Insider Trading March 27, 2026

Inspired Entertainment Director Increases Stake with $69,240 Purchase as Q4 Results Show Mixed Signals

Michael R. Chambrello buys additional shares while company posts revenue beat but sizable EPS shortfall; guidance points to stronger H2 growth

By Leila Farooq INSE
Inspired Entertainment Director Increases Stake with $69,240 Purchase as Q4 Results Show Mixed Signals
INSE

Inspired Entertainment Director Michael R. Chambrello bought $69,240 worth of common stock on March 26, 2026, bringing his direct holdings to 64,568 shares. The purchases occurred while the stock traded below InvestingPro's fair value estimate; the company reported fourth-quarter 2025 results that beat revenue expectations but missed on EPS, and provided 2026 EBITDA guidance suggesting stronger growth later in the year.

Key Points

  • Director Michael R. Chambrello purchased a total of 10,000 shares on March 26, 2026, in two transactions—4,812 shares at $6.95 and 5,188 shares at $6.90—totaling $69,240 and bringing his direct ownership to 64,568 shares.
  • Inspired Entertainment reported Q4 2025 EPS of -$0.18, missing the expected $0.24 (a 175% negative surprise), while revenue of $77.2 million topped the $75.59 million forecast by 2.13%.
  • The stock traded at $6.68, below InvestingPro's Fair Value of $8.92; the company expects Q1 2026 EBITDA of $22 million (up 20% YoY) and full-year 2026 EBITDA guidance at a $115 million midpoint, with stronger growth anticipated in H2.

Director Michael R. Chambrello of Inspired Entertainment, Inc. (NASDAQ:INSE) completed a series of insider purchases valued at $69,240, according to a Form 4 filed with the Securities and Exchange Commission.

Per the filing, on March 26, 2026, Chambrello acquired two lots of common stock: 4,812 shares at $6.95 and 5,188 shares at $6.90. After these transactions, Chambrello's direct ownership stands at 64,568 shares of Inspired Entertainment stock.

In addition to his direct holdings, Chambrello is listed as co-trustee of the Denise M. Chambrello Revocable Trust, through which he indirectly owns 10,070 shares of common stock, with his spouse serving as the other co-trustee.


The stock was trading at $6.68 at the time referenced in the filing, which is below InvestingPro's Fair Value estimate of $8.92. InvestingPro data cited in the filing notes a 9% gain over the past week for the shares, while they remained down 27% over six months. The company is listed on InvestingPro's most undervalued stocks list.

Inspired Entertainment's recent financial results present a mixed picture. For the fourth quarter of 2025 the company reported earnings per share of -$0.18, missing the expected $0.24 consensus and producing a reported negative surprise of 175%. Revenue for the quarter was $77.2 million, exceeding the forecast of $75.59 million by 2.13%.

Alongside the quarterly results, an equity research firm, Citizens, has maintained a Market Outperform rating on Inspired Entertainment with a $11.00 price target.

Looking forward, the company expects first-quarter 2026 EBITDA to rise 20% year-over-year to reach $22 million. For full-year 2026, Inspired Entertainment has provided EBITDA guidance with a midpoint of $115 million, which the company says is in line with consensus expectations. Management indicated that growth is expected to be stronger in the second half of the year.

Chambrello's purchases and the company's financial disclosure together paint a picture of insider activity occurring against a backdrop of valuation metrics and mixed operating performance. The purchases increase his direct stake while the firm's near-term results and forward guidance offer a combination of revenue strength and an EPS shortfall to be weighed by investors.

Risks

  • Earnings risk - The company missed fourth-quarter 2025 EPS expectations substantially, reporting an EPS of -$0.18 versus an expected $0.24, which could weigh on investor confidence.
  • Valuation and market performance risk - Shares are trading below InvestingPro's Fair Value of $8.92 and remain down 27% over six months despite a recent one-week gain, indicating continued market volatility.
  • Execution timing risk - Although full-year 2026 EBITDA guidance is aligned with consensus at a $115 million midpoint, the company expects growth to be concentrated in the second half of the year, which could affect near-term results.

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