Tag: Analyst

07/06/25 2:05 PM

Aristocrat’s momentum accelerating, analyst says

  • David McKee, CDC Gaming
Jefferies Equity Research data supports Aristocrat Leisure continuing to grow market share through the third quarter of 2025. That’s... more
07/02/25 3:18 PM

“Downbeat” ending to second quarter, Jefferies analyst says

  • David McKee, CDC Gaming
    While there is “no evidence of peril” in summer spending patterns by consumers, Jefferies Equity Research analyst David Katz opined that... more
    07/01/25 7:06 PM

    Analyst: IGT sale ‘a positive step’ for company

    • David McKee, CDC Gaming
    International Game Technology (IGT) having closed the sale of its gaming business, Jefferies Equity Research analyst David Katz called it... more
    06/30/25 8:36 PM

    Analyst: Strip declines in revenue and visitation portend ‘risk to the downside’

    • Buck Wargo, CDC Gaming
    A Wall Street analyst said declines in gaming revenue and visitation numbers on Las Vegas Strip raise concerns over whether casino... more
    06/30/25 10:05 AM

    Wall Street Bets: Gaming stocks, IGT, Las Vegas Strip, New York OSB

    • Rege Behe, CDC Gaming
      Gaming industry overview Dan Politzer of J.P. Morgan on June 26 released an overview of gaming stocks: “Macau was one of the more... more
    06/29/25 4:39 PM

    Las Vegas’ drop in tourism and gaming revenue shows no sign of slowing

    • Buck Wargo, CDC Gaming
    The drop in visitation to Las Vegas and decline in hotel occupancy show no signs of slowing down over the summer, considering the reports... more
    06/27/25 1:44 PM

    Las Vegas Sands “a battleground stock,” J.P. Morgan analyst says

    • David McKee, CDC Gaming
    Daniel Politzer’s debut as J.P. Morgan’s lead gaming analyst brought a plethora of reactions. Politzer summarized the feedback in a June 26... more
    06/25/25 11:29 AM

    Light & Wonder/Aristocrat litigation is “background noise,” Jefferies analyst says

    • David McKee, CDC Gaming
    The latest court decree in Aristocrat Leisure’s ongoing lawsuit against Light & Wonder “is an incremental positive” for the latter. So... more
    06/23/25 3:50 PM

    Gaming sector an attractive risk, J.P. Morgan analyst says

    • David McKee, CDC Gaming
      Despite resilience among United States consumers, “The current economic environment is marked by elevated uncertainty, with the combination... more
      06/23/25 9:21 AM

      Wall Street Bets: Sports betting taxes, BetMGM, lodging trends, regional properties

      • Rege Behe, CDC Gaming
      Taxes on sports betting could dampen growth Fitch Ratings June 16 issued a note regarding recent and proposed sports betting tax hikes,... more