A pair of stock analysts offered differing takes on BetMGM’s announcement that it was raising revenue and cash-flow guidance for 2025. Their views were expressed in competing 16 June investor notes.
BetMGM communicated that, for 2025, it now expects to deliver US$2.6 billion in revenue, up from US$2.4 billion. Stock analysts’ consensus had been bullish, closer to US$2.7 billion.
Revised cash flow for 2025 is now estimated at a positive return on investment of US$100 million. Jefferies Equity Research had previously pegged it at a mere US$6 million, while investors’ consensus was US$48 million.
BetMGM said it had seen 34% growth through the first quarter of 2025. Revenue through 13 June was reported to be consistent with that trend.
