Skillz Inc (SKLZ)
NYSECommunication ServicesElectronic Gaming & MultimediaSnapshot 2026-11-05
$8.84+6.25%
Close 2026-06-18 · 1-day change
NYSECommunication ServicesElectronic Gaming & MultimediaSnapshot 2026-11-05
QuarterlyIQ Insights · SKLZ
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -75.8% |
| Our one-year growth estimate | diamond | 14.8% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 90.7 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name operates in a high-miss-rate industry and is a smaller-cap name (higher miss base rate). A fundamental tilt, not a price call.
Model as of 2026-11-05 · Compared with 1 industry peers · Company calendar date is not available
SKLZ — litigation filed
Dated 2026-07-28
Regulation FD Disclosure. On July 27, 2026, Judge Denise Cote of the United States District Court of the Southern District of New York entered an Opinion and Order stating that it will enter judgment against Papaya Gaming (“Papaya”) for $719 million in disgorgement of unjust profits to Firy Inc.’s (the “Company”) wholly owned subsidiary, Skillz Platform Inc., plus an award of certain attorney’s fees and costs. The Opinion and Order was issued in connection with the a false advertising lawsuit…
Why it matters: Q1 revenue rose year over year, but losses remained large. Q2 results will test whether growth is bringing losses down.
Watch forThe Q2 release shows revenue above $29.1 million and net loss below $10.9 million.
Also watch forThe Q2 release shows revenue below $29.1 million or net loss above $10.9 million.
Why it matters: The jury awarded $420 million, but the final amount and any cash recovery remain unsettled. The ruling can change the scale of the claim.
Watch forA court order sets an award above $420 million, or a signed settlement states a cash amount and payment terms.
Also watch forThe court cuts the award below $420 million or cancels the verdict. The parties report no settlement or recovery.
Why it matters: A new CFO took over in July. The next results will show how the transition affects financial reporting and the company's capital plans.
Watch forThe next quarterly filing names the new CFO and reports results on time, with no new control weakness disclosed.
Also watch forThe next filing reports a delay, a new material control weakness, or another CFO change.
Why it matters: The company had $185 million in cash and $128 million in current debt at Q1 end. A clear plan would help explain its capital position.
Watch forA filing or company release names a debt plan with terms. The plan may include refinancing or repayment and must be complete.
Also watch forA filing reports missed debt payments, a covenant breach, or no clear plan as the current debt balance rises.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$369 on $10,000 · ±3.7% | How much price usually moves either way. |
| Bad day | $788 loss on $10,000 · 7.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $7,178 loss on $10,000 · 71.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.