Tag: Analyst
Fitch affirms Macau’s “AA” rating with gaming tax revenue forecast to “well exceed” government target in 2026
Ratings Agency Fitch has affirmed Macau’s Long-Term Foreign-Currency Issuer Default Rating (IDR) at “AA” with a Stable Outlook,... more
Flutter stronger than it looks, Jefferies analyst says
Softness of handle for Flutter Entertainment subsidiary FanDuel does not equal cannibalization by prediction markets. That was the thesis... more
‘Quiet’ 2026 on igaming expansion and tax fronts, pundit says
A quiet year on the U.S. legislative front, with no new igaming or online sports betting (OSB) states expected, was forecast in a February... more
Wall Street Bets: Double Down Interactive, online sports betting and igaming, Las Vegas Sands, MGM Resorts
. DoubleDown revenue estimates higher Josh Nichols of B Riley Securities on February 9 looked at DoubleDown Interactive: “Our revenue... more
Macau’s pre-CNY slowdown begins with GGR down 14% in early February
Macau’s pre-Chinese New Year (CNY) slowdown has begun, according to Citibank, with gross gaming revenue for the first eight days of... more
Analysts split on Monarch’s future
Wall Street analysts had differing takes on Monarch Casinos & Resorts’ trajectory, as evinced by a pair of February 4 investor notes.... more
MGM and Boyd kick off Las Vegas Q4 earnings calls Thursday
The gaming industry will get its first in-depth look at the recent Las Vegas scene Thursday afternoon when Boyd Gaming and, unexpectedly,... more
Harsh weather impairs U.S. land-based gambling, analysts say
Visitation to United States regional casinos was down 5.4 percent in January, according to J.P. Morgan analyst Daniel Politzer. However,... more
Stock weakness defies ‘consistent and solid’ gaming trends, Truist analyst says
Gaming stocks have performed weakly so far into 2026, said Truist Securities analyst Barry Jonas in a February 3 investor note. The... more
Wall Street Bets: Genius Sports, Macau, New York online sports betting, Las Vegas Sands
Genius Sports outlook Barry Jonas of Truist Securities on February 2 commented on a recent meeting with Genius Sports: “We hosted... more
