Macquarie bank remains positive on betting stocks despite recent share price drops

Major bank analysts expect strong third quarter results for online betting operators and prediction markets.

Written by the BettingEdgeHub desk, 9 October 2026

Financial experts at Macquarie released a new note to clients about the gaming sector. Share prices for major gambling companies fell over the past month. Despite this downward trend, the bank remains very optimistic about upcoming third quarter results.

Growth expected for betting operators

Online betting and internet casino operators are in a strong position for growth. The summer months brought solid handle figures thanks to major football events. Bank analysts believe the upcoming corporate updates will provide a positive catalyst for share prices.

Flutter, Genius Sports, and Sportradar are the preferred stock picks for the financial institution. Even though price targets were trimmed slightly for some major names, the overall outlook remains favorable. Recent industry meetings in Las Vegas confirmed that the business remains resilient.

Prediction markets surge

Prediction markets are experiencing massive growth driven by the return of American football. September volumes reached significant heights as the National Collegiate Athletic Association and National Football League seasons kicked off. Kalshi is expected to capture the vast majority of this market volume.

Analysts project that prediction market volume could hit very high totals by the end of the decade. The start of the football calendar proved to be a major driver for taker volume and fee income. This sector continues to attract strong interest from financial institutions and punters alike.

What it means for a bet

Punters can take confidence that major financial institutions still see strong long term growth in the betting sector.

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