Tag: Analyst
“Cautious optimism” for Las Vegas, analyst says
In a September 22 investor note, Deutsche Bank analyst Steven Pizzella conceded that Las Vegas “has been relatively weak.” He attributed... more
Wall Street Bets: Monarch Casinos, Caesars, OSB outlook, Sportradar, Genius Sports
Monarch’s customers Barry Jonas of Truist Securities September 22 commented on investor meetings his firm recently had with Monarch... more
Churchill Downs bright spot amid “underwhelming” trends, analysts say
Jefferies Equity Research analysts called Churchill Downs “a bright spot amidst underwhelming land-based gaming data.” Their verdict was... more
Wall Street Bets: Prediction markets, Las Vegas Strip, Light & Wonder, Caesars
Prediction markets analyzed J. P. Morgan’s Daniel Politzer wrote on September 15 that his firm is “increasingly mixed on the risk/reward... more
Casino attendance droops in August: analyst
Visitation to United States casinos was down 5.4 percent in August and plummeted 17.5 percent from pre-pandemic 2019. These findings were... more
Wall Street analyst counters talk about Las Vegas decline
A Wall Street analyst attributed the decline in tourism in Las Vegas to a broader problem in national travel, rather than a specific... more
Wall Street Bets: Prediction markets, hotel revenue, second-quarter revenue
Investors focused on prediction markets David Katz of Jefferies on September 7 in a release wrote that “the focus of investors remains... more
Bank of America conference highlights strength in regional casinos and digital gaming
Las Vegas’s loss is the regional casino operator’s gain. That was one of the messages that came out of the 15th annual Bank of America 2025... more
Las Vegas room rates decline 12% in Q4, lower-end properties impacted most
For all the talk of Las Vegas bouncing back in the fourth quarter, a new report from J.P. Morgan shows Las Vegas room rates are down 12% on... more
Wall Street Bets: Online sports betting, Churchill, Wynn Resorts, Las Vegas Strip
Prediction markets for DraftKings, FanDuel? Daniel Politzer of J. P. Morgan on September 2 looked at why prediction markets may be enticing... more


