Tag: Analyst
CBRE lowers Q2 and Q3 earnings for Las Vegas Strip, strengthening in Q4 and 2026
CBRE lowered its second- and third-quarter earnings estimates for Las Vegas Strip casinos impacted by a summer slowdown, but predicted a... more
Analysts: Inflation taking a toll on consumer spending
Although recent geopolitical stresses have faded, Jefferies Equity Research analysts wrote, “Inflation is starting to feature as a bigger... more
U.S. casino visitation stable in June, report says
Although casino foot traffic sagged 4.6 percent from June 2024 to June 2025, Jefferies Equity Research analyst David Katz was still pleased... more
Monarch has ‘monster’ quarter, Truist analyst says
“Macro schmacro,” enthused Truist Securities analyst Barry Jonas about Monarch in a July 16 investor note. He raised his price target on... more
Close-to-home gamblers provide Q2 boost, analyst says
Las Vegas locals casinos will prove stable and solid in second-quarter earnings. That was the prediction of Truist Securities analyst Barry... more
Earnings season kicks off Wednesday with open questions about Macau, regionals, Las Vegas
Second-quarter earnings season starts Wednesday and kicks off in earnest next week, when a lot of questions will be answered about Las... more
Regional and locals casinos look stable, Deutsche Bank analyst says
Following the departure of Carlo Santarelli, Deutsche Bank’s portfolio of gaming coverage passed to analyst Steven Pizzella. His new remit... more
Wall Street Bets: Flutter-Boyd, IGT sale, Genius Sports
Flutter – Boyd dealout Flutter Entertainment’s announcement that it will buy Boyd Gaming’s 5% stake in FanDuel, in a deal worth... more
Analyst takes cautious stance on Brightstar
Jefferies Equity Research analyst David Katz initiated coverage of Brightstar Lottery on July 7. His initial rating on the stock was Hold... more
Wall Street Bets: Gaming sector prospects, DoubleDown Interactive, Bally’s, U.S. RevPAR, IGT sale
Gaming sector’s outlook positive David Katz of Jefferies is upbeat on the gaming sector’s prospects this year noting that based on... more


