Tag: Analyst

03/10/25 9:53 AM

Wall Street Bets: Bally’s, AGS, Everi, Las Vegas Strip

  • Rege Behe, CDC Gaming
Wall Street Bets is a roundup of recent notes from analysts covering the gambling industry. Reaction to Bally’s results In a... more
03/03/25 11:45 AM

Wall Street Bets: Vegas Strip room rates, Golden Entertainment, Penn Entertainment, Nevada/Las Vegas first quarter

  • Rege Behe, CDC Gaming
Las Vegas Strip room rates slightly increase J.P. Morgan analyst Joseph Greff focused on the Las Vegas Strip in a February 28 note. “Las... more
02/24/25 9:25 AM

Wall Street Bets: GLPI, street traffic, Churchill Downs, Wynn Resorts

  • Rege Behe, CDC Gaming
  Gaming and Leisure Property outlook Analyst Barry Jonas of Truist Securities February 23 posted a statement about Gaming and Leisure... more
02/23/25 5:21 AM

J.P. Morgan increases Wynn stock price target

  • Buck Wargo, CDC Gaming
J.P. Morgan increased its December 2025 price target for Wynn Resorts stock to $117 per share after the operator reported stronger than... more
02/19/25 2:49 PM

Light & Wonder enhanced by Grover purchase, Truist analyst says

  • David McKee, CDC Gaming
Truist Securities analyst Barry Jonas applauded Light & Wonder’s acquisition of Grover Gaming in a February 19 investor note, “Move... more
02/19/25 3:02 AM

Analyst: Caesars hold better than peers, but below consensus

  • Buck Wargo, CDC Gaming
According to a Wall Street analyst, Caesars Entertainment will show a better hold than its peers on the Las Vegas Strip when it releases... more
02/19/25 2:34 AM

Analyst: Little impact on Rush Street Interactive from sudden Colombian tax

  • David McKee, CDC Gaming
By presidential decree, Colombia has imposed a 19 percent value-added tax (VAT) on deposits with igaming operators. In a February 18... more
02/18/25 11:45 AM

Wall Street Bets: DraftKings, Wynn, Las Vegas room rates

  • Rege Behe, CDC Gaming
DraftKings looks solid In a February 17 statement, Truist Securities analyst Barry Jonas wrote that “DraftKings overcame hold-related... more
02/11/25 3:33 PM

TransUnion report: Outlook for sportsbooks is good, but warning signs exist

  • Rege Behe, CDC Gaming
TransUnion’s U.S. Betting Report on the fourth quarter of 2024 is a mixed bag. According to the report, online sports bettors tend to have... more
02/10/25 6:48 PM

Analyst: Casino-goers show up less, spend more

  • David McKee, CDC Gaming
In studying January 2025 casino visitation, Jefferies Equity Research analyst David Katz came to the conclusion that it was flat compared... more