Allied Gaming & Entertainment Inc.
AGAEHIGH VELOCITYFILING INTENSITYAllied Gaming & Entertainment Inc. reads as High Velocity (composite 70/100); pressure / disclosure signals dominate the posture this cycle · primary market Media & Education.
Lens
Disclosed M&A capital (2023–2025)
$7M
vs N/A in 2020–2022
Disclosed transactions
1
1/3 active fiscal years in window
Buyer archetype
Selective Buyer
Acquisition use is visible but targeted.
Composite score
70
High Velocity dominates · Filing Intensity
Behavioral posture, nine reads.
Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.
Active Acquirer
Companies actively deploying disclosed capital into M&A
- $7M disclosed buyer spend
Buyer Cadence
Buyer-side companies with recent filing activity
- Filed within 36d
- 122 8-Ks
Target Probability
Issuers showing target-side patterns from filings
- 26 activism filings
Spin/Carve
Issuers showing spin-off, carve-out, or sum-of-parts posture
- 26 activism filings
Pressure Watch
Issuers facing activism, governance, or control pressure
- 26 activism filings
- Latest activism 1.5y ago
Distress Watch
Issuers showing financial-distress filing patterns
- 10-Q 202d stale
- 26 activism filings
Restatement Risk
Issuers with accounting-integrity flags from filings
- 1 auditor change
- 12 NT late filings
- Latest event 2mo ago
Capital Velocity
DominantIssuers with the highest filing-activity intensity
- 122 8-Ks
- 5 form types
Quiet Power
Large issuers with low signal volume and clean disclosure cadence
- Enterprise value $41M
- 10-Q 202d ago
- 2 active signals
Capital cadence.
Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.
Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $7M · Peak count: 1
| FY | Disclosed buys | Disclosed spend | Avg ticket | Audited tier |
|---|---|---|---|---|
| 2025 | N/A | N/A | N/A | N/A |
| 2024 | N/A | N/A | N/A | N/A |
| 2023 | 1 | $7M | $7M | N/A |
| 2022 | N/A | N/A | N/A | N/A |
| 2021 | N/A | N/A | N/A | N/A |
| 2020 | N/A | N/A | N/A | N/A |
Filing language.
Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.
“We believe that our management team is well positioned to identify attractive risk-adjusted returns in the marketplace and that its contacts and transaction sources, ranging from industry executives, private owners, private equity funds, and investment bankers will enable us to pursue a broad range of opportunities.”
“Our growth could be adversely affected if we are not able to pursue our acquisition strategy, to successfully integrate acquired businesses or to achieve the anticipated benefit from acquired companies.”
“Our management believes that its ability to identify and implement value creation initiatives will remain central to its differentiated acquisition strategy.”
Market context.
Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.
Primary market
Media & Education
- Market spend (2023–2025)
- $31.8B
- Market spend (2020–2022)
- $74.8B
- Recent vs prior
- −57%
- Issuer rank in market
- N/A
- Share of market capital
- 0.0%
Valuation positioning
AGAE trades at a -14.1-turn discount to the Media & Education peer median of 12.1×.
- EV / Revenue
- 5.2×
- Net debt / EBITDA
- N/A
- Peer median EV / EBITDA
- 12.1×
Trading comparables
FMP market data · 2026-05-10
| Company | EV / EBITDA | EV / Rev | Net debt / EBITDA | Revenue | M&A 2023–2025 |
|---|---|---|---|---|---|
| 21.6× | 2.0× | -0.2× | $8.8B | $55M | |
| 19.2× | 1.5× | -3.6× | $25.6B | $196M | |
| 4.9× | 1.8× | 2.2× | $37.2B | $100M | |
| 3.0× | 0.2× | 14.1× | $2.1B | $14M |
Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Media & Education. Bars scaled to the highest EV/EBITDA in the set.
Buyer landscape.
Public buyers whose stated archetypes, target categories, and recent cadence align with this issuer as a plausible acquisition target. Scores cross EDGAR signal and disclosure overlap.
Likely buyers
No public buyers surface as a strong target-side fit on current signal.
Likely sellers / divestiture partners
No reciprocal divestiture / strategic-alternatives matches identified.
Filing activity & signal stream.
Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.
Filing cadence
- 10-K (annual)122025-06-09
- 10-Q (quarterly)262025-11-19
- 8-K (event)1222026-05-04
- Proxy / DEF 14A462026-01-09
- Activism (13D / DFAN / PREC)262024-12-11
Signals on file
- elevated
Auditor change
2022-11-231 Item 4.01 filing on file; certifying accountant change.
- watch
Late-filing notice
2026-03-3112 NT 10-K/10-Q filings on file.
- elevated
Activism on file
2024-12-1126 activist filings on file (13D, DFAN14A, PREC14A series).
- info
Signal
Serial acquisition history
- info
Signal
Restatement risk
Audited corpus.
No audited record on file for this CIK in the current v6 corpus.
This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.