Tag: Analyst

05/11/26 9:53 AM

Wall Street Bets: DraftKings, Wynn Resorts, Inspired Entertainment, Genius Sports

  • Rege Behe, CDC Gaming
  David Bain of Texas Capital Securities on May 11 examined DraftKings: “Following a 7% EBITDA beat versus consensus estimates and its... more
05/06/26 11:24 AM

Reduced foot traffic suggests regional gambling dip

  • David McKee, CDC Gaming
Regional gaming will be down for April, according to a J.P. Morgan analysis of casino foot traffic published on Wednesday that showed 8.3... more
04/23/26 3:02 PM

Penn Entertainment CEO Snowden touts ‘strong execution’ for largest quarterly increase in three years

  • Rege Behe, CDC Gaming
It’s fair to say Penn Entertainment CEO Jay Snowden is bullish on the company’s recent performance. During Thursday’s first quarter... more
04/22/26 11:02 AM

Monarch earnings impress analysts

  • David McKee, CDC Gaming
Monarch Casinos & Resorts beat Wall Street expectations for the first quarter of 2026 by double digits. Truist Securities analyst Barry... more
04/21/26 8:10 PM

First-quarter earnings to provide clues about Las Vegas, national economy, and prediction market impact

  • Buck Wargo, CDC Gaming
With casino gaming stocks down 6% for the year, first-quarter earnings season kicks off this week with potential Las Vegas Strip upside,... more
04/21/26 7:40 PM

Consumers still snubbing Vegas for regional casinos, analyst says

  • David McKee, CDC Gaming
For Wall Street, gaming “remains out of favor,” according to Truist Securities analyst Barry Jonas. But he described the green shoots he... more
04/20/26 8:16 PM

Analyst weighs Caesars takeout scenarios

  • Buck Wargo, CDC Gaming
A J.P. Morgan analyst says a potential Caesars Entertainment sale in the low- to mid-$30s share price “is rational and achievable” through... more
04/20/26 10:48 AM

Wall Street Bets: Sportradar, Genius Sports, lodging trends, East Coast Gaming Conference

  • Rege Behe, CDC Gaming
Sportradar and Genius Sports David Bain of Texas Capital Securities on April 17 examined Sportradar and Genius Sports: “Sportradar (no... more
04/13/26 12:24 PM

Las Vegas encouragement mixes with caution, Truist analyst says

  • David McKee, CDC Gaming
Although Las Vegas room rates are soft in April, they’re solidifying in May and June. So reported Truist Securities analyst Barry... more
04/07/26 12:50 PM

‘Weakness’ persists in Las Vegas, now affecting locals properties, Jefferies analyst says

  • David McKee, CDC Gaming
Group and convention business in Las Vegas is performing as expected, Jefferies Equity Research analyst David Katz wrote in an April 6... more