Playtika Holding (PLTK), a mobile-gaming company, is positioned to deliver strong results into 2026, supported by cost-cutting efforts and savings from its shift toward direct distribution, Wedbush said Friday in a report.

Playtika's move away from third-party platforms, avoiding the 30% fee that previously accounted for nearly a third of revenue, should bolster both revenue performance and margins, the report said.

Playtika has also shifted more of its marketing budget toward growing its SuperPlay subsidiary, and a new Disney-Pixar title is in development, Wedbush said.

The company's history of successful mergers and acquisitions, along with licensing partnerships, supports a return to growth, the report said.

Wedbush maintained its outperform rating on Playtika stock with a $7 price target.

Q4 results are due Thursday.