Tag: Analyst

09/21/26 10:33 AM

Wall Street Bets: Las Vegas, New York OSB, Churchill Downs

  • Rege Behe — Lead Contributor, CDC Gaming
Truist Securities’ Barry Jonas on September 18 looked at Las Vegas’ fourth quarter: “Quarter 4 is a seesaw so far with a solid October... more
09/14/26 12:26 PM

Wall Street Bets: Red Rock Resorts, prediction markets, Bally’s/GLPI

  • Rege Behe — Lead Contributor, CDC Gaming
David Bain of Texas Capital Securities on September 9 looked at Red Rock Resorts: “We forecast 4Q26E as the inflection point for... more
09/14/26 12:09 PM

GLPI sanguine about Bally’s situation, analyst says

  • David McKee, CDC Gaming
Seeking to calm investor fears about Bally’s Corp., Carlo Santarelli of Gaming & Leisure Properties Inc. (GLPI) met with Deutsche Bank... more
09/09/26 2:18 PM

Iran war a drag on gaming stocks, analyst says

  • David McKee, CDC Gaming
According to J.P. Morgan analyst Daniel Politzer, August was a grim month for gaming stocks. The sector traded seven percent down, while... more
09/08/26 10:23 AM

Wall Street Bets: Gaming industry stocks, prediction markets

  • Rege Behe — Lead Contributor, CDC Gaming
Daniel Politzer of J. P. Morgan on September 8 looked at gaming industry stocks prospects: “August was a rough month for gaming stocks. On... more
09/03/26 2:11 PM

Light & Wonder exuding confidence, analyst says

  • David McKee, CDC Gaming
Top executives of Light & Wonder are still confident they can hit their 2026 and 2028 financial targets. That’s according to Truist... more
08/31/26 1:32 PM

Wall Street Bets: Prediction markets, Sportradar, Double Down Interactive

  • Rege Behe — Lead Contributor, CDC Gaming
Truist Securities’ Barry Jonas on August 31 looked at court rulings on prediction markets: “On Friday, the 9th Circuit ruled against Kalshi... more
08/19/26 7:51 PM

Las Vegas room-price momentum slow but promising, analyst says

  • David McKee, CDC Gaming
Room rates on the Las Vegas Strip in the third quarter look “choppy” to Truist Securities analyst Barry Jonas. But he felt they were... more
08/19/26 3:35 PM

New York key to Bally’s uncertain future, analyst says

  • David McKee, CDC Gaming
Truist Securities analyst Barry Jonas slashed his price target on Bally’s Corp. stock by one-third, from $15 per share to $10. Bally’s... more
08/17/26 10:38 AM

Wall Street Bets: DraftKings, Inspired Entertainment, Brightstar Lottery, Indiana gaming

  • Rege Behe — Lead Contributor, CDC Gaming
Macquarie’s Chad Beynon evaluated DraftKings’ second-quarter results on August 12: “DraftKing’s 2Q result, underpinned by exceptional... more