Gambling stocks rally

17 September 2026

That same Sunday, GeoComply also recorded an eye-popping 98,300 new sportsbook accounts, up more than 128% from the previous two weeks.

At the same time, prediction markets were making waves of their own. Five of the 8 operators tracked by Aldrin Research tallied a combined $340.6 million in NFL trading volume.

For early movers in the prediction-market space, the NFL season could be a game-changer. In June, DraftKings CEO Jason Robins revealed nearly $8 billion in annualized Predictions volume, up three times from March. More than 275,000 customers have engaged with the predictions product since it launched in October 2023.

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The NFL-driven boost has only increased DraftKings stock rally, which included a 12% bump in May on the back of a regulatory filing showing 18% month-on-month Predictions volume growth.

DraftKings isn't the only winner in this market: The Roundhill Sports Betting & iGaming ETF, Churchill Downs Inc. and other gambling stocks rebounded in March 2024, when the Roundhill ETF rose 3.1%.

The arms race between traditional sportsbooks and prediction markets looks promising for investors. As Chicago-based researcher Noah Daniels at Aldrin Research told Covers, "pari-mutuel betting models some advantages of prediction markets", drawing a comparison between traditional sportsbooks with point spreads and futures, and prediction markets with outcome-driven wagers.

It's hard to say which business models will ultimately come out on top. One thing is clear: with the NFL season underway, and other major sports seasons for basketball and baseball approaching, gambling stocks are back in play.