings Call Transcript for Dave and Buster's (PLAY)
- Author's Perspective: The views and opinions presented are solely those of the author.
- No Official Endorsement: The content does not necessarily reflect the views of Nasdaq, Inc.
See More
Midday Stock Highlights: Notable Movements in Photronics, AeroVironment, Maplebear, GE Vernova, and Others
Photronics Performance: Photronics saw a significant increase of over 37% in its stock price due to better-than-expected fiscal fourth-quarter results and optimistic first-quarter earnings guidance.
Maplebear Challenges: Maplebear's stock dropped 6% following Amazon's expansion of its same-day perishable grocery delivery service, which directly competes with Instacart.
United Natural Foods Outlook: United Natural Foods' shares fell more than 7% after it projected low single-digit average net sales growth through 2028.
Dave & Buster's and GE Vernova Gains: Dave & Buster's shares surged 15.5% despite missing earnings expectations, while GE Vernova's stock jumped 14% after positive revenue trends and a dividend increase.
See More
