
Skillz stock has dropped 42% year-to-date but saw a price increase after Cantor initiated an Overweight rating, signaling confidence in the company's turnaround. Skillz reported a 34% revenue increase in Q4 2025 and four consecutive quarters of growth, driven by its mobile gaming platform and AI ad-tech segment RZR, which achieved positive adjusted EBITDA. Despite improvements in paying user monetization and revenue growth, Skillz faces risks from significant debt and cash burn. The stock is considered high risk but could be compelling for speculative investors if the company continues stabilizing and improving profitability.