Between artificial intelligence, machine learning, quantum computing, autonomous driving, robotics and so many high-growth areas within the technology sector, there’s plenty of macro super cycles for investors to consider putting capital into. A number of other sectors from utilities to semiconductors, memory makers, and a range of other infrastructure stocks in the data center and hyperscaler world stand to provide investors with plenty of capital gains, if growth continues as expected.
That said, there are a number of top overlooked sectors I tend to think are worth considering right now as ways to play other trends that are less flashy. One area I think could be transformative over the coming decade (and longer) is the rise of online gaming stocks.
Within this sector, there are three particular stocks that stand out to me as potential long-term winners. Here are my three top picks I think are great buying opportunities in 2026.
DraftKings (DKNG)
When most investors think of online gambling, DraftKings (NASDAQ:DKNG | DKNG Price Prediction) is a top stock that often is the first that comes to mind.
There’s good reason for this. The company has seen incredible growth, with its revenue surging 43% year-over-year this past quarter to $2 billion (rounding up). With full-year revenue of more than $6 billion (and plenty more expected in the years to come), DraftKings’ incredible market share in a highly profitable sector stands out to me as a key reason to consider owning this name.
Generally-speaking, I tend to think that owning the outright leader in a key sector or trend is an optimal way to go. In the world of online gaming, which is highly competitive, this holds true.
The company’s adjusted EBITDA has continued to rocket higher, surging to more than $343 million this past quarter (up a whopping 283% from the same quarter a year prior). With markings hitting double-digits for the year, and more margin expansion expected down the line, DraftKings is the safe way to play this high-growth sector.
I think new state expansions and the rise of DraftKings’ iGaming/iLottery synergies could provide much more upside in the quarters to come. Those looking to invest in this space in 2026 for the long-term ought to give this stock a look right now.
Flutter Entertainment (FLUT)
Another top player in the world of online gaming is Flutter Entertainment (NYSE:FLUT), parent of FanDuel.
Most investors will recognize the key banner underneath Flutter, but the company’s name doesn’t come with the sort of recognition DraftKings’ does. That’s why I think this stock could be the better bet for many investors looking to bet on growth particularly within the U.S. sports betting market. In this market in particular, Flutter owns a market share of more than 40%, leading to full-year revenue of around $12.5 billion. That’s larger than DraftKings, without the cachet.
With EBIDTA on the rise (surging 45% over the same period) and margins surging to 21%, on most fundamental metrics, this is among the largest, fastest growing, and most profitable names in this sector.
Additionally, at just 4.5-times sales and a forward EBITDA multiple of 18-times (below its historical average), one could make a value argument to own this stock here.
With recent regulatory wins in California and New York, two major markets for Flutter, there’s no reason not to own this stock for the long-haul in my view.
Rush Street Interactive (RSI)
Now, for a bit of a more speculative bet on this sector overall, but one I think could actually have the most upside compared to the aforementioned picks. Rush Street Interactive (NYSE:RSI) is a relatively hidden gem.
The company posted revenue growth of 38% year-over-year in its fourth quarter, with full-year growth coming in at around 35%. Given the company’s valuation at just 2.5-times sales (less than that of its major peers), this is a company that’s not only smaller and faster growing, but with one of the best valuations in this sector. Talk about growth at a reasonable price.
Flipping its GAAP profits positive, with EPS coming in at a positive $0.15 this past quarter, there’s a lot to like about the company’s superior earrings and data-driven personalization (with a low customer acquisition cost).
I think a portfolio consisting of these three names could outperform most benchmarks over the next five to 10 years. Thus, this is a sector I’m going to continue to dive into. Within this space, these three picks stand out to me as big potential winners.
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