PLAY
Dave & Buster's Entertainment, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Mar 31 Dave & Buster's reported a net loss of $39.8M ($1.15/share) in Q4 20…
- R Jun 15 Dave & Buster's reported Q1 fiscal 2026 results sharply below consen…
- R Jun 15 Dave & Buster's Q1 2026 results were weak: revenue fell 1.5% to $559…
- A Jun 29 Citizens initiates
- R Sep 14 Dave & Buster's Q2 2026 revenue fell 2.4% YoY to $544.1M, missing co…
- R Sep 14 Dave & Buster's reported a significant Q2 2026 miss vs consensus, wi…
- B Sep 17 1 insider buy $162.6K at $6.78
- B Sep 28 1 insider buy $26.0K at $6.50
Signal stack
Where each data set points today.
- InsidersBULLISH
2 insiders bought $188.6K at an average $6.74. No open-market sales.
- InstitutionsMIXED
Q2 2026: 23 added (0 new), 21 trimmed or exited.
- AnalystsBULLISH
9 of 17 rate it Buy or better. Every target is above the price.
- EstimatesFALLING
Current-quarter EPS estimate −$1.238 → −$1.428 over 90 days. 0 up, 8 down in 30 days.
- TrendRANGE
10% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| BlackRock, Inc. | ADD | $36.7M |
| GOLDMAN SACHS GROUP INC | ADD | $24.4M |
| MORGAN STANLEY | TRIM | $11.9M |
| Point72 Asset Management, L.P. | ADD | $7.8M |
| Jump Financial, LLC | DOUBLED | $7.0M |
| UBS Group AG | ADD | $5.6M |
| D. E. Shaw & Co., Inc. | ADD | $4.3M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | $3.5M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
17 analystsPrice is below the lowest target. Median implies +56%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Sep 15, 2026 | UBS MAINTAIN | Neutral |
| Sep 15, 2026 | BMO Capital MAINTAIN | Outperform |
| Sep 15, 2026 | Freedom Capital Markets MAINTAIN | Hold |
| Jun 29, 2026 | Citizens INITIATE | Market Perform |
| Jun 16, 2026 | Benchmark DOWNGRADE | Hold |
| Jun 16, 2026 | BMO Capital MAINTAIN | Outperform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 7, 2026 | Hatton Cory Interim CFO | TAX W/H | $4.8K |
| Oct 7, 2026 | Rosales Aldo Chief Strategy & Revenue Ofc | TAX W/H | $5.9K |
| Oct 7, 2026 | Harper Darin Chief Executive Officer | TAX W/H | $11.7K |
| Oct 7, 2026 | Lehner Les SVP, Chief Development Officer | TAX W/H | $10.7K |
| Oct 7, 2026 | Wehner Tony President Main Event | TAX W/H | $10.7K |
| Oct 7, 2026 | Pineiro Antonio President, International | TAX W/H | $10.7K |
| Sep 30, 2026 | Harper Darin Chief Executive Officer | TAX W/H | $5.2K |
| Sep 28, 2026 | Hatton Cory Interim CFO | BUY | $26.0K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | -$1.43 | -$1.54–-$1.31 | -0.5% | $449.0M |
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
9 filings · 1 press release · 1 bullish · 7 bearish · 1 neutral- NEUTRAL 8-KSep 21, 2026
Dave & Buster's filed an 8-K announcing the appointment of Amanda Busby as Chief Operations…
Monitor next quarterly earnings for any operational impact from the new leadership team. The stock option exercise price of $8.97 per share provides a reference point for current valuation.
- BEARISH INSIDER-BUYSep 17, 2026
Director Nathaniel Lipman purchased 24,000 shares of Dave & Buster's for $163K at $6.78/share on…
A director buying $163K after a 90%+ decline is a low-conviction signal — insiders often buy after severe drops as a show of confidence, not because they see near-term improvement. The earnings…
- BULLISH INSIDER-BUYSep 17, 2026
Director Nathaniel Lipman purchased $81K of PLAY stock on the open market at $6.78/share on…
Monitor for additional insider buying in the next 2-4 weeks — a cluster of director/officer purchases would strengthen the signal. The single $81K buy by a director is not enough to override the…
- BEARISH 8-KSep 14, 2026
Dave & Buster's Q2 2026 revenue fell 2.4% YoY to $544.1M, missing consensus of $556.8M, and the…
The sustained deterioration in comps and margins, combined with rising leverage (3.5x), suggests the 'Back-to-Basics' strategy is not yet reversing the trend. Watch for potential covenant pressure…
All PLAY filing & press-release reports (10)
- 8-K reportSep 21, 2026
- INSIDER-BUY reportSep 17, 2026
- INSIDER-BUY reportSep 17, 2026
- 8-K reportSep 14, 2026
- PRESS-RELEASE reportSep 14, 2026
- PRESS-RELEASE reportJun 15, 2026
- 8-K reportJun 15, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportMar 31, 2026
- PRESS-RELEASE reportMar 17, 2026