Playtika Reaffirms $2.7B Revenue Guidance, Plans 15% Layoffs with Analysts Foreseeing 51% Upside
Analysts at Citi and Wedbush reaffirmed Buy ratings with a $7 price target, implying over 51% upside as Playtika approaches its fiscal Q4 2025 earnings release on February 26. Management reiterated full-year revenue guidance of $2.70–$2.75 billion and adjusted EBITDA of $715–$740 million while cutting 15% of its workforce for AI automation.
1. Analyst Ratings
On January 29 and January 15, Citi and Wedbush each reiterated Buy ratings for Playtika, maintaining a $7 price target that implies over 51% upside from current share levels.
2. Guidance Reaffirmation
During Q3 2025 results, management confirmed full-year revenue guidance of $2.70 billion to $2.75 billion and adjusted EBITDA between $715 million and $740 million.
3. Workforce Optimization
The company announced a reduction of roughly 15% of its workforce on January 13, aiming to leverage AI automation and achieve a leaner cost structure by the end of Q1 2026.
4. FQ4 2025 Earnings Outlook
Analysts expect Playtika to report approximately $660.32 million in revenue and $0.14 in GAAP EPS for fiscal Q4, with results scheduled for February 26.