Tag: Analyst
Gaming analyst favors Sands, DraftKings in soft fourth quarter
“Gaming stocks are carrying a lot of baggage and negativity right now,” wrote J.P. Morgan analyst Daniel Politzer in a January 23 investor... more
Wall Street Bets: Prediction markets, Bally’s, New Jersey revenue, digital
Prediction markets vs. OSB Chad Beynon of Macquarie on January 16 released an overview of prediction markets for sports betting:... more
U.S. consumer sentiment slumping, analysts say
A post-government-shutdown recovery in consumer sentiment has been aborted, according to a Jefferies Equity Research analysis, published... more
Uncertain outlook for Las Vegas Strip, analyst says
A “return to growth in the challenged Las Vegas is not certain,” wrote Truist Securities analyst Barry Jonas in an investor note published... more
Gaming REITs Vici and GLPI both get analyst thumbs-up
David Katz of Jefferies Equity Research has placed Buy recommendations on two real estate investment trusts (REITs) heavily invested in... more
Wall Street Bets: REITS, VGTs in Chicago, Las Vegas Strip EBITDAR, Maine igaming
Wall Street Bets is a roundup of recent notes from analysts covering the gambling industry. REITs weaknesses overdone David Katz of... more
Settlement a positive for Light & Wonder, analyst says
In a January 12 accord, Light & Wonder agreed to pay Aristocrat Leisure $127.5 million to cover legal fees and settle an... more
J.P. Morgan lowers MGM’s Strip earnings estimate to end 2025 and begin 2026
J.P. Morgan has lowered its Las Vegas Strip earnings estimate for MGM Resorts International but projects a slightly higher stock price in... more
Regional casinos trending downward, analyst says
Foot traffic in U.S. regional casinos was down one percent in December, according to a January 5 investor note from J.P. Morgan. Analyst... more
Truist analyst lowers Caesars and MGM earnings outlook because of latest Las Vegas revenue and visitation
After seeing the latest Las Vegas Strip gaming revenue and visitation numbers, a gaming analyst lowered his earnings outlook for MGM... more


