Is BRSL stock today a buy after the Q4 beat?

We see an improved setup, but we would not chase without confirmation. The dividend hike to US$0.23 and 2026 guidance for 5% plus organic growth are positives. Risks remain around leverage, interest costs, and the Italy Lotto fee structure. A HOLD aligns with our B stock grade and Neutral company rating. A sustained move above US$14.76 with strong volume would strengthen the bull case.

What does the 2026 outlook signal for Brightstar earnings?

Management guided 2026 revenue to US$2.50–US$2.55 billion and EBITDA to US$1.16–US$1.19 billion, implying 5% plus organic growth. That suggests steady demand, digital progress, and cost control can offset Italy Lotto fee headwinds. The key watch‑items are margin stability, cash conversion, and capital return pacing. If EBITDA tracks the high end and leverage trends lower, we see scope for a re‑rating.

How do dividend buybacks affect shareholder returns?

The regular dividend rose to US$0.23 per quarter, which is about a 6.7% yield at US$13.72. Management also plans US$1 billion plus of 2025 shareholder returns through dividend buybacks. If buybacks occur below intrinsic value, they can lift EPS and free cash flow per share. The durability of these returns depends on cash generation, debt costs, and execution against leverage targets.

What are the main risks, including the Italy Lotto license?

Fee increases tied to the Italy Lotto license can pressure margins and cash flow. Balance sheet risk is notable given higher leverage and a current ratio near 0.74, while interest coverage around 3.8x leaves less room if rates stay high. Execution in digital and instant channels also matters. Clear disclosures on Italy fee timing, segment margins, and buyback cadence will help size these risks.

What should Canadian investors keep in mind when evaluating BRSL?

Dividends are paid in U.S. dollars, so CAD income will vary with exchange rates. Consider your account type, costs, and FX spread. From a portfolio view, weigh lottery stability against leverage and regulatory exposure in Italy. We would monitor resistance near US$14.76, 50‑day and 200‑day averages, and updates on deleveraging toward about 2.4x. Position sizing and patience can help manage volatility.

Global Market Insights

BRSL Stock Today: February 24 – Q4 Beat, 5% 2026 Growth Guide

ByHuzaifa Zahoor February 25, 2026February 25, 2026

BRSL stock today is in focus after Brightstar posted a Q4 revenue of US$668 million, up 3%, and adjusted EBITDA of US$304 million, up 5%. Management raised the quarterly dividend to US$0.23 and guided 2026 revenue to US$2.50–US$2.55 billion with EBITDA of US$1.16–US$1.19 billion, pointing to 5%+ organic growth despite Italy Lotto fee headwinds. We break down what matters for Canadian investors, including valuation, dividend buybacks, leverage, and near‑term trading levels following the February 24 earnings update.