Tag: Analyst

06/05/25 8:21 PM

Gaming REITs remain positive and talk of future deals

  • Buck Wargo, CDC Gaming
The management teams of casino property owners VICI Properties and Gaming & Leisure Properties (GLPI) remain positive, despite dealing... more
06/05/25 3:51 PM

Aristocrat taking market share, Jefferies analyst says

  • David McKee, CDC Gaming
Aristocrat Leisure recorded a four percent gain in social-casino market share in May, while its competitors lost four percent. That was the... more
06/05/25 7:37 AM

Boyd Gaming gets Buy rating

  • Buck Wargo, CDC Gaming
    Jefferies Equity Research issued a Buy rating for Boyd Gaming after meeting with senior management this week in Las Vegas. Analyst David... more
    06/04/25 4:00 PM

    Despite underperformance, analyst “cautiously optimistic” for gaming

    • David McKee, CDC Gaming
    Calling 2024 an “underperformance” year for the casino industry, Macquarie Equity Research analyst Chad Beynon said he was “cautiously... more
    06/03/25 4:06 PM

    Las Vegas room rates softening, Truist analyst says

    • David McKee, CDC Gaming
    Following room-rate increases in April, Truist Securities analyst Barry Jonas saw them soften through May and into June on the Las Vegas... more
    06/02/25 10:14 AM

    Wall Street Bets: Illinois OSB tax increase, New York OSB, Las Vegas Strip

    • Rege Behe, CDC Gaming
    Wall Street Bets is a roundup of recent notes from analysts covering the gambling industry. Surprise tax increase in Illinois Barry Jonas... more
    05/28/25 11:29 AM

    Jefferies analyst sees “new product momentum” for Aristocrat

    • David McKee, CDC Gaming
    Citing an April improvement in gross gaming revenue, Jefferies Equity Research analyst Kai Erman said he gained confidence in Aristocrat... more
    05/23/25 12:47 PM

    Las Vegas Strip looks to group business for strength, Deutsche Bank analyst says

    • David McKee, CDC Gaming
    Deutsche Bank analyst Carlo Santarelli met with several Las Vegas-based casino operators in mid-May and came away optimistic. He did warn,... more
    05/21/25 11:44 AM

    IGT optimistic, despite higher costs, analyst says

    • David McKee, CDC Gaming
    “Good, but not as good.” That was Truist Securities analyst Barry Jonas’s summation of International Game Technology’s earnings prognosis... more
    05/19/25 1:50 PM

    Wall Street Bets: IGT, Gambling.com, DoubleDown, AGS and Everi

    • Rege Behe, CDC Gaming
    IGT wins bid for Italian Lotto Barry Jonas of Truist Securites May 19 looked at IGT’s rebid to service the Italian Lotto Jonas sees... more